UGI UGI (UGI) Insider Trading, Ownership & Congress Trades
Utilities · Gas & other services combined · CIK 0000884614
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
355
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $623.9K priced
What the filings say about UGI
Insiders, 180 days
-$852.6K net sold
1 seller · 0% of sales under a 10b5-1 plan
UGI insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, UGI CORP /PA/ insiders sold a net $852.6K of stock across 29 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- No other insider sold within 30 days.
- 355 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: GC and Chief Legal Officer Shea-Ballay Kathleen sold about $852.6K of UGI on Jun 18, 2026; 355 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 184.7% of the 6,952 shares held after it.
- No other insider sold within 30 days.
- 355 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, CAO & Corporate Controller Tematio Jean Felix sold about $488.8K of UGI on Feb 11, 2026; 355 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Nov 25, 2025.
- The trade is 14.9% of the 33,492 shares held after it.
- 2 other insiders sold within 30 days.
- 355 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Subsidiary Hartz Joseph L. sold about $192.2K of UGI on Dec 17, 2025; 2 other insiders sold within 30 days and 355 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- 2 other insiders sold within 30 days.
- 355 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer O'Brien Sean sold about $185.8K of UGI on Dec 5, 2025; 2 other insiders sold within 30 days and 355 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 481.6% of the 4,936 shares held after it.
- 2 other insiders sold within 30 days.
- 355 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer O'Brien Sean sold about $895.1K of UGI on Dec 5, 2025, the largest insider sale at the company since 2022; 2 other insiders sold within 30 days and 355 funds added in the latest 13F quarter.29 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$852.6K over 180 days
below 66% of Utilities
Congress
no House purchase disclosed in the last 12 months
Funds
355 funds bought in last quarter
more than 68% of Utilities
Revenue
+1.4% year over year
below 75% of Utilities
Margin
9.5% net margin
below 63% of Utilities
Buybacks
$23.0M repurchased, FY to 2026-06-30
below 59% of Utilities
Short interest
5.9% of the float short (float per yahoo 2026-10-27) · 8.0 days to cover · settled 2026-10-15
more than 78% of Utilities
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UGI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+21.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UGI: institutional holders (13F)
13F holdings, latest reported quarter
26,463,921 sh
$914.1M
13,986,188 sh
$483.1M
12,615,116 sh
$435.7M
9,647,183 sh
$333.2M
8,201,866 sh
$283.3M
Congress trades in UGI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UGI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
KATHLEEN SHEA-BALLAY
Filed 2026-06-18
$852.5K
UGI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust Utilities AlphaDEX Fund
$36.8M position · as of 2026-07-31
4.4%
FPA Queens Road Small Cap Value Fund
$42.9M position · as of 2026-05-31
3.2%
Applied Finance Dividend Fund
$837.8K position · as of 2026-07-31
2.4%
Miller Income Fund
$4.2M position · as of 2026-06-30
2.4%
Easterly Snow Long/Short Opportunity Fund
$2.4M position · as of 2026-05-31
2.2%
Hamlin High Dividend Equity Fund
$38.5M position · as of 2026-06-30
2.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Perreault
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$10.0M
$2.1M
$2.1M
-22%
+9%
2022
$6.1M
$2.1M
$2.0M
+5%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $852.6K sold by insiders over 180 days, 355 funds added last quarter. Each figure is a federal filing, dated the day it went public.
UGI financials
Revenue growth
+1.4%
XBRL, annual
Net margin
9.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$7.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UGI
| FY Sep 2025 | $7.3B |
| FY Sep 2024 | $7.2B |
| FY Sep 2023 | $8.9B |
| FY Sep 2022 | $10.1B |
| FY Sep 2021 | $7.4B |
| Jun 2026 | $1.3B |
| Mar 2026 | $2.7B |
| Dec 2025 | $2.1B |
| Sep 2025 | $1.2B |
| Jun 2025 | $1.4B |
| Mar 2025 | $2.7B |
| Dec 2024 | $2.0B |
| Sep 2024 | $1.2B |
At each fiscal year end
Single quarter
Net margin, TTM
+9.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UGI
| FY Sep 2025 | +9.3% |
| FY Sep 2024 | +3.7% |
| FY Sep 2023 | -16.8% |
| FY Sep 2022 | +10.6% |
| FY Sep 2021 | +19.7% |
| Jun 2026 | -10.0% |
| Mar 2026 | +19.4% |
| Dec 2025 | +14.3% |
| Sep 2025 | -1.1% |
| Jun 2025 | -11.7% |
| Mar 2025 | +18.0% |
| Dec 2024 | +18.5% |
| Sep 2024 | -22.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$187.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UGI
| FY Sep 2025 | $390.0M |
| FY Sep 2024 | $386.0M |
| FY Sep 2023 | $133.0M |
| FY Sep 2022 | -$88.0M |
| FY Sep 2021 | $791.0M |
| Jun 2026 | $16.0M |
| Mar 2026 | $494.0M |
| Dec 2025 | -$155.0M |
| Sep 2025 | -$168.0M |
| Jun 2025 | $67.0M |
| Mar 2025 | $538.0M |
| Dec 2024 | -$47.0M |
| Sep 2024 | -$115.0M |
At each fiscal year end
Single quarter
Debt to equity
1.31x
long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end); equity 2026-06-30
Debt to equity UGI
| FY Sep 2025 | 1.39x |
| FY Sep 2024 | 1.54x |
| FY Sep 2023 | 1.50x |
| FY Sep 2022 | 1.09x |
| FY Sep 2021 | 1.17x |
| Jun 2026 | 1.31x |
| Mar 2026 | 1.13x |
| Dec 2025 | 1.22x |
| Sep 2025 | 1.39x |
| Jun 2025 | 1.21x |
| Mar 2025 | 1.36x |
| Dec 2024 | 1.49x |
| Sep 2024 | 1.54x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.16x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end)
Cash flow to debt UGI
| FY Sep 2025 | 0.18x |
| FY Sep 2024 | 0.18x |
| FY Sep 2023 | 0.17x |
| FY Sep 2022 | 0.11x |
| FY Sep 2021 | 0.23x |
| Jun 2026 | 0.16x |
| Mar 2026 | 0.18x |
| Dec 2025 | 0.19x |
| Sep 2025 | 0.18x |
| Jun 2025 | 0.22x |
| Mar 2025 | 0.20x |
| Dec 2024 | 0.18x |
| Sep 2024 | 0.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+13.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity UGI
| FY Sep 2025 | +14.9% |
| FY Sep 2024 | +6.2% |
| FY Sep 2023 | -28.7% |
| FY Sep 2022 | +18.5% |
| FY Sep 2021 | +30.4% |
| Jun 2026 | +13.3% |
| Mar 2026 | +12.3% |
| Dec 2025 | +12.5% |
| Sep 2025 | +14.9% |
| Jun 2025 | +8.7% |
| Mar 2025 | +10.8% |
| Dec 2024 | +12.2% |
| Sep 2024 | +6.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UGI
| FY Sep 2025 | +4.4% |
| FY Sep 2024 | +1.8% |
| FY Sep 2023 | -9.1% |
| FY Sep 2022 | +6.3% |
| FY Sep 2021 | +9.6% |
| Jun 2026 | +4.3% |
| Mar 2026 | +4.0% |
| Dec 2025 | +3.8% |
| Sep 2025 | +4.4% |
| Jun 2025 | +2.7% |
| Mar 2025 | +3.4% |
| Dec 2024 | +3.5% |
| Sep 2024 | +1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+9.1%
operating income after a 12.1% effective tax rate, over long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital UGI
| FY Sep 2025 | +9.9% |
| FY Sep 2024 | +5.6% |
| FY Sep 2023 | n/a |
| FY Sep 2022 | +10.9% |
| FY Sep 2021 | +16.2% |
| Jun 2026 | +9.1% |
| Mar 2026 | +9.6% |
| Dec 2025 | +9.6% |
| Sep 2025 | +9.9% |
| Jun 2025 | +7.9% |
| Mar 2025 | +7.8% |
| Dec 2024 | +8.0% |
| Sep 2024 | +5.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+8.8%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed UGI
| FY Sep 2025 | +8.3% |
| FY Sep 2024 | +5.9% |
| FY Sep 2023 | -10.2% |
| FY Sep 2022 | +11.3% |
| FY Sep 2021 | +17.6% |
| Jun 2026 | +8.8% |
| Mar 2026 | +8.2% |
| Dec 2025 | +8.1% |
| Sep 2025 | +8.3% |
| Jun 2025 | +6.5% |
| Mar 2025 | +7.3% |
| Dec 2024 | +7.7% |
| Sep 2024 | +5.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
13.17x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing UGI
| FY Sep 2025 | 10.73x |
| FY Sep 2024 | 20.18x |
| FY Sep 2023 | n/a |
| FY Sep 2022 | 6.52x |
| FY Sep 2021 | 6.16x |
| Jun 2026 | 11.59x |
| Mar 2026 | 12.82x |
| Dec 2025 | 13.86x |
| Sep 2025 | 10.73x |
| Jun 2025 | 19.17x |
| Mar 2025 | 13.61x |
| Dec 2024 | 11.11x |
| Sep 2024 | 20.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$14.8B
market value at close 2026-10-27 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end), minus cash 2026-06-30
Enterprise value UGI
| FY Sep 2025 | $13.5B |
| FY Sep 2024 | $11.8B |
| FY Sep 2023 | $11.2B |
| FY Sep 2022 | $13.0B |
| FY Sep 2021 | $14.5B |
| Jun 2026 | $13.7B |
| Mar 2026 | $13.4B |
| Dec 2025 | $13.9B |
| Sep 2025 | $13.5B |
| Jun 2025 | $13.4B |
| Mar 2025 | $13.5B |
| Dec 2024 | $12.7B |
| Sep 2024 | $11.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield UGI
| FY Sep 2025 | +5.5% |
| FY Sep 2024 | +7.2% |
| FY Sep 2023 | +2.8% |
| FY Sep 2022 | -1.3% |
| FY Sep 2021 | +8.9% |
| Jun 2026 | +2.5% |
| Mar 2026 | +3.0% |
| Dec 2025 | +3.5% |
| Sep 2025 | +5.5% |
| Jun 2025 | +5.7% |
| Mar 2025 | +7.9% |
| Dec 2024 | +6.2% |
| Sep 2024 | +7.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.23x
P/E over trailing EPS growth of 57%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing UGI
| FY Sep 2025 | 0.07x |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | 0.04x |
| Jun 2026 | 0.20x |
| Mar 2026 | 0.76x |
| Dec 2025 | 2.20x |
| Sep 2025 | 0.07x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $7.3B | $7.2B | $8.9B | $10.1B |
| Operating income | $1.1B | $770.0M | -$1.4B | $1.7B |
| Net income | $678.0M | $269.0M | -$1.5B | $1.1B |
| EPS (diluted) | 3.09 | 1.25 | -7.16 | 4.97 |
| Operating cash flow | $1.2B | $1.2B | $1.1B | $716.0M |
| Cash | $335.0M | $213.0M | $241.0M | $405.0M |
| Long-term debt | $6.5B | $6.4B | $6.5B | $6.5B |
| Buybacks | $33.0M | $0 | $22.0M | $38.0M |
| Dividends paid | $322.0M | $318.0M | $308.0M | $296.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
UGI Stock Sonar score 6/7 axes
Find similar shapesCompareUGI ranks highest on profitability (78th percentile) and risk and compliance (71st), and lowest on insider conviction (16th), among Utilities peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UGI filings, in plain words
Are UGI insiders buying or selling UGI?
In the 180 days to 2026-10-28, UGI insiders were net sellers, a net $852.6K across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-28, UGI insiders were net sellers of UGI, a net $852.6K across purchases and sales reported on Form 4 by 1 seller. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
