UGI (US:UGI) The Motley Fool·2026-02-14 21:49Company Overview - UGI Corporation is a diversified energy distributor with a portfolio that includes propane, natural gas, and electricity, leveraging an integrated infrastructure network to deliver energy products and services across multiple markets [6][9] - The company reported a total revenue of $7.34 billion and a net income of $600 million for the trailing twelve months (TTM) [4] Recent Transactions - Bragg Financial Advisors increased its stake in UGI by 207,861 shares, valued at approximately $7.36 million, as disclosed in a SEC filing dated February 13, 2026 [2] - Following this transaction, Bragg Financial Advisors' total exposure to UGI rose to 1,316,362 shares, with the position's value increasing by $12.40 million from the previous filing [2] Financial Performance - UGI opened fiscal 2026 with quarterly revenue of $2.08 billion, reflecting a 5% growth in total reportable segment EBIT to $441 million [7] - The adjusted diluted EPS for the quarter was reported at $1.26, with the Utilities segment achieving a 12% growth in operating income, supported by base rate increases in Pennsylvania and a 16% growth in core market volumes during colder weather [7] Market Position - As of February 12, 2026, UGI shares were priced at $38.26, representing a 23% increase over the past year, outperforming the S&P 500 by 10.64 percentage points [8] - The company is also focusing on regulated earnings growth, with rate case filings requesting $99 million and $27 million in distribution increases [10] Strategic Moves - UGI is reshaping its portfolio by divesting LPG businesses in several European countries, which is expected to generate approximately $215 million in cash [10] - Moody's has upgraded AmeriGas' outlook to positive, indicating a favorable view of the company's future performance [10]