- U-Haul Holding Company Schedules Fourth Quarter Fiscal Year End 2026 Financial Results Release and Investor Webcast
May 13, 2026
RENO, Nev., May 13, 2026--(BUSINESS WIRE)--U-Haul Holding Company (NYSE: UHAL, UHAL.B), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, plans to report its fourth quarter fiscal 2026 financial results after the close of market trading on Wednesday, May 27, 2026. The Company is scheduled to conduct its fourth quarter investor conference call and webcast at 8 a.m. Arizona Time (11 a.m. ET) on Thursday, May 28, 2026.
Listen via the internet: https://events.q4inc.com/attendee/832227430
The conference call and webcast may include forward-looking statements. If you are unable to participate during the live webcast, the call will be archived for one year at investors.uhaul.com.
About U-Haul Holding Company
U-Haul Holding Company is the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company. U-Haul is in the shared use business and was founded on the fundamental philosophy that the division of use and specialization of ownership is good for both U-Haul customers and the environment.
About U-Haul
Since 1945, U-Haul has been the No. 1 choice of do-it-yourself movers, with a network of nearly 25,000 locations across all 50 states and 10 Canadian provinces. U-Haul Truck Share 24/7 offers secure access to U-Haul trucks every hour of every day through the customer dispatch option on their smartphones and our patented Live Verify technology. Our customers' patronage has enabled the U-Haul fleet to grow to approximately 203,800 trucks, 137,400 trailers and 45,900 towing devices. U-Haul is the third largest self-storage operator in North America and offers 1,126,800 rentable storage units and 98.0 million square feet of self-storage space at owned and managed facilities. U-Haul is the largest retailer of propane in the U.S., and continues to be the largest installer of permanent trailer hitches in the automotive aftermarket industry. U-Haul has been recognized repeatedly as a leading "Best for Vets" employer and was recently named one of the 15 Healthiest Workplaces in America.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260513645731/en/
Contacts
Sebastien Reyes
Director of Investor Relations
U-Haul Holding Company
(602) 263-6601
sebastien_reyes@uhaul.com
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- U-Haul Holding Company Schedules Fourth Quarter Fiscal Year End 2026 Financial Results Release and Investor Webcast
May 13, 2026 · businesswire.com
RENO, Nev.--(BUSINESS WIRE)--U-Haul Holding Company (NYSE: UHAL, UHAL.B), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, plans to report its fourth quarter fiscal 2026 financial results after the close of market trading on Wednesday, May 27, 2026. The Company is scheduled to conduct its fourth quarter investor conference call and webcast at 8 a.m. Arizona Time (11 a.m. ET) on Thursday, May 28, 2026. List.
- U-HAUL HOLDING COMPANY SCHEDULES FOURTH QUARTER FISCAL YEAR END 2026 FINANCIAL RESULTS RELEASE AND INVESTOR WEBCAST
May 13, 2026
RENO, NEV.--(BUSINESS WIRE)--U-HAUL HOLDING COMPANY (NYSE: UHAL, UHAL.B), THE PARENT COMPANY OF U-HAUL INTERNATIONAL, INC., OXFORD LIFE INSURANCE COMPANY, REPWEST INSURANCE COMPANY AND AMERCO REAL ESTATE COMPANY, PLANS TO REPORT ITS FOURTH QUARTER FISCAL 2026 FINANCIAL RESULTS AFTER THE CLOSE OF MARKET TRADING ON WEDNESDAY, MAY 27, 2026. THE COMPANY IS SCHEDULED TO CONDUCT ITS FOURTH QUARTER INVESTOR CONFERENCE CALL AND WEBCAST AT 8 A.M. ARIZONA TIME (11 A.M. ET) ON THURSDAY, MAY 28, 2026. LIST.
- Is U-Haul Holding Company (UHAL) A Good Stock To Buy Now?
May 13, 2026
Is UHAL a good stock to buy? We came across a bullish thesis on U-Haul Holding Company on Valueinvestorsclub.com by durableadvantage. In this article, we will summarize the bulls’ thesis on UHAL. U-Haul Holding Company's share was trading at $51.60 as of May 1st. UHAL’s trailing and forward P/E were 109.79 and 67.11 respectively according to Yahoo Finance.Truist Maintains Buy Rating on SmartStop Self Storage REIT (SMA)
Photo by JOSHUA COLEMAN on Unsplash
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. UHAL is currently at a cyclical trough, with multiple converging factors suggesting a meaningful earnings and valuation inflection that could drive 50–100% upside in the stock. The company’s recent underperformance has been driven by depressed moving segment earnings and concerns around heavy growth capex, but both dynamics are now reversing.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Improving housing activity, supported by lower mortgage rates and stabilizing home prices, is beginning to lift demand, while a 20% decline in cargo van prices is set to reduce fleet costs and depreciation. Management has also signaled a clear pivot toward returns and cash flow, cutting fleet and real estate capex by 20–40%, which should materially improve free cash generation. The stock trades at 9–11x normalized economic EPS of $4.20–$5.00, or 8–9x when adjusting for development spend, with a credible path from $0.90 current EPS to normalized levels.
This upside is driven by cyclical recovery in moving earnings, normalization of depreciation and resale dynamics, and stabilization of a rapidly expanding self-storage portfolio, which continues to mature with embedded high-margin revenue growth. Importantly, the self-storage segment alone covers nearly the entire enterprise value, providing strong downside protection at 1.15x book value, while the dominant moving business is effectively undervalued.
With disciplined long-term ownership under CEO Joe Shoen and increasing focus on shareholder value, U-Haul presents a compelling asymmetric opportunity with limited downside and substantial upside as earnings and cash flow recover.
Previously, we covered a bullish thesis on Public Storage (PSA) by Antoni Nabzdyk in December 2024, which highlighted the company’s market dominance, strong profitability, and undervaluation within the self-storage sector. PSA’s stock price has appreciated by approximately 1.15% since our coverage. durableadvantage shares a similar view but emphasizes on cyclical recovery, cost normalization, and earnings inflection driving upside in U-Haul.
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U-Haul Holding Company is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held UHAL at the end of the fourth quarter which was 39 in the previous quarter. While we acknowledge the risk and potential of UHAL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than UHAL and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
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- Assessing U-Haul Holding (UHAL) Valuation After Recent Share Price Weakness And Elevated P/E Ratio
May 5, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Why U-Haul Holding (UHAL) Is Drawing Investor Attention Now
U-Haul Holding (UHAL) has been on investors’ radar after recent trading left the stock around $50.39, with mixed return patterns across the past week, month, and past 3 months.
See our latest analysis for U-Haul Holding.
At a share price of $50.39, U-Haul Holding’s recent moves include a 6.56% 1 month share price return and a 12.41% 3 month share price decline. The 1 year total shareholder return of a 20.85% decline points to momentum that has softened over the longer run as investors reassess risk and growth potential.
If you are comparing U-Haul Holding with other opportunities in the market, this could be a good moment to broaden your search and uncover 17 top founder-led companies
With U-Haul Holding trading around $50.39 and a 3 year total shareholder return of an 18.97% decline, plus an analyst price target of $75.45, you have to ask: is there value left here or is the market already pricing in future growth?
Price-to-Earnings of 76.8x: Is It Justified?
U-Haul Holding trades on a P/E of 76.8x, while recent returns have been weak and the stock sits at $50.39. This raises questions about how much future earnings strength is already reflected in the price.
The P/E ratio compares the current share price to earnings per share and is a common way to see how much investors are paying for each dollar of profit. For U-Haul Holding, a P/E of 76.8x sits against a backdrop of earnings that have declined by 21.3% per year over the past 5 years, a drop in profit margins from 7.9% to 2.1%, and a Return on Equity of 1.7% that is considered low based on the 20% threshold used here.
Interest payments not being well covered by earnings and earnings declining by 71.3% over the past year suggest the current multiple is tied to expectations that are not clearly supported by recent profit trends. With U-Haul Holding also trading above an estimate of future cash flow value of $37.11 from the SWS DCF model, the current P/E looks demanding rather than conservative.
Compared with the US Transportation industry average P/E of 40.1x and a peer group average of 32x, U-Haul Holding screens as expensive on this measure. The stock carries a meaningfully higher multiple than both its direct peers and the broader industry, which implies the market is pricing in stronger earnings power or a recovery trajectory that has yet to show up in the reported numbers.
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See what the numbers say about this price — find out in our valuation breakdown.
Result: Price-to-Earnings of 76.8x (OVERVALUED)
However, weaker multi year shareholder returns and earnings pressure could quickly challenge the current rating if revenue growth or margin trends slip further from here.
Find out about the key risks to this U-Haul Holding narrative.
Another View: Cash Flows Point To A Different Story
While the 76.8x P/E ratio makes U-Haul Holding look expensive, the SWS DCF model sends a similar signal, with an estimated future cash flow value of $37.11 versus the current $50.39 share price. That gap suggests limited room for error if cash flows disappoint. Where does that leave investors weighing the risks?
Look into how the SWS DCF model arrives at its fair value.UHAL Discounted Cash Flow as at May 2026
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out U-Haul Holding for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 48 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.
Next Steps
If this all sounds cautious, that is the point, and it is why checking the underlying numbers yourself is so important before reacting. To see exactly what risks others are focused on right now, start with these 3 important warning signs
Looking for more investment ideas?
If U-Haul Holding has raised questions, use that curiosity to widen your search, compare alternatives and avoid missing opportunities that may fit your approach better.
Target reliable cash flow potential by reviewing companies in the 12 dividend fortresses that could complement or balance a more growth focused portfolio. Hunt for quality at a reasonable price by scanning screener containing 25 high quality undiscovered gems that might not yet be widely followed but still show solid fundamentals. Prioritise resilience under pressure by assessing solid balance sheet and fundamentals stocks screener (44 results) where financial strength can help support long term compounding.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include UHAL.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- U-Box Load Share Named Best Sustainability and Climate Protection Service of 2026
May 4, 2026
The 24th annual American Business Awards honors U-Haul for helping customers through environmentally responsible program
PHOENIX, May 04, 2026--(BUSINESS WIRE)--U-Haul® has won the Gold Stevie®, the top honor from the American Business Awards, for the numerous customer and climate benefits created by the highly regarded U-Box® Load Share program.
U-Box Load Share was awarded the top Sustainability and Climate Protection Service for 2026. Winners were determined by the highest average scores from more than 250 professionals worldwide who judged entries.
U-Haul and other category winners will be honored on June 9 in New York City.
American Business Awards judges applauded U-Box Load Share’s innovative model and real-world results, describing the program as "an exceptional entry because it addresses high-emission logistics through a ‘people helping people’ community model"; a "well-executed sustainability concept with clear, quantifiable impact"; and "a strong, practical innovation with clear sustainability impact and solid adoption metrics."
One judge stated it was "exciting to see a market-leader think outside the box to drive sustainability and savings across the board."
A Load Share occurs when a family moving its goods in a U-Haul truck agrees to tow a trailer loaded with another family’s portable moving container to the same destination city. The result is a collaboration producing positive results for customers, communities, and the environment simultaneously.
Each transaction is monitored and managed by centralized U-Haul personnel. A vetting process is utilized to pre-select potential candidates, with priority on customers with previous rental truck and towing experience.
Any cost savings from not needing to contract a 53-foot Class 8 freight tractor-trailer for the U-Box shipment is allocated in three ways:
A discount to the U-Haul truck rental customer’s rate Lower one-way rates charged to all U-Box customers Funding newer and safer equipment, and retrofitting existing equipment with improved safety and convenience features
Championed by the U-Haul Corporate Sustainability team, U-Box Load Share is neither intended nor designed to make the Company a profit. It was created to facilitate people helping one another and to benefit the environment through the elimination of carbon emissions from redundant freight tractor-trailer trips.
By the end of 2026, U-Box Load Share will have eliminated more than 20 million miles of heavy-duty freight travel and associated CO2 emissions since the program’s inception. What’s more, U-Haul will have generated $44.5 million in customer cost savings over that span.
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U-Box Load Share also tackles an ongoing challenge: the truck driver shortage that contributes to delayed deliveries and rising shipping costs. By providing a scalable, community-powered alternative, U-Haul offers a practical solution in today’s gig economy that reduces reliance on traditional freight infrastructure.
The Gold Stevie adds to a growing list of accolades for U-Box Load Share, which has been recognized as the Sustainability Service of the Year by The Business Intelligence Group (2022); the Most Environmentally Friendly Service by Best in Biz Awards (2023); and an Innovation finalist for AZ Big Media’s Champions of Change (2024).
Find a full list of American Business Awards winners at ABA.StevieAwards.com.
About U-HAUL
Founded in 1945, U-Haul is the No. 1 choice of do-it-yourself movers with more than 24,000 rental locations across all 50 states and 10 Canadian provinces. The U-Haul app makes it easy for customers to use U-Haul Truck Share 24/7 to access trucks anytime through the self-dispatch and -return options on their smartphones with our patented Live Verify technology. Our customers' patronage has enabled the U-Haul fleet to grow to approximately 203,000 trucks, 137,400 trailers and 41,700 towing devices. U-Haul, which offers rate transparency to self-storage customers through its 1-Year Price Lock, is the third largest storage operator in North America with 1,126,800 rentable storage units and 98 million square feet of self-storage space at owned and managed facilities. U-Haul is the top retailer of propane in the U.S. and the largest installer of permanent trailer hitches in the automotive aftermarket industry. Get the U-Haul app from the App Storeor Google Play.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260504744107/en/
Contacts
Dillon Rosenblatt
Jeff Lockridge
E-mail: publicrelations@uhaul.com
Phone: 602-263-6194
Website: uhaul.com
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- U-Box Load Share Named Best Sustainability and Climate Protection Service of 2026
May 4, 2026 · businesswire.com
PHOENIX--(BUSINESS WIRE)-- #americanbusinessawards--U-Haul® has won the Gold Stevie®, the top honor from the American Business Awards, for the numerous customer and climate benefits created by the highly regarded U-Box® Load Share program. U-Box Load Share was awarded the top Sustainability and Climate Protection Service for 2026. Winners were determined by the highest average scores from more than 250 professionals worldwide who judged entries. U-Haul and other category winners will be honored on June 9 in New York Cit.
- U-BOX LOAD SHARE NAMED BEST SUSTAINABILITY AND CLIMATE PROTECTION SERVICE OF 2026
May 4, 2026
PHOENIX--(BUSINESS WIRE)-- #AMERICANBUSINESSAWARDS--U-HAUL® HAS WON THE GOLD STEVIE®, THE TOP HONOR FROM THE AMERICAN BUSINESS AWARDS, FOR THE NUMEROUS CUSTOMER AND CLIMATE BENEFITS CREATED BY THE HIGHLY REGARDED U-BOX® LOAD SHARE PROGRAM. U-BOX LOAD SHARE WAS AWARDED THE TOP SUSTAINABILITY AND CLIMATE PROTECTION SERVICE FOR 2026. WINNERS WERE DETERMINED BY THE HIGHEST AVERAGE SCORES FROM MORE THAN 250 PROFESSIONALS WORLDWIDE WHO JUDGED ENTRIES. U-HAUL AND OTHER CATEGORY WINNERS WILL BE HONORED ON JUNE 9 IN NEW YORK CIT.
- Yacktman Asset Management's Strategic Moves: A Closer Look at PayPal Holdings Inc.
May 1, 2026
This article first appeared on GuruFocus.
Insightful Analysis of Yacktman Asset Management (Trades, Portfolio)'s Latest 13F Filing
Is CNQ fairly valued? Test your thesis with our free DCF calculator.
Yacktman Asset Management (Trades, Portfolio) recently submitted its 13F filing for the first quarter of 2026, offering a glimpse into its strategic investment decisions. Based in Austin, Texas, Yacktman Asset Management (Trades, Portfolio) is renowned for its value equity investing approach. The firm emphasizes an objective, patient, and diligent investment strategy, aiming for superior returns over a full market cycle. Owned by its partners, including Chief Investment Officer Stephen Yacktman and other key figures, the firm operates autonomously under the umbrella of Affiliated Managers Group, Inc. (AMG). Yacktman Asset Management (Trades, Portfolio) focuses on acquiring securities that promise attractive returns relative to their risk, employing a generalist approach where analysts cover the entire investment universe. The firm prioritizes companies with strong business models, shareholder-oriented management, and attractive purchase prices.
Summary of New Buy
Yacktman Asset Management (Trades, Portfolio) added a total of five stocks to its portfolio, with the most significant addition being PayPal Holdings Inc. (NASDAQ:PYPL). The firm acquired 2,290,642 shares, which now account for 1.38% of the portfolio, valued at $103.61 million. The second-largest addition was FactSet Research Systems Inc. (NYSE:FDS), with 225,874 shares representing approximately 0.65% of the portfolio, valued at $49.01 million. Avantor Inc. (NYSE:AVTR) was the third-largest addition, with 4,745,000 shares accounting for 0.5% of the portfolio, valued at $37.20 million.
Key Position Increases
Yacktman Asset Management (Trades, Portfolio) also increased its stakes in 36 stocks. The most notable increase was in Embecta Corp (NASDAQ:EMBC), with an additional 1,408,962 shares, bringing the total to 3,671,877 shares. This adjustment represents a significant 62.26% increase in share count, impacting the portfolio by 0.16%, with a total value of $32.46 million. The second-largest increase was in U-Haul Holding Co (NYSE:UHAL.B), with an additional 260,937 shares, bringing the total to 6,048,331 shares, valued at $270.18 million.
Summary of Sold Out
Yacktman Asset Management (Trades, Portfolio) completely exited one holding in the first quarter of 2026: Warner Bros. Discovery Inc. (NASDAQ:WBD). The firm sold all 1,782,860 shares, resulting in a -0.72% impact on the portfolio.
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Key Position Reduces
Yacktman Asset Management (Trades, Portfolio) reduced its position in 25 stocks. The most significant changes include a reduction in Canadian Natural Resources Ltd (NYSE:CNQ) by 2,233,822 shares, resulting in an 11.9% decrease in shares and a -1.06% impact on the portfolio. The stock traded at an average price of $41.13 during the quarter, returning 27.79% over the past three months and 40.48% year-to-date. Additionally, the firm reduced its position in State Street SPDR S&P 500 ETF Trust (SPY) by 28,323 shares, resulting in an 88.26% reduction in shares and a -0.27% impact on the portfolio. The stock traded at an average price of $679.90 during the quarter, returning 4.57% over the past three months and 6.11% year-to-date.
Portfolio Overview
As of the first quarter of 2026, Yacktman Asset Management (Trades, Portfolio)'s portfolio included 76 stocks. The top holdings were 10.75% in Canadian Natural Resources Ltd (NYSE:CNQ), 4.9% in Microsoft Corp (NASDAQ:MSFT), 4.89% in Charles Schwab Corp (NYSE:SCHW), 4.31% in Alphabet Inc (NASDAQ:GOOG), and 4.2% in PepsiCo Inc (NASDAQ:PEP).
The holdings are primarily concentrated in 10 of the 11 industries: Consumer Defensive, Energy, Communication Services, Financial Services, Industrials, Technology, Healthcare, Basic Materials, Consumer Cyclical, and Utilities.
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- Budget Airlines Pitch Trump Administration on $2.5 Billion Relief Plan
Apr 26, 2026 · wsj.com
While Spirit's talks with officials continue, industry executives see window to negotiate for financial assistance and tax relief.
