Burns Matteson Capital Management LLC Purchases New Shares in UGI Corporation $UGI

Burns Matteson Capital Management LLC acquired a new stake in UGI Corporation (NYSE:UGI) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 16,029 shares of the utilities provider’s stock, valued at approximately $600,000.

A number of other large investors have also modified their holdings of UGI. Princeton Global Asset Management LLC acquired a new stake in shares of UGI during the 3rd quarter valued at about $33,000. Bare Financial Services Inc increased its stake in shares of UGI by 103.8% in the 3rd quarter. Bare Financial Services Inc now owns 1,345 shares of the utilities provider’s stock valued at $45,000 after purchasing an additional 685 shares in the last quarter. CoreCap Advisors LLC raised its holdings in UGI by 2,455.7% in the 3rd quarter. CoreCap Advisors LLC now owns 3,348 shares of the utilities provider’s stock worth $111,000 after purchasing an additional 3,217 shares during the period. Quent Capital LLC acquired a new position in UGI in the 3rd quarter worth about $163,000. Finally, GAMMA Investing LLC boosted its position in UGI by 7.8% during the third quarter. GAMMA Investing LLC now owns 9,178 shares of the utilities provider’s stock worth $305,000 after purchasing an additional 661 shares in the last quarter. Institutional investors and hedge funds own 82.34% of the company’s stock.

More UGI News

Here are the key news stories impacting UGI this week:

• Positive Sentiment: UGI Electric has formally proposed raising distribution rates for electric service; if approved this would raise regulated revenue and support earnings. UGI Electric aims to raise rates for distribution service
• Positive Sentiment: UGI is pursuing natural‑gas rate changes alongside electric rate requests — successful approvals across both businesses would be incremental to cash flow and could justify higher forward earnings estimates. PUC holds hearings on UGI’s proposed rate increase
• Neutral Sentiment: Pennsylvania Public Utility Commission (PUC) has opened a series of public input hearings this week across Lancaster and other counties to gather testimony on the filings — procedural step that sets the timetable for decisions. Hearing on UGI rate increase taking place in Lancaster County
• Neutral Sentiment: Local media and video coverage show multiple community input meetings and testimony sessions — useful for tracking public reaction and specific issues raised (affordability, service). UGI Gas Rate Input Meetings
• Neutral Sentiment: One local story notes short‑term traffic/parking disruptions for hearings in East Hempfield/Manor townships — operationally unrelated but reflects the on‑the‑ground presence of hearings. Traffic, parking disruptions start in East Hempfield, Manor townships Wednesday
• Negative Sentiment: Public testimony at hearings has included strong opposition and concern about higher bills, which increases the risk regulators will trim or reject the full requested increases — creating regulatory risk to the company’s upside. UGI’s proposed rate hike sparks concern at public hearing
• Negative Sentiment: Ongoing hearings and public pushback extend the approval timeline and create uncertainty around timing/magnitude of any rate relief, which could pressure near‑term guidance and investor sentiment. Public hearings begin Monday for UGI’s proposed natural gas rate increase

Analyst Ratings Changes

UGI has been the topic of several research analyst reports. Weiss Ratings raised UGI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Mizuho increased their target price on UGI from $41.00 to $44.00 and gave the company an “outperform” rating in a research report on Monday, December 15th. Finally, UBS Group reissued an “outperform” rating on shares of UGI in a research note on Monday, December 15th. Four investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $44.50.

UGI Trading Down 0.7%

Shares of UGI stock opened at $36.43 on Wednesday. The company has a current ratio of 0.78, a quick ratio of 0.64 and a debt-to-equity ratio of 1.19. UGI Corporation has a twelve month low of $29.03 and a twelve month high of $41.34. The firm has a market capitalization of $7.82 billion, a PE ratio of 13.44 and a beta of 1.08. The firm’s 50-day moving average price is $37.75 and its 200 day moving average price is $36.27.

UGI (NYSE:UGI) last posted its quarterly earnings data on Wednesday, February 4th. The utilities provider reported $1.26 EPS for the quarter, missing the consensus estimate of $1.50 by ($0.24). UGI had a return on equity of 14.46% and a net margin of 8.17%.The firm had revenue of $2.08 billion for the quarter, compared to analysts’ expectations of $2.49 billion. During the same quarter last year, the firm posted $1.37 earnings per share. UGI’s quarterly revenue was up 2.6% on a year-over-year basis. On average, sell-side analysts predict that UGI Corporation will post 3.02 EPS for the current fiscal year.

UGI Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 16th will be given a dividend of $0.375 per share. This represents a $1.50 annualized dividend and a dividend yield of 4.1%. The ex-dividend date is Monday, March 16th. UGI’s payout ratio is presently 55.35%.

Insider Buying and Selling

In related news, CAO Jean Felix Tematio sold 12,840 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $38.07, for a total value of $488,818.80. Following the completion of the transaction, the chief accounting officer directly owned 6,952 shares of the company’s stock, valued at approximately $264,662.64. This represents a 64.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.57% of the company’s stock.

UGI Company Profile

UGI Corporation (NYSE: UGI) is a publicly traded energy distribution company headquartered in King of Prussia, Pennsylvania. Founded in 1882 as the United Gas Improvement Company, UGI has grown into a diversified provider of energy products and services. The company’s operations are organized into three primary segments—AmeriGas Propane, UGI Utilities and UGI International—each focused on the delivery of propane, natural gas and related services to residential, commercial and industrial customers.

AmeriGas Propane, UGI’s largest segment, is the leading retail propane distributor in the United States with a network of dealers serving customers in all 50 states.