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.
![U-Haul Holding logo](/files/LOGO/4457-UHAL.png)
Company profile
Ticker
UHAL, UHAL.B
Exchange
Website
CEO
Edward Joe Shoen
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AMERCO /NV/
SEC CIK
Corporate docs
Subsidiaries
Patriot Truck Leasing, LLC • Picacho Peak Investments Co. • Picacho Peak, LLC • ARCOA Risk Retention Group, Inc. • U-Haul International • Repwest Insurance Company • Republic Claims Service Co. • Ponderosa Insurance Agency, LLC • Ponderosa Self-Storage Liability Group, LLC • RWIC Investments, Inc. ...
IRS number
880106815
UHAL stock data
Latest filings (excl ownership)
ARS
2024 FY
Annual report to shareholders
26 Jun 24
DEFA14A
Additional proxy soliciting materials
26 Jun 24
DEF 14A
Definitive proxy
26 Jun 24
10-K
2024 FY
Annual report
30 May 24
8-K
U-haul Holding Company Reports Fiscal 2024 Financial Results
29 May 24
8-K
Other Events
23 Apr 24
424B5
Prospectus supplement for primary offering
23 Apr 24
10-Q
2024 Q3
Quarterly report
7 Feb 24
8-K
U-Haul Holding Company Announces Increase to Quarterly Cash Dividend
7 Dec 23
10-Q
2024 Q2
Quarterly report
8 Nov 23
Transcripts
UHAL
Earnings call transcript
2024 Q4
30 May 24
UHAL
Earnings call transcript
2024 Q3
8 Feb 24
UHAL
Earnings call transcript
2024 Q2
9 Nov 23
UHAL
Earnings call transcript
2024 Q1
10 Aug 23
UHAL
Earnings call transcript
2024 Q1
10 Aug 23
UHAL
Earnings call transcript
2023 Q4
31 May 23
UHAL
Earnings call transcript
2023 Q3
9 Feb 23
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
Latest ownership filings
4
Richard Jay Herrera
26 Jun 24
3
Robert William Simmons
11 Apr 24
4
Douglas Anthony Ducey
3 Apr 24
4
John P. Brogan
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
3
Douglas Anthony Ducey
11 Jan 24
4
Change in insider ownership
17 Nov 23
4
MARK V SHOEN
17 Nov 23
4
EDWARD J SHOEN
17 Nov 23
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Mar 24 | Mar 23 | Mar 22 | Mar 21 | |
---|---|---|---|---|---|
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) | 1.53 bn | 1.53 bn | 1.53 bn | 1.53 bn | 1.53 bn | 1.53 bn |
Cash burn (monthly) | 90.48 mm | 43.83 mm | 13.94 mm | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 349.85 mm | 169.48 mm | 53.89 mm | n/a | n/a | n/a |
Cash remaining | 1.18 bn | 1.37 bn | 1.48 bn | n/a | n/a | n/a |
Runway (months of cash) | 13.1 | 31.1 | 106.2 | n/a | n/a | n/a |
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 327 |
Opened positions | 106 |
Closed positions | 28 |
Increased positions | 74 |
Reduced positions | 101 |
13F shares | Current |
---|---|
Total value | 4.46 tn |
Total shares | 77.65 mm |
Total puts | 35.10 k |
Total calls | 51.80 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 10.15 mm | $677.58 bn |
Shoen Edward J | 9.79 mm | $534.15 mm |
Yacktman Asset Management | 7.59 mm | $506.40 bn |
BLK Blackrock | 6.00 mm | $400.31 bn |
Dimensional Fund Advisors | 4.26 mm | $284.61 bn |
Abrams Capital Management | 3.82 mm | $255.10 bn |
FMR | 3.55 mm | $236.97 bn |
Smead Capital Management | 2.72 mm | $182.09 bn |
STT State Street | 2.56 mm | $170.78 bn |
Wellington Management | 2.43 mm | $162.34 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Mar 24 | Douglas Anthony Ducey | Common Stock | Buy | Acquire P | Yes | No | 64.24 | 100 | 6.42 k | 100 |
22 Feb 24 | John P. Brogan | Series N Common Stock | Sell | Dispose S | No | No | 64.32 | 1,942 | 124.91 k | 43,986.53 |
22 Feb 24 | John P. Brogan | Series N Common Stock | Sell | Dispose S | No | No | 64.32 | 803 | 51.65 k | 45,928.53 |
22 Feb 24 | John P. Brogan | Series N Common Stock | Sell | Dispose S | No | No | 64.32 | 255 | 16.40 k | 46,731.53 |
16 Nov 23 | Shoen Mark V | Series N Common Stock | Buy | Acquire P | Yes | No | 52.43 | 132,500 | 6.95 mm | 192,863 |
16 Nov 23 | Shoen Mark V | Series N Common Stock | Sell | Dispose S | Yes | No | 52.43 | 132,500 | 6.95 mm | 0 |
16 Nov 23 | Shoen Mark V | Series N Common Stock | Other | Acquire J | Yes | No | 0 | 132,500 | 0.00 | 132,500 |
16 Nov 23 | Shoen Mark V | Series N Common Stock | Other | Dispose J | Yes | No | 0 | 132,500 | 0.00 | 67,933,456 |
News
U-Haul Acquires Former Lazy Day Storage Facility At 6619 Lanier Islands Parkway In Buford; No Terms Disclosed
22 Jul 24
U-Haul Plans For New Facility To Accompany Its Longtime Center In Hammond; The 2.7-Acre Property Was Acquired On May 26
6 Jun 24
REE Automotive Confirms Deliveries To Customers Have Begun Including Penske, U-Haul, And Airbus
30 May 24
U-Haul Holding Q4 2024 GAAP EPS $(0.05) Down From $0.15 YoY, Sales $1.179B Beat $1.167B Estimate
29 May 24
Peering Into U-Haul Holding's Recent Short Interest
14 May 24
Press releases
U-Haul Holding Company Schedules First Quarter Fiscal 2025 Financial Results Release and Investor Webcast
24 Jul 24
Coming Soon: First U-Box Moving & Storage of Concord
24 Jul 24
U-Haul Acquires Self-Storage Property at Lake Lanier to Meet Demand
22 Jul 24
Tornado Recovery: U-Haul Extends Help to Chicagoland Storm Victims
16 Jul 24
U-Haul to Create Jobs and 1,100 Self-Storage Units in Athens
16 Jul 24