
U-Haul Holding Company
IndustrialsNYSE:UHAL · New York Stock Exchange
+$0.35 today
Vol 0.24M · Avg 0.25M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
1.1%
avg 12.7%
ROIC
1.6%
avg 5.3%
ROA
0.4%
avg 4.1%
Analysis
ROIC is currently the strongest return metric at 1.6% versus its period average of 5.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Edward Joseph Shoen | Chairman of the Board, President & Chief Executive Officer | $1.01M | — | 77 | $186,013.00 | 0.10% |
Jason Allen Berg | Chief Financial Officer | $715,392.00 | — | 53 | $0.00 | <0.01% |
Samuel Joseph Shoen | Vice Chairman of the Board & U-Box Project Manager | $705,000.00 | — | 48 | $186,013.00 | 0.10% |
John Cary Taylor | President of U-Haul International Inc. | $600,580.00 | — | 68 | $46,986.53 | 0.02% |
Kristine Kunkel Campbell | General Counsel | $511,538.00 | — | 50 | $1,457.86 | <0.01% |
Robert William Simmons | President of Oxford Life Insurance Company | $410,824.00 | — | 55 | $4,000.00 | <0.01% |
Douglas Marvin Bell | President of Repwest Insurance Company | $374,427.00 | — | 67 | $0.00 | <0.01% |
Matthew F. Braccia | President of Amerco Real Estate Company | — | — | 65 | $584.00 | <0.01% |
Maria Lourdes Bell | Chief Accounting Officer | — | — | 55 | $414.81 | <0.01% |
Sebastien Reyes | Director of Investor Relations | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
3
$8.12M
Sells
0
$0.00
Net Sentiment
+$8.12M
Net buying
Most Active
SHOEN EDWARD J
1 transactions
Analysis
Insiders reported 3 buys worth $8.12M and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $8.12M. SHOEN EDWARD J was the most active insider with 1 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +22.5% | -19.3% (12yr)1 analysts |
| Revenue | N/A | N/A | +8.6% | +5.8% (12yr)1 analysts |
| Net Income | N/A | N/A | +22.7% | -2.2% (12yr)1 analysts |
| EBIT | N/A | N/A | +20.2% | +2.8% (12yr)1 analysts |
Analysis
Recent growth has been strongest in Net Income at +22.7% over three years. Forward estimates point to Revenue at +5.8% (12yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages UHAL?
U-Haul Holding Company (UHAL) lists 10 active executives. The top listed executive is John Cary Taylor, President of U-Haul International Inc..
Are UHAL insiders buying or selling?
Recent insider activity shows net buying of $508.00M.
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