Also trades as: UGIC (NYSE) · $vol 1M
UGI Smart Money
UGI Corporation
1W: +1.8%
1M: +8.4%
3M: +7.0%
YTD: +4.4%
1Y: +17.6%
3Y: +112.9%
5Y: +7.9%
$39.26
+0.15 (+0.38%)
Weekly Expected Move ±2.7%
$36
$37
$38
$40
$41
Credit Risk of going bust: lower than 67% of companies Debt: 44.4% of company value Bonds: $48.8M held by 34 funds → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.44 (down 96%), UGI Corporation would be worth roughly what it owes.
Total debt $6.71B against a stock market value of $8.42B.
Distance to default 7.16 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.37B (short-term plus half of long-term), stock volatility 24.5%; Altman Z'' 2.03. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.44 (down 96%), UGI Corporation would be worth roughly what it owes.
Total debt $6.71B against a stock market value of $8.42B.
Distance to default 7.16 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.37B (short-term plus half of long-term), stock volatility 24.5%; Altman Z'' 2.03. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026695
Institutions Holding
+22 vs prior
80.8%
Ownership
-6.63%
98
New
254
Increased
237
Reduced
67
Closed
👔 Insider Trades
22 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-18 | Shea-Ballay Kathleen | officer: gc and chief legal officer | S-Sale | 25,360 | $33.62 | $852K | Filing |
| 2026-02-11 | Tematio Jean Felix | officer: vp, cao & corporate controller | S-Sale | 12,840 | $38.07 | $489K | Filing |
| 2026-01-30 | Bingenheimer David | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Bort M Shawn | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Dosch Ted A | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Faraca Tina Veronica | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Harris Alan N | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Longhi Mario | director | A-Grant/Award | 7,480 | $— | $0 | Filing |
| 2026-01-30 | Romano Kelly A | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Ruiz Melanie | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-30 | Seage Santiago | director | A-Grant/Award | 4,364 | $— | $0 | Filing |
| 2026-01-11 | Bell Hans G. | officer: president of subsidiary | F-Tax Withholding | 1,118 | $37.07 | $41K | Filing |
| 2026-01-11 | Fazio Julie | officer: president of subsidiary | F-Tax Withholding | 805 | $37.07 | $30K | Filing |
| 2026-01-11 | Hartz Joseph L. | officer: president of subsidiary | F-Tax Withholding | 1,461 | $37.07 | $54K | Filing |
| 2026-01-11 | Tematio Jean Felix | officer: vp, cao & corporate controller | F-Tax Withholding | 960 | $37.07 | $36K | Filing |
| 2025-12-17 | Hartz Joseph L. | officer: president of subsidiary | S-Sale | 5,000 | $38.45 | $192K | Filing |
| 2025-12-05 | O'Brien Sean | officer: chief financial officer | S-Sale | 23,773 | $37.65 | $895K | Filing |
| 2025-12-05 | O'Brien Sean | officer: chief financial officer | S-Sale | 4,936 | $37.65 | $186K | Filing |
| 2025-11-26 | Bell Hans G. | officer: president of subsidiary | S-Sale | 11,300 | $38.91 | $440K | Filing |
| 2025-11-25 | Hartz Joseph L. | officer: president of subsidiary | S-Sale | 15,000 | $38.68 | $580K | Filing |
| 2025-09-30 | O'Brien Sean | officer: chief financial officer | M-Option Exercise | 6,888 | $— | $0 | Filing |
| 2025-09-30 | O'Brien Sean | officer: chief financial officer | F-Tax Withholding | 1,952 | $33.26 | $65K | Filing |
🏛️ Congressional Trades
4 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2023-04-10 | Daniel Goldman | House | Sell | $1,001 - $15,000 | Filing |
| 2023-03-01 | Daniel Goldman | House | Sell | $1,001 - $15,000 | Filing |
| 2022-03-16 | John Rutherford | House | Sell | $1,001 - $15,000 | Filing |
| 2022-02-17 | John Rutherford | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 26,463,921 | $914M | +804,843 | 2026-06-30 | Filing |
| FMR LLC | 13,986,188 | $483M | -96,239 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,615,116 | $436M | +684,351 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,647,183 | $333M | +41,827 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 8,201,866 | $283M | -225,301 | 2026-06-30 | Filing |
| STATE STREET CORP | 6,869,984 | $240M | +120,897 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5,882,917 | $203M | +540,545 | 2026-06-30 | Filing |
| SNYDER CAPITAL MANAGEMENT L P | 5,365,031 | $185M | -1,666 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 4,543,038 | $157M | +50,905 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 3,539,044 | $122M | +32,997 | 2026-06-30 | Filing |
| Mitsubishi UFJ Trust & Banking Corp | 3,478,438 | $120M | +993,292 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 3,469,229 | $120M | +2,544,612 | 2026-06-30 | Filing |
| CAPTRUST FINANCIAL ADVISORS | 3,280,003 | $113M | -238,193 | 2026-06-30 | Filing |
| Invesco Ltd. | 3,050,658 | $105M | +310,589 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,980,373 | $103M | +78,674 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 2,797,324 | $97M | -79,573 | 2026-06-30 | Filing |
| Hamlin Capital Management, LLC | 2,656,429 | $92M | +16,440 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,654,902 | $92M | -415,223 | 2026-06-30 | Filing |
| NORGES BANK | 2,627,450 | $91M | +2,627,450 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,471,540 | $85M | +8,560 | 2026-06-30 | Filing |