UGI (UGI)

• Market cap: $7.7B
• 1 day: -0.83%
• 5 days: 0.64%
• 1 month: 1.18%
• 3 months: 8.66%
• 6 months: 27.85%
• Year to date: 26.94%
• 1 year: 59.77%
• 5 years: 9.22%
• 10 years: 2.51%
• Sector: Utilities
• Industry: Gas Utilities

About: UGI Corp is an American holding company that, through its subsidiaries, is involved in the transport and marketing of energy and related services. Its segments include AmeriGas Propane, UGI International, Midstream & Marketing, and Utilities. The AmeriGas Propane segment consists of the propane distribution business. The UGI International segment consists of LPG distribution businesses. The Midstream & Marketing segment consists of energy-related businesses. The Utilities segment consists of the regulated natural gas and electric distribution. The company derives a majority of its revenue from the UGI International segment.

Employees: 4,850

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

50% more funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 6 (+2) [Q1 2025]

14% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 166

13% more capital invested

Capital invested by funds: $5.58B [Q4 2024] → $6.32B (+$740M) [Q1 2025]

10% more funds holding

Funds holding: 505 [Q4 2024] → 558 (+53) [Q1 2025]

2.84% less ownership

Funds ownership: 91.82% [Q4 2024] → 88.98% (-2.84%) [Q1 2025]

59% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $99.5M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $39 9% upside
• Avg. target: $39 9% upside
• High target: $39 9% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Mizuho Gabriel Moreen

9% upside $39

Outperform Maintained

15 May 2025