Higher Pennsylvania Rates And Renewable Gas Will Boost Grid Resiliency

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

10 Dec 25

Views

223

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

41.9%

7D

1.2%

Loading

1Y

41.9%

7D

1.2%

You can edit this narrative until Dec 11 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$4310.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

UGI: Ongoing Share Repurchases Will Support Future Cash Flow Stability

Analysts have nudged their price target for UGI slightly higher to approximately $43.00 per share, reflecting modestly lower discount rate assumptions and stable long term forecasts for revenue growth, profit margins, and future valuation multiples. What's in the News Completed a multi year share repurchase program originally announced on May 8, 2018, totaling 4,650,000 shares, or 2.33% of outstanding shares, for $194.64 million (company filing) In the most recent tranche from July 1, 2025 to September 30, 2025, repurchased 500,000 shares, representing 0.23% of shares outstanding, for $16.53 million (company filing) Ongoing capital returns via buybacks signal management confidence in long term cash flow stability and balance sheet capacity (company commentary/market interpretation) Valuation Changes Fair Value Estimate maintained at approximately $43.00 per share, indicating no material change to the central valuation outcome.

Shared on 26 Nov 25

Fair value Increased 4.88%

UGI: Share Repurchases And Profit Outlook Will Balance Risk And Reward Ahead

Analysts have raised their price target for UGI from $41.00 to $43.00. This reflects adjustments to profit margin and growth expectations based on recent financial analysis.

Shared on 04 Sep 25

As consensus forecasts for both revenue growth (7.0% per annum) and future P/E (13.63x) remained stable, analysts maintained their price target for UGI at $41.00. What's in the News UGI completed the repurchase of 4,150,000 shares (2.09% of shares outstanding) for $178.11 million under its buyback program announced in 2018, with no shares repurchased from April 1 to June 30, 2025.

Shared on 07 May 25

Fair value Increased 7.70%

Shared on 30 Apr 25

Fair value Increased 3.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget has decreased revenue growth from 8.9% to 6.2% and increased profit margin from 7.3% to 8.2%.

AnalystConsensusTarget Fair Value

US$43

10.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.62%

Gas Utilities revenue growth rate

0.10%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.32%

Calculation

US$786.00m

Earnings '28

x

14.41x

PE Ratio '28

=

US$11.32b

Market Cap '28

US$11.32b

Market Cap '28

/

213.68m

No. shares '28

=

US$52.99

Share Price '28

US$52.99 Share Price '28

Discounted to 2025 @ 7.33% p.a.

=

US$42.86

Fair Value '25