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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
NASDAQ
Website
www.amerco.com
CEO
Edward Joe Shoen
Employees
Incorporated in
Nevada
Location
Nevada
Fiscal year end
Mar 31
Sector
Finance > Finance/Rental/Leasing
Industry (SEC)
Services - Auto Rental & Leasing (No Drivers)
Hertz • Avis Budget • Ryder System • Hertz Global • SP Plus • HyreCar • eHi Car Services ...
SEC CIK
0000004457
Corporate docs
IRS number
880106815

UHAL stock data

(
)
FINRA relative short interest over last month (20 trading days) ?

Calendar

27 May 20
4 Jun 20
31 Mar 21

News

Company financial data Financial data

Chart UHAL financial data
Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 821.53M 927.88M 1.15B 1.08B
Net income 122.37M 30.93M 156.33M 132.42M
Net profit margin 14.90% 3.33% 13.59% 12.27%
Operating income 958K 80.57M 244.74M 213.87M
Net change in cash -137.6M 106.72M 5.4M -153.87M
Cash on hand 494.35M 631.95M 525.23M 519.83M
Cost of revenue 35.84M 35.32M 43.93M 48.93M
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

UHAL insider ownership history Insider history
Date Owner Security Transaction Code $Price #Shares $Value #Remaining
24 Mar 20 Willow Grove Common Stock Buy Aquire P 273.412 3,000 820.24K 744,920
24 Mar 20 Shoen Mark V Common Stock Buy Aquire P 273.412 3,000 820.24K 8,337,804
24 Mar 20 Shoen Edward J Common Stock Buy Aquire P 273.412 3,000 820.24K 8,337,804
23 Mar 20 Shoen Edward J Common Stock Buy Aquire P 233.54 600 140.12K 8,334,804
23 Mar 20 Shoen Edward J Common Stock Buy Aquire P 253.3559 1,100 278.69K 8,334,204
23 Mar 20 Shoen Edward J Common Stock Buy Aquire P 225.4184 1,300 293.04K 8,333,104
23 Mar 20 Shoen Edward J Common Stock Buy Aquire P 237.6155 1,800 427.71K 8,331,804
23 Mar 20 Shoen Mark V Common Stock Buy Aquire P 237.6155 1,800 427.71K 8,331,804
23 Mar 20 Shoen Mark V Common Stock Buy Aquire P 233.54 600 140.12K 8,334,804
23 Mar 20 Shoen Mark V Common Stock Buy Aquire P 253.3559 1,100 278.69K 8,334,204
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

UHAL institutional ownership history Ownership history
38.5% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 238 240 -0.8%
Opened positions 37 44 -15.9%
Closed positions 39 21 +85.7%
Increased positions 89 79 +12.7%
Reduced positions 76 71 +7.0%
13F shares
 Current Prev Q Change
Total value 2.13B 3.16B -32.5%
Total shares 7.56M 7.43M +1.8%
Total puts 0 0 –
Total calls 0 0 –
Total put/call ratio – – –
Largest owners
 Shares Value Change
Vanguard 809.81K $235.29M +3.3%
Wellington Management 660.07K $191.79M +8.5%
BLK BlackRock 652.19K $189.49M -0.3%
Abrams Capital Management 561.26K $163.07M 0.0%
Dimensional Fund Advisors 466.21K $135.47M -0.3%
PFG Principal Financial 399.95K $116.21M -2.1%
Advisor 293.21K $184K NEW
Artisan Partners Limited Partnership 279.71K $81.27M -9.0%
STT State Street 239.48K $69.58M -4.1%
Hotchkis & Wiley Capital Management 234.49K $68.13M +19.0%
Largest transactions
 Shares Bought/sold Change
Advisor 293.21K +293.21K NEW
Wealth Quarterback 536 -83.15K -99.4%
JNE Partners 80.6K +80.6K NEW
Wellington Management 660.07K +51.54K +8.5%
Lateef Investment Management 9.15K -45.54K -83.3%
Yacktman Asset Management 221.56K +44.02K +24.8%
Hotchkis & Wiley Capital Management 234.49K +37.45K +19.0%
Norges Bank 0 -32.62K EXIT
Lodge Hill Capital 0 -29.9K EXIT
Aqr Capital Management 116.88K -27.98K -19.3%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
Public Storage • Life Storage • Life Storage • Extra Space Storage • CubeSmart • CubeSmart • Extra Space Storage • Public Storage
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
New words: accuracy, Aid, aimed, AMT, awarded, behavior, Bell, billion, calibrate, carryback, challenged, challenging, charitable, China, commencement, commissioner, concession, condemnation, contemplated, coupled, Deck, deficiency, deficient, deprecation, dictated, disrupting, domiciliary, drew, earlier, emerge, emergency, evenly, evolving, extraordinary, Finanical, forecasted, formatted, freight, gravity, highlighted, inline, Interactive, interbank, knowledge, leaseback, legislation, lingering, Maria, modification, narrow, opted, pandemic, payroll, physical, PNC, political, preserve, reaction, refund, refundable, relief, remeasure, requested, retiree, Roberta, ROU, sample, Scan, sentiment, Shank, side, situation, skill, specialist, spread, st, stemming, suspect, Suspension, troubled, Trump, turn, unknowable, variance, viral, Wuhan, XBRL
Removed: approximated, ceased, children, DeckSM, DecksSM, defeased, dual, Embedded, excluded, expiring, explicitly, extinguishment, fixing, floating, history, holder, illiquid, implicitly, involvement, mileage, Mini, owner, PEI, permitted, practice, prevail, Private, ratio, Realty, reflection, renew, requiring, shareholder, shift, shortfall, SuspensionSM, tiered, traded
From filing 10-K 2020 FY

Financial reports

View all
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
10-Q
2018 Q3
Quarterly report
7 Feb 18

Current reports

View all
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

View all
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

View all
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
DEF 14A
Definitive proxy
15 Jul 16
DEFA14A
Additional proxy soliciting materials
15 Jul 16
DEF 14A
Definitive proxy
20 Apr 16
DEFA14A
Additional proxy soliciting materials
20 Apr 16

Other

View all
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
EFFECT
Notice of effectiveness
20 Jan 11
CORRESP
Correspondence with SEC
19 Jan 11
UPLOAD
Letter from SEC
17 Dec 10

Ownership

View all
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