16,029 Shares in UGI Corporation $UGI Purchased by Burns Matteson Capital Management LLC

Burns Matteson Capital Management LLC acquired a new stake in shares of UGI Corporation (NYSE:UGI) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 16,029 shares of the utilities provider’s stock, valued at approximately $600,000.

Other hedge funds also recently bought and sold shares of the company. Foster & Motley Inc. boosted its holdings in shares of UGI by 13.9% during the 4th quarter. Foster & Motley Inc. now owns 165,187 shares of the utilities provider’s stock worth $6,183,000 after purchasing an additional 20,179 shares during the last quarter. SG Americas Securities LLC increased its holdings in shares of UGI by 8.9% in the fourth quarter. SG Americas Securities LLC now owns 227,467 shares of the utilities provider’s stock valued at $8,514,000 after purchasing an additional 18,652 shares during the last quarter. Tudor Investment Corp ET AL lifted its position in UGI by 234.1% during the third quarter. Tudor Investment Corp ET AL now owns 95,545 shares of the utilities provider’s stock worth $3,178,000 after buying an additional 66,946 shares in the last quarter. Captrust Financial Advisors lifted its position in UGI by 11.2% during the third quarter. Captrust Financial Advisors now owns 2,863,933 shares of the utilities provider’s stock worth $95,254,000 after buying an additional 287,764 shares in the last quarter. Finally, Bare Financial Services Inc boosted its stake in UGI by 103.8% during the third quarter. Bare Financial Services Inc now owns 1,345 shares of the utilities provider’s stock worth $45,000 after buying an additional 685 shares during the last quarter. Institutional investors and hedge funds own 82.34% of the company’s stock.

UGI Trading Down 0.7%

Shares of UGI stock opened at $36.43 on Wednesday. The stock has a 50 day moving average of $37.75 and a 200 day moving average of $36.27. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.64 and a current ratio of 0.78. The firm has a market capitalization of $7.82 billion, a price-to-earnings ratio of 13.44 and a beta of 1.08. UGI Corporation has a fifty-two week low of $29.03 and a fifty-two week high of $41.34.

UGI (NYSE:UGI) last posted its earnings results on Wednesday, February 4th. The utilities provider reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.50 by ($0.24). UGI had a net margin of 8.17% and a return on equity of 14.46%. The business had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $2.49 billion. During the same quarter in the prior year, the firm earned $1.37 EPS. UGI’s revenue for the quarter was up 2.6% compared to the same quarter last year. As a group, research analysts predict that UGI Corporation will post 3.02 earnings per share for the current year.

UGI Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 16th will be issued a $0.375 dividend. This represents a $1.50 annualized dividend and a yield of 4.1%. The ex-dividend date is Monday, March 16th. UGI’s payout ratio is 55.35%.

Wall Street Analyst Weigh In

UGI has been the subject of a number of recent research reports. Mizuho raised their target price on UGI from $41.00 to $44.00 and gave the stock an “outperform” rating in a research note on Monday, December 15th. UBS Group reissued an “outperform” rating on shares of UGI in a research report on Monday, December 15th. Finally, Weiss Ratings raised shares of UGI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $44.50.

UGI News Roundup

Here are the key news stories impacting UGI this week:

• Positive Sentiment: UGI Electric has formally proposed raising distribution rates for electric service; if approved this would raise regulated revenue and support earnings. UGI Electric aims to raise rates for distribution service
• Positive Sentiment: UGI is pursuing natural‑gas rate changes alongside electric rate requests — successful approvals across both businesses would be incremental to cash flow and could justify higher forward earnings estimates. PUC holds hearings on UGI’s proposed rate increase
• Neutral Sentiment: Pennsylvania Public Utility Commission (PUC) has opened a series of public input hearings this week across Lancaster and other counties to gather testimony on the filings — procedural step that sets the timetable for decisions. Hearing on UGI rate increase taking place in Lancaster County
• Neutral Sentiment: Local media and video coverage show multiple community input meetings and testimony sessions — useful for tracking public reaction and specific issues raised (affordability, service). UGI Gas Rate Input Meetings
• Neutral Sentiment: One local story notes short‑term traffic/parking disruptions for hearings in East Hempfield/Manor townships — operationally unrelated but reflects the on‑the‑ground presence of hearings. Traffic, parking disruptions start in East Hempfield, Manor townships Wednesday
• Negative Sentiment: Public testimony at hearings has included strong opposition and concern about higher bills, which increases the risk regulators will trim or reject the full requested increases — creating regulatory risk to the company’s upside. UGI’s proposed rate hike sparks concern at public hearing
• Negative Sentiment: Ongoing hearings and public pushback extend the approval timeline and create uncertainty around timing/magnitude of any rate relief, which could pressure near‑term guidance and investor sentiment. Public hearings begin Monday for UGI’s proposed natural gas rate increase

Insider Buying and Selling

In other UGI news, CAO Jean Felix Tematio sold 12,840 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $38.07, for a total value of $488,818.80. Following the transaction, the chief accounting officer owned 6,952 shares of the company’s stock, valued at $264,662.64. This represents a 64.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.57% of the stock is owned by insiders.

About UGI

UGI Corporation (NYSE: UGI) is a publicly traded energy distribution company headquartered in King of Prussia, Pennsylvania. Founded in 1882 as the United Gas Improvement Company, UGI has grown into a diversified provider of energy products and services. The company’s operations are organized into three primary segments—AmeriGas Propane, UGI Utilities and UGI International—each focused on the delivery of propane, natural gas and related services to residential, commercial and industrial customers.

AmeriGas Propane, UGI’s largest segment, is the leading retail propane distributor in the United States with a network of dealers serving customers in all 50 states.