UHAL Amerco Dashboard

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

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 ...

SEC CIK

0000004457

Corporate docs

Articles of Incorporation & Bylaws

IRS number

880106815

UHAL stock data

S&P 500

1M 1Y 2Y 5Y

News

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U-Haul Co. of West Virginia Late Yesterday Announced It Has Filed For Voluntary Chapter 11 Protection In The U.S. Bankruptcy Court

17 Jun 21

U-Haul Co. of West Virginia (the "Company") today announced it has filed for voluntary Chapter 11 protection in the U.S. Bankruptcy Court for the Southern District of West Virginia. The Company

Amerco: Return On Capital Employed Insights

15 Jun 21

Amerco (NASDAQ:UHAL) posted Q4 earnings of $27.16 million, an increase from Q3 of 84.88%. Sales dropped to $1.06 billion, a 9.4% decrease between quarters. In Q3, Amerco earned $179.60 million, and total sales reached $1.17 billion.

UHAL: AMERCO Crosses $4 billion Top-line Milestone as Revenues Increase 14.2% in FY2021; Pace of Openings of U-Haul Storage Locations Accelerating

8 Jun 21

By Steven Ralston, CFA NASDAQ:UHAL READ THE FULL UHAL RESEARCH REPORT

Amerco: Q4 Earnings Insights

26 May 21

Amerco Q4 EPS $3.76 Misses $5.07 Estimate

26 May 21

Press releases

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Oxford Life Insurance Company's Rating Upgraded to "A" by A.M. Best

30 Jul 21

RENO, Nev., July 30, 2021 /PRNewswire/ -- AMERCO (NASDAQ:UHAL) announced today that A.M. Best, the world's oldest and most authoritative insurance rating and information source, has upgraded the Financial Strength

AM Best Upgrades Credit Ratings of Oxford Life Insurance Company and Christian Fidelity Life Insurance Company

29 Jul 21

AM Best has upgraded the Financial Strength Rating (FSR) to A (Excellent) from A- (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) to "a" (Excellent) from "a-" (Excellent) of Oxford Life Insurance

AMERCO Schedules First Quarter 2022 Financial Results Release and Investor Webcast

21 Jul 21

RENO, Nev., July 21, 2021 /PRNewswire/ -- AMERCO (NASDAQ:UHAL), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, plans to report

North Texas Vehicle Adventure: U-Haul Hosts Free Family-Friendly Event in Plano

14 Jul 21

MarketBeat Ranks Stocks with Most Insider Buying in June 2021

8 Jul 21

Calendar

26 May 21

30 Jul 21

31 Mar 22

Financial summary

Financial statements Chart UHAL financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Mar 21	Mar 20	Mar 19	Mar 18
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.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.19B	1.19B	1.19B	1.19B	1.19B	1.19B
Cash burn (monthly)	68.28M	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)
Cash used (since last report)	273.06M	n/a	n/a	n/a	n/a	n/a
Cash remaining	920.95M	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	13.5	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Recent insider trades

UHAL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Jun 21	Carrie Martz	Common Stock	Buy	Aquire P	No	No	536.8632	5	2.68K	5
15 Jun 21	Shoen Mark V	Common Stock	Buy	Aquire P	Yes	No	538.82	683	368.01K	8,424,659
15 Jun 21	Shoen Mark V	Common Stock	Buy	Aquire P	Yes	No	538	1,028	553.06K	8,423,976
15 Jun 21	Shoen Mark V	Common Stock	Buy	Aquire P	Yes	No	539.69	99	53.43K	8,422,948
15 Jun 21	Shoen Mark V	Common Stock	Buy	Aquire P	Yes	No	552.06	80,000	44.16M	8,422,849
15 Jun 21	Shoen Edward J	Common Stock	Buy	Aquire P	Yes	No	538.82	683	368.01K	8,424,659
15 Jun 21	Shoen Edward J	Common Stock	Buy	Aquire P	Yes	No	538	1,028	553.06K	8,423,976
15 Jun 21	Shoen Edward J	Common Stock	Buy	Aquire P	Yes	No	539.69	99	53.43K	8,422,948
15 Jun 21	Shoen Edward J	Common Stock	Buy	Aquire P	Yes	No	552.06	80,000	44.16M	8,422,849
15 Jun 21	Willow Grove	Common Stock	Buy	Aquire P	Yes	No	538.82	683	368.01K	831,775

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2021

UHAL institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

34.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	267	258	+3.5%
Opened positions	46	48	-4.2%
Closed positions	37	20	+85.0%
Increased positions	80	75	+6.7%
Reduced positions	103	89	+15.7%

13F shares	Current	Prev Q	Change
Total value	4.14B	3.17B	+30.7%
Total shares	6.74M	6.98M	-3.4%
Total puts	0	500	EXIT
Total calls	2.1K	0	NEW
Total put/call ratio	–	Infinity	–

Largest owners	Shares	Value	Change
Vanguard	784.93K	$480.84M	+2.5%
BLK Blackrock	703.6K	$431.02M	+2.3%
Abrams Capital Management	561.26K	$343.83M	0.0%
Wellington Management	546.31K	$334.67M	-5.5%
Dimensional Fund Advisors	465.65K	$285.26M	+0.5%
Yacktman Asset Management	254.12K	$155.68M	+3.3%
Artisan Partners Limited Partnership	231.55K	$141.85M	-9.7%
Barrow Hanley Mewhinney & Strauss	228.25K	$139.83M	-3.9%
STT State Street	215.15K	$131.8M	-11.1%
Hotchkis & Wiley Capital Management	135.12K	$82.77M	-7.8%

Largest transactions	Shares	Bought/sold	Change
Senvest Management	0	-138.34K	EXIT
GS Goldman Sachs	127.26K	+79.98K	+169.1%
Norges Bank	0	-79.04K	EXIT
BAC Bank Of America	8.13K	-68.7K	-89.4%
Carillon Tower Advisers	0	-41.03K	EXIT
Bruce & Co.	95.69K	-35.17K	-26.9%
WFC Wells Fargo & Co.	68.25K	+34.2K	+100.4%
Wellington Management	546.31K	-31.82K	-5.5%
Aqr Capital Management	83.45K	+27.8K	+50.0%
STT State Street	215.15K	-26.98K	-11.1%

Data from 13F filings. Stock 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

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

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From filing 10-K 2021 FY