U Haul Ownership
| UHAL Stock | USD 70.91 1.61 2.32% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 196 M | Current Value 196 M | Avarage Shares Outstanding 195.6 M | Quarterly Volatility 734.3 K |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
UHAL |
UHAL Stock Ownership Analysis
About 61.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.78. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. U Haul Holding last dividend was issued on the 18th of September 2023. The entity had 10:1 split on the 10th of November 2022. AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The companys 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. A M operates under Rental Leasing Services classification in the United States and is traded on NASDAQ Exchange. It employs 16368 people. For more information please call the company at 775 688 6300 or visit https://investors.uhaul.com.Besides selling stocks to institutional investors, U Haul also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different U Haul's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align U Haul's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
U Haul Quarterly Liabilities And Stockholders Equity |
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U Haul Insider Trades History
About 61.0% of U Haul Holding are currently held by insiders. Unlike U Haul's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against U Haul's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of U Haul's insider trades
UHAL Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as U Haul is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading U Haul Holding backward and forwards among themselves. U Haul's institutional investor refers to the entity that pools money to purchase U Haul's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2024-06-30 | 198 K | Geode Capital Management, Llc | 2024-09-30 | 177.7 K | Old West Investment Management, Llc | 2024-09-30 | 125.9 K | Parkwood Llc | 2024-06-30 | 108.4 K | Aqr Capital Management Llc | 2024-06-30 | 103.1 K | Envestnet Asset Management Inc | 2024-09-30 | 96.7 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 82.2 K | Arrowmark Colorado Holdings, Llc (arrowmark Partners) | 2024-09-30 | 75.8 K | Bruce & Co Inc | 2024-09-30 | 75.1 K | Vanguard Group Inc | 2024-09-30 | 854.6 K | Scharf Investments | 2024-09-30 | 704 K |
U Haul Holding Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific U Haul insiders, such as employees or executives, is commonly permitted as long as it does not rely on U Haul's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases U Haul insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
U Haul Outstanding Bonds
U Haul issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. U Haul Holding uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UHAL bonds can be classified according to their maturity, which is the date when U Haul Holding has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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U Haul Corporate Filings
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 22nd of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 19th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 30th of May 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
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Is Cargo Ground Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of U Haul. If investors know UHAL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about U Haul listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.32) | Earnings Share 2.27 | Revenue Per Share 28.775 | Quarterly Revenue Growth 0.005 | Return On Assets 0.0247 |
The market value of U Haul Holding is measured differently than its book value, which is the value of UHAL that is recorded on the company's balance sheet. Investors also form their own opinion of U Haul's value that differs from its market value or its book value, called intrinsic value, which is U Haul's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because U Haul's market value can be influenced by many factors that don't directly affect U Haul's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between U Haul's value and its price as these two are different measures arrived at by different means. Investors typically determine if U Haul is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, U Haul's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.