U-Haul Holding Management
Management criteria checks 4/4
U-Haul Holding's CEO is Joe Shoen, appointed in Jan 1987, has a tenure of 37.25 years. total yearly compensation is $1.01M, comprised of 66.7% salary and 33.3% bonuses, including company stock and options. directly owns 0.13% of the company’s shares, worth $15.85M. The average tenure of the management team and the board of directors is 9.5 years and 7.7 years respectively.
Key information
Joe Shoen
Chief executive officer
US$1.0m
Total compensation
| CEO salary percentage | 66.7% |
| CEO tenure | 37.3yrs |
| CEO ownership | 0.1% |
| Management average tenure | 9.5yrs |
| Board average tenure | 7.7yrs |
Recent management updates
Recent updates
U-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 04
We 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 04Returns On Capital Are Showing Encouraging Signs At U-Haul Holding (NYSE:UHAL)
Oct 26Does U-Haul Holding (NYSE:UHAL) Have A Healthy Balance Sheet?
Oct 08U-Haul: Long-Term Trajectory Undisturbed
Oct 06U-Haul: Major Headwinds On The Horizon
Jul 24U-Haul: A Shortage Of Sellers In May
May 26Returns On Capital Are Showing Encouraging Signs At U-Haul Holding (NYSE:UHAL)
May 04Amerco: An Industry Leader But Struggles To Produce Consistent FCF
Feb 04Is U-Haul Holding (NYSE:UHAL) A Risky Investment?
Jan 29Returns At AMERCO (NASDAQ:UHAL) Are On The Way Up
Dec 12Do AMERCO's (NASDAQ:UHAL) Earnings Warrant Your Attention?
Nov 09AMERCO (NASDAQ:UHAL) Takes On Some Risk With Its Use Of Debt
Oct 25Amerco: The Making Of A Blockbuster
Sep 21There's Been No Shortage Of Growth Recently For AMERCO's (NASDAQ:UHAL) Returns On Capital
Sep 08Amerco: An Effective Monopoly To Hold For The Next Decade
Aug 26AMERCO declares $0.50 special dividend
Aug 19Does AMERCO (NASDAQ:UHAL) Deserve A Spot On Your Watchlist?
Aug 09East 72 Holdings - Amerco: Opacity Creates Significant Opportunity
Jul 27AMERCO (NASDAQ:UHAL) Takes On Some Risk With Its Use Of Debt
Jul 25U-Haul acquires land in Daphne for new self-storage facility
Jul 20Amerco: Fundamental Strength Still Makes This A Promising Opportunity
Jul 01When Should You Buy AMERCO (NASDAQ:UHAL)?
Jun 26Returns At AMERCO (NASDAQ:UHAL) Are On The Way Up
May 30I Ran A Stock Scan For Earnings Growth And AMERCO (NASDAQ:UHAL) Passed With Ease
Apr 29Third Avenue Management - AMERCO: Solidifying The Moat
Apr 21Here's Why AMERCO (NASDAQ:UHAL) Has A Meaningful Debt Burden
Apr 13AMERCO (NASDAQ:UHAL) Hasn't Managed To Accelerate Its Returns
Feb 24Amerco: A Prospect For The Long Haul
Feb 15With EPS Growth And More, AMERCO (NASDAQ:UHAL) Is Interesting
Jan 19Does AMERCO (NASDAQ:UHAL) Have A Healthy Balance Sheet?
Dec 29The Returns At AMERCO (NASDAQ:UHAL) Aren't Growing
Nov 19Amerco: To Move Or Not To Move, That Is The Question
Oct 16Is Now The Time To Put AMERCO (NASDAQ:UHAL) On Your Watchlist?
Oct 14Is AMERCO (NASDAQ:UHAL) Using Too Much Debt?
Sep 14We Think Shareholders May Consider Being More Generous With AMERCO's (NASDAQ:UHAL) CEO Compensation Package
Aug 13Return Trends At AMERCO (NASDAQ:UHAL) Aren't Appealing
Aug 10When Should You Buy AMERCO (NASDAQ:UHAL)?
Jul 09AMERCO (NASDAQ:UHAL) Has A Somewhat Strained Balance Sheet
Jun 09AMERCO EPS misses by $1.31, beats on revenue
May 26Here's What's Concerning About AMERCO's (NASDAQ:UHAL) Returns On Capital
May 10Don't Ignore The Fact That This Insider Just Sold Some Shares In AMERCO (NASDAQ:UHAL)
Mar 20CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2023 | n/a | n/a | US$666m |
| Sep 30 2023 | n/a | n/a | US$765m |
| Jun 30 2023 | n/a | n/a | US$841m |
| Mar 31 2023 | US$1m | US$675k | US$923m |
| 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$791m |
Compensation vs Market: Joe's total compensation ($USD1.01M) is below average for companies of similar size in the US market ($USD13.51M).
Compensation vs Earnings: Joe's compensation has been consistent with company performance over the past year.
CEO
Joe Shoen (74 yo)
37.3yrs
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 |
|---|---|---|---|---|
| Chairman of the Board | 37.3yrs | US$1.01m | 0.13% $ 15.8m | |
| Vice Chairman of the Board & U-Box Project Manager | 9yrs | US$698.52k | 0.018% $ 2.2m | |
| Chief Financial Officer | 7.8yrs | US$675.67k | 0.0054% $ 669.0k | |
| President of U-Haul International Inc. | 34.3yrs | US$613.07k | 0.013% $ 1.6m | |
| Chief Accounting Officer | 4.7yrs | no data | no data | |
| Director of Investor Relations | no data | no data | no data | |
| General Counsel | less than a year | no data | 0.00082% $ 101.2k | |
| President of Oxford Life Insurance Company | 26.8yrs | US$422.13k | no data | |
| Secretary | no data | no data | no data | |
| President of Repwest Insurance Company | 11.2yrs | no data | no data | |
| President of Amerco Real Estate Company | 5.3yrs | no data | no data |
9.5yrs
Average Tenure
62yo
Average Age
Experienced Management: UHAL's management team is seasoned and experienced (9.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman of the Board | 38.3yrs | US$1.01m | 0.13% $ 15.8m | |
| Vice Chairman of the Board & U-Box Project Manager | 9yrs | US$698.52k | 0.018% $ 2.2m | |
| Independent Director | 11.3yrs | US$168.13k | no data | |
| Independent Director | 25.7yrs | US$220.63k | 0.025% $ 3.1m | |
| Independent Director | 7.7yrs | US$260.63k | 0.00099% $ 122.2k | |
| Independent Director | 6.5yrs | US$193.13k | no data | |
| Member of Advisory Board | less than a year | no data | 0.000050% $ 6.2k | |
| Independent Director | 4.3yrs | US$230.63k | no data | |
| Independent Director | 7.7yrs | US$143.13k | 0.014% $ 1.7m |
7.7yrs
Average Tenure
69yo
Average Age
Experienced Board: UHAL's board of directors are considered experienced (7.7 years average tenure).