Highest-materiality recent filing
U-Haul fiscal 2026 net earnings $83.1M vs $367.1M; Q4 net loss $127.8M
Net earnings $83.1M vs $367.1M prior year; Q4 net loss $127.8M vs $82.3M prior year.
U-Haul posts Q3 net loss of $37M vs year-ago profit of $67M; fleet woes cited
Net loss $37.0M ($0.18 loss per non-voting share) vs net earnings $67.2M ($0.35 EPS) in Q3 last year.
U-Haul issues $13.7M in fixed rate secured notes (Series UIC-14N through 41N)
Issuance of $13,673,700 aggregate principal across 20 series of Fixed Rate Secured Notes (UIC-14N to 41N).
U-Haul Q2 net earnings fall to $105.6M from $186.8M; EPS $0.54 vs $0.96
Net earnings available to common shareholders $105.6M vs $186.8M YoY; EPS $0.54 for UHAL.B.
U-Haul Holding Company announces 2025 annual meeting voting results; all proposals approved
Elected eight directors to serve until 2026: all nominees received majority support; Edward J. Shoen had 1.45M withhold votes.
U-Haul Q1 FY2026 net earnings down 27% to $142.3M; EPS $0.73 from $1.00
Net earnings $142.3M vs $195.4M; EPS $0.73 vs $1.00 YoY.
U-Haul Holding fiscal 2025 net earnings $367M, down 42% YoY; Q4 net loss $82.3M
Net earnings for FY2025 $367.1M vs $628.7M FY2024; Q4 net loss ($82.3M) vs ($0.9M) loss prior year.
U-Haul Holding Q3 net earnings $67.2M, down from $99.2M YoY; EPS $0.35 vs $0.51
Net earnings $67.2M ($0.35/sh) for Q3 FY25 vs $99.2M ($0.51/sh) a year ago; nine-month earnings $449.4M vs $629.6M.
U-Haul Q2 FY2025 net earnings $186.8M, down 31.7%; EPS $0.96 vs $1.40
Net earnings of $186.8M vs $273.5M YoY; diluted EPS $0.96 (UHAL.B) vs $1.40.
U-Haul Holding Company issues $500M senior notes in private placement
$500M aggregate fixed-rate senior unsecured notes: $100M each at 5.86% (2032), 5.91% (2033), 5.95% (2034), and $200M at 6.00% (2035).
U-Haul shareholders elect all 8 directors; Brogan sees ~16% withheld votes
All director nominees elected: Edward Shoen (15.1M for, 1.2M withheld), John Brogan (13.7M for, 2.7M withheld).
U-Haul Q1 net earnings $195.4M, down 24% YoY; EPS $1.00 vs $1.31
Net earnings available to common shareholders fell to $195.4M from $256.8M YoY; diluted EPS $1.00 vs $1.31.
U-Haul fiscal 2024 net earnings fall to $628.7M from $924.5M; Q4 net loss of $0.9M
Net earnings available to shareholders for FY2024: $628.7M, down from $924.5M YoY.
U-Haul Holding Company offers up to $30.4M in secured notes at 5.00%-5.30%
Up to $30,383,400 aggregate principal amount of Series UIC-01N to 41N Secured Notes offered publicly.
U-Haul Holding increases quarterly dividend on Series N Non-Voting Common Stock to $0.05 per share
Quarterly dividend raised from $0.04 to $0.05 per share, a 25% increase, effective Q3 fiscal 2024.
U-Haul appoints Deloitte as auditor after competitive process, replaces BDO
Audit Committee approved Deloitte as independent auditor for fiscal year ending March 31, 2024, and dismissed BDO on August 31, 2023.
All eight director nominees elected with majority support; highest votes for Karl A. Schmidt (15,804,736 for).
U-Haul FY 2023 net earnings $923M, down 18% YoY; Q4 net earnings $37.7M
Full-year net earnings $923.0M vs $1,123.3M last year; Q4 net earnings $37.7M vs $86.7M.
Shoen-led group crosses 50% voting ownership, making U-Haul a controlled company
SAC purchased 24,900 voting common shares for $1.4M on March 23, 2023.
U-Haul names Kristine Campbell as General Counsel, replacing retiring Larry De Respino
Laurence De Respino to retire as General Counsel effective May 12, 2023, after 18 years in role.
U-Haul Holding Company offers up to $8.375M in secured notes at 4.70%-5.00%
Up to $8,375,000 aggregate principal amount of Series UIC-01M to 20M Secured Notes offered.
U-Haul Holding Company offers up to $5.8M in secured notes at rates 4.70%-5.00%
Aggregate principal up to $5,814,000 across 12 series (UIC-22L to 33L).
U-Haul Holding Co. amends bylaws for name change and Shoen family control statute exception
Bylaws reflect name change from AMERCO to U-Haul Holding Company.
AMERCO declares first $0.04 quarterly dividend on Series N; name change to U-Haul Holding Co.
$0.04/share quarterly dividend declared on Series N Non-Voting Common Stock; payable Dec 30, record Dec 19.
AMERCO to transfer listing to NYSE, rename to U-Haul Holding Company effective Dec 19, 2022
Common stock (UHAL) and Non-Voting stock (UHALB) to list on NYSE as UHAL and UHAL.B; Nasdaq trading ends Dec 16.
Quarterly cash dividend of $0.04 per share on Series N Non-Voting Common Stock, starting Q3 fiscal 2023
AMERCO to change name to U-Haul Holding Company, issue 9-for-1 non-voting stock dividend
AMERCO to change corporate name to U-Haul Holding Company by end of 2022 to align with its brand.
AMERCO reduces secured note offerings by $2.2M; cancels Series UIC 1L
Removed Series 18K-21K from Series UIC 9K-15K and 18K-21K offering; amount reduced from $8.3M to $6.1M.
AMERCO offers up to $2.71M in secured notes at 3.70%-4.30%, maturing 2-7 years
Offering aggregate principal of up to $2,711,100 across ten series (UIC-12L through 21L) of secured notes.
AMERCO reports data breach at U-Haul; customer names, DOB, driver's licenses accessed
Two unique passwords for U-Haul's contract search tool compromised; access occurred from Nov 5, 2021 to Apr 5, 2022.
AMERCO declares $0.50 special cash dividend payable September 20
$0.50 per share special cash dividend declared on August 18, 2022.
AMERCO reduces potential offering amounts by removing note series in two indentures
Removed Series 17K from Forty-Second Supplement, reducing potential offering from $8.826M to $8.301M.
AMERCO offers up to $3.2M in secured notes (Series UIC-9L,10L,11L) at 3.00%-4.00%
Offering of up to $3,232,000 in aggregate principal amount of Series UIC-9L,10L,11L Secured Notes.
AMERCO reduces potential secured note offering amounts, removes series from indentures
Removed Series 16K from Fixed Rate Secured Notes Series UIC 9K-21K; potential offering reduced from $9.351M to $8.826M.
AMERCO offers up to $3.257M secured notes at 2.00%-3.25% interest, 2-7 year maturities
Aggregate principal up to $3,257,000 in Series UIC-6L, 7L and 8L secured notes.
AMERCO declares $0.50/shr special dividend payable April 29, 2022
Board declared a special cash dividend of $0.50 per share on Common Stock.
AMERCO offers up to $6.057M in secured notes (1.50%-2.00%) via U-Haul Investors Club
Up to $6,057,000 aggregate principal of Series UIC-1L,2L,3L,4L,5L Secured Notes offered.
AMERCO closes $600M senior unsecured note issuance across five tranches with 2.55%-2.88% rates
Issued $600M aggregate principal in five series: $100M each of 2.55% due 2030, 2.60% due 2031, 2.68% due 2032; $150M each of 2.73% due 2033, 2.88% due 2035.
AMERCO issues $600M senior unsecured notes in private placement; weighted avg rate 2.71%
Five tranches: Series A 2.55% due 2030, B 2.60% due 2031, C 2.68% due 2032, D 2.73% due 2033, E 2.88% due 2035.
AMERCO amends secured note indenture, removes three series and reduces offering amount to $2.986M
Amended Fortieth Supplemental Indenture effective Oct 12, 2021, removing Series 21J, 22J, and 23J.
AMERCO offers up to $9.35M in secured notes via U-Haul Investors Club
Up to $9,351,000 aggregate principal of Series UIC-9K to 21K Secured Notes offered publicly.
AMERCO declares special cash dividend of $0.50 per share
Special dividend of $0.50 per share declared on October 6, 2021.
AMERCO issues $600M senior unsecured notes at 2.59% weighted avg rate across four tranches
Four $150M tranches: 2.43% due 2029, 2.51% due 2030, 2.63% due 2031, 2.78% due 2033.
AMERCO declares $0.50 special dividend; directors elected at annual meeting
Special cash dividend of $0.50 per share; record Sept 7, payable Sept 21, 2021.
On March 16, 2023, it was announced that Laurence De Respino will retire from the office of General Counsel of U-Haul Holding Company (the “Company”) and that Kristine Campbell will succeed him to that office.
On March 16, 2023, it was announced that Laurence De Respino will retire from the office of General Counsel of U-Haul Holding Company (the “Company”) and that Kristine Campbell will succeed him to that office.
Max materiality 0.90 · Median 0.50 · Most common event debt