- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
- Next-week expectancy is positive at 56.69% based on similar historical setup states.
UGI
NYSE
Week ended 24 Jul 2026
Weekly Investor Report
UGI Corporation · Utilities · Utilities - Regulated Gas
Latest close
37.33 USD
1.9%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is 3.7% above the Trend Line and sits at 68.0% of its 52-week range. The latest completed week returned 1.9%, after a 5.4% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers. Options positioning is mixed with 33/100 conviction, while the latest news-sentiment score is 51/100. Near-term considerations: volume confirmation is below normal; earnings are due in 6d.
Setup score
50
out of 100
Latest Close
37.33 USD
24 Jul 2026
1W Return
1.9%
latest completed week
4W Return
5.4%
short-term follow-through
12W Return
6.6%
quarterly tape
Trend Breadth
53.8%
28 of 52 weeks active
Volume Ratio
0.6x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Activity pressure is weak, so confirmation is not yet broad enough.
- 6 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
1.9%
Latest completed week; four-week move 5.4%.
Indicator stack
30/59
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 56.69%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Mixed
33/100 conviction; expected move 8.4%.
News sentiment
51/100
15 relevant articles in the latest sentiment read.
Event risk
6d
Next report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is 3.7% above the Trend Line and sits at 68.0% of its 52-week range. The latest completed week returned 1.9%, after a 5.4% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.6x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
30 Jan
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.2912-week average 0.28
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure1/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.29Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers66 reversal markers
No recent accumulation markers. 6 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 5.4% over four weeks, 6.6% over 12 weeks, and 8.0% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year28
Trend breadth53.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.04Latest activity-pressure read.
Pressure change104.5%Four-week change in activity pressure.
Leadership-1.80Latest relative-leadership reading.
RS change72.2%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers.
Factor week 26 Jul 2026
Financial statements through 30 Sep 2025
Field coverage 100%
Model confidence 96%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength83/100Blend of value, momentum, and quality. Underlying universe rank 18; rank 1 is best.
Value84/100Relative valuation strength. Underlying universe rank 17; rank 1 is best.
Quality69/100Profitability and accounting quality. Underlying universe rank 32; rank 1 is best.
Momentum32/100Medium-term price momentum. Underlying universe rank 69; rank 1 is best.
Growth22/100Revenue and earnings growth. Underlying universe rank 79; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework49/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 12.5x Price divided by trailing earnings.
- Price / sales
- 1.1x Market value relative to trailing revenue.
- EV / EBITDA
- 9.8x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 13.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 46.1% Gross profit retained from each unit of revenue.
- Operating margin
- 12.3% Operating profit retained from revenue.
- Free-cash-flow margin
- 26.9% Free cash flow generated from revenue.
- Return on invested capital
- 7.1% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 0.6% Latest one-year revenue growth.
- EPS growth
- 20.3% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -10.7% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 4.0% Cash dividends relative to market value.
- Buyback yield
- 0.1% Net share repurchases relative to market value.
- Shareholder yield
- 4.1% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 4.3x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningMixed
UGI shows mixed options pressure with a 33/100 conviction score, put-call volume ratio of 0.97, expected move of 8.4%, and Sharemaestro trend signal inactive.
Conviction33/100
Expected move8.4%
Put/call volume0.97
Insider activity2 / 4
2 acquisitions and 4 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment51/100
Weighted news tone is neutral across 15 relevant articles.
4 positive · 8 neutral · 3 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings6dNext report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
Options expected move8.4%Nearest-chain priced movement where available.
52-week drawdown-7.8%Distance below the 52-week high.
13-week volatility3.8%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
30 Jan
27 Feb
27 Mar
24 Apr
22 May
19 Jun
24 Jul
Weeks higher14 of 2612 weeks finished lower.
Best week+5.2%Week of 15 May.
Worst week-8.7%Week of 8 May.
Latest week+1.9%Week of 24 Jul.
Shape of recent returns
Strong gains4
Modest gains10
Flat weeks0
Modest losses9
Sharp losses3
Recent vol3.8%13-week weekly-return volatility.
Base vol3.2%52-week weekly-return volatility.
Up/down split30/22Count of positive and negative weeks in the 52-week window.
Average skew2.4% / -2.7%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank8 / 100
Group average-1.9%
Trend breadth53.0%
Trend53.0%active weekly trend signals
MD41.0%positive activity pressure
RS36.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Regulated Gas
4-week rank4 / 16
Group average1.3%
Trend breadth43.8%
Trend43.8%active weekly trend signals
MD37.5%positive activity pressure
RS25.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape47/100
Trend, activity pressure, participation, and risk combine to a 47/100 tape read.
Indicator analysis7/100Latest 12-week confirmation: trend 0/12, activity pressure 1/12, relative leadership 0/12.
Activity pressure 0.29; 6 reversal markers Next-Week ExpectancyPositive 56.69%Next-week expectancy is positive with a 56.69% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors67/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Cornerstone Growth rank 57; Buyback Yield rank 41; Small Cap Core rank 15 SVQF49/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 521.0 of 1013 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options46/100UGI shows mixed options pressure with a 33/100 conviction score, put-call volume ratio of 0.97, expected move of 8.4%, and Sharemaestro trend signal inactive.
Mixed · Options-market disagreement · Expected move 8.4% Sentiment51/100Weighted news tone is neutral across 15 relevant articles.
UGI Corporation Revenue Breakdown – GETTEX:3U6 Insiders2 / 42 acquisitions and 4 disposals in the latest 180-day insider tape.
Earnings6dNext report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 24 Jul 2026 | 37.33 USD | 1.9% | 35.99 USD | 28.07 USD | 0.04 | -1.80 | 5.4M | Off |
| 17 Jul 2026 | 36.62 USD | 2.2% | 35.99 USD | 27.98 USD | -0.18 | -4.39 | 5.5M | Off |
| 10 Jul 2026 | 35.84 USD | 2.0% | 36.01 USD | 27.89 USD | -0.52 | -8.10 | 6.5M | Off |
| 3 Jul 2026 | 35.15 USD | -0.8% | 36.05 USD | 27.81 USD | -0.74 | -8.91 | 5.0M | Off |
| 26 Jun 2026 | 35.43 USD | 4.8% | 36.09 USD | 27.72 USD | -0.81 | -6.46 | 9.4M | Off |
| 19 Jun 2026 | 33.81 USD | -2.4% | 36.19 USD | 27.64 USD | -1.02 | -13.13 | 6.9M | Off |
| 12 Jun 2026 | 34.65 USD | 0.5% | 36.28 USD | 27.57 USD | -0.90 | -10.60 | 7.4M | Off |
| 5 Jun 2026 | 34.47 USD | -0.2% | 36.25 USD | 27.50 USD | -0.93 | -10.93 | 9.5M | Off |
| 29 May 2026 | 34.54 USD | -2.0% | 36.20 USD | 27.44 USD | -0.98 | -13.31 | 7.1M | Off |
| 22 May 2026 | 35.27 USD | 4.9% | 36.13 USD | 27.37 USD | -0.98 | -10.63 | 12.5M | Off |
| 15 May 2026 | 33.62 USD | 5.2% | 36.04 USD | 27.30 USD | -0.97 | -14.44 | 12.3M | Off |
| 8 May 2026 | 31.97 USD | -8.7% | 35.97 USD | 27.24 USD | -0.87 | -18.82 | 15.7M | Off |
| 1 May 2026 | 35.02 USD | -4.1% | 35.93 USD | 27.19 USD | -0.69 | -9.52 | 7.7M | On |
| 24 Apr 2026 | 36.52 USD | 0.4% | 35.82 USD | 27.13 USD | -0.59 | -5.02 | 6.6M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.