Loading...
Docoh

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
Website
CEO
Edward Joe Shoen
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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

Calendar

3 Aug 22
20 Aug 22
31 Mar 23
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
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
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%

Content analysis

?
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