LVW Advisors 13F: New $761K Stake in UGI
Key Points
- LVW Advisors opened a brand-new position in UGI Corporation by picking up 21,329 shares valued at roughly $760,806.
- Other large investment firms adjusted their stakes around the same filing period, including CWA Asset Management Group.
- UGI Corporation shares recently traded around $38.58, sitting above both their 50-day and 200-day moving averages.
Since the filing, $UGI is up 1.3% to date (from the $38.07 close on Oct 19, 2026).
Get UGI text alerts
We text you when insiders, Congress, analysts or big funds move on $UGI.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated UGI Corporation alert may contain errors. Disclosures
LVW Advisors picked up a new stake in UGI Corporation UGI, acquiring 21,329 shares valued at about $760,806 in a filing on October 19, 2026.
UGI
UGI Corporation
What Changed in LVW Advisors's UGI Position
The firm established a brand-new position in the utility provider during the period, bringing its total holdings to 21,329 shares. Because this was a newly initiated stake, there was no prior quarter comparison available.
Other Institutional Activity in UGI
Other large institutional investors were busy adjusting their own positions around the same time. CWA Asset Management Group grew its holdings by 57,570 shares, ending with 95,069 shares worth about $3,391,111. Neuberger Berman Group, LLC cut its stake by 224,997 shares to hold 8,201,866 shares valued at $316,428,005. LSV Asset Management added 32,234 shares to finish with 6,231,070 shares worth $240,394,692. Fuller & Thaler Asset Management Inc. boosted its holdings by 540,639 shares to reach 5,882,917 shares valued at $226,962,948. Snyder Capital Management, LP trimmed its stake by 1,610 shares, leaving it with 5,365,031 shares worth $206,982,905.
UGI Corporation Stock Up 1.3%
UGI Corporation shares closed at $38.07 on October 19, 2026, and recently traded around $38.58 as of October 21, 2026. The recent price sits about 1.3% higher than the event close. The stock trades above its 50-day moving average of $37.35 and above its 200-day moving average of $36.62.
Recent Earnings
For the trailing twelve months, the company posted revenue of $7.29 billion with earnings of $3.01 per share. The next earnings report is scheduled for November 18, 2026.
Dividend
Eligible shareholders receive an annual dividend of $1.50 per share, which translates to a dividend yield of 3.89% based on recent trading levels.
Insider Buying and Selling at UGI Corporation
Insiders completed several transactions prior to the filing. Chief Financial Officer Brien Sean P O sold 28,709 shares on December 5, 2025, at $37.65 per share. Officer Joseph L Hartz sold 5,000 shares on December 17, 2025, at $38.45 per share. Officer Jean Felix Tematio sold 12,840 shares on February 11, 2026, at $38.07 per share. General Counsel and Chief Legal Officer Kathleen Shea-Ballay sold 25,360 shares on June 18, 2026.
Analysts Set New Price Targets
Wall Street research firms have updated their outlooks on the stock. Wells Fargo maintained an overweight rating on August 7, 2026, with a target price of $42.00. Jefferies upgraded the stock to a buy rating on September 9, 2026, setting a target of $43.00. Scotiabank initiated coverage on September 29, 2026, with a sector outperform rating and a $46.00 price target.
About UGI
UGI Corporation operates as an energy distribution and marketing company based in King of Prussia, Pennsylvania. It handles propane distribution, regulated gas utilities, and midstream services across the United States and international markets.
Bottom Line
Investors will look toward the company's upcoming earnings report on November 18, 2026, for further updates on financial performance. Future SEC filings will show whether LVW Advisors continues to adjust its stake.
Related Filing Alerts
Source: LVW Advisors's 13F filing on $UGI (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts