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The company

UGI Corporation

UGI · NYSE

UtilitiesGas & Water UtilitiesAbove a falling average

UGI stood above a rising 150-day average in 23 of the last 52 weekly readings, and has been out of that trend for the last 25 weeks. It is 6.2% above that average now. Gas & Water Utilities: 19% of its 16 stocks in an uptrend (−37 points in four weeks); Utilities: 13% (−4 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 25
Industry in uptrend
19% -38 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$5.0M
Officials’ trades on record
5
Institutions holding
580 (+18)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 23 of 52 weeks.

17 Apr – 16 Oct
15%40%64%Apr 26Jun 26Jul 26Sep 26Oct 26

Gas & Water Utilities: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Utilities: Few of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1.6M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

5 disclosed lines: House 5, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k10 Apr 2023filed 19 May 2023
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k10 Apr 2023filed 19 May 2023
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k1 Mar 2023filed 17 Apr 2023
John H. Rutherford House: U.S. House ClerkFL04sold$1k–$15k16 Mar 2022filed 19 Apr 2022
John H. Rutherford House: U.S. House ClerkFL04bought$1k–$15k17 Feb 2022filed 16 Mar 2022

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 5
WhoDidSharesTraded
Kathleen Shea-BallayGC and Chief Legal Officersold25,360at $33.6218 Jun 2026filed 23 Jun 2026
Jean Felix TematioVP, CAO & Corporate Controllersold12,840at $38.0711 Feb 2026filed 13 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders580+18 on the quarter
New · exited94 · 74
Reported value$6.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202626,463,921$914.1M+804,843+3.1%
FMR LLCreduced · filed 13 Aug 202613,986,188$483.1M-96,239−0.7%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 202612,615,116$435.7M+684,351+5.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20269,647,183$333.2M+41,827+0.4%
NEUBERGER BERMAN GROUP LLCreduced · filed 13 Aug 20268,201,866$283.3M-225,301−2.7%
STATE STREET CORPadded · filed 7 Aug 20266,869,984$239.8M+120,897+1.8%
FULLER & THALER ASSET MANAGEMENT, INC.added · filed 12 Aug 20265,882,917$203.2M+540,545+10.1%
SNYDER CAPITAL MANAGEMENT L Preduced · filed 13 Aug 20265,365,031$185.3M-1,6660.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20264,543,038$157.0M+50,905+1.1%
NORTHERN TRUST CORPadded · filed 13 Aug 20263,539,044$122.2M+32,997+0.9%
31 Mar 2023 – 30 Jun 2026
379476572Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Kathleen Shea-Ballay Company insiderGC and Chief Legal Officer · last 18 Jun 20260 · 1
Sean O'Brien Company insiderChief Financial Officer · last 10 Apr 20260 · 1
Jean Felix Tematio Company insiderVP, CAO & Corporate Controller · last 11 Feb 20260 · 1
Alan N. Harris Company insiderDirector · last 30 Jan 20260 · 0
David Bingenheimer Company insiderDirector · last 30 Jan 20260 · 0
Kelly A. Romano Company insiderDirector · last 30 Jan 20260 · 0
M. Shawn Bort Company insiderDirector · last 30 Jan 20268 · 5
Mario Longhi Company insiderDirector · last 30 Jan 20260 · 0
Melanie Ruiz Company insiderDirector · last 30 Jan 20260 · 0
Santiago Seage Company insiderDirector · last 30 Jan 20260 · 0
Ted A. Dosch Company insiderDirector · last 30 Jan 20263 · 0
Tina Veronica Faraca Company insiderDirector · last 30 Jan 20260 · 0

Same industry

PCYO Pure CycleJust started moving+1%
GWRS Global Water ResourcesAbove a falling average+4%
WTRG Essential UtilitiesAbove a falling average+4%
AWK American Water Works CompanyAbove a falling average+2%
MSEX Middlesex WaterAbove a falling average+1%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 30 Sep 202515.2%
Free cash flow marginFY 2025 · to 30 Sep 20255.4%
Return on capital employedFY 2025 · to 30 Sep 20258.2%
Cash conversionFY 2025 · to 30 Sep 2025181%
Debt to equityFY 2025 · to 30 Sep 20251.42×
Share count trendFY 2025 · to 14 Nov 2025-2.1%
Cash and equivalentsFY 2025 · to 30 Sep 2025$335.0M
Free cash flowFY 2025 · to 30 Sep 2025$390.0M

Analyst forecasts

No analyst forecasts yet.