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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
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 • Avis Budget • Ryder System • Hertz • SP Plus • HyreCar • eHi Car Services ...
SEC CIK
0000004457
Corporate docs
IRS number
880106815

UHAL stock data

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News

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Stocks That Hit 52-Week Highs On Monday
8 Mar 21
Before 10 a.m. ET on Monday, 492 companies set new 52-week highs.
Stocks That Hit 52-Week Highs On Monday
1 Mar 21
During Monday's morning session, 230 companies made new 52-week highs.
Stocks That Hit 52-Week Highs On Friday
26 Feb 21
Before 10 a.m. ET Friday, 39 stocks made new 52-week highs.
Stocks That Hit 52-Week Highs On Wednesday
24 Feb 21
Stocks That Hit 52-Week Highs On Tuesday
23 Feb 21

Press releases

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U-Haul Reusing Hartford Building for Climate-Controlled Storage
12 Apr 21
HARTFORD, Conn., April 12, 2021 /PRNewswire/ -- U-Haul® plans to use its ecofriendly adaptive reuse program to transform the former Capitol Archives & Record Storage building in Hartford into a contemporary
Now Open: 636 Storage Rooms Ready at U-Haul of Framingham-Southborough
30 Mar 21
FRAMINGHAM, Mass., March 30, 2021 /PRNewswire/ -- U-Haul® is offering 636 newly constructed self-storage units at 15 Pleasant St. Connector, a property that was acquired in March 2018.
Plan Ahead for Safety: Collegeboxes Discounting Services for Student Move-Outs
15 Mar 21
PHOENIX, March 15, 2021 /PRNewswire/ -- Collegeboxes®, a division of U-Haul®, is encouraging students living on campus to plan for safety by packing and storing or shipping their belongings early, avoiding the
U-Haul Offers 30 Days Free Self-Storage to Hawaii Flood Victims
10 Mar 21
U-Haul Shares Plans for New Self-Storage Center in Winona
10 Mar 21

Calendar

3 Feb 21
22 Apr 21
31 Mar 22

Financial summary

Financial statements Chart UHAL financial data
Quarter (USD)
 Dec 20 Sep 20 Jun 20 Mar 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 20 Mar 19 Mar 18 Mar 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
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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
19 Mar 21 Respino Laurence J De Common Stock Sell Dispose S No No 603 100 60.3K 75
18 Dec 20 Willow Grove Common Stock Buy Aquire P Yes No 449.22 45 20.21K 749,965
18 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 449.22 45 20.21K 8,342,849
18 Dec 20 Shoen Mark V Common Stock Buy Aquire P Yes No 449.22 45 20.21K 8,342,849
15 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 430.05 1,090 468.75K 8,342,804
14 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 428.13 3,910 1.67M 8,341,714
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

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.

35.6% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 258 230 +12.2%
Opened positions 48 29 +65.5%
Closed positions 20 35 -42.9%
Increased positions 76 71 +7.0%
Reduced positions 88 92 -4.3%
13F shares
 Current Prev Q Change
Total value 3.17B 3.7B -14.3%
Total shares 6.98M 6.87M +1.6%
Total puts 500 0 NEW
Total calls 0 0
Total put/call ratio Infinity – –
Largest owners
 Shares Value Change
Vanguard 765.99K $347.73M +2.1%
BLK Blackrock 688.02K $312.33M +5.4%
Wellington Management 578.13K $262.45M -4.3%
Abrams Capital Management 561.26K $254.79M 0.0%
Dimensional Fund Advisors 463.12K $210.24M -1.6%
Artisan Partners Limited Partnership 256.43K $116.41M -6.8%
Yacktman Asset Management 246.12K $111.73M -3.5%
STT State Street 242.13K $109.92M -3.0%
Barrow Hanley Mewhinney & Strauss 237.44K $107.79M +2.7%
Hotchkis & Wiley Capital Management 146.59K $66.54M -5.1%
Largest transactions
 Shares Bought/sold Change
Norges Bank 79.04K +79.04K NEW
BLK Blackrock 688.02K +35.01K +5.4%
Wellington Management 578.13K -26.11K -4.3%
Schroder Investment Management 108.11K +25.03K +30.1%
PRPLF Perpetual 0 -24.21K EXIT
MS Morgan Stanley 28.62K -22.24K -43.7%
Artisan Partners Limited Partnership 256.43K -18.67K -6.8%
Perpetual Investment Management 18.38K +18.38K NEW
WINTON 7K -16.07K -69.6%
Senvest Management 138.34K +15.78K +12.9%
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
New words: accommodate, accurately, aimed, America, American, Biden, carbon, Center, choose, close, compliant, comply, compromise, cooperate, costly, Department, dictated, disproportionately, earlier, electric, emit, enacted, essential, evidence, failure, fifty, fossil, fuel, gasoline, grid, heavily, highlighted, highway, human, hybrid, imposed, imposing, imposition, inappropriate, infrastructure, innovation, insistence, intensive, interstate, introduction, knowingly, language, leader, North, OEM, penalty, physical, pressure, proposed, recharging, rotation, safety, scale, serve, serving, showed, simply, solution, today, train, transportation, travel, treatment, TruckShare, turn, unable, unachievable, uneconomical, unknowable, unknowingly, version, viral, workable, Zoning
Removed: amendment, approved, Shelf
From filing 10-Q 2021 Q3

Financial reports

View all
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
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

Current reports

View all
8-K
Other Events
13 Apr 21
8-K
Other Events
13 Apr 21
8-K
Other Events
12 Jan 21
8-K
AMERCO Announces Special Cash Dividend
10 Dec 20
8-K
Other Events
20 Oct 20
8-K
AMERCO Announces Special Cash Dividend
21 Aug 20
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

Registration and prospectus

View all
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
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

Proxies

View all
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
DEF 14A
Definitive proxy
13 Jul 18
DEF 14A
Definitive proxy
13 Jul 17
DEFA14A
Additional proxy soliciting materials
13 Jul 17
DEF 14A
Definitive proxy
14 Jul 16
DEFA14A
Additional proxy soliciting materials
14 Jul 16

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 / Respino Laurence J De ownership change
19 Mar 21
4
AMERCO / MARK V SHOEN ownership change
22 Dec 20
4
AMERCO / EDWARD J SHOEN ownership change
22 Dec 20
4
Change in insider ownership
22 Dec 20
4
Change in insider ownership
16 Dec 20
4
AMERCO / MARK V SHOEN ownership change
16 Dec 20
4
AMERCO / EDWARD J SHOEN ownership change
16 Dec 20
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

Patents

APP
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.
GRANT
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
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
2020 Q3
Earnings call transcript
6 Feb 20
2020 Q2
Earnings call transcript
7 Nov 19
2020 Q1
Earnings call transcript
8 Aug 19
2019 Q4
Earnings call transcript
30 May 19
2019 Q3
Earnings call transcript
8 Feb 19
2019 Q2
Earnings call transcript
11 Nov 18

Reddit threads

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