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The company

U-Haul Holding Company

UHAL · NYSE

Consumer DiscretionaryConsumer ServicesSetting up

UHAL stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 5.2% below that average now. Consumer Services: 14% of its 28 stocks in an uptrend (−7 points in four weeks); Consumer Discretionary: 26% (+2 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 2
Industry in uptrend
14% -7 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
13
Institutions holding
213 (+19)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

17 Apr – 16 Oct
15%27%38%Apr 26Jun 26Jul 26Sep 26Oct 26

Consumer Services: Few of its stocks are in an uptrend and the share has been slipping. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1.8M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

13 disclosed lines: House 4, Senate 9, executive 0; 3 people.

WhoDidAmountTraded
David Perdue Senate: U.S. Senate eFDSenatorsoldjoint$15k–$50k14 Apr 2020filed 2 May 2021
David Perdue Senate: U.S. Senate eFDSenatorsoldjoint$15k–$50k14 Apr 2020filed 8 May 2020
David Perdue Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k18 Mar 2020filed 5 Apr 2020
David Perdue Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k17 Mar 2020filed 5 Apr 2020
David Perdue Senate: U.S. Senate eFDSenatorsold part ofjoint$1k–$15k30 Sep 2019filed 5 Nov 2019
David Perdue Senate: U.S. Senate eFDSenatorsold part ofjoint$1k–$15k25 Feb 2019filed 6 Mar 2019
Gary J. Palmer House: U.S. House ClerkAL06boughtjoint$1k–$15k6 Aug 2018filed 29 Sep 2018
Gary J. Palmer House: U.S. House ClerkAL06boughtjoint$1k–$15k12 Jul 2018filed 29 Sep 2018
David Perdue Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k21 Jun 2018filed 6 Jul 2018
David Perdue Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k29 May 2018filed 4 Jun 2018
David Perdue Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k28 Feb 2018filed 5 Mar 2018
Rubén Hinojosa House: U.S. House ClerkTX15sold$1k–$15k31 Dec 2013filed 7 Jan 2014

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders213+19 on the quarter
New · exited46 · 27
Reported value$578.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026664,394$43.5M+154,297+30.2%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 2026583,933$38.2M+374,649+179.0%
NORGES BANKnew · filed 12 Aug 2026546,476$35.8M+546,476
D. E. Shaw & Co., Inc.added · filed 14 Aug 2026489,815$32.1M+197,537+67.6%
BlackRock, Inc.added · filed 7 Aug 2026478,754$31.3M+4,507+1.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026425,551$27.8M+20,851+5.2%
MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 2026415,461$27.2M+94,174+29.3%
Scharf Investments, LLCadded · filed 13 Jul 2026412,078$27.0M+90,076+28.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026360,569$23.6M+5,967+1.7%
JACOBS LEVY EQUITY MANAGEMENT, INCadded · filed 14 Aug 2026351,018$23.0M+119,383+51.5%
31 Mar 2023 – 30 Jun 2026
148180211Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Mark V. Shoen Company insider10% owner · last 20 Nov 202542 · 20
Edward J. Shoen Company insiderPresident · last 18 Sep 202542 · 8
Foster Road Llc Company insider10% owner · last 18 Sep 202516 · 0
John P. Brogan Company insiderDirector · last 18 Feb 20252 · 5
Douglas Anthony Ducey Company insiderOther · last 1 Mar 20241 · 0
Clarendon Strategies, Llc Company insider10% owner · last 16 Nov 20233 · 0
Karl A. Schmidt Company insiderDirector, Other · last 13 Jun 20235 · 0
Richard Jay Herrera Company insiderDirector · last 8 Dec 20223 · 0
James J. Grogan Company insiderDirectorOther · last 25 Nov 20223 · 0
Willow Grove Holdings Lp Company insider10% owner · last 18 Nov 20228 · 0
Carrie Martz Company insiderOther · last 16 Jun 20211 · 0
Respino Laurence J. De Company insiderGeneral Counsel · last 11 Jun 20214 · 7

Same industry

BUUU BUUU GroupLeading+69%
HRB H&R BlockLeading+22%
RGS RegisLeading+6%
YSXT YSX Tech. CoIn trend+21%
EVI EVI IndustriesAbove a falling average+9%
SCI Service Corporation InternationalAbove a falling average+2%
R Ryder SystemSetting up-2%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 31 Mar 202695.9%
Operating profit marginFY 2026 · to 31 Mar 20267.2%
Free cash flow marginFY 2026 · to 31 Mar 2026-22.5%
Cash conversionFY 2025 · to 31 Mar 2025396%
Debt to equityFY 2026 · to 31 Mar 20261.07×
Interest coverFY 2026 · to 31 Mar 20261.19×
Revenue growthFY 2026 · to 31 Mar 20263.6%
Cash and equivalentsFY 2026 · to 31 Mar 2026$1.1B
Free cash flowFY 2026 · to 31 Mar 2026−$1.4B

Analyst forecasts

No analyst forecasts yet.