What is the 13F Pro Quality Score for UGI?

13F Pro ranks UGI CORP /PA/ (UGI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UGI's current score at https://13fpro.ai/company/UGI (free sign-up required for the full ranking).

Which hedge funds own the most UGI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of UGI include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/UGI as soon as new 13F filings post.

Where does 13F Pro source UGI data?

All UGI CORP /PA/ fundamentals and ownership data come directly from SEC EDGAR. UGI CORP /PA/ files with the SEC under CIK 884614. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UGI in?

UGI CORP /PA/ (UGI) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives UGI's revenue?

Per UGI CORP /PA/'s latest 10-Q filed with the SEC on 2026-05-07, the biggest revenue drivers are: Utilities ($1,471M, +17% YoY); AmeriGas Propane ($1,359M, -8% YoY); UGI International ($1,196M, -7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/UGI.

What are UGI's largest expenses?

UGI CORP /PA/'s latest 10-Q reports these as the largest expense items: Cost of sales ($2,199M, -1% YoY); Operating and administrative expenses ($1,079M, +3% YoY); Depreciation and amortization ($278M, +1% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (six months ended March 31, 2026).

How often is UGI research updated on 13F Pro?

UGI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

UGI CORP /PA/(UGI)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Utilities →NYSEmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 884614 UGI stock profile & AI dashboard →

13F Pro Quality Score

48.3/100

Rank #1,731 of 2,961 stocks

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

18.4/100

Profitability

69.1/100

Balance Sheet

66.5/100

Earnings Quality

14.0/100

Free Cash Flow

34.3/100

Institutional Flow

39.8/100

Revenue Scale

83.1/100

Dilution Risk

84.1/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why UGI Scores 48/100

exact factor attribution · 2026-09-11

UGI's composite is driven by scale and profitability, held back by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.0 pts

83th pct

Profitability

+2.9 pts

69th pct

Shareholder dilution

+1.7 pts

84th pct

Capital efficiency

+1.6 pts

67th pct

Earnings growth

-0.1 pts

48th pct

Institutional flow

-0.5 pts

40th pct

Free cash flow

-2.4 pts

34th pct

Earnings quality

-3.6 pts

14th pct

Revenue growth

-6.3 pts

18th pct

Latest change (2026-08-06): 70 → 56 · ↓ Revenue growth 63→32; ↓ Free cash flow 65→26

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in UGI

Events flagged as statistical outliers against UGI's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-06
UGI quality score dropped 14 points (70→56) on a new filing
View source filing →

UGI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for UGI CORP /PA/ (UGI), a Utilities sector company. 13F Pro's AI-powered ranking engine scores UGI at 48.3/100 on a 32-signal composite quality model, placing it at rank #1,731 of 2,961 stocks — the bottom half of the AI-ranked universe. UGI scores in the top quartile across revenue scale (83.1). Areas of concern include earnings quality (14.0) and revenue growth (18.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), UGI CORP /PA/ reports quarterly revenue of $1.3B, net income of $-133.0M, free cash flow of $16.0M. Top institutional holders of UGI by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. UGI trades on the NYSE exchange and files with the SEC under CIK 884614. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UGI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UGI CORP /PA/ directly from SEC EDGAR. UGI CORP /PA/'s 13F Pro composite quality score has ranged between 37 and 71 since 2021, currently 48.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about UGI CORP /PA/

Quirks, history, and lore behind UGI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. utilities holding company · listed on NYSE · headquartered in Pennsylvania · operates across energy distribution and services.
2
The Numbers
Annual revenues in the multi-billion dollar range, with operations spanning multiple continents — not bad for a company most people have never heard of.
3
The History
Traces its roots back to the late 19th century in Pennsylvania, growing over more than a century from a regional gas utility into an international energy enterprise.
4
The Secret
A major chunk of its business is distributing liquefied petroleum gas (LPG) — propane and related fuels — to customers across Europe and the Americas.
5
The Lore
Its subsidiary AmeriGas was for years the largest retail propane distributor in the United States, keeping countless rural grills and home furnaces running.
6
The Giveaway
Think propane tanks, natural gas utilities in the Mid-Atlantic, and a ticker that sounds like a friendly grunt — this King of Prussia, PA energy stalwart has been keeping America warm since the 1800s.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving UGI's Business? Latest 10-Q Breakdown

AI-extracted from UGI CORP /PA/'s 10-Q filed 2026-05-07 — Q2 FY2026 (six months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

UGI reported net income of $817M (+$0M YoY; diluted EPS $3.68 vs $3.93), with adjusted earnings of $745M reflecting strong Utilities growth offset by Midstream & Marketing headwinds and LPG portfolio optimization charges.

Biggest Revenue Drivers

Utilities$1,471M+17% YoY

Higher Gas Utility base rates effective October 2025, increased purchased gas and power costs recovery, and colder weather drove core market volumes up 6%.

AmeriGas Propane$1,359M-8% YoY

Lower wholesale propane prices (19% lower at Mont Belvieu) and 3% decline in retail gallons sold due to warmer weather and customer attrition, partially offset by higher unit margins.

Biggest Revenue Drivers

Total revenue: $4,768M+1.5% YoY

Utilities$1,471M+17% YoY

Higher Gas Utility base rates effective October 2025, increased purchased gas and power costs recovery, and colder weather drove core market volumes up 6%.

AmeriGas Propane$1,359M-8% YoY

Lower wholesale propane prices (19% lower at Mont Belvieu) and 3% decline in retail gallons sold due to warmer weather and customer attrition, partially offset by higher unit margins.

UGI International$1,196M-7% YoY

Lower LPG retail volumes (9% decline) from divestitures of non-core businesses and warmer weather, partially offset by stronger euro translation effects.

Midstream & Marketing$1,142M+20% YoY

Higher natural gas marketing revenues from colder weather and capacity management activities, with margin largely flat despite higher volumes.

Largest Expense Items

Cost of sales$2,199M-1% YoY

Higher purchased gas and power costs at Utilities offset by lower LPG costs and lower wholesale volumes at AmeriGas and International.

Operating and administrative expenses$1,079M+3% YoY

Higher personnel and uncollectible accounts expenses at Utilities, increased renewable energy project costs at Midstream & Marketing, and higher compensation at AmeriGas.

Depreciation and amortization$278M+1% YoY

Continued distribution system capital investment activity, particularly at Utilities.

Interest expense$222M+9% YoY

Higher interest rates and increased long-term debt outstanding at Utilities, partially offset by lower debt at AmeriGas.

Margins: Consolidated operating margin was flat to slightly positive as higher Utilities margins from base rate increases and colder weather were offset by headwinds in Midstream & Marketing (higher operating costs despite stable total margin) and AmeriGas (lower volumes). Adjusted earnings declined 4% YoY primarily due to higher income tax expenses related to decreased investment tax credits at Midstream & Marketing.

Watch Items from the Filing

UGI International recognized $62M pre-tax loss on disposals in Q2 FY2026 (three months), including $64M impairment charge on Czech Republic, Hungary, Poland and Slovakia LPG assets held for sale; total divestitures expected to yield ~$130M net proceeds.
Electric Utility divestiture agreement signed in April 2026 for $470M sale price (expected Q2 FY2027 close); PA Gas Utility and Electric Utility each filed major rate increase requests ($99M and $17M respectively) in early 2026, both suspended pending 9-month reviews.
AmeriGas Propane goodwill of $1.1B represents concentration risk; fair value exceeded carrying value by >25% in FY2025 impairment test, but sensitivity to operational performance and discount rate increases could trigger future impairment.
PAPUC filed formal complaint March 18, 2026 against UGI Utilities alleging pipeline safety violations related to West Reading explosion (March 2023); company maintains insurance but cannot predict outcome; NTSB final report (April 2025) identified thermal degradation of plastic gas assets as root cause.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$-133.0M

Free Cash Flow

Q2 2026

$16.0M

ROIC

Q2 2026

-1.5%

D/E Ratio

Q2 2026

1.29

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.1% YoY

$7.29BFY 2025

FY22 $10.11BFY23 $8.93BFY24 $7.21BFY25 $7.29B

Net Income

+152.0% YoY

$678.0MFY 2025

FY22 $1.07BFY23 $-1.50BFY24 $269.0MFY25 $678.0M

Operating Income

+43.8% YoY

$1.11BFY 2025

FY22 $1.67BFY23 $-1.44BFY24 $770.0MFY25 $1.11B

EPS (Diluted)

+147.2% YoY

$3.09FY 2025

FY22 $4.97FY23 $-7.16FY24 $1.25FY25 $3.09

Total Assets

+2.4% YoY

$15.46BFY 2025

FY22 $17.57BFY23 $15.40BFY24 $15.10BFY25 $15.46B

Total Debt

-3.7% YoY

$6.88BFY 2025

FY22 $6.93BFY23 $6.71BFY24 $7.15BFY25 $6.88B

Op. Cash Flow

+3.8% YoY

$1.23BFY 2025

FY22 $716.0MFY23 $1.11BFY24 $1.18BFY25 $1.23B

Free Cash Flow

+1.0% YoY

$390.0MFY 2025

FY22 $-88.0MFY23 $133.0MFY24 $386.0MFY25 $390.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$7.29B +1.1%	$7.21B -19.2%	$8.93B -11.7%	$10.11B +35.7%	$7.45B +13.5%	$6.56B
Net Income	$678.0M +152.0%	$269.0M +117.9%	$-1.50B -240.0%	$1.07B -26.9%	$1.47B +175.8%	$532.0M
Operating Income	$1.11B +43.8%	$770.0M +153.3%	$-1.44B -186.7%	$1.67B -29.1%	$2.35B +139.3%	$982.0M
EPS (Diluted)	$3.09 +147.2%	$1.25 +117.5%	$-7.16 -244.1%	$4.97 -28.2%	$6.92 +172.4%	$2.54
Total Assets	$15.46B +2.4%	$15.10B -2.0%	$15.40B -12.4%	$17.57B +5.1%	$16.72B +19.6%	$13.98B
Total Debt	$6.88B -3.7%	$7.15B +6.5%	$6.71B -3.1%	$6.93B +3.9%	$6.67B +8.6%	$6.14B
Operating Cash Flow	$1.23B +3.8%	$1.18B +6.8%	$1.11B +54.6%	$716.0M -51.7%	$1.48B +34.4%	$1.10B
Free Cash Flow	$390.0M +1.0%	$386.0M +190.2%	$133.0M +251.1%	$-88.0M -111.1%	$791.0M +77.0%	$447.0M

Get alerted when UGI's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for UGI CORP /PA/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UGI

BlackRock, Inc.
$914.1M26,463,921 sh
FMR LLC
$483.1M13,986,188 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$435.7M12,615,116 sh
VANGUARD CAPITAL MANAGEMENT LLC
$333.2M9,647,183 sh
Neuberger Berman Group LLC
$283.3M8,201,866 sh
STATE STREET CORP
$239.8M6,869,984 sh
LSV ASSET MANAGEMENT
$215.2M6,231,070 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$203.2M5,882,917 sh
SNYDER CAPITAL MANAGEMENT L P
$185.3M5,365,031 sh
Point72 Asset Management, L.P.
$163.9M122,610,000 sh

Fund	Value	Shares
BlackRock, Inc.	$914.1M	26,463,921
FMR LLC	$483.1M	13,986,188
VANGUARD PORTFOLIO MANAGEMENT LLC	$435.7M	12,615,116
VANGUARD CAPITAL MANAGEMENT LLC	$333.2M	9,647,183
Neuberger Berman Group LLC	$283.3M	8,201,866
STATE STREET CORP	$239.8M	6,869,984
LSV ASSET MANAGEMENT	$215.2M	6,231,070
FULLER & THALER ASSET MANAGEMENT, INC.	$203.2M	5,882,917
SNYDER CAPITAL MANAGEMENT L P	$185.3M	5,365,031
Point72 Asset Management, L.P.	$163.9M	122,610,000

Companies Similar to UGI

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

PPL

PPL Corp

AI score

Similar quality profile · 17 shared holders

Energy Income Partners, LLC ANGELO GORDON & CO., L.P.Calamos Advisors LLC

EVRG

Evergy, Inc.

AI score

Similar quality profile · 19 shared holders

ANGELO GORDON & CO., L.P.Aequim Alternative Investments LP Energy Income Partners, LLC

PCG

PG&E Corp

AI score

Similar quality profile · 19 shared holders

ANGELO GORDON & CO., L.P.Aequim Alternative Investments LP Energy Income Partners, LLC

DUK

Duke Energy CORP

AI score

Similar quality profile · 15 shared holders

Energy Income Partners, LLC ANGELO GORDON & CO., L.P.Arbejdsmarkedets Tillaegspension

PNW

PINNACLE WEST CAPITAL CORP

AI score

Similar quality profile · 18 shared holders

ANGELO GORDON & CO., L.P.Calamos Advisors LLC Arbejdsmarkedets Tillaegspension

WEC

WEC ENERGY GROUP, INC.

AI score

Similar quality profile · 11 shared holders

Aequim Alternative Investments LP Energy Income Partners, LLC ANGELO GORDON & CO., L.P.

AVA

AVISTA CORP

AI score

Similar quality profile · 18 shared holders

LSV ASSET MANAGEMENT KENNEDY CAPITAL MANAGEMENT LLC LOOMIS SAYLES & CO L P

TXNM

TXNM ENERGY INC

AI score

Similar quality profile · 19 shared holders

Aequim Alternative Investments LP Alberta Investment Management Corp Calamos Advisors LLC

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Utilities Companies

View all Utilities →

AEE

AMEREN CORP

AEP

AMERICAN ELECTRIC POWER CO INC

AES

AES CORP

AQN

ALGONQUIN POWER & UTILITIES CORP.

ARTNA

ARTESIAN RESOURCES CORP

AVA

AVISTA CORP

AWK

American Water Works Company, Inc.

AWR

AMERICAN STATES WATER CO

Put UGI on your watchlist

Track score changes the day UGI CORP /PA/ files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is UGI a good stock to buy?

13F Pro's AI-powered analysis of UGI CORP /PA/ (UGI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UGI are available on the UGI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UGI is classified as a mid company.

Which hedge funds own UGI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UGI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UGI CORP /PA/'s investment landscape.