UHAL-B Smart Money
U-Haul Holding Company
1W: -2.0%
1M: -8.2%
3M: -22.7%
YTD: +4.5%
1Y: -3.4%
3Y: -0.1%
$48.85
-0.45 (-0.91%)
Pre-Market: $49.00 (+0.15, +0.31%)
Weekly Expected Move ±3.5%
$46
$48
$49
$51
$53
Credit Risk of going bust: higher than 51% of companies Debt: 45.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.40 (down 95%), U-Haul Holding Company would be worth roughly what it owes.
Total debt $8.15B against a stock market value of $9.71B.
Distance to default 5.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.07B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 2.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.40 (down 95%), U-Haul Holding Company would be worth roughly what it owes.
Total debt $8.15B against a stock market value of $9.71B.
Distance to default 5.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.07B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 2.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026359
Institutions Holding
+15 vs prior
38.2%
Ownership
+9.27%
64
New
108
Increased
132
Reduced
23
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP | 6,197,210 | $358M | +148,879 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 4,703,268 | $271M | +393,350 | 2026-06-30 | Filing |
| BlackRock, Inc. | 4,612,533 | $266M | +1,684 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,400,067 | $254M | -5,987 | 2026-06-30 | Filing |
| FMR LLC | 4,216,288 | $243M | -306,611 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,768,481 | $217M | -75,680 | 2026-06-30 | Filing |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | $188M | — | 2026-06-30 | Filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,470,586 | $143M | -700,543 | 2026-06-30 | Filing |
| Smead Capital Management, Inc. | 2,031,260 | $117M | -115,165 | 2026-06-30 | Filing |
| REINHART PARTNERS, LLC. | 1,951,075 | $113M | +118,057 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,947,020 | $112M | +47,887 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,753,727 | $101M | -38,282 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 1,272,655 | $73M | +262,166 | 2026-06-30 | Filing |
| NORGES BANK | 1,010,271 | $58M | +1,010,271 | 2026-06-30 | Filing |
| THOMPSON SIEGEL & WALMSLEY LLC | 934,250 | $54M | -473,997 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 856,339 | $49M | +856,339 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 856,339 | $49M | +16,145 | 2026-06-30 | Filing |
| Scharf Investments, LLC | 821,423 | $47M | -67,518 | 2026-06-30 | Filing |
| STATE OF WISCONSIN INVESTMENT BOARD | 755,372 | $44M | +446,304 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 671,246 | $39M | +409,675 | 2026-06-30 | Filing |