Amerco (UHAL)

Company Profile

AMERCO operates as a holding company. The Company, through its subsidiaries, offers rental of trucks, trailers, and self storage space, as well as provides property and casualty and life insurance products. AMERCO also sells boxes, tapes, and other moving and self-storage products and services to do-it-yourself moving and storage customers.

Company profile

Ticker

UHAL, UHALB

Exchange

NASDAQ

Website

www.amerco.com/

CEO

Edward Joe Shoen

Incorporated

Nevada

Location

Nevada

Fiscal year end

Mar 31

Sector

Transportation and Warehousing > General Freight Trucking, Local

Industry (SIC)

Services - Auto Rental & Leasing (No Drivers)

Hertz Global • Hertz • Avis Budget • Ryder System • SP Plus • InterPrivate II Acquisition • HyreCar • Earn-A-Car • eHi Car Services • Turo ...

SEC CIK

0000004457

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Patriot Truck Leasing, LLC • Picacho Peak Investments Co. • ARCOA Risk Retention Group, Inc. • RepWest Insurance Company • Republic Claims Service Company • Ponderosa Insurance Agency, LLC • Ponderosa Self-Storage Liability Group, LLC • RWIC Investments, Inc. • Oxford Life Insurance Company • Oxford Life Insurance Agency, Inc. ...

IRS number

880106815

UHAL stock data

1M 1Y 5Y

Latest filings (excl ownership)

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8-K

AMERCO Announces Transfer of Listing of Common Stock to the New York Stock Exchange; Sets Date of Name Change to U-Haul Holding Company

9 Nov 22

Certification of approval for exchange listing

8 Nov 22

8-K

AMERCO Announces Dividend Policy on its Non-Voting Common Stock

24 Oct 22

8-K

AMERCO Announces Corporate Name Change, Non-Voting Common Stock Dividend and Other Actions Taken by the Board’s Independent Special Committee

24 Oct 22

8-A12B

Registration of securities on exchange

Prospectus supplement for primary offering

Transcripts

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UHAL

Earnings call transcript

2023 Q2

10 Nov 22

UHAL

Earnings call transcript

2023 Q1

6 Aug 22

UHAL

Earnings call transcript

2022 Q4

26 May 22

UHAL

Earnings call transcript

2022 Q3

10 Feb 22

UHAL

Earnings call transcript

2022 Q2

7 Nov 21

UHAL

Earnings call transcript

2022 Q1

8 Aug 21

UHAL

Earnings call transcript

2021 Q4

27 May 21

UHAL

Earnings call transcript

2021 Q3

4 Feb 21

UHAL

Earnings call transcript

2021 Q2

7 Nov 20

UHAL

Earnings call transcript

2021 Q1

8 Aug 20

Latest ownership filings

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Change in insider ownership

18 Nov 22

Initial statement of insider ownership

Financial summary

Financial statements Chart UHAL financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Mar 22	Mar 21	Mar 20	Mar 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	3.07 bn	3.07 bn	3.07 bn	3.07 bn	3.07 bn	3.07 bn
Cash burn (monthly)	11.05 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	21.80 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	3.04 bn	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	275.4	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Amerco earnings reports.

Institutional ownership, Q3 2022

UHAL institutional ownership history Ownership history

33.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	280	288	-2.8%
Opened positions	32	30	+6.7%
Closed positions	40	44	-9.1%
Increased positions	104	114	-8.8%
Reduced positions	94	99	-5.1%

13F shares	Current	Prev Q	Change
Total value	3.37 bn	3.30 bn	+2.1%
Total shares	6.62 mm	6.91 mm	-4.1%
Total puts	69.30 k	59.70 k	+16.1%
Total calls	9.20 k	16.80 k	-45.2%
Total put/call ratio	7.5	3.6	+112.0%

Largest owners	Shares	Value	Change
Vanguard	838.72 k	$427.09 mm	+1.1%
Yacktman Asset Management	734.06 k	$373.80 mm	+0.1%
BLK Blackrock	707.85 k	$360.45 mm	+1.1%
Dimensional Fund Advisors	493.03 k	$251.06 mm	+1.7%
Wellington Management	430.88 k	$219.41 mm	+1.3%
Abrams Capital Management	422.92 k	$215.36 mm	0.0%
Artisan Partners Limited Partnership	191.69 k	$97.61 mm	-6.4%
Smead Capital Management	188.87 k	$96.18 mm	+1.6%
Geode Capital Management	139.54 k	$71.01 mm	-0.1%
Aqr Capital Management	119.99 k	$60.60 mm	-33.8%

Largest transactions	Shares	Bought/sold	Change
STT State Street	0.00	-277.78 k	EXIT
FMR	103.39 k	+91.72 k	+785.8%
Harspring Capital Management	0.00	-79.00 k	EXIT
Aqr Capital Management	119.99 k	-61.29 k	-33.8%
Allspring Global Investments	42.71 k	-34.35 k	-44.6%
Ancient Art	32.65 k	+32.65 k	NEW
DBRG DigitalBridge	28.85 k	+28.85 k	NEW
Renaissance Technologies	12.77 k	-23.20 k	-64.5%
APG Asset Management	32.85 k	-20.05 k	-37.9%
Scout Investments	53.28 k	+16.90 k	+46.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UHAL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
25 Nov 22	James J Grogan	Series N Common Stock	Buy	Acquire P	No	No	60.2	400	24.08 k	1,848
23 Nov 22	James J Grogan	Series N Common Stock	Buy	Acquire P	No	No	58.5	120	7.02 k	1,448
23 Nov 22	James J Grogan	Series N Common Stock	Buy	Acquire P	No	No	58.5	428	25.04 k	1,328
18 Nov 22	Willow Grove	Common Stock	Buy	Acquire P	Yes	No	56	600	33.60 k	603,150
18 Nov 22	Willow Grove	Common Stock	Buy	Acquire P	Yes	No	55.786	3,550	198.04 k	602,550
18 Nov 22	Shoen Edward J	Common Stock	Buy	Acquire P	Yes	No	56	600	33.60 k	603,150
18 Nov 22	Shoen Edward J	Common Stock	Buy	Acquire P	Yes	No	55.786	3,550	198.04 k	602,550
18 Nov 22	Shoen Mark V	Common Stock	Buy	Acquire P	Yes	No	56	600	33.60 k	603,150
18 Nov 22	Shoen Mark V	Common Stock	Buy	Acquire P	Yes	No	55.786	3,550	198.04 k	602,550
17 Nov 22	Willow Grove	Common Stock	Buy	Acquire P	Yes	No	55.105	48,418	2.67 mm	599,000