Announcement • Jul 02
U-Haul Holding Company, Annual General Meeting, Aug 20, 2026 U-Haul Holding Company, Annual General Meeting, Aug 20, 2026. Location: shoen family conference and fitness center, 45 e. roanoke ave, arizona 85004, investors.uhaul.com, phoenix United States Announcement • Jun 04
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 26, 2026 U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable June 26, 2026 to holders of record on June 15, 2026. Announcement • May 28
U-Haul Holding Company (NYSE:UHAL) announces an Equity Buyback for $350 million worth of its shares. U-Haul Holding Company (NYSE:UHAL) announces a share repurchase program. Under the program, the company will repurchase up to $350 million worth of its Voting Common Stock and Non-Voting Common Stock. Reported Earnings • May 28
Full year 2026 earnings released: EPS: US$0.42 (vs US$1.87 in FY 2025) Full year 2026 results: EPS: US$0.42 (down from US$1.87 in FY 2025). Revenue: US$6.04b (up 3.6% from FY 2025). Net income: US$83.1m (down 77% from FY 2025). Profit margin: 1.4% (down from 6.3% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Announcement • May 22
U-Haul Holding Company Debuts 29-Foot Easy Mover Truck U-Haul Holding Company announced there is a new titan of moving trucks on the roads thanks to the latest U-Haul vision for a vehicle that is easier to load, drive and move a lot more stuff. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season. In-town rentals start at $49.95 plus mileage, fees and fuel costs. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, with inventory going to the metro L.A. and Philadelphia markets to start. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season, when almost half of all residential relocations occur between Memorial Day and Labor Day weekends. The EM marks the first collaboration between U-Haul and Peterbilt and offers a superior, surprisingly affordable solution for families planning a large do-it-yourself move. The cargo area is able to accommodate the household goods of most 4- to 6-bedroom homes. U-Haul last introduced a new size of box truck in 2011 with its 20-foot TT model. The EM’s length, cubic footage, and torque surpass the 26-foot JH model, which debuted as the largest U-Haul fleet vehicle in 1988 and held that title until now. The EM’s features include: Quiet cab seats 3 comfortably; Compact front-end configuration for easier turning; 8-speed automatic smart transmission; hydraulic brakes; low step; low door handle; XL windshield for improved visibility; power windows/locks; cruise control; ergonomic cab; 2,057 cubic feet of cargo area; 29 ft. truck box length: 26 ft. floor, 3 ft. Mom’s Attic storage over cab; 6.7L turbo-charged direct injection; 660 lb-ft torque; 300 horsepower; 10,000 lbs. towing capacity; 25,999 lbs. max gross vehicle weight; 11,939 lbs. payload; Deck height of 30 inches and load ramp angle of 16.8 degrees in lowered position for easy load/unload; Takes regular unleaded gas like all U-Haul trucks. The 29-foot truck packs plenty of power, looking and feeling like a diesel engine while running on regular unleaded fuel. U-Haul trucks always prioritize safety and reliability first. The EM does this while also addressing specific customer demands. With a deck height that rides at 34 inches and drops to 30 with air bags, a bigger truck that is actually easier to load and unload. EM in-town rentals start at $49.95 plus mileage, fees and the customer’s fuel costs. That’s the same base rate as a 26-foot truck in most markets. One-way rates vary based on origin, destination and other factors. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, distributing inventory across the Greater Los Angeles and Philadelphia markets to start. One-way U-Haul truck rentals continue to include a free month of self-storage at Company facilities at or near the customer’s destination. All new self-storage rentals qualify for the 1-Year Price Lock, a budget-friendly program introduced in 2026 to ensure your monthly storage rate won’t change for at least a year. Announcement • May 14
U-Haul Holding Company to Report Q4, 2026 Results on May 27, 2026 U-Haul Holding Company announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 27, 2026 Announcement • Mar 05
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on March 27, 2026 U-Haul Holding Company announced on March 4, 2026 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 27, 2026 to holders of record on March 16, 2026. Announcement • Jan 22
U-Haul Holding Company to Report Q3, 2026 Results on Feb 04, 2026 U-Haul Holding Company announced that they will report Q3, 2026 results After-Market on Feb 04, 2026 Announcement • Dec 04
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 30, 2025 U-Haul Holding Company, on December 3, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 30, 2025 to holders of record on December 15, 2025. Announcement • Nov 05
U-Haul Holding Company Closes Repair Shop in Little Rock After 50 Years U-Haul Holding Company ceased operations on Sunday at its regional repair shop at 4809 W. 65th St. The Little Rock Repair Shop had been in operation since 1975. U-Haul will maintain ownership of the 65th Street property, where the U-Haul Company of Arkansas regional offices continue to be housed. The former repair shop will become a storage space for internal purposes. As a result of the Nov. 2 closing, 24 Team Members were let go. U-Haul regional fleet equipment is now being serviced at 7000 Innerplan Drive in North Little Rock. Announcement • Oct 23
U-Haul Holding Company to Report Q2, 2026 Results on Nov 05, 2025 U-Haul Holding Company announced that they will report Q2, 2026 results After-Market on Nov 05, 2025 Announcement • Aug 22
U-Haul Holding Company Declares Quarterly Cash Dividend, Payable on September 26, 2025 U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 26, 2025 to holders of record on September 15, 2025. Announcement • Jul 03
U-Haul Holding Company, Annual General Meeting, Aug 21, 2025 U-Haul Holding Company, Annual General Meeting, Aug 21, 2025. Location: shoen family conference and fitness center, 45 e. roanoke avenue, arizona 85004, phoenix United States Announcement • Jun 05
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 27, 2025 U-Haul Holding Company on June 4, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 27, 2025 to holders of record on June 16, 2025. Announcement • May 17
U-Haul of Mount Branson Closes Retail Showroom, Other Services The U-Haul®? facility at 889 State Hwy. 76 has closed most services and converted to a remote self-storage site. The transition was completed on May 13. As a result of the closed services at U-Haul Moving & Storage of Mount Branson, six Team Members were let go. U-Haul of Mount Branson continues to offer self-storage service. No action is needed by current storage customers. The store's retail showroom is no longer operating and moving equipment rentals are no longer available. The Mount Branson site will be run by parent store U-Haul Moving & storage of Branson at 1487 State Hwy. 248, just four miles away. Customers can find an expanded lineup of U-Haul services at the State Highway 248 store, including truck and trailer rentals, professional hitch installation and towing accessories, moving supplies and boxes, and more. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors. Announcement • May 15
U-Haul Holding Company to Report Q4, 2025 Results on May 28, 2025 U-Haul Holding Company announced that they will report Q4, 2025 results After-Market on May 28, 2025 Announcement • Mar 06
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable March 28, 2025 U-Haul Holding Company on March 5, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 28, 2025 to holders of record on March 17, 2025. Announcement • Feb 27
U-Haul Introduces Propane Delivery Across Greater Los Angeles U-Haul Companies across the Los Angeles metropolitan area have announced the addition of propane delivery to homes and businesses, expanding upon the propane refills and exchanges offered at most U-Haul centers. U-Haul propane delivery lets customers order their desired number of full 20-pound tanks and have them brought to their home or business on a scheduled date of their choosing. Customers can also exchange an empty 20-pound tank for each full cylinder they purchase and receive a $30 per tank discount. This option functions like a standard tank exchange, only U-Haul is bringing the product to the customer. Transparent pricing and online payment are available. Los Angeles is the first introductory market for propane delivery. Plans call for U-Haul Propane to Your Door service to be offered in other U.S. and Canadian markets in the near future. U-Haul offers a variety of tanks, gauges and grilling accessories right at the propane pump, where certified technicians perform free safety inspections on every tank. In addition to filling barbecue tanks, U-Haul welcomes RVs and food trucks for propane refills. U-Haul technicians have experience filling a multitude of tank sizes including ASME tanks, 100-pound tanks and forklift tanks. U-Haul also boasts the largest autogas infrastructure in North America to service alternative-fuel vehicles that run on propane. Announcement • Jan 25
U-Haul Holding Company to Report Q3, 2025 Results on Feb 05, 2025 U-Haul Holding Company announced that they will report Q3, 2025 results After-Market on Feb 05, 2025 Announcement • Dec 18
U-Haul Closes Zanesville Store on Pine Street After 46 Years U-Haul®? ceased business and closed its doors at 618 S. Pine St. for the final time on Dec. 8. The U-Haul of Zanesville store had been meeting the community's self-move needs since 1978. As a result of the facility closing, eight Team Members were let go. U-Haul plans to maintain ownership and lease the 1,680-square-foot building on a half-acre lot. Before the property was repurposed 46 years ago to provide self-move services and hitches, it was a gas station. Customers of the former store will find a full lineup of U-Haul services at Ohio's newest moving and self-storage center at 3742 Northpointe Drive. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. Announcement • Dec 05
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 27, 2024 U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 27, 2024 to holders of record on December 16, 2024. Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: US$0.95 (vs US$1.40 in 2Q 2024) Second quarter 2025 results: EPS: US$0.95 (down from US$1.40 in 2Q 2024). Revenue: US$1.66b (flat on 2Q 2024). Net income: US$186.8m (down 32% from 2Q 2024). Profit margin: 11% (down from 17% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Oct 31
U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County. U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County on October 22, 2024.
U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Two Self-Storage Facilities in Baldwin County on October 22, 2024. Announcement • Oct 24
U-Haul Holding Company to Report Q2, 2025 Results on Nov 06, 2024 U-Haul Holding Company announced that they will report Q2, 2025 results After-Market on Nov 06, 2024 Announcement • Aug 23
U-Haul Holding Company announced that it has received $500 million in funding U-Haul Holding Company announced that it has entered into a Note Purchase Agreement for a private placement of a senior unsecured notes for gross proceeds of $500 million on August 21, 2024. The transaction included participation from new lenders Oxford Life Insurance Company,Repwest Insurance Company and AMERCO Real Estate Company. The notes consists of $100 million aggregate principal amount of its 5.86% Senior Notes, Series A due August 21, 2032, $100 million aggregate principal amount of its 5.91% Senior Notes, Series B due August 21, 2033, $100 million aggregate principal amount of its 5.95% Senior Notes, Series C due August 21, 2034 and $200 million aggregate principal amount of its 6.00% Senior Notes, Series D due August 21, 2035. The issue price for the Notes was 100% of the aggregate principal amount thereof. Announcement • Aug 16
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on September 27, 2024 U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable September 27, 2024 to holders of record on September 16, 2024. New Risk • Aug 08
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (70% net debt to equity). Profit margins are more than 30% lower than last year (10% net profit margin). Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: US$1.00 (vs US$1.31 in 1Q 2024) First quarter 2025 results: EPS: US$1.00 (down from US$1.31 in 1Q 2024). Revenue: US$1.55b (flat on 1Q 2024). Net income: US$195.4m (down 24% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Jul 25
U-Haul Holding Company to Report Q1, 2025 Results on Aug 07, 2024 U-Haul Holding Company announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024 Announcement • Jun 28
U-Haul Holding Company, Annual General Meeting, Aug 15, 2024 U-Haul Holding Company, Annual General Meeting, Aug 15, 2024. Location: shoen family conference and fitness center, 45 e. roanoke rd, arizona 85004, phoenix United States Announcement • Jun 06
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 28, 2024 U-Haul Holding Company on June 5, 2024 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 28, 2024 to holders of record on June 17, 2024. Reported Earnings • May 30
Full year 2024 earnings released: EPS: US$3.21 (vs US$4.71 in FY 2023) Full year 2024 results: EPS: US$3.21 (down from US$4.71 in FY 2023). Revenue: US$5.63b (down 4.1% from FY 2023). Net income: US$628.7m (down 32% from FY 2023). Profit margin: 11% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • May 17
U-Haul Holding Company to Report Q4, 2024 Results on May 29, 2024 U-Haul Holding Company announced that they will report Q4, 2024 results After-Market on May 29, 2024 New Risk • Feb 14
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 63% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: US$0.51 (vs US$1.02 in 3Q 2023) Third quarter 2024 results: EPS: US$0.51 (down from US$1.02 in 3Q 2023). Revenue: US$1.34b (down 2.6% from 3Q 2023). Net income: US$99.2m (down 50% from 3Q 2023). Profit margin: 7.4% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Announcement • Jan 25
U-Haul Holding Company to Report Q3, 2024 Results on Feb 07, 2024 U-Haul Holding Company announced that they will report Q3, 2024 results After-Market on Feb 07, 2024 Announcement • Jan 12
U-Haul Holding Company Announces Appointment of Doug Ducey as Advisory Board Member U-Haul Holding Company announced the appointment of Governor Doug Ducey as an Advisory Board Member. Doug Ducey is the CEO of Citizens for Free Enterprise (CFFE), an organization that stands at the center of the fight for continued American prosperity. CFFE promotes free enterprise so that all Americans can understand the role it has in creating a dynamic economy and their own ability to climb the income ladder. Elected in 2014 as Arizona’s 23rd governor, Ducey served two terms in the state’s post. During his tenure, Ducey championed historic policy initiatives and led unparalleled growth in the Arizona’s economy. Ducey served as CEO of Cold Stone Creamery prior to holding office. He led the expansion of the ice cream franchise from a single store into a business with 1,400 locations in the U.S. and 10 other countries. Ducey sold the company in 2007 and was elected Arizona State Treasurer in 2010, serving in that capacity for four years before winning the governorship. Ducey is an Ohio native and a graduate of Arizona State University. Ducey begins his Board service with U-Haul Holding Company in January 2024. The Company’s most recognizable subsidiary, U-Haul International, has been headquartered in Phoenix, Ariz., since 1967. Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: US$1.40 (vs US$1.80 in 2Q 2023) Second quarter 2024 results: EPS: US$1.40 (down from US$1.80 in 2Q 2023). Revenue: US$1.65b (down 3.1% from 2Q 2023). Net income: US$273.5m (down 22% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. Announcement • Oct 26
U-Haul Holding Company to Report Q2, 2024 Results on Nov 08, 2023 U-Haul Holding Company announced that they will report Q2, 2024 results After-Market on Nov 08, 2023 Announcement • Aug 31
U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive. U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023.
U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023. Board Change • Aug 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 18
U-Haul Holding Company Announces Quarterly Cash Dividend on Series N Non-Voting Common Stock, Payable on September 29, 2023 U-Haul Holding Company, on August 17, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 29, 2023 to holders of record on September 19, 2023. Announcement • Jul 28
U-Haul Holding Company to Report Q1, 2024 Results on Aug 09, 2023 U-Haul Holding Company announced that they will report Q1, 2024 results After-Market on Aug 09, 2023 Announcement • Jul 08
U-Haul Holding Company, Annual General Meeting, Aug 17, 2023 U-Haul Holding Company, Annual General Meeting, Aug 17, 2023, at 12:00 US Eastern Standard Time. Location: Shoen Family Conference and Fitness Center 45 E. Roanoke Rd Phoenix Arizona United States Agenda: To consider and approve the election of the Directors; to consider an advisory vote to approve the compensation paid to the Company’s Named Executive Officers as disclosed in the Proxy Statement; to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023. Announcement • Jun 08
U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 30, 2023 U-Haul Holding Company on June 7, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 30, 2023 to holders of record on June 20, 2023. Announcement • May 31
U-Haul Holding Company announced delayed annual 10-K filing On 05/30/2023, U-Haul Holding Company announced that they will be unable to file their next 10-K by the deadline required by the SEC. Announcement • May 11
U-Haul Holding Company to Report Q4, 2023 Results on May 24, 2023 U-Haul Holding Company announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023 Board Change • May 03
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Feb 04
Smaller U-Haul Store in Edmond to Close After Larger Center Opens Nearby The U-Haul® store at 610 S. Broadway in Edmond will end its lease and close its doors on Feb. 4 after 12 years of serving the local community. The facility has been open since 2011. Eight Team Members will be let go due to the closure. Customers of the closing store can find a full line of DIY moving and self-storage products and services just a half-mile away at the U-Haul store at 915 S. Broadway, which opened in September 2022. The new Edmond U-Haul store offers truck and trailer sharing, boxes, moving supplies, U-Box® portable storage containers, towing equipment and much more. Renovations to the former auto body shop via the ecofriendly U-Haul Adaptive Reuse program will soon produce a wide range of self-storage units with climate-control options and high-tech security features at affordable price points. A covered drive-in area offers customers protection from the weather when loading and unloading possessions. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops and offices. Reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors. Announcement • Jan 26
U-Haul Holding Company to Report Q3, 2023 Results on Feb 08, 2023 U-Haul Holding Company announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023 Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €52.50, the stock trades at a trailing P/E ratio of 11x. Average forward P/E is 13x in the Transportation industry in Europe. Total returns to shareholders of 58% over the past three years. Announcement • Dec 09
AMERCO Announces Quarterly Cash Dividend, Payable on December 30, 2022 AMERCO declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 30, 2022 to holders of record on December 19, 2022. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Second quarter 2023 earnings released: EPS: US$17.95 (vs US$20.91 in 2Q 2022) Second quarter 2023 results: EPS: US$17.95 (down from US$20.91 in 2Q 2022). Revenue: US$1.70b (up 2.3% from 2Q 2022). Net income: US$352.0m (down 14% from 2Q 2022). Profit margin: 21% (down from 25% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Announcement • Oct 29
AMERCO to Report Q2, 2023 Results on Nov 09, 2022 AMERCO announced that they will report Q2, 2023 results After-Market on Nov 09, 2022 Announcement • Oct 26
AMERCO Announces Board of Directors Adopts Dividend Policy for the Newly-Created Series N Non-Voting Common Stock On October 25, 2022, AMERCO (the Company") announced that the Board of Directors has adopted a dividend policy for the Company's newly-created Series N Non-Voting Common Stock. Subsequent to the actions taken by the Independent Special Committee of the Board, including the creation of a new series of Non-Voting Common Stock, the Board of Directors convened and adopted the followingdividend policy for the new series of stock. Series N Non-Voting Common Stock: Unless the Board of Directors in its sole discretion determines otherwise, it shall be the policy of the Company to declare and pay a quarterly cash dividend on each share of the Company's Series N Non-Voting Common Stock, in the amount of $0.04 per share, commencing with the third quarter of fiscal year 2023. Announcement • Aug 20
AMERCO Announces Special Cash Dividend, September 20, 2022 AMERCO, on August 18, 2022, declared a special cash dividend on its Common Stock of $0.50 per share. The dividend will be payable September 20, 2022 to holders of record on September 6, 2022. Reported Earnings • Aug 04
First quarter 2023 earnings released: EPS: US$17.03 (vs US$17.60 in 1Q 2022) First quarter 2023 results: EPS: US$17.03 (down from US$17.60 in 1Q 2022). Revenue: US$1.60b (up 8.5% from 1Q 2022). Net income: US$334.0m (down 3.2% from 1Q 2022). Profit margin: 21% (down from 23% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Jul 21
AMERCO to Report Q1, 2023 Results on Aug 03, 2022 AMERCO announced that they will report Q1, 2023 results After-Market on Aug 03, 2022 Announcement • Jul 07
AMERCO, Annual General Meeting, Aug 18, 2022 AMERCO, Annual General Meeting, Aug 18, 2022, at 12:00 Eastern Daylight. Location: the Shoen Family Conference and Fitness Center 45 E. Roanoke Road Phoenix Arizona United States Agenda: The election of the Directors, each to hold office and serve as a member of the Board of Directors (the Board) until the 2023 Annual Meeting of Stockholders; to consider the ratification of the appointment of BDO USA, LLP as the Company’s independent registered public accounting firm for the fiscal year ending March 31, 2023; to consider a proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to AMERCO, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2022; and to consider any other matter thereof. Reported Earnings • May 27
Full year 2022 earnings released: EPS: US$57.29 (vs US$31.15 in FY 2021) Full year 2022 results: EPS: US$57.29 (up from US$31.15 in FY 2021). Revenue: US$5.74b (up 26% from FY 2021). Net income: US$1.12b (up 84% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • May 13
AMERCO to Report Q4, 2022 Results on May 25, 2022 AMERCO announced that they will report Q4, 2022 results After-Market on May 25, 2022 Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 09
AMERCO Announces Special Cash Dividend, Payable on April 29 AMERCO declared a special cash dividend on its Common Stock of $0.50 per share. The dividend will be payable April 29, 2022 to holders of record on April 18, 2022. Reported Earnings • Feb 10
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: US$14.36 (up from US$9.33 in 3Q 2021). Revenue: US$1.40b (up 20% from 3Q 2021). Net income: US$281.5m (up 54% from 3Q 2021). Profit margin: 20% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Dec 14
Independent Director recently sold €156k worth of stock On the 10th of December, John Brogan sold around 250 shares on-market at roughly €624 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €239k more than they bought in the last 12 months. Reported Earnings • Nov 04
Second quarter 2022 earnings released: EPS US$20.91 (vs US$13.59 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$1.66b (up 26% from 2Q 2021). Net income: US$409.9m (up 54% from 2Q 2021). Profit margin: 25% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 21
AMERCO Declares Special Dividend, Payable on September 21, 2021 On August 20, 2021, AMERCO announced that its Board of Directors declared a special cash dividend on its Common Stock of $0.50 per share payable to all shareholders of record of the Company's Common Stock as of close of business on September 7, 2021. The payment date for the special dividend will be September 21, 2021. Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS US$17.60 (vs US$4.47 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$1.47b (up 49% from 1Q 2021). Net income: US$345.2m (up 294% from 1Q 2021). Profit margin: 23% (up from 8.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jun 16
Upcoming dividend of US$0.50 per share Eligible shareholders must have bought the stock before 23 June 2021. Payment date: 08 July 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.5%). Announcement • Jun 11
AMERCO Announces Special Cash Dividend, Payable on July 8, 2021 AMERCO declared a special cash dividend on its Common Stock of $0.50 per share. The dividend will be payable July 8, 2021 to holders of record on June 24, 2021. Reported Earnings • May 28
Full year 2021 earnings released: EPS US$31.15 (vs US$22.55 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$4.54b (up 14% from FY 2020). Net income: US$610.9m (up 38% from FY 2020). Profit margin: 13% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Recent Insider Transactions • Mar 20
General Counsel recently sold €51k worth of stock On the 19th of March, Laurence De Respino sold around 100 shares on-market at roughly €507 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Is New 90 Day High Low • Feb 21
New 90-day high: €424 The company is up 27% from its price of €334 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 11% over the same period. Reported Earnings • Feb 05
Third quarter 2021 earnings released: EPS US$9.33 (vs US$1.58 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.17b (up 26% from 3Q 2020). Net income: US$183.0m (up 492% from 3Q 2020). Profit margin: 16% (up from 3.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 05
Revenue beats expectations Revenue exceeded analyst estimates by 9.4%. Is New 90 Day High Low • Feb 05
New 90-day high: €408 The company is up 28% from its price of €320 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 29% over the same period. Announcement • Jan 21
AMERCO to Report Q3, 2021 Results on Feb 03, 2021 AMERCO announced that they will report Q3, 2021 results After-Market on Feb 03, 2021 Is New 90 Day High Low • Jan 08
New 90-day high: €376 The company is up 24% from its price of €304 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Transportation industry, which is also up 24% over the same period. Is New 90 Day High Low • Dec 24
New 90-day high: €370 The company is up 23% from its price of €302 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 32% over the same period. Is New 90 Day High Low • Dec 08
New 90-day high: €352 The company is up 11% from its price of €316 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 22% over the same period. Is New 90 Day High Low • Nov 09
New 90-day high: €328 The company is up 9.0% from its price of €302 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 1.0% over the same period. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 33%. Over the next year, revenue is expected to shrink by 11% compared to a 8.6% decline forecast for the Transportation industry in Germany. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS US$13.59 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.32b (up 15% from 2Q 2020). Net income: US$266.4m (up 70% from 2Q 2020). Profit margin: 20% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.