Open report — full analysis, no account required.

Sign up to generate reports and read filings that aren't on the open list.

Sign up free

Get notified when UGI files again. Create a free account and we'll email you the moment its next filing is analyzed.

Get filing alerts
NYSE: UGI UGI CORP /PA/ 8-K

UGI Energy Services amends term loan, sets interest at SOFR+2.00%

Filed July 7, 2026 · Period ending June 30, 2026 · ~1 min read

1 key change

Key Changes

  • medium

    UGI Energy Services amended its term loan credit agreement with HSBC, establishing interest rates of SOFR+2.00% for SOFR loans and 1.00% for base rate loans.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →

Summary

UGI Energy Services, a wholly owned subsidiary of UGI Corporation, executed a fourth amendment to its term loan credit agreement with HSBC Bank USA on June 30, 2026. The amendment modifies the pricing terms of the existing credit facility, which was originally established in August 2019. The new interest rates are set at SOFR+2.00% per annum for SOFR-based loans and 1.00% per annum for base rate loans.

This is a routine refinancing transaction that adjusts the cost of borrowing for the subsidiary. The filing does not disclose the prior interest rates or the size of the term loan facility, so the financial impact on UGI's consolidated interest expense cannot be determined from this disclosure alone. For retail holders, this represents standard treasury management activity at the subsidiary level with no immediate operational implications.

Was this report useful?

Figures/quotes linked to EDGAR · Narrative written by AI · Jul 8, 2026 · How we verify