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
Industry (SIC)
Hertz Global • Hertz • Avis Budget • Ryder System • SP Plus • HyreCar • Earn-A-Car • eHi Car Services • Turo • Delimobil Holding ...
SEC CIK
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

Amerco: Q1 Earnings Insights
3 Aug 22
Amerco Q1 EPS $17.03 Misses $17.80 Estimate, Sales $1.60B Beat $1.50B Estimate
3 Aug 22
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
AMERCO Announces Special Cash Dividend
19 Aug 22
AM Best Affirms Credit Ratings of Oxford Life Insurance Company and Its Subsidiaries
18 Aug 22
AM Best Affirms Credit Ratings of Repwest Insurance Company
17 Aug 22
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
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 |
Recent insider trades
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 |
Institutional ownership, Q2 2022
35.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 286 |
Opened positions | 30 |
Closed positions | 45 |
Increased positions | 113 |
Reduced positions | 99 |
13F shares | Current |
---|---|
Total value | 3.29B |
Total shares | 6.87M |
Total puts | 59.7K |
Total calls | 16.8K |
Total put/call ratio | 3.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 829.64K | $396.76M |
Yacktman Asset Management | 733.5K | $350.78M |
BLK Blackrock | 699.89K | $334.71M |
Dimensional Fund Advisors | 484.97K | $231.91M |
Wellington Management | 425.5K | $203.49M |
Abrams Capital Management | 422.92K | $202.25M |
STT State Street | 277.78K | $132.84M |
Artisan Partners Limited Partnership | 204.79K | $97.94M |
Smead Capital Management | 185.85K | $88.88M |
Aqr Capital Management | 181.28K | $84.39M |
Financial report summary
?Competition
Life Storage Inc - Registered Shares • Life Storage • Extra Space Storage • CubeSmart • CubeSmart • Extra Space Storage • Public StorageContent 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
Financial reports
Current reports
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
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
PX14A6G
Letter to shareholders
11 Jul 22
DEFA14A
Additional proxy soliciting materials
6 Jul 22
DEFA14A
Additional proxy soliciting materials
7 Jul 21
DEFA14A
Additional proxy soliciting materials
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
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
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
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
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
Calls on $UHAL
14 Aug 22
Daily Discussion Thread - August 3rd, 2022
3 Aug 22
Daily Discussion Thread - August 2nd, 2022
2 Aug 22
Daily Discussion Thread - August 1st, 2022
1 Aug 22
Q2 2022 Letters & Reports
1 Jul 22
What are some "boring" US stocks that consistently deliver strong results and have a strong balance sheet?
19 Jun 22
Daily Discussion - Tuesday May 31 2022
31 May 22
[Weekly Megathread] Markets and Value Stock Ideas, Week of May 30, 2022
30 May 22
UHAL has had negative FCF 8 or last 10 years. Where's all their net income going, and does Capex include vehicle repairs?
27 May 22
Daily Discussion Thread - May 25th, 2022
25 May 22