Dimensional Fund Advisors LP Increases Stake in UGI Corporation by 1.1% in Fourth Quarter
June 3, 2023
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UGI ($NYSE:UGI) Corporation is an energy and utility company headquartered in King of Prussia, Pennsylvania. The company operates through subsidiaries and distributes energy products such as natural gas, propane, electricity, and refined fuels in the United States and Canada. UGI also provides home services such as heating and cooling systems. It was recently disclosed in a filing to the Securities and Exchange Commission that Dimensional Fund Advisors LP purchased 1.1% more of the company’s stock during the fourth quarter.
This move from Dimensional Fund Advisors LP indicates a strong vote of confidence in UGI Corporation‘s business operations and financials. Their decision to increase their holdings in UGI is a sign that they see potential upside in the company’s stock and believe it will generate positive returns over the long-term. This is a positive indication for investors as it suggests that UGI Corporation is viewed as a reliable investment option that will continue to generate returns over time.
Analysis
At GoodWhale, we have conducted an in-depth financial analysis of UGI CORPORATION. We have given it a medium risk rating based on our assessment of the financial and business aspects. In particular, we have identified two risk warnings in UGI CORPORATION’s income sheet and balance sheet. To access these risk warnings and other insights into UGI CORPORATION, become a registered user of GoodWhale. More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Ugi Corporation. More…
| Total Revenues | Net Income | Net Margin |
| 9.83k | -607 | -6.9% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Ugi Corporation. More…
| Operations | Investing | Financing |
| 1.07k | -1.01k | -51 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Ugi Corporation. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 17.13k | 11.94k | 28.94 |
Key Ratios Snapshot
Some of the financial key ratios for Ugi Corporation are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 13.4% | 3.4% | -5.5% |
| FCF Margin | ROE | ROA |
| 2.5% | -6.6% | -2.0% |
Peers
UGI Corp competes with Chesapeake Utilities Corp, SSE PLC, and Spire Inc in the energy sector. All four companies are engaged in the business of providing energy services, including natural gas, electricity, and propane. All four companies have a presence in the United States, with UGI Corp and Chesapeake Utilities Corp having their headquarters in the US. SSE PLC is headquartered in the UK, while Spire Inc is headquartered in Missouri, US.
– Chesapeake Utilities Corp ($NYSE:CPK)
The company’s market cap is 2.17B as of 2022 and its ROE is 10.92%. The company is a diversified energy delivery company that provides natural gas and electricity to customers in Delaware, Maryland, and Virginia. The company also provides propane gas service in Maryland and Delaware.
– SSE PLC ($LSE:SSE)
SSE PLC is a Scottish electricity company that is headquartered in Perth. The company has a market cap of 16.48B as of 2022 and a Return on Equity of 29.62%. SSE PLC is involved in the generation, transmission, distribution and supply of electricity. The company also has a retail division which supplies gas and electricity to customers in the UK.
– Spire Inc ($NYSE:SR)
Spire Inc. is a publicly traded energy services holding company based in St. Louis, Missouri. The Company, through its subsidiaries, engages in the purchase, sale, and transportation of natural gas in the United States. It operates through two segments: Gas Utility and Gas Marketing. The Gas Utility segment provides retail natural gas service to approximately 547,200 residential, commercial, and industrial customers in Missouri, Alabama, and Mississippi. The Gas Marketing segment purchases, sells, and transports natural gas to electric utilities, local distribution companies, interstate pipelines, producers, and other market participants.
Summary
UGI Corporation is a company that recently came under the spotlight for its investing analysis. To assess the potential of investing in UGI Corporation, investors should consider macro-economic factors such as inflation, market conditions and current trends.
Additionally, they should look at the company’s financials including its balance sheet, income statement and cash flow statements. Furthermore, they should assess the performance of its competitors as well as seek advice from trusted financial advisors. Ultimately, investors must weigh the risks and rewards associated with investing in UGI Corporation before making any decisions.
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