Stock Fundamentals

Company Information

Company Name
U-Haul Holding Company
Sector
Industrials
Industry
Rental & Leasing Services
Exchange
NYSE
ISIN: US0235861004
CIK: 0000004457
CUSIP: 023586100
Currency: USD
Full Time Employees: 17,901
Phone: 775 688 6300
Fiscal Year End: March
IPO Date: Nov 04, 1994
Description:

U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. The company also provides uhaul.com, an online marketplace that connects consumers to independent moving help service providers and independent self-storage affiliates; auto transport and toy hauler, and tow dolly options to transport the vehicles; and specialty boxes for dishes, computers, flat screen television, sensitive electronic equipment, tapes, security locks, and packing supplies. In addition, it rents self-moving products and services through a network of managed retail moving stores and independent U-Haul dealers, as well as rents equipment. Further, the company provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage and U-Box customers from loss on their goods in storage; Safehaul, which protect customers' belongings in transit through its U-Box portable moving and storage units; Safemove Plus, which provides rental customers with a layer of primary liability protection; Safetrip, a supplemental roadside protection for the customers equipment; and loss adjusting and claims handling services. Additionally, it offers life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was formerly known as AMERCO. U-Haul Holding Company was founded in 1945 and is based in Reno, Nevada.

Address:

5555 Kietzke Lane, Reno, NV, United States, 89511

Directors & Officers

Name Title Year Born
Mr. Edward Joseph Shoen J.D. Chairman of the Board, President & CEO 1949
Mr. Samuel Joseph Shoen M.B.A., M.D. Vice Chairman of the Board & U-Box Project Manager 1978
Mr. Jason Allen Berg Chief Financial Officer 1973
Mr. John Cary Taylor President of U-Haul International Inc. 1958
Mr. Douglas Marvin Bell President of Repwest Insurance Company 1959
Ms. Maria Lourdes Bell Chief Accounting Officer 1970
Mr. Sebastien Reyes Director of Investor Relations NA
Ms. Kristine Kunkel Campbell General Counsel 1976
Mr. Matthew F. Braccia President of Amerco Real Estate Company 1961
Mr. Robert William Simmons MAAA President of Oxford Life Insurance Company 1970

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 867.15K Dec 31, 2025 0.46% $0.00 1.95%
Southpoint Capital Advisors LP 600.00K Dec 31, 2025 0.32% $0.70 0.00%
NORGES BANK 546.48K Dec 31, 2025 0.29% $0.00 2.25%
BlackRock Inc 447.09K Sep 30, 2025 0.24% $0.00 -5.69%
Scharf Investments 431.25K Dec 31, 2025 0.23% $0.58 -21.32%
Dimensional Fund Advisors, Inc. 411.61K Dec 31, 2025 0.22% $0.00 8.00%
Yacktman Asset Management Co 327.28K Dec 31, 2025 0.17% $0.23 -1.06%
Millennium Management LLC 222.65K Sep 30, 2025 0.12% $0.01 -36.24%
ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 217.80K Dec 31, 2025 0.11% $0.24 38.02%
D. E. Shaw & Co LP 193.72K Dec 31, 2025 0.10% $0.01 87.82%
Franklin Resources Inc 182.76K Sep 30, 2025 0.10% $0.00 2,458.55%
Two Sigma Advisers, LLC 174.40K Dec 31, 2025 0.09% $0.02 -8.07%
Two Sigma Investments LLC 170.77K Dec 31, 2025 0.09% $0.01 -1.92%
Old West Investment Management, LLC 153.35K Dec 31, 2025 0.08% $1.38 0.37%
Morgan Stanley - Brokerage Accounts 148.86K Sep 30, 2025 0.08% $0.00 45.92%
Geode Capital Management, LLC 134.86K Sep 30, 2025 0.07% $0.00 -10.71%
QRG Capital Management, Inc. 120.77K Sep 30, 2025 0.06% $0.00 -5.93%
LANDMARK INVESTMENT PARTNERS, L.P. 114.39K Sep 30, 2025 0.06% $1.99 0.00%
Quantinno Capital Management LP 113.08K Sep 30, 2025 0.06% $0.02 84.38%
State Street Corp 105.84K Sep 30, 2025 0.06% $0.00 10.13%

Shares Statistics

Shares Outstanding: 19.61M
Shares Float: 107.75M
% Insiders: 6,044.20%
% Institutions: 3,909.30%
Short % Float: 13.48%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 867.15K 0.46% ▲ 1.95% Dec 31, 2025
2 Southpoint Capital Advisors LP 600.00K 0.32% ▲ 0.00% Dec 31, 2025
3 NORGES BANK 546.48K 0.29% ▲ 2.25% Dec 31, 2025
4 BlackRock Inc 447.09K 0.24% ▼ 5.69% Sep 30, 2025
5 Scharf Investments 431.25K 0.23% ▼ 21.32% Dec 31, 2025
6 Dimensional Fund Advisors, Inc. 411.61K 0.22% ▲ 8.00% Dec 31, 2025
7 Yacktman Asset Management Co 327.28K 0.17% ▼ 1.06% Dec 31, 2025
8 Millennium Management LLC 222.65K 0.12% ▼ 36.24% Sep 30, 2025
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 217.80K 0.11% ▲ 38.02% Dec 31, 2025
10 D. E. Shaw & Co LP 193.72K 0.10% ▲ 87.82% Dec 31, 2025

Valuation Metrics

Enterprise Value: $15.31B
Trailing P/E: 107.79
Forward P/E: 65.79

Financial Highlights

Market Cap: $9.62B
EBITDA: $774.02M
P/E Ratio: $107.79
PEG Ratio: $0.00
Book Value: $40.27
Earnings/Share: $0.47
Profit Margin: 2.14%
Operating Margin: 2.55%
ROA (TTM): 1.42%
ROE (TTM): 1.67%
Revenue (TTM): $6.00B
Revenue/Share (TTM): $30.60
Earnings Growth (YOY): -43.50%
Revenue Growth (YOY): 1.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-03-31 1.45x 0.69x 0.63x 2.42x 2.96x
2024-03-31 1.65x 0.68x 0.62x 3.74x 2.53x
2023-03-31 2.03x 1.04x 0.64x 6.43x 3.08x
2022-03-31 2.14x 0.98x 0.66x 8.73x 2.49x
2021-03-31 1.24x 0.94x 0.67x 6.01x 2.83x
2020-03-31 0.52x 1.08x 0.69x 3.35x 3.81x
2019-03-31 0.47x 1.10x 0.69x 4.38x 3.41x
2018-03-31 0.55x 0.88x 0.68x 6.23x 2.27x
2017-03-31 0.59x 1.07x 0.72x 7.09x 2.30x
2016-03-31 0.55x 1.03x 0.72x 10.19x 1.85x
2015-03-31 0.55x 0.94x 0.73x 7.97x 1.76x
2014-03-31 0.69x 1.22x 0.75x 8.35x 2.03x
2013-03-31 0.71x 1.21x 0.77x 6.98x 1.97x
2012-03-31 0.74x 1.28x 0.78x 4.60x 2.07x
2011-03-31 1.17x 1.26x 0.76x 4.27x 2.13x
2010-03-31 1.13x 1.52x 0.78x 2.07x 2.92x
2009-03-31 1.16x 1.97x 0.81x 1.23x 3.66x
2008-03-31 1.16x 3.82x 0.80x 2.01x 6.72x
2007-03-31 0.58x 3.37x 0.80x 2.84x 5.79x
2006-03-31 0.69x 2.95x 0.79x 4.40x 4.34x
2005-03-31 0.53x 2.99x 0.82x 2.28x 5.40x
2004-03-31 0.67x 3.96x 0.86x 0.77x 5.56x
2003-03-31 0.94x 1.61x 0.92x 0.74x 1.81x
2002-03-31 1.46x 2.52x 0.89x 0.36x 6.59x
2001-03-31 1.92x 1.77x 0.92x 1.29x 5.59x
2000-03-31 1.87x 1.97x 0.81x 7.63x 3.35x
1999-03-31 2.23x 0.05x 0.80x 8.64x 0.10x
1998-03-31 2.08x 0.04x 0.80x 6.28x 0.11x
1997-03-31 1.91x 0.04x 0.78x 5.07x 0.10x
1996-03-31 2.32x 0.05x 0.77x 6.80x 0.13x
1995-03-31 2.47x 0.05x 0.74x 6.28x 0.10x
1994-03-31 10.25x 0.04x 0.72x 1.60x 0.09x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 26, 2025 Mark V Shoen N/A Sale 12.50K $65.03 $812.88K
Feb 20, 2025 Mark V Shoen N/A Sale 12.50K $65.86 $823.25K
Feb 18, 2025 John P Brogan N/A Sale 3.00K $67.04 $201.12K

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