U-Haul Holding Management
Management criteria checks 3/4
U-Haul Holding's CEO is Joe Shoen, appointed in Jan 1987, has a tenure of 37.92 years. directly owns 0.13% of the company’s shares, worth $16.30M. The average tenure of the management team and the board of directors is 7.2 years and 8.3 years respectively.
Key information
Joe Shoen
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | 37.9yrs |
| CEO ownership | 0.1% |
| Management average tenure | 7.2yrs |
| Board average tenure | 8.3yrs |
Recent management updates
Recent updates
U-Haul Is Making Some Favorable Moves, But I Recommend A Strong Sell
Dec 26There Are Reasons To Feel Uneasy About U-Haul Holding's (NYSE:UHAL) Returns On Capital
Dec 12
Is U-Haul Holding (NYSE:UHAL) Using Too Much Debt?
Nov 26U-Haul Holding Company's (NYSE:UHAL) Shareholders Might Be Looking For Exit
Sep 11U-Haul Holding's (NYSE:UHAL) Anemic Earnings Might Be Worse Than You Think
Aug 15U-Haul: Still A Solid Play For The Long Haul
Aug 02Slowing Rates Of Return At U-Haul Holding (NYSE:UHAL) Leave Little Room For Excitement
Jul 29U-Haul: Long-Term Economics Present, Valuation Asymmetry To The Downside
Jul 23U-Haul Holding Company's (NYSE:UHAL) Share Price Matching Investor Opinion
Jun 10Is U-Haul Holding (NYSE:UHAL) A Risky Investment?
May 22Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder Value
May 11U-Haul: Free Cash Flow Decline Approaching Its Limit
Apr 29U-Haul: A Closer Look At The Storage Industry Giant
Apr 18With U-Haul Holding Company (NYSE:UHAL) It Looks Like You'll Get What You Pay For
Mar 04We Think That There Are More Issues For U-Haul Holding (NYSE:UHAL) Than Just Sluggish Earnings
Feb 14U-Haul Holding (NYSE:UHAL) Has A Somewhat Strained Balance Sheet
Feb 11Old West - U-Haul: A Solid Owner/Manager Run Company
Feb 07U-Haul Holding's (NYSE:UHAL) Returns On Capital Are Heading Higher
Jan 24U-Haul: Long Term Compounder Awaiting A Decline In Rates
Jan 06Still Optimistic About U-Haul As We Move Into Earnings
Nov 04U-Haul: Long-Term Trajectory Undisturbed
Oct 06U-Haul: Major Headwinds On The Horizon
Jul 24U-Haul: A Shortage Of Sellers In May
May 26Amerco: An Industry Leader But Struggles To Produce Consistent FCF
Feb 04Amerco: The Making Of A Blockbuster
Sep 21Amerco: An Effective Monopoly To Hold For The Next Decade
Aug 26AMERCO declares $0.50 special dividend
Aug 19East 72 Holdings - Amerco: Opacity Creates Significant Opportunity
Jul 27U-Haul acquires land in Daphne for new self-storage facility
Jul 20Amerco: Fundamental Strength Still Makes This A Promising Opportunity
Jul 01CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$481m |
| Jun 30 2024 | n/a | n/a | US$567m |
| Mar 31 2024 | n/a | n/a | US$629m |
| Dec 31 2023 | n/a | n/a | US$666m |
| Sep 30 2023 | n/a | n/a | US$767m |
| Jun 30 2023 | n/a | n/a | US$843m |
| Mar 31 2023 | US$1m | US$675k | US$924m |
| Dec 31 2022 | n/a | n/a | US$974m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | US$1m | US$675k | US$1b |
| Dec 31 2021 | n/a | n/a | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$868m |
| Mar 31 2021 | US$998k | US$675k | US$611m |
| Dec 31 2020 | n/a | n/a | US$659m |
| Sep 30 2020 | n/a | n/a | US$507m |
| Jun 30 2020 | n/a | n/a | US$397m |
| Mar 31 2020 | US$800k | US$675k | US$442m |
| Dec 31 2019 | n/a | n/a | US$321m |
| Sep 30 2019 | n/a | n/a | US$368m |
| Jun 30 2019 | n/a | n/a | US$375m |
| Mar 31 2019 | US$1m | US$675k | US$371m |
| Dec 31 2018 | n/a | n/a | US$381m |
| Sep 30 2018 | n/a | n/a | US$831m |
| Jun 30 2018 | n/a | n/a | US$792m |
| Mar 31 2018 | US$942k | US$775k | US$791m |
Compensation vs Market: Insufficient data to establish whether Joe's total compensation is reasonable compared to companies of similar size in the US market.
Compensation vs Earnings: Joe's compensation has been consistent with company performance over the past year.
CEO
Joe Shoen (75 yo)
37.9yrs
Tenure
US$1,011,616
Compensation
Mr. Edward Joseph Shoen, also known as Joe, has been the President of U-Haul Holding Company (formerly known as AMERCO) since 1987 and serves as its Chief Executive Officer. Mr. Shoen has been the Chairman...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chief Financial Officer | 8.5yrs | US$727.17k | 0.0055% $ 701.5k | |
| Chairman of the Board | 37.9yrs | US$1.01m | 0.13% $ 16.3m | |
| Vice Chairman of the Board & U-Box Project Manager | 9.7yrs | US$698.52k | 0.018% $ 2.2m | |
| Chief Accounting Officer | 5.3yrs | no data | no data | |
| Director of Investor Relations | no data | no data | no data | |
| General Counsel | 1.6yrs | no data | 0.00082% $ 104.0k | |
| President of U-Haul International Inc. | 34.9yrs | US$613.07k | 0.013% $ 1.6m | |
| President of Repwest Insurance Company | 11.8yrs | no data | no data | |
| President of Amerco Real Estate Company | 5.9yrs | no data | no data | |
| President of Oxford Life Insurance Company | less than a year | no data | 0.0018% $ 223.3k |
7.2yrs
Average Tenure
54yo
Average Age
Experienced Management: UHAL's management team is seasoned and experienced (7.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman of the Board | 38.9yrs | US$1.01m | 0.13% $ 16.3m | |
| Vice Chairman of the Board & U-Box Project Manager | 9.7yrs | US$698.52k | 0.018% $ 2.2m | |
| Independent Director | 11.9yrs | US$170.00k | no data | |
| Independent Director | 26.3yrs | US$222.50k | 0.025% $ 3.2m | |
| Independent Director | 8.3yrs | US$217.50k | 0.00099% $ 125.6k | |
| Independent Director | 7.2yrs | US$150.00k | 0.000070% $ 8.9k | |
| Member of Advisory Board | less than a year | US$22.50k | 0.000050% $ 6.3k | |
| Independent Director | 5yrs | US$187.50k | no data | |
| Independent Director | 8.3yrs | US$145.00k | 0.014% $ 1.7m |
8.3yrs
Average Tenure
70yo
Average Age
Experienced Board: UHAL's board of directors are considered experienced (8.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 22:35 |
| End of Day Share Price | 2024/12/30 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
U-Haul Holding Company is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| George Godfrey | CL King & Associates, Inc. |
| Robert Dunn | Sidoti & Company, LLC |
| Andrew Rosivach | Wolfe Research, LLC. |