UGI — UGI Corporation

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates UGI Bullish with a Setup Score of 43, net conviction 39, actionability 47. How the Setup Score works →

Total Setup Score43
Directional BiasBullish
Net Conviction39
Actionability47 (in range)

Key signals behind this score

About UGI Corporation

UGI Corporation, together with its subsidiaries, engages in the distribution, storage, transportation, and marketing of energy products and related services in the United States and internationally. The company operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. It distributes propane to approximately 801 million residential, commercial/industrial, motor fuel, agricultural, and wholesale cust… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$38.45
Market Cap$8.13B
Float214.1M
Shares Outstanding214.5M
P/E (Forward)7.73
P/E (TTM)12.80
Price/Sales (TTM)1.11
vs. Analyst Target+7.5% to analyst PT
Profit Margin9.20%
Operating Margin (TTM)-2.48%
Revenue (TTM)$7.30B
Earnings Growth (YoY)6.40%
Dividend Rate1.5%
Analyst Target Price$41.33 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $6.56B $532M $3.41B $1.47B
2021 $7.45B $1.47B $4.83B $2.80B
2022 $10.11B $1.07B $4.13B $2.23B
2023 $8.93B -$1.50B $1.99B -$926M
2024 $7.21B $269M $3.68B $1.28B
2025 $7.29B $678M $3.63B $1.67B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $1.20B -$13.0M
Dec 2025 $2.08B $297M
Mar 2026 $2.69B $520M
Jun 2026 $1.33B -$133M

Ownership & Float

Insider Ownership0.1%
Institutional Ownership97.1%
Short Float5.9%
% of All Funds Holding7.01%
Number of Funds Holding617

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$36.21Near-term / short-term trend
Weekly40-Week SMA$36.66Medium-term trend
Weekly80-Week SMA$35.50Cyclical trend (business cycle)
Weekly200-Week SMA$30.84Secular trend (multi-year)
Monthly10-Month SMA$37.10Near-term monthly trend
Monthly20-Month SMA$35.59Medium-term monthly trend
Monthly40-Month SMA$30.29Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$33.30 support 1.06x 8 months ago
$24.00 support 1.34x 20 months ago

Historical Earnings Reactions (122 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.10% 0.00% 49.18% 6.26% -2.43%
1 Day 0.18% -0.01% 48.36% 9.81% -7.12%
1 Week 0.51% 0.79% 59.84% 11.14% -10.98%
2 Weeks 1.01% 0.82% 55.74% 11.85% -12.65%
1 Month 0.54% 0.75% 57.85% 22.40% -28.57%

Next earnings: October 25, 2026 (59 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.2%58.8%51
Feb-0.5%52.9%51
Mar-0.6%47.1%51
Apr1.6%60.8%51
May1.8%56.9%51
Jun-0.3%47.1%51
Jul2.7%60.8%51
Aug0.2%50.0%50
Sep-1.2%48.0%50
Oct1.7%62.0%50
Nov0.8%46.0%50
Dec1.5%58.8%51

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.02% 45.3% 2397
Tuesday 0.04% 44.1% 2599
Wednesday 0.06% 46.6% 2600
Thursday 0.04% 47.4% 2550
Friday 0.06% 45.9% 2535

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 97.1%

Insider Transactions — Smart Summary

Total insider ownership: 0.1%

12-Month Insider Activity Summary

Total Filings6
Net Value-$1.1M
Net Shares Change-4,936
% of Float-0.0%
C-Suite Filings6
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
O'Brien Sean Chief Financial Officer -$495,991.923 1 1 sell
Shea-Ballay Kathleen GC and Chief Legal Officer -$228,638.152 1 1 sell
Tematio Jean Felix VP, CAO & Corporate Controller -$172,984.332 1 1 sell
Hartz Joseph L. President of Subsidiary -$97,172.5 2 2 sell
Bell Hans G. President of Subsidiary -$58,210.82 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-11-28 – 2025-12-09 3 3 -$627,938.243 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-23 Shea-Ballay Kathleen GC and Chief Legal Officer -$228,638.152 Transaction at $29.11, now +32.1%
2026-02-13 Tematio Jean Felix VP, CAO & Corporate Controller -$172,984.332 Transaction at $31.34, now +22.7%
2025-12-18 Hartz Joseph L. President of Subsidiary -$23,437 Transaction at $36.10, now +6.5%
2025-12-09 O'Brien Sean Chief Financial Officer -$495,991.923 Transaction at $31.12, now +23.5%
2025-12-01 Bell Hans G. President of Subsidiary -$58,210.82 Transaction at $36.34, now +5.8%
2025-11-28 Hartz Joseph L. President of Subsidiary -$73,735.5 Transaction at $36.22, now +6.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for UGI Corporation (UGI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for UGI on Trend Edge →