U-Haul Holding 配当と自社株買い
配当金 基準チェック /06
U-Haul Holding現在配当金を支払っていません。
主要情報
0%
配当利回り
n/a
バイバック利回り
| 総株主利回り | n/a |
| 将来の配当利回り | n/a |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 0% |
最近の配当と自社株買いの更新
Recent updates
Seeking Alpha • Feb 02
U-Haul: Faces Profitability Headwinds, Needs To Be Broken Up
Summary U-Haul Holding Company offers significant upside if management pursues a breakup, with sum-of-the-parts valuation far exceeding current market price. Despite recent revenue growth, UHAL faces profitability headwinds from rising depreciation, operating expenses, and self-storage oversupply impacting occupancy rates. Cash flow metrics for UHAL are robust, with adjusted operating cash flow rising to $548.5 million in the latest quarter, supporting the investment case. I maintain a "Strong Buy" rating, as a potential breakup could yield 112%–242% upside, with the next earnings release serving as a possible catalyst. Read the full article on Seeking Alpha分析記事 • Nov 01
The Returns At U-Haul Holding (NYSE:UHAL) Aren't Growing
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Feb 28
U-Haul: Moving Forward (Rating Upgrade)
Summary U-Haul Holding Company is the largest DIY moving and storage operator in North America, with strong positions in rental vehicles, self-storage, and portable moving/storage. Post-pandemic, U-Haul resumed growth aligned with historical trends, making it a solid long-term investment for steady growth. UHAL boasts strong operating cash flow and a solid balance sheet, supporting continued expansion. Self-storage demand is projected to grow at 5.9% CAGR until 2030, driven by urbanization, population growth, and e-commerce expansion. Read the full article on Seeking Alpha
新しいナラティブ • Jan 19
Self-Storage And U-Box Expansion Expected To Drive Future Performance
Expanding self-storage and investing in U-Box infrastructure could drive future revenue growth and enhance margins.Seeking Alpha • Dec 26
U-Haul Is Making Some Favorable Moves, But I Recommend A Strong Sell
Summary U-Haul's self-moving equipment rentals demand increased for the second consecutive quarter after seven quarters of declines, indicating potential early signs of a turnaround. Despite a 7.7% increase in self-storage revenue, recent acquisitions are insignificant, adding only 2,065 units to an existing portfolio of 490,000. I recommend a "strong sell" for U-Haul shares due to an overvalued stock price and suggest exiting positions via covered call options for profit maximization. U-Haul's strategic move into self-storage is promising, but the market has overreacted; I prefer undiscovered stocks for investment opportunities. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
U-Haul: Still A Solid Play For The Long Haul
Summary U-Haul operates as a do-it-yourself moving business with a significant self-storage business. Despite revenue and profit declines, the company's self-storage business has shown consistent growth over the past three years. The company's self-storage operations represent a significant portion of its overall value, making shares look attractively priced for potential upside. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
U-Haul: Long-Term Economics Present, Valuation Asymmetry To The Downside
Summary U-Haul Holding Company is one of the largest DIY moving and storage companies, boasting hard-to-replicate brand advantages. The company operates through a vast network of retail stores and dealers, offering trucks, trailers, and storage units. Despite reasonably sound business characteristics, valuations appear stretched, especially indexed to more selective opportunities in this stage of the cycle. Read the full article on Seeking AlphaSeeking Alpha • May 11
Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder Value
Summary Over the last twelve months, we established a new position in U-Haul, adding to a number of positions where insider buying played a meaningful role in our decision-making. The business has high barriers to entry and strong network effects. Importantly, we believe the rapid expansion of this business segment masks underlying, latent earnings power. The company under Joe Shoen's leadership has maintained management stability for the last 30-plus years, quietly and progressively growing the franchise and shareholder value. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
U-Haul: Free Cash Flow Decline Approaching Its Limit
Summary U-Haul is the largest "Do-It-Yourself" moving and storage operator in North America with 1,904 self-storage locations and 949,000 rental storage units. U-Haul's revenue growth has turned negative due to a decline in temporary or permanent moves induced by the pandemic. The company's high CapEx spending and debt levels are unsustainable, in our opinion, and its earnings are expected to decline in the coming quarters. A trend has formed that US workers are less willing to relocate. The geographic reshuffle after the pandemic is coming to an end. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
U-Haul: A Closer Look At The Storage Industry Giant
Summary U-Haul Holding Company has made significant capital expenditures and acquired a new location, which could drive net sales growth. The company is a leader in the domestic storage market, offering rental products for the transfer and storage of goods. U-Haul has focused on developing its online marketplace, web-based technology, and expanding its network of independent distributors, which could lead to increased net income and FCF growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Old West - U-Haul: A Solid Owner/Manager Run Company
Summary A real sweet spot for our investment style is discovering companies run by owner/managers. Joe Shoen, UHAL's CEO and Chairman, owns 55% of the company, and has more to gain from a higher stock price than his paycheck. Revenue has grown 70% over the past five years. We prefer to invest in solid companies like UHAL run by owner/operators. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
U-Haul: Long Term Compounder Awaiting A Decline In Rates
Summary UHAL’s revenue, CFO, and EBITDA have grown at a healthy 8–9% during the last decade, with Capex investment positioning the company to maintain this level. It operates with an impressive EBITDA-M of 35%, as the company benefits heavily from its scale across the US and low marginal cost to deliver. UHAL has a strong business model, underpinned by a leading brand and a shrewd management team. Its revenue profile is increasingly becoming diversified, further increasing its quality. UHAL is outperforming its peers while investing more in growth (asset base), suggesting its outperformance could potentially widen. UHAL’s valuation is fair, particularly given the execution risk present, but we are hesitant to rate the business a buy yet given the macroeconomic environment. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Still Optimistic About U-Haul As We Move Into Earnings
Summary Things have not been going all that great for U-Haul, thanks to weakening demand for some of its services. Even so, the firm looks cheap enough to warrant optimism. Management is also doing well to continue to grow the company's self-storage operations, which will add value in the long run. While shares are cheap enough now, investors should be watchful over earnings that come out in the coming days. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
U-Haul: Long-Term Trajectory Undisturbed
Summary U-Haul has achieved a good amount of growth in the self-moving equipment rental and storage unit industry through a strategy of reinvesting into expansion. The company's financials have been strong, with a compounded annual growth rate of 5.2% and currently quite strong EBIT margin. U-Haul is currently facing a tougher market, with declining revenues and a decrease in the EBIT margin, as demand is softer than usual. The stock seems to be valued fairly according to my DCF model estimates - I have a hold-rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
U-Haul: Major Headwinds On The Horizon
Summary U-Haul is considered a strong long-term investment due to its flywheel effect and efficiency of scale, which have helped it maintain its leading position and growth for decades. The company's tangible book value has grown by an average of 16.25% per year since 2003, demonstrating its long-term compounding potential. The company's reliance on home movers is a concern in the current macro environment, with high mortgage rates reducing the number of people moving homes. The company is very capital intensive and thus has taken on large amounts of debt to grow. As interest rates have gone higher this will drastically raise the company's interest expense. Read the full article on Seeking AlphaSeeking Alpha • May 26
U-Haul: A Shortage Of Sellers In May
Summary U-Haul's value continues to rise year after year on steady management of its truck rental and real estate storage businesses. Exceptionally low share trading volume during April-May could be setting up a price spike higher on any good news into early summer. Absent a severe recession, shares have the potential to rise +20% to +35% over the coming 12 months. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Amerco: An Industry Leader But Struggles To Produce Consistent FCF
Summary UHAL is the leader of the North American DIY moving and storage industry. The company has established an impressive track record of revenue growth, return on equity, and shareholder equity. The company continues to build out its fleet of moving trucks, trailers, towable devices, and rental storage units to maintain its spot at the top of its industry. The company's ability to generate free cash flow is a concern as it's bounced up and down over the last decade. Overview AMERCO (UHAL) is a moving and storage company operating in the US and Canada. They offer a range of services, including truck and trailer rentals, portable storage units, self-storage spaces, and moving supplies. They also provide an online marketplace for consumers to connect with independent moving help providers and self-storage affiliates. UHAL organizes itself into three reportable segments which include Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment of the company offers rentals of trucks, trailers, portable storage units, specialty rental items, and self-storage spaces primarily for household movers. This segment also sells moving supplies, towing accessories, and propane. The company offers these products and services under the "U-Haul" name. UHAL has a fleet of 186,000 trucks, 128,000 trailers, and 46,000 towing devices, as well as 1,844 self-storage locations with over 876,000 units. This segment usually makes up 90%+ of the company's total revenue. The Property and Casualty Insurance segment of the company provides loss adjusting and claims handling services and underwrites parts of the SafeMove, Safetow, SafeMove Plus, Safestore Mobile, and Safestor protection packages for U-Haul customers. The Life Insurance segment offers life and health insurance products through the direct sale and reinsurance of life insurance, Medicare supplement, and annuity policies. These two segments usually combine for roughly 10% of the company's total revenues. Performance UHAL has consistently reported solid revenue growth over the past decade. For fiscal 2021 the company reported $5.7 billion in revenue which represents an exceptional 26% growth year over year. Over the last ten years, UHAL has more than doubled its revenues, growing 124% during the period. UHAL's consistency over the last decade is even more impressive, as the company has never reported a single year of revenue declines. Data by Stock Analysis In terms of free cash flows, UHAL has reported mixed results over the years. In 2021, the company recorded $432 million in free cash flows, which was -31.43 lower than its 2020 free cash flow. The company's free cash flow has bounced up and down over the past decade, and the company even saw negative free cash flows in 2018 and 2019. This is a bad sign for investors because when a company reports negative free cash flow, it may signal financial strain and a lack of resources for the business to grow and meet its obligations. Data by Stock Analysis UHAL has a better track record of profitability. The company has averaged an 18.23% return on equity over the past decade and only three of these years fall under 15%, which occurred from 2018-2020. UHAL is achieving higher returns on equity than its peers. In 2021, the company produced an ROE of 17.32% which is 22.46% than the sector median. Data by Stock Analysis Turning to the company's balance sheet, UHAL has done an excellent job of increasing shareholder's equity, which currently stands at $6.31 billion. The company has increased shareholder's equity at a steady pace, recording an impressive overall growth of 378% over the last decade. Although, the company's debt is increasing at a similar pace, the company shouldn't have any difficulties paying its bills with an interest coverage ratio of 8.31. Data by Stock Analysis Overall, the company has demonstrated a strong history of financial success, aside from free cash flow. This impressive performance has driven the company's stock to reach new heights, as it has outperformed the S&P 500's total return by a significant margin over the past five years, leaving investors to wonder if UHAL's impressive track record can continue. Data by Seeking Alpha Outlook UHAL's strategy is simple: To keep its top spot as the leader of the North American DIY moving and storage industry. The company plans on achieving this by providing a smooth and connected supply chain for the DIY market. The company will continue to leverage its strengths which include the U-Haul brand, a full lineup of moving and self-storage products and services, and its widespread locations to stay on top of the industry. UHAL's main focus is to give its customers the best moving rental equipment, easy-to-access self-storage options, and portable moving and storage units along with all the related products and services they need to make their moving experience as easy as possible. The company is always looking to improve customer satisfaction and that means it'll look to add more rental equipment, storage units, and more independent dealers to its network. It's important for UHAL to continue to expand its network. The more locations the company serves, the more it benefits from both one-way movers who need to pick up a trailer or truck from one location and drop it off at another and in-town movers who may only utilize one location. The company's storage business is growing fast. In the most recent quarter, UHAL saw an increase of 64,000 occupied rooms compared to the same quarter last year. The company is adding new locations and has projects to expand its existing locations and increase occupancy levels. Over the past 12 months, the company added 5.4 million square feet of storage space, which brings the total to 53 million square feet. The company currently has another 5.8 million square feet in development and owns land which the company plans to develop for an additional 8.7 million square feet. Therefore, in the coming years, UHAL could increase its total rentable square feet by 27%. Valuation To estimate UHAL's intrinsic value, a comparative and discounted cash flow ("DCF") analyses will be used. The comparative analysis will consist of taking the highest, lowest, and median price-to-earnings ratios the market has paid for UHAL over the past five years and multiplying them by UHAL's consensus 2023 EPS estimate of $5.61 per share. As a bonus, the current sector median valuation of 21.43 will also be applied to UHAL's consensus 2023 EPS estimate for an additional scenario. Scenario P/E Next Year Earnings Estimate Intrinsic Value Estimate % Change Bear Case 7.51 $5.61 $42.13 -38.69% 5Y Median P/E 13.96 $5.61 $78.32 13.96% Bull Case 23.64 $5.61 $132.62 92.99% Sector Median Valuation 14.86 $5.61 $83.36 21.31% On a comparative analysis, UHAL has a wide range of scenarios that can play out. Investors could realize an excellent 92.99% return if the market were bullish and applied the 23.64 multiple, seen in 2020, to next year's average analyst earnings estimate, should those estimates materialize. On the downside, investors could realize a significant -38.69% loss if the market were to value UHAL at the 5-year low multiple seen in October of 2018. The most likely scenario is the base case, which is based on the 5-year median P/E ratio. This base case scenario would result in a 13.96% return for investors. The final scenario which is based on the sector median multiple results in a nice 21.31% gain. Altogether, this comparative analysis indicates that UHAL is slightly undervalued as of now.決済の安定と成長
配当データの取得
安定した配当: UHALの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: UHALの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| U-Haul Holding 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (UHAL) | 0% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Transportation) | 1.6% |
| アナリスト予想 (UHAL) (最長3年) | n/a |
注目すべき配当: UHALは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: UHALは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: UHAL US市場において目立った配当金を支払っていません。
株主配当金
キャッシュフローカバレッジ: UHALが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/11 22:09 |
| 終値 | 2026/06/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
U-Haul Holding Company 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6
| アナリスト | 機関 |
|---|---|
| George Godfrey | CL King & Associates, Inc. |
| Robert Dunn | Sidoti & Company, LLC |
| Andrew Rosivach | Wolfe Research, LLC. |