Clear Harbor Asset Management LLC Takes Position in UGI Corporation $UGI

24 Aug 2026, 08:26 by Mitch Edgeman · The Markets Daily

Clear Harbor Asset Management LLC acquired a new position in shares of UGI Corporation (NYSE:UGI – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 22,797 shares of the utilities provider’s stock, valued at approximately $787,000.

Other hedge funds have also modified their holdings of the company. Versant Capital Management Inc raised its holdings in shares of UGI by 45.6% in the second quarter. Versant Capital Management Inc now owns 1,268 shares of the utilities provider’s stock valued at $44,000 after purchasing an additional 397 shares during the last quarter. Northwestern Mutual Wealth Management Co. bought a new stake in shares of UGI in the second quarter worth $53,000. Torren Management LLC acquired a new position in UGI during the fourth quarter worth $65,000. Colonial Trust Co SC acquired a new position in UGI during the fourth quarter worth $75,000. Finally, State of Wyoming bought a new position in UGI in the second quarter valued at $71,000. 82.34% of the stock is currently owned by institutional investors.

UGI Stock Performance

Shares of UGI stock opened at $37.58 on Monday. The company has a fifty day moving average price of $35.68 and a two-hundred day moving average price of $36.13. UGI Corporation has a one year low of $31.62 and a one year high of $41.34. The stock has a market cap of $8.06 billion, a P/E ratio of 12.57 and a beta of 0.93. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.44 and a quick ratio of 1.22.

UGI (NYSE:UGI – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The utilities provider reported ($0.20) earnings per share for the quarter, missing the consensus estimate of ($0.08) by ($0.12). The firm had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.50 billion. UGI had a return on equity of 12.80% and a net margin of 9.20%. As a group, equities analysts predict that UGI Corporation will post 2.85 EPS for the current year.

UGI Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.375 per share. This represents a $1.50 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend is Tuesday, September 15th. UGI’s payout ratio is 50.17%.

Analyst Ratings Changes

UGI has been the topic of several analyst reports. Wells Fargo & Company cut their price target on shares of UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a research report on Friday, August 7th. Weiss Ratings cut UGI from a “buy (b)” rating to a “hold (c+)” rating in a report on Tuesday, August 11th. Wall Street Zen downgraded UGI from a “hold” rating to a “sell” rating in a research report on Saturday, August 15th. Zacks Research lowered UGI from a “hold” rating to a “strong sell” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $40.00 price target (down from $45.00) on shares of UGI in a research report on Thursday, April 30th. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $42.00.

Read Our Latest Analysis on UGI

Insiders Place Their Bets

In other UGI news, insider Kathleen Shea-Ballay sold 25,360 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $33.62, for a total value of $852,603.20. Following the sale, the insider owned 25,360 shares in the company, valued at $852,603.20. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.57% of the stock is currently owned by company insiders.

UGI Company Profile

(Free Report)

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.