UHAL AMERCO
AMERCO engages in the provision of insurance, moving and storage operation businesses. It operates through the following business segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment consists of the rental of trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces. The Property and Casualty Insurance segment involves in providing loss adjusting and claims handling for U-Haul through regional offices. The Life Insurance segment provides 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 founded by Anna Mary Carty Shoen and Leonard Samuel Shoen in 1945 and is headquartered in Reno, NV.
Company profile
Ticker
UHAL
Exchange
Website
CEO
Edward Joe Shoen
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
SEC CIK
Corporate docs
IRS number
880106815
UHAL stock data
()
Calendar
5 Aug 20
7 Aug 20
31 Mar 21
News
Company financial data Financial data
| Quarter (USD) | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|
| Revenue | 987.24M | 821.53M | 927.88M | 1.15B | |
| Net income | 87.73M | 122.37M | 30.93M | 156.33M | |
| Net profit margin | 8.89% | 14.90% | 3.33% | 13.59% | |
| Operating income | 154.09M | 958K | 80.57M | 244.74M | |
| Net change in cash | 330.72M | -137.6M | 106.72M | 5.4M | |
| Cash on hand | 825.07M | 494.35M | 631.95M | 525.23M | |
| Cost of revenue | 52.83M | 35.84M | 35.32M | 43.93M |
| Annual (USD) | Mar 20 | Mar 19 | Mar 18 | Mar 17 | |
|---|---|---|---|---|---|
| Revenue | 3.98B | 3.77B | 3.6B | 3.42B | |
| Net income | 442.05M | 370.86M | 790.58M | 398.42M | |
| Net profit margin | 11.11% | 9.84% | 21.95% | 11.64% | |
| Operating income | 540.13M | 620.99M | 765.25M | 743.17M | |
| Net change in cash | -179.35M | -85.69M | 61.58M | 97.16M | |
| Cash on hand | 494.35M | 673.7M | 759.39M | 697.81M | |
| Cost of revenue | 164.02M | 162.14M | 160.49M | 152.49M |
Financial data from AMERCO earnings reports
Recent insider trades
| Date | Owner | Security | Transaction | Code | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|
| 24 Mar 20 | Willow Grove | Common Stock | Buy | Aquire P | No | 273.412 | 3,000 | 820.24K | 744,920 |
| 24 Mar 20 | Shoen Edward J | Common Stock | Buy | Aquire P | No | 273.412 | 3,000 | 820.24K | 8,337,804 |
| 24 Mar 20 | Shoen Mark V | Common Stock | Buy | Aquire P | No | 273.412 | 3,000 | 820.24K | 8,337,804 |
| 23 Mar 20 | Shoen Edward J | Common Stock | Buy | Aquire P | No | 233.54 | 600 | 140.12K | 8,334,804 |
| 23 Mar 20 | Shoen Edward J | Common Stock | Buy | Aquire P | No | 253.3559 | 1,100 | 278.69K | 8,334,204 |
| 23 Mar 20 | Shoen Edward J | Common Stock | Buy | Aquire P | No | 225.4184 | 1,300 | 293.04K | 8,333,104 |
| 23 Mar 20 | Shoen Edward J | Common Stock | Buy | Aquire P | No | 237.6155 | 1,800 | 427.71K | 8,331,804 |
| 23 Mar 20 | Shoen Mark V | Common Stock | Buy | Aquire P | No | 233.54 | 600 | 140.12K | 8,334,804 |
| 23 Mar 20 | Shoen Mark V | Common Stock | Buy | Aquire P | No | 253.3559 | 1,100 | 278.69K | 8,334,204 |
| 23 Mar 20 | Shoen Mark V | Common Stock | Buy | Aquire P | No | 225.4184 | 1,300 | 293.04K | 8,333,104 |
Institutional ownership Q1 2020
38.6% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 240 |
| Opened positions | 37 |
| Closed positions | 37 |
| Increased positions | 91 |
| Reduced positions | 76 |
13F shares |
Current |
|---|---|
| Total value | 2.14B |
| Total shares | 7.57M |
| Total puts | 0 |
| Total calls | 0 |
| Total put/call ratio | – |
Largest owners |
Shares | Value |
|---|---|---|
| Vanguard | 809.81K | $235.29M |
| Wellington Management | 660.07K | $191.79M |
| BLK BlackRock | 652.19K | $189.49M |
| Abrams Capital Management | 561.26K | $163.07M |
| Dimensional Fund Advisors | 466.21K | $135.47M |
| PFG Principal Financial | 399.95K | $116.21M |
| Advisor | 293.21K | $184K |
| Artisan Partners Limited Partnership | 279.71K | $81.27M |
| STT State Street | 239.48K | $69.58M |
| Hotchkis & Wiley Capital Management | 234.49K | $68.13M |
Financial report summary
?Competition
Public Storage • Life Storage • Life Storage • Extra Space Storage • CubeSmart • CubeSmart • Extra Space Storage • Public Storage
Content analysis
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| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. freshman Avg
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New words:
agent, airplane, auction, auto, behavior, broader, calibrate, cancel, card, carryback, caution, CECL, challenged, chargeback, charitable, China, composition, consumer, delay, demand, doubtful, economy, employer, evolve, evolving, Exhibit, facility, fall, fewer, floor, forecasted, foreclosure, formatted, global, governmental, gravity, half, history, immaterial, inhibit, inline, Interactive, knowledge, legislation, light, lingering, lower, LTV, negative, negatively, operationally, opted, Organization, OTTI, pandemic, parent, payoff, payroll, percentage, PNC, post, prepped, preserve, profitability, prospectively, refund, refundable, relevant, remote, requested, reversal, sentiment, shown, side, situation, spending, spread, st, stemming, syndicate, threat, trailing, uhaul, workforce, world, worsen, Wuhan
Removed:
accelerated, accrue, accumulation, actuarial, adequacy, administrator, age, aggregated, analyzing, apparent, approximating, approximation, attempt, automobile, backed, beneficiary, book, calculating, callable, capitalization, cargo, case, ceased, ceding, claim, claimant, classify, combine, comparable, Comparatively, comparing, complex, computed, contractually, Conversely, convey, corroborating, create, creation, debtor, declining, deductible, deem, deemed, delinquency, depreciated, determination, deviation, difficult, discount, dispose, dual, earliest, earning, exist, expectancy, expedient, expired, expiring, fifteen, finally, formula, fourth, frame, funding, gain, IBNR, illiquid, impaired, implicit, improved, inflation, initial, injured, insignificant, insufficient, involve, issuer, lagging, lessee, lessor, longer, longevity, medical, minimize, morbidity, mortality, National, netted, newly, Nonrefundable, obligated, observance, observed, obtaining, originally, outcome, performed, performing, periodically, phone, pickup, Pledge, political, practical, precisely, prematurely, prepared, principle, procedure, projected, promulgated, public, readily, realize, receiving, reconsideration, recoverability, regular, representative, representing, requiring, returning, reviewing, Routine, salvage, settle, settled, settlement, shorten, split, strength, subjective, subordinated, subordination, Supplemental, termination, threshold, tiered, track, traded, trend, typical, ultimately, uncertain, understand, undiscounted, updated, van, voting, withdrawal, work
Financial reports
10-Q
2021 Q1
Quarterly report
5 Aug 20
10-K
2020 FY
Annual report
27 May 20
10-Q
2020 Q3
Quarterly report
5 Feb 20
10-Q
2020 Q2
Quarterly report
6 Nov 19
10-Q
2020 Q1
Quarterly report
7 Aug 19
10-K
2019 FY
Annual report
29 May 19
10-Q
2019 Q3
Quarterly report
6 Feb 19
10-Q
2019 Q2
Quarterly report
7 Nov 18
10-Q
2019 Q1
Quarterly report
8 Aug 18
10-K
2018 FY
Annual report
30 May 18
Current reports
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
27 May 20
8-K
Other Events
18 Feb 20
8-K
Other Events
10 Jan 20
8-K
Other Events
10 Dec 19
8-K
AMERCO Announces Special Cash Dividend
9 Dec 19
8-K
Departure of Directors or Certain Officers
12 Nov 19
8-K
AMERCO Announces Special Cash Dividend
23 Aug 19
8-K
Departure of Directors or Certain Officers
7 Aug 19
8-K
Other Events
3 May 19
8-K
Other Events
3 May 19
Registration and prospectus
424B5
Prospectus supplement for primary offering
18 Feb 20
424B5
Prospectus supplement for primary offering
10 Jan 20
424B5
Prospectus supplement for primary offering
10 Jan 20
424B5
Prospectus supplement for primary offering
10 Jan 20
S-3ASR
Automatic shelf registration
10 Jan 20
424B5
Prospectus supplement for primary offering
10 Dec 19
424B5
Prospectus supplement for primary offering
3 May 19
424B5
Prospectus supplement for primary offering
7 Mar 19
424B5
Prospectus supplement for primary offering
23 Oct 18
424B5
Prospectus supplement for primary offering
28 Aug 18
Proxies
DEFA14A
Additional proxy soliciting materials
8 Jul 20
DEF 14A
Definitive proxy
8 Jul 20
DEFA14A
Additional proxy soliciting materials
10 Jul 19
DEF 14A
Definitive proxy
10 Jul 19
DEFA14A
Additional proxy soliciting materials
13 Jul 18
DEF 14A
Definitive proxy
13 Jul 18
DEF 14A
Definitive proxy
14 Jul 17
DEFA14A
Additional proxy soliciting materials
14 Jul 17
DEFA14A
Additional proxy soliciting materials
15 Jul 16
DEF 14A
Definitive proxy
15 Jul 16
Other
UPLOAD
Letter from SEC
19 Mar 20
CORRESP
Correspondence with SEC
18 Mar 20
UPLOAD
Letter from SEC
4 Mar 20
UPLOAD
Letter from SEC
22 Jul 13
CORRESP
Correspondence with SEC
9 Jul 13
UPLOAD
Letter from SEC
3 Jul 13
UPLOAD
Letter from SEC
10 May 12
CORRESP
Correspondence with SEC
9 May 12
CORRESP
Correspondence with SEC
13 Apr 12
UPLOAD
Letter from SEC
30 Mar 12
Ownership
4
AMERCO / EDWARD J SHOEN ownership change
26 Mar 20
4
AMERCO / MARK V SHOEN ownership change
26 Mar 20
4
Change in insider ownership
26 Mar 20
4
AMERCO / EDWARD J SHOEN ownership change
24 Mar 20
4
AMERCO / MARK V SHOEN ownership change
24 Mar 20
4
Change in insider ownership
24 Mar 20
4
AMERCO / EDWARD J SHOEN ownership change
20 Mar 20
4
AMERCO / MARK V SHOEN ownership change
20 Mar 20
4
Change in insider ownership
20 Mar 20
4
AMERCO / Respino Laurence J De ownership change
19 Mar 20