UGI UGI CORP /PA/

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 22, 2026 Processed 23d 15h ago SEC 0001104659-26-065697
8-K material event: Items 1.01
Latest settled — T+5d
UGI ▼ -4.56% at T+5d
NEUTRAL call ✗ call lost -4.56% · α vs SPY -5.77% · entry $35.76 → $34.13
Next anchor: T+20d in 8d
Last close $35.03 (close Jun 12) · -2.03% from $35.76 entry
Entry anchored
May 22, 2026
via day open
T+1d
-1.93%
call -1.93% · α -1.94%
$35.07
settled 20d ago
T+5d
-4.56%
call -4.56% · α -5.77%
$34.13
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

UGI International, wholly owned subsidiary of UGI Corp, issued €300M 5.000% senior notes due 2031. Net proceeds will repay short-term borrowings, partially prepay a term loan, and fund general corporate purposes. This is a refinancing of existing debt, not a new capital raise.

Actionable Insight

The refinancing extends maturity and reduces near-term borrowing costs. Monitor UGI's consolidated leverage and interest coverage ratios in upcoming quarterly filings.

Key Facts

  • Issued €300,000,000 aggregate principal amount of 5.000% Senior Notes due 2031.
  • Notes are senior unsecured obligations of UGI International and guaranteed by certain subsidiaries.
  • Proceeds used to repay revolving credit borrowings, partially prepay term loan, and for general corporate purposes.
  • Notes include customary change of control and asset sale repurchase provisions.
  • Interest payable semi-annually on June 1 and December 1, beginning December 1, 2026.

Financial Impact

€300 million debt issuance, partially offset by repayment of existing borrowings

debtinterest expense

Risk Factors

  • Increased total debt outstanding by €300M, albeit used to repay other debt.
  • Fixed interest expense of 5.000% may become onerous if rates decline.
  • Restrictive covenants in the indenture could limit financial flexibility.

Market Snapshot

Exchange
NYSE
Sector
Gas & Other Services Combined
Analyst Consensus
67% bullish (6 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-065697
Document: tm2615389d1_8k.htm0001104659-26-065697
Document: 0001104659-26-065697-index-headers.html0001104659-26-065697
Document: 0001104659-26-065697-index.html0001104659-26-065697
Document: 0001104659-26-065697.txt0001104659-26-065697
6 reports for UGI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for UGI — sortable, filterable
Type Now
May 26, 2026
19d ago
8-K
BULLISH ★ 6/10
$35.76 $34.13▼ −4.56%▼ −5.77%$35.03 (−2.03%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$35.76 $34.13▼ −4.56%▼ −5.77%$35.03 (−2.03%)
May 13, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$33.99 $35.81▲ +5.36%▲ +6.07%$35.03 (+3.07%)
May 12, 2026
4w ago
8-K
MIXED ★ 4/10
$32.99 $34.54▲ +4.71%▲ +4.64%$35.03 (+6.20%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$32.99 $34.54▲ +4.71%▲ +4.64%$35.03 (+6.20%)
May 7, 2026
5w ago
8-K
BEARISH ★ 6/10
$32.33 $33.25▼ −2.86%▼ −1.36%$35.03 (−8.37%)
Showing 6 of 6

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