UGI Corp is an American holding company that, through its subsidiaries, is involved in the transport and marketing of energy and related services. Its segments include AmeriGas Propane, UGI International, Midstream & Marketing, and Utilities. The AmeriGas Propane segment consists of the propane distribution business. The UGI International segment consists of LPG distribution businesses. The Midstream & Marketing segment consists of energy-related businesses. The Utilities segment consists of the regulated natural gas and electric distribution. The company derives a majority of its revenue from the UGI International segment.
The chart shows the growth of an initial investment of $10,000 in UGI Corporation, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
UGI Corporation (UGI) has returned -1.37% so far this year and 24.35% over the past 12 months. Looking at the last ten years, UGI has achieved an annualized return of -1.08%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
UGI
1M0.19%
6M13.07%
YTD-1.37%
1Y24.35%
5Y-2.67%
10Y-1.08%
Benchmark (SPY)
1M-2.61%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of UGI Corporation (UGI) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
7.59%
-6.87%
-2.62%
1.52%
2025
7.82%
13.00%
-3.45%
-3.13%
9.77%
1.14%
0.64%
-4.81%
-3.09%
0.51%
18.84%
-4.61%
2024
-10.00%
7.65%
-0.20%
4.24%
-0.82%
-10.79%
7.69%
0.52%
0.72%
-4.17%
26.54%
-6.92%
2023
6.38%
-5.89%
-6.05%
-2.42%
-17.74%
-4.36%
-0.26%
-6.53%
-9.48%
-9.45%
5.37%
11.97%
2022
-1.37%
-15.50%
-5.18%
-5.95%
23.81%
-9.73%
11.35%
-8.01%
-18.34%
7.35%
9.06%
-4.41%
2021
2.42%
6.56%
4.99%
6.25%
5.16%
-0.09%
-1.25%
0.74%
-8.19%
1.38%
-5.28%
9.68%
2020
-8.11%
-13.09%
-26.35%
18.35%
7.68%
-0.50%
4.42%
3.32%
-3.96%
-2.06%
8.34%
-2.51%
2019
7.28%
-3.41%
0.84%
-1.68%
-5.56%
3.09%
-4.50%
-4.66%
3.50%
-5.04%
-8.64%
3.70%
2018
-2.72%
-9.05%
2.40%
8.84%
4.41%
3.03%
2.15%
1.71%
2.55%
-4.19%
8.09%
-7.43%
2017
0.48%
4.24%
3.33%
1.58%
1.61%
-5.76%
3.55%
-2.49%
-5.60%
2.11%
1.83%
-4.36%
2016
0.32%
6.85%
5.43%
-0.46%
0.69%
-0.70%
2.37%
-3.16%
3.04%
Performance Indicators
The charts below present risk-adjusted performance metrics for UGI Corporation (UGI) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of UGI compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current UGI Corporation volatility is 1.46%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Liabilities And Equity (USD)
15.46B
15.10B
15.40B
17.58B
16.72B
13.99B
13.35B
11.98B
11.58B
10.85B
10.55B
10.09B
10.01B
9.71B
6.66B
6.37B
Equity Attributable To Parent (USD)
4.78B
4.35B
4.39B
6.07B
5.52B
4.13B
3.82B
3.68B
3.16B
2.85B
2.69B
2.66B
2.49B
2.23B
1.98B
1.82B
Equity Attributable To Noncontrolling Interest (USD)
Hans G. Bell, president of a UGI Corporation subsidiary, sold 11,300 shares worth approximately $439,700 in late November 2025. This sale was part of a broader insider selling trend at UGI, with multiple executives including another subsidiary president and the CFO also selling shares. However, analysts view these sales as profit-taking following UGI's exceptional 2025 performance, with the stock delivering a 43.34% one-year return and the company reporting record annual earnings of $728 million.
The Motley Fool•Adé Hennis
AI Insight
While multiple insiders sold shares, the article frames this positively as profit-taking after strong performance rather than a sign of concern. UGI reported record earnings of $728 million in FY 2025 and delivered a 43.34% one-year return. The Motley Fool's analysis suggests investors should remain optimistic about the stock.
The 2025 Philadelphia ORBIE Awards honored technology executives from various organizations, recognizing their leadership and innovation across seven award categories at a ceremony in Philadelphia.
GlobeNewswire Inc.•Nicole Lammes
AI Insight
Won Super Global ORBIE Award for organizations over $8 billion, highlighting significant business performance
UGI Corporation reported mixed Q3 FY2025 financial results, with a beat on adjusted EPS but missed revenue expectations. The company saw varied performance across its energy segments, facing challenges in propane and LPG volumes while maintaining its annual earnings guidance.
The Motley Fool•Jesterai
AI Insight
Despite mixed financial performance with revenue challenges and segment earnings declines, the company maintained its annual guidance and showed resilience through cost management and strategic asset sales
UGI Corporation is an ultra-high-yield dividend stock that is considered undervalued, with a 6.42% dividend yield and potential for 32% share price growth over the next 12 months, according to Wall Street analysts.
The Motley Fool•The Motley Fool
AI Insight
The article highlights UGI's attractive valuation, high dividend yield, and potential for significant share price growth, indicating a positive sentiment towards the company.
The author discusses his decision to invest in UGI Corporation, a diversified utility company, citing its resilient business, attractive valuation, and reliable dividend history as key reasons for the investment.
The Motley Fool•Keith Speights
AI Insight
The author views UGI Corporation as a resilient and reliable utility company with a long history of paying dividends. The company's diversified business model, improving financials, and attractive valuation make it a favorable investment for the author.
The article discusses two lesser-known utility companies, Black Hills and UGI Corp., that offer attractive dividend yields of over 4% and 6% respectively. Despite some risks, the companies' long histories of consistent dividend payments make them worth considering for income investors.
The Motley Fool•Reuben Gregg Brewer
AI Insight
UGI has paid dividends for over 140 years and offers a hefty 6% dividend yield. However, it is in a transition period, with efforts to strengthen its balance sheet and streamline operations, which creates some uncertainty for investors.
Wall Street's most accurate analysts recommend holding three high-yielding utility stocks: Atlantica Sustainable, UGI, and Avista. The analysts have mixed sentiments on these stocks, with some maintaining neutral ratings and others upgrading or downgrading their recommendations.
Benzinga•Avi Kapoor
AI Insight
Analysts have a neutral outlook, with one maintaining a market perform rating and another upgrading the stock to neutral.
The traditional ways to plan for your retirement may mean income can no longer cover expenses post-employment. But what if there was another option that could provide a steady, reliable source of income in your nest egg years?
National Fuel Gas (NFG) makes a strong investment case, given its estimate revisions, strong earnings surprise history and systematic capital expenditure.
