U-Haul Holding Company (UHAL)

Over the past six months, U-Haul Holding Co. stock has experienced downward pressure, declining from $64.26 on March 17, 2025, to $45.49 as of March 16, 2026. The company reported a net loss of $37 million in the third quarter of fiscal year 2026, with an EPS of -$0.18, leading to an 8.47% stock drop. This decline is attributed to industry trends, including elevated interest rates slowing housing turnover.

Demand for U-Haul's products and services exhibits seasonality, with the December quarter being the weakest and July offering the highest probability of positive returns for UHAL stock. Overall demand is closely tied to the health of the housing market, with elevated mortgage rates and sluggish home sales contributing to a cooling of migration patterns.

U-Haul Holding Company operates as a do-it-yourself moving and storage provider in the United States and Canada, primarily within the Industrials sector. The company offers rental of trucks, trailers, moving and storage units, and specialty rental items, along with moving supplies, towing accessories, and propane. U-Haul also operates through Property and Casualty Insurance and Life Insurance segments, providing insurance products and protection packages.

U-Haul Holding Co. operates through a network of over 23,000 locations across all 50 U.S. states and 10 Canadian provinces.

U-Haul has maintained its position as the "No. 1 choice of do-it-yourself movers" since 1945. Recent community involvement, such as offering free storage to victims of the Kona Storm in Hawaii and tornado damage in Metro Tulsa in March 2026, has positively impacted brand perception.

The Shoen family controls approximately 55% of U-Haul Holding Co., with key individual owners including Edward J. Shoen, James P. Shoen, and Mark V. Shoen. Major institutional owners include Vanguard Group Inc, Southpoint Capital Advisors LP, Norges Bank, BlackRock, Inc., Scharf Investments, Llc, Dimensional Fund Advisors Lp, Yacktman Asset Management Lp, Quantinno Capital Management LP, ArrowMark Colorado Holdings LLC, and D. E. Shaw & Co., Inc.