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, 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. • 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. • Oxford Life Insurance Company ...
IRS number
880106815
UHAL stock data
Latest filings (excl ownership)
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
UPLOAD
Letter from SEC
23 Oct 23
CORRESP
Correspondence with SEC
13 Oct 23
UPLOAD
Letter from SEC
29 Sep 23
8-K
Changes in Registrant's Certifying Accountant
7 Sep 23
8-K
Submission of Matters to a Vote of Security Holders
18 Aug 23
10-Q
2024 Q1
Quarterly report
9 Aug 23
ARS
2023 FY
Annual report to shareholders
7 Jul 23
Transcripts
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
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
UHAL
Earnings call transcript
2022 Q3
10 Feb 22
UHAL
Earnings call transcript
2022 Q2
7 Nov 21
Latest ownership filings
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
4
Karl A. Schmidt
14 Jun 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Mar 23 | Mar 22 | Mar 21 | Mar 20 | |
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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) | 2.15 bn | 2.15 bn | 2.15 bn | 2.15 bn | 2.15 bn | 2.15 bn |
Cash burn (monthly) | 77.33 mm | 65.54 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 512.50 mm | 434.36 mm | n/a | n/a | n/a | n/a |
Cash remaining | 1.63 bn | 1.71 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | 21.1 | 26.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 299 |
Opened positions | 64 |
Closed positions | 36 |
Increased positions | 140 |
Reduced positions | 61 |
13F shares | Current |
---|---|
Total value | 3.61 tn |
Total shares | 78.73 mm |
Total puts | 36.40 k |
Total calls | 60.00 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 10.11 mm | $531.42 bn |
Shoen Edward J | 9.79 mm | $534.15 mm |
Yacktman Asset Management | 8.08 mm | $424.86 bn |
BLK Blackrock | 5.96 mm | $313.10 bn |
Dimensional Fund Advisors | 4.59 mm | $241.42 bn |
Abrams Capital Management | 4.07 mm | $214.13 bn |
FMR | 3.62 mm | $190.10 bn |
Wellington Management | 3.30 mm | $172.91 bn |
Smead Capital Management | 2.65 mm | $139.79 bn |
STT State Street | 2.36 mm | $124.21 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 Holding: Dividend Insights
12 Mar 24
U-Haul Moving & Storage Acquires Land In Urbandale, Iowa For New Store; Scheduled For Completion In 2026. U-Haul Acquired The Property On Jan. 19
23 Feb 24
U-Haul Holding Q3 2024 Adj EPS $0.46 Misses $0.86 Estimate, Sales $1.34B Inline
7 Feb 24
U-Haul Holding Q3 Sales $1.34B Inline
7 Feb 24
Earnings Scheduled For February 7, 2024
7 Feb 24
Press releases
U-Haul Breaks Ground on 1,400-Room Storage Facility in Sioux Falls
16 Apr 24
U-Haul Offers 30 Days Free Storage at 10 Stores in Southern Louisiana
10 Apr 24
Coming to Junction City: U-Haul to Complete New Store by 2026
9 Apr 24
U-Haul Extends Disaster Relief after Tornado Hits Georgia
3 Apr 24
Propane Available: U-Haul of Spanish Springs Now Refilling Tanks
20 Mar 24