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U-Haul Holding Company (UHAL)
NYSE:UHAL
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U-Haul (UHAL) Price & Analysis

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UHAL Stock Chart & Stats

$52.27
-$0.61(-0.88%)
At close: 4:00 PM EST
$52.27
-$0.61(-0.88%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet Strength & LiquidityReporting zero debt in FY2026 and ~$1.48B of cash/availability materially improves financial flexibility. This durable strength reduces refinancing risk, supports opportunistic capital allocation (capex, buybacks, development), and helps the company weather cyclical demand swings over the next 2–6 months and beyond.
Recurring Storage Revenue & Development PipelineGrowing storage revenue, improved average revenue per occupied foot, and a large development pipeline create steady, recurring cash flows. The expanding footprint and per‑foot yield improvement strengthen predictable revenue mix and reduce reliance on cyclical truck rentals over the medium term.
Intentional Capital Allocation ShiftA deliberate pause in truck fleet growth and a planned reduction in net equipment purchases reallocates capital toward higher‑return uses. Combined with a $350M repurchase, this durable shift prioritizes returns and balance‑sheet optimization, improving long‑term ROIC and shareholder optionality.
Bears Say
Earnings Quality & Profitability WeaknessZero reported net income while operating profit remains positive flags one‑time items or accounting mismatches that obscure underlying performance. This reduces visibility into sustainable net margins, complicates forecasting of earnings‑linked metrics, and elevates the risk that near‑term profitability metrics revert unfavorably.
Heavy Capital Intensity & Historically Negative FCFPersistent negative free cash flow from large fleet and real estate capex means the business requires ongoing heavy reinvestment to sustain capacity. This structurally limits discretionary cash for dividends or buybacks unless capex normalizes, and ties returns to resale markets and asset life cycles over the medium term.
Fleet Depreciation & Resale Market MismatchA sharp rise in fleet depreciation and weaker resale realization on newer cargo vans depresses margins and earnings persistently until purchase economics or resale values normalize. This structural mismatch worsens asset returns, increases earnings volatility, and forces either lower capex or longer holding periods to restore economics.

U-Haul News

UHAL FAQ

What was U-Haul Holding Company’s price range in the past 12 months?
U-Haul Holding Company lowest stock price was $41.95 and its highest was $64.75 in the past 12 months.
    What is U-Haul Holding Company’s market cap?
    U-Haul Holding Company’s market cap is $9.18B.
      When is U-Haul Holding Company’s upcoming earnings report date?
      U-Haul Holding Company’s upcoming earnings report date is Aug 12, 2026 which is in 75 days.
        How were U-Haul Holding Company’s earnings last quarter?
        U-Haul Holding Company released its earnings results on May 27, 2026. The company reported -$0.7 earnings per share for the quarter, missing the consensus estimate of -$0.68 by -$0.02.
          Is U-Haul Holding Company overvalued?
          According to Wall Street analysts U-Haul Holding Company’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does U-Haul Holding Company pay dividends?
            U-Haul Holding Company pays a Notavailable dividend of $0.044 which represents an annual dividend yield of N/A. See more information on U-Haul Holding Company dividends here
              What is U-Haul Holding Company’s EPS estimate?
              U-Haul Holding Company’s EPS estimate is 0.76.
                How many shares outstanding does U-Haul Holding Company have?
                U-Haul Holding Company has 19,607,788 shares outstanding.
                  What happened to U-Haul Holding Company’s price movement after its last earnings report?
                  U-Haul Holding Company reported an EPS of -$0.7 in its last earnings report, missing expectations of -$0.68. Following the earnings report the stock price went up 13.47%.
                    Which hedge fund is a major shareholder of U-Haul Holding Company?
                    Currently, no hedge funds are holding shares in UHAL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      U-Haul Holding Company

                      U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company's 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 formerly known as AMERCO. U-Haul Holding Company was founded in 1945 and is based in Reno, Nevada.

                      U-Haul (UHAL) Earnings & Revenues

                      UHAL Company Deck

                      UHAL Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mix of positive operational progress and strategic moves (adjusted EBITDA growth, storage revenue gains, improved per-foot yields, liquidity and a $350M buyback, consolidation and product expansion) alongside meaningful near-term challenges (widening GAAP losses, sharply higher fleet depreciation, occupancy and delinquency cleanup impacts, and resale/depreciation mismatches on cargo vans). Management outlined concrete actions — pausing truck fleet growth, reducing net equipment purchases, consolidating U-Box warehousing, and allocating capital to buybacks — which position the company to improve margins over time, but near-term earnings and margin headwinds remain significant.View all UHAL earnings summaries
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