NYSE · Utilities

UGI CORP NEW UGI

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.

Natural Gas Distribution

Company profile

Business mix

  • 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 customers.
  • The company distributes liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale and automobile fuel customers; and provides logistics, storage, and other services to third-party LPG distributors.
  • In addition, it engages in the retail sale of natural gas, liquid fuels, and electricity to approximately 10,800 residential, commercial, and industrial customers.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated gas?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 12.06 FCF 3.19% Buyback -2.45%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 1.2% $4.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $6.2M Estimated from net reduced shares
Net share change / base shares -58.6% -171,000 / 292,000
Miller Value Partners Bill Miller 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -10.3% 13F value change -$1.9M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -53.8% 13F value change -$5.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 292,000 Last 4 periods -171,000 (-58.6%) Total shares 121,000 Value $4.4M
Corvex Management Keith Meister 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$64.8M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$64.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.