UGI (UGI) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 9, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: $0
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Jun 30, 2026: 1 added, 2 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about UGI filings

Are insiders buying or selling UGI Corporation (UGI) stock?

Neither. UGI Corporation (UGI) insiders filed no open-market purchases or sales in the 90 days to Nov 9, 2026, according to SEC Form 4 filings.

Which members of Congress have traded UGI recently?

None. No member of Congress disclosed a UGI trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this UGI smart-money data?

This summary uses filings available on Nov 9, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on UGI

Lean short2 sources:
- Insiders
- Funds

Top traders
No tracked positions at the last update
Insiders
- Kathleen Shea-Ballay, sold $852K, scheduled plan sale, filed Jun 23
Lean short · thin1 sale · $852K
1 of 1 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about UGI filings

Are insiders buying or selling UGI Corporation (UGI) stock?

Neither. UGI Corporation (UGI) insiders filed no open-market purchases or sales in the 90 days to Nov 9, 2026, according to SEC Form 4 filings.

Which members of Congress have traded UGI recently?

None. No member of Congress disclosed a UGI trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this UGI smart-money data?

Funds

What funds are doing

7 moves · 6 mo

Buys/Adds$154.1MSells/Trims$159.0M

Buys/Adds (1)

AQ
AQR
Q2 2026 13F
$86.0M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (2)

MG
Man Group
Q2 2026 13F
$18.3M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
MW
Marshall Wace
Q2 2026 13F
$38.7M
trimmed

4 more moves

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Reported Aug 5, 2026

Earnings came in 53.8% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 5, 2026

Period ending

Jun 30, 2026

Earnings per share

-$0.20-53.85% miss

-$0.13 expected

Revenue

$1.33B

SEC filing

EPS: Yahoo Finance

Next report

Estimated report: Nov 18, 2026, in 9 days

Estimates as of Nov 9, 2026

EPS expected

-$0.91

-$1.95 to -$0.35

Revenue expected

$1.39B

1 analysts

Last 30 days

0up2down

Analysts cutting estimates

Estimate drift

0.52

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 5, 2026	-$0.20est. -$0.13	-53.85%miss	$1.33BSEC filing	-4.5%from $1.39B
Mar 31, 2026Reported May 6, 2026	$2.09est. $2.11	-0.95%in line	$2.69BSEC filing	+0.7%from $2.67B
Dec 31, 2025Reported Feb 4, 2026	$1.26est. $1.26	+0.00%in line	$2.08BSEC filing	+2.6%from $2.03B
Sep 30, 2025Reported Nov 20, 2025	-$0.23est. -$0.41	+43.90%beat	$1.20BYahoo Finance	No year-ago quarter
Jun 30, 2025Reported Aug 6, 2025	-$0.01est. -$0.09	+$0.08beat	$1.39BSEC filing	+1.0%from $1.38B
Mar 31, 2025Reported May 7, 2025	$2.21est. $1.81	+22.10%beat	$2.67BSEC filing	+8.1%from $2.47B
Dec 31, 2024Reported Feb 5, 2025	$1.37est. $1.19	+15.13%beat	$2.03BSEC filing	-4.3%from $2.12B
Sep 30, 2024Reported Nov 21, 2024	-$0.17est. -$0.29	+41.38%beat	$7.21B · FYSEC filing	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $36.91
High: $37.37
Low: $36.61
Prev close: $37.22
52-wk high: $40.08
52-wk low: $31.00
Mkt cap: $7.94B
P/E: 12.3x
ROE: +13.3%
Fwd P/E: 7.7x
Beta: 0.95
Div yield: 4.03%
P/S: 1.1x
P/B: 1.5x
Profit margin: +9.2%
Op margin: -2.5%

Fundamentals

Is the business strong?

Fairly priced and running thin margins.

Net margin: 9.2%
P/E: 12.31
Forward P/E: 7.73
Market cap: $7.9B

Valuation

P/S1.09
P/B1.52
Dividend yield4.0%

Quality

Operating margin-2.5%
ROE13.3%
ROA4.8%

Growth

Beta0.95

Technicals

Price structure

This stock is under pressure.

Trend

Under pressure

25 / 100

RSI 14

38balanced

20D volatility

19%annualized

52-week range

$37.05

$31.00$40.08

20D support

$36.61recent floor

20D resistance

$39.38recent ceiling

Returns

5D -4.2%20D -0.2%60D +6.1%

Price vs moving averages

SMA20 -3.0%SMA50 -1.5%SMA200 +2.5%

Volume pace

0.69xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Aug 5, 2026

-$0.20est. -$0.13

-53.85%

$1.33BSEC filing

-4.5%from $1.39B

Mar 31, 2026May 6, 2026

$2.09est. $2.11

-0.95%

$2.69BSEC filing

+0.7%from $2.67B

Dec 31, 2025Feb 4, 2026

$1.26est. $1.26

+0.00%

$2.08BSEC filing

+2.6%from $2.03B

Sep 30, 2025Nov 20, 2025

-$0.23est. -$0.41

+43.90%

$1.20BYahoo Finance

No year-ago quarter

Jun 30, 2025Aug 6, 2025

-$0.01est. -$0.09

+$0.08

$1.39BSEC filing

+1.0%from $1.38B

Mar 31, 2025May 7, 2025

$2.21est. $1.81

+22.10%

$2.67BSEC filing

+8.1%from $2.47B

Dec 31, 2024Feb 5, 2025

$1.37est. $1.19

+15.13%

$2.03BSEC filing

-4.3%from $2.12B

Sep 30, 2024Nov 21, 2024

-$0.17est. -$0.29

+41.38%

$7.21B · FYSEC filing

No year-ago quarter

UGI Corporation

Smart money at a glance

What do analysts expect?

Questions about UGI filings

Smart money on UGI

Questions about UGI filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 53.8% below what analysts expected.

Estimated report: Nov 18, 2026, in 9 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

UGI Corporation

Smart money at a glance

What do analysts expect?

Questions about UGI filings

Smart money on UGI

Questions about UGI filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 53.8% below what analysts expected.

Estimated report: Nov 18, 2026, in 9 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

UGI Corporation

Overview

Questions about UGI filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

UGI Corporation

Overview

Questions about UGI filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.