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UGI

UGI

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$4.6m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q2 ’26 end
$34.54
-5.2% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+9.3%Q3 ’24
+12.8%Q4 ’24
+17.1%Q1 ’25
+10.1%Q2 ’25
-8.7%Q3 ’25
+12.5%Q4 ’25
-2.7%Q1 ’26
-5.2%Q2 ’26
Q3 ’24: +9.3%; Q4 ’24: +12.8%; Q1 ’25: +17.1%; Q2 ’25: +10.1%; Q3 ’25: -8.7%; Q4 ’25: +12.5%; Q1 ’26: -2.7%; Q2 ’26: -5.2%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes UGI.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding UGI
Miller Value Partners1.0%$4.2m$4.2mUnchanged10 qtrs
First Eagle Investment Management0.0%$394k$394kTrimmed -2.4%44 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Utilities · Gas & Other Services Combined
Incorporated in
Pennsylvania
Financial year ends
30 September
Shares outstanding
214m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$7.2bnSep ’13
$6.7bnSep ’15
$6.1bnSep ’17
$7.3bnSep ’19
$7.4bnSep ’21
$8.9bnSep ’23
$7.3bnSep ’25
Sep ’13: $7.2bn; Sep ’14: $8.3bn; Sep ’15: $6.7bn; Sep ’16: $5.7bn; Sep ’17: $6.1bn; Sep ’18: $7.7bn; Sep ’19: $7.3bn; Sep ’20: $6.6bn; Sep ’21: $7.4bn; Sep ’22: $10bn; Sep ’23: $8.9bn; Sep ’24: $7.2bn; Sep ’25: $7.3bn
UGI revenue and net income by year
YearRevenueNet income
Year to Sep 2025$7.3bn$678m
Year to Sep 2024$7.2bn$269m
Year to Sep 2023$8.9bn−$1.5bn
Year to Sep 2022$10bn$1.1bn
Year to Sep 2021$7.4bn$1.5bn
Year to Sep 2020$6.6bn$532m
Year to Sep 2019$7.3bn$256m
Year to Sep 2018$7.7bn$719m
Year to Sep 2017$6.1bn$437m
Year to Sep 2016$5.7bn$365m
Year to Sep 2015$6.7bn$281m
Year to Sep 2014$8.3bn$337m
Year to Sep 2013$7.2bn$278m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.