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UGI
NYSE Energy & Transportation

UGI Energy Services Refinances $774M Term Loans, Securing 50 BPS Interest Rate Reduction

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Utility Stocks · Utility
Sentiment info
Positive
Importance info
8
Price
$35.27
Mkt Cap
$7.562B
52W Low
$31.62
52W High
$41.34
52W Position info
12% above low
Off High info
15% below high
Rel. Volume info
0.7× avg
Market data snapshot near publication time

UGI is trading near its 52-week low of $31.62 (12% above the low).

Summary

UGI Energy Services, a subsidiary of UGI Corp, refinanced $774 million in term loans, securing more favorable interest rates with a 50 basis point reduction for both SOFR and ABR loans.


Key Events · Financing and Capital Events · UGI

  • Term Loan Refinancing

    UGI Energy Services, a wholly-owned subsidiary, entered into a Fourth Amendment to its Credit Agreement to refinance $774 million in existing Term Loans.

  • Reduced Interest Rates

    The applicable interest rate for SOFR loans decreased by 50 basis points from 2.50% to 2.00% per annum. The rate for ABR loans also decreased by 50 basis points from 1.50% to 1.00% per annum.

  • Maturity Date Unchanged

    The maturity date for the Initial Term Loans remains February 22, 2030, providing continuity in the debt schedule.


Analysis · UGI · Energy & Transportation

This refinancing is a positive development for UGI Corp, as its subsidiary UGI Energy Services has successfully reduced its borrowing costs on a substantial amount of debt. The 50 basis point reduction in the applicable interest rate for both SOFR and ABR loans will lead to lower interest expenses, improving the company's financial efficiency. The unchanged maturity date of February 22, 2030, provides stability in its debt structure.

At the time of this filing, UGI was trading at $35.27 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $7.6B. The 52-week trading range was $31.62 to $41.34. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

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UGI - Latest Insights

UGI
Jul 07, 2026, 5:00 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $35.27
Real-time Price: $35.41 info
Change: +$0.140 (+0.40%) info
Market Cap: $7.592B info
UGI
May 28, 2026, 4:30 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $34.61
Real-time Price: $35.41 info
Change: +$0.800 (+2%) info
Market Cap: $7.592B info
UGI
May 26, 2026, 9:03 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $35.94
Real-time Price: $35.41 info
Change: -$0.530 (-1%) info
Market Cap: $7.592B info
UGI
May 22, 2026, 4:05 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $35.65
Real-time Price: $35.41 info
Change: -$0.240 (-0.67%) info
Market Cap: $7.592B info
UGI
May 18, 2026, 9:11 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $33.95
Real-time Price: $35.41 info
Change: +$1.46 (+4%) info
Market Cap: $7.592B info
UGI
May 13, 2026, 4:05 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $33.25
Real-time Price: $35.41 info
Change: +$2.16 (+6%) info
Market Cap: $7.592B info
UGI
May 12, 2026, 6:13 AM EDT
Source: Wiseek News
Importance Score:
8
Price at Filing: $32.88
Real-time Price: $35.41 info
Change: +$2.53 (+8%) info
Market Cap: $7.592B info
UGI
May 12, 2026, 6:01 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $32.88
Real-time Price: $35.41 info
Change: +$2.53 (+8%) info
Market Cap: $7.592B info
UGI
May 11, 2026, 6:03 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $32.49
Real-time Price: $35.41 info
Change: +$2.92 (+9%) info
Market Cap: $7.592B info
UGI
May 11, 2026, 5:05 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $32.49
Real-time Price: $35.41 info
Change: +$2.92 (+9%) info
Market Cap: $7.592B info