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Amerco (UHAL)

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
Nevada
Location
Nevada
Fiscal year end
Mar 31
Sector
Transportation and Warehousing > General Freight Trucking, Local
Industry (SIC)
Services - Auto Rental & Leasing (No Drivers)
Hertz Global • Hertz • Avis Budget • Ryder System • SP Plus • HyreCar • Earn-A-Car • eHi Car Services • Turo • Delimobil Holding ...
SEC CIK
0000004457
Corporate docs
Subsidiaries
Patriot Truck Leasing, LLC • Picacho Peak Investments Co. • ARCOA Risk Retention Group, Inc. • RepWest Insurance Company • Republic Claims Service Company • Ponderosa Insurance Agency, LLC • Ponderosa Self-Storage Liability Group, LLC • RWIC Investments, Inc. • Oxford Life Insurance Company • Oxford Life Insurance Agency, Inc. ...
IRS number
880106815

UHAL stock data

News

From Benzinga Pro
Amerco: Q1 Earnings Insights
3 Aug 22
Amerco (NASDAQ:UHAL) reported its Q1 earnings results on Wednesday, August 3, 2022 at 04:00 PM. Here's what investors need to know about the announcement. Earnings Amerco missed estimated earnings by 4.33%, reporting an EPS of $17.03 versus an estimate of $17.8.
Amerco Q1 EPS $17.03 Misses $17.80 Estimate, Sales $1.60B Beat $1.50B Estimate
3 Aug 22
Amerco (NASDAQ:UHAL) reported quarterly earnings of $17.03 per share which missed the analyst consensus estimate of $17.80 by 4.33 percent. This is a 3.24 percent decrease over earnings of $17.60 per share from the same
U-Haul Plans For New Facility In Kaukauna, Wisconsin
3 Aug 22
Earnings Scheduled For August 3, 2022
3 Aug 22
UHAL: AMERCO reports another strong year driven by healthy demand and strong pricing. Management continues to pursue initiatives to increase capacity in the self-moving rental equipment, self-storage and U-Box businesses.
25 Jun 22

Press releases

From Benzinga Pro
AMERCO Announces Special Cash Dividend
19 Aug 22
RENO, Nev., Aug. 19, 2022 /PRNewswire/ -- AMERCO (NASDAQ:UHAL), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, on August 18,
AM Best Affirms Credit Ratings of Oxford Life Insurance Company and Its Subsidiaries
18 Aug 22
AM Best has affirmed the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of "a" (Excellent) of Oxford Life Insurance Company (Oxford Life) (Phoenix, AZ), and its
AM Best Affirms Credit Ratings of Repwest Insurance Company
17 Aug 22
AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Rating of "a" (Excellent) of Repwest Insurance Company (Repwest) (Phoenix, AZ). The outlook of these Credit Ratings
U-Haul Opens at Former Starpar Storage, Brings 20 Jobs to Sebring
8 Aug 22
AMERCO Announces Sixteenth Annual Virtual Analyst and Investor Meeting
4 Aug 22

Calendar

3 Aug 22
20 Aug 22
31 Mar 23

Financial summary

Financial statements Chart UHAL financial data
Quarter (USD) Jun 22 Mar 22 Dec 21 Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Mar 22 Mar 21 Mar 20 Mar 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Financial data from Amerco earnings reports.

Recent insider trades

UHAL insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
10 Jun 22 Karl A. Schmidt Common Stock Buy Acquire P No No 471.5 200 94.3K 2,500
16 Dec 21 Shoen Edward J Common Stock Buy Acquire P Yes No 720.75 14,750 10.63M 25,106
16 Dec 21 Shoen Edward J Common Stock Sell Dispose S No No 720.75 14,750 10.63M 32
16 Dec 21 Willow Grove Common Stock Other Acquire J Yes No 720.75 8,548 6.16M 840,323
16 Dec 21 Shoen Mark V Common Stock Other Acquire J Yes No 720.75 8,548 6.16M 8,433,207
16 Dec 21 Shoen Mark V Common Stock Other Acquire J Yes No 720.75 14,750 10.63M 25,106
16 Dec 21 Shoen Mark V Common Stock Other Dispose J Yes No 720.75 8,548 6.16M 10,356
16 Dec 21 Shoen Mark V Common Stock Other Acquire J Yes No 720.75 8,548 6.16M 18,904
16 Dec 21 Shoen Mark V Common Stock Other Dispose J No No 720.75 8,548 6.16M 6,752
16 Dec 21 Shoen Edward J Common Stock Other Acquire J Yes No 720.75 8,548 6.16M 8,433,207
Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q2 2022

UHAL institutional ownership history Ownership history
35.0% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 286 301 -5.0%
Opened positions 30 33 -9.1%
Closed positions 45 59 -23.7%
Increased positions 113 97 +16.5%
Reduced positions 99 114 -13.2%
13F shares Current Prev Q Change
Total value 3.29B 4.19B -21.6%
Total shares 6.87M 7.02M -2.1%
Total puts 59.7K 36.3K +64.5%
Total calls 16.8K 12.7K +32.3%
Total put/call ratio 3.6 2.9 +24.3%
Largest owners Shares Value Change
Vanguard 829.64K $396.76M +2.3%
Yacktman Asset Management 733.5K $350.78M +3.1%
BLK Blackrock 699.89K $334.71M -4.0%
Dimensional Fund Advisors 484.97K $231.91M +1.8%
Wellington Management 425.5K $203.49M +0.4%
Abrams Capital Management 422.92K $202.25M 0.0%
STT State Street 277.78K $132.84M -0.5%
Artisan Partners Limited Partnership 204.79K $97.94M -2.4%
Smead Capital Management 185.85K $88.88M +6.1%
Aqr Capital Management 181.28K $84.39M +0.2%
Largest transactions Shares Bought/sold Change
Hotchkis & Wiley Capital Management 76.38K +45.03K +143.6%
PRU Prudential Financial 4.29K -42.17K -90.8%
Harspring Capital Management 79K +37K +88.1%
LGEN Legal & General 0 -35.61K EXIT
BLK Blackrock 699.89K -29.45K -4.0%
Parametric Portfolio Associates 0 -26.29K EXIT
Allspring Global Investments 77.06K -25.58K -24.9%
Jacobs Levy Equity Management 668 -25.56K -97.5%
MS Morgan Stanley 58.85K +25.4K +75.9%
Yacktman Asset Management 733.5K +21.82K +3.1%
Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
Life Storage Inc - Registered Shares • 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
New words: fallback, favorable, inflationary, National, properly, Subsequent, successor, Trust, unable
Removed: apply, arrangement, behavior, calculated, calculation, callable, challenged, charitable, Clarifying, classification, commencement, consumer, criteria, death, deduction, deferment, delay, depend, determination, dividing, ease, economically, employer, evenly, evolve, exercise, extend, face, Facilitation, fully, global, governmental, gravity, implemented, initiated, interbank, IRS, larger, leaseback, light, modification, optional, Organization, pandemic, pattern, payroll, precluded, predict, qualified, recoverable, reevaluated, reform, refundable, remain, remeasure, Repayable, Scan, sentiment, side, social, sound, spread, terminate, threat, underlying, unfavorable, utilized, warrant, WGHLP, workforce, world
From filing 10-Q 2023 Q1
Financial reports
View all
10-Q
2023 Q1
Quarterly report
3 Aug 22
10-K
2022 FY
Annual report
25 May 22
10-Q
2022 Q3
Quarterly report
8 Feb 22
10-Q
2022 Q2
Quarterly report
3 Nov 21
10-Q
2022 Q1
Quarterly report
4 Aug 21
10-K
2021 FY
Annual report
26 May 21
10-Q
2021 Q3
Quarterly report
3 Feb 21
10-Q
2021 Q2
Quarterly report
4 Nov 20
10-Q
2021 Q1
Quarterly report
5 Aug 20
10-K
2020 FY
Annual report
27 May 20
Current reports
View all
8-K
AMERCO Announces Special Cash Dividend
19 Aug 22
8-K
Other Events
19 Jul 22
8-K
Other Events
19 Jul 22
8-K
Other Events
10 May 22
8-K
Other Events
10 May 22
8-K
Other Events
8 Apr 22
8-K
Other Events
8 Mar 22
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
27 Jan 22
8-K
AMERCO Announces $600 Million Private Placement of Senior Unsecured Notes
7 Dec 21
8-K
Other Events
12 Oct 21
Registration and prospectus
View all
424B5
Prospectus supplement for primary offering
19 Jul 22
424B5
Prospectus supplement for primary offering
10 May 22
424B5
Prospectus supplement for primary offering
8 Mar 22
424B5
Prospectus supplement for primary offering
12 Oct 21
424B5
Prospectus supplement for primary offering
13 Apr 21
424B5
Prospectus supplement for primary offering
12 Jan 21
424B5
Prospectus supplement for primary offering
20 Oct 20
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
Proxies
View all
PX14A6G
Letter to shareholders
11 Jul 22
DEFA14A
Additional proxy soliciting materials
6 Jul 22
DEF 14A
Definitive proxy
6 Jul 22
DEFA14A
Additional proxy soliciting materials
7 Jul 21
DEF 14A
Definitive proxy
7 Jul 21
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
Other
View all
UPLOAD
Letter from SEC
18 Mar 20
CORRESP
Correspondence with SEC
17 Mar 20
UPLOAD
Letter from SEC
3 Mar 20
UPLOAD
Letter from SEC
21 Jul 13
CORRESP
Correspondence with SEC
8 Jul 13
UPLOAD
Letter from SEC
2 Jul 13
UPLOAD
Letter from SEC
9 May 12
CORRESP
Correspondence with SEC
8 May 12
CORRESP
Correspondence with SEC
12 Apr 12
UPLOAD
Letter from SEC
29 Mar 12
Ownership
View all
4
AMERCO / Karl A. Schmidt ownership change
10 Jun 22
4
AMERCO / EDWARD J SHOEN ownership change
20 Dec 21
4
AMERCO / MARK V SHOEN ownership change
20 Dec 21
4
Change in insider ownership
20 Dec 21
4
AMERCO / EDWARD J SHOEN ownership change
20 Dec 21
4
AMERCO / John P. Brogan ownership change
13 Dec 21
4
AMERCO / Carrie Martz ownership change
29 Jun 21
3
AMERCO / Carrie Martz ownership change
29 Jun 21
4
Change in insider ownership
16 Jun 21
4
AMERCO / EDWARD J SHOEN ownership change
16 Jun 21

Patents

View all
Utility
Apparatus for drive shaft extension
10 May 22
A method and apparatus are provided for extending the length of a vehicle without the need to rebalance the original drive assembly.
Utility
Non-Invasive Current Sensing Device
5 May 22
A current sensing device includes a housing with a head adapted for releasably holding a wire of an electrical circuit without breaking the electrical circuit.
Utility
Ball Mount with Indicator
3 Jun 21
A tow hitch assembly includes a draw bar and a hitch ball mount pivotally supported by the draw bar.
Utility
Trailer Lighting Activation Device
25 Mar 21
A trailer lighting activation system includes a vehicle light sensor, an ambient light sensor, and a microcontroller.
Utility
Trailer sway demonstrator
13 Jul 20
An apparatus for simulating a vehicle traveling on a road and towing a trailer, wherein the apparatus includes a scale model towing vehicle and trailer combination positioned on a moving belt of a treadmill.

Transcripts

View all
2023 Q1
Earnings call transcript
6 Aug 22
2022 Q4
Earnings call transcript
26 May 22
2022 Q3
Earnings call transcript
10 Feb 22
2022 Q2
Earnings call transcript
7 Nov 21
2022 Q1
Earnings call transcript
8 Aug 21
2021 Q4
Earnings call transcript
27 May 21
2021 Q3
Earnings call transcript
4 Feb 21
2021 Q2
Earnings call transcript
7 Nov 20
2021 Q1
Earnings call transcript
8 Aug 20
2020 Q4
Earnings call transcript
28 May 20

Reddit threads

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