UHAL Smart Money
U-Haul Holding Company
1W: -1.2%
1M: -8.3%
3M: -22.3%
YTD: +10.1%
1Y: +0.2%
3Y: +7.9%
5Y: -22.6%
$55.62
-0.02 (-0.04%)
Weekly Expected Move ±3.5%
$52
$54
$56
$58
$60
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 $2.73 (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 $2.73 (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 2026250
Institutions Holding
+23 vs prior
6.1%
Ownership
+2.51%
50
New
78
Increased
75
Reduced
24
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
21 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-03-13 | August Lee Pfluger | House | Buy | $15,001 - $50,000 | Filing |
| 2022-04-11 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2020-04-14 | David Perdue | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-04-14 | David Perdue | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-04-14 | David Perdue | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-04-14 | David Perdue | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-04-14 | David Perdue | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-03-18 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2020-03-18 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2020-03-17 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2020-03-17 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2019-09-30 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-09-30 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-02-25 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-02-25 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2018-06-21 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-06-21 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-05-29 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-05-29 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-02-28 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-02-28 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 664,394 | $43M | +154,297 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 583,933 | $38M | +374,649 | 2026-06-30 | Filing |
| NORGES BANK | 546,476 | $36M | +546,476 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 489,815 | $32M | +197,537 | 2026-06-30 | Filing |
| BlackRock, Inc. | 478,754 | $31M | +4,507 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 425,551 | $28M | +20,851 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 415,461 | $27M | +94,174 | 2026-06-30 | Filing |
| Scharf Investments, LLC | 412,078 | $27M | +90,076 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 360,569 | $24M | +5,967 | 2026-06-30 | Filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 351,018 | $23M | +119,383 | 2026-06-30 | Filing |
| Quantinno Capital Management LP | 327,776 | $21M | +83,479 | 2026-06-30 | Filing |
| YACKTMAN ASSET MANAGEMENT LP | 325,376 | $21M | +7 | 2026-06-30 | Filing |
| Gotham Asset Management, LLC | 221,815 | $15M | +178,329 | 2026-06-30 | Filing |
| STATE STREET CORP | 206,087 | $13M | +29,573 | 2026-06-30 | Filing |
| Trexquant Investment LP | 205,093 | $13M | +163,698 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 162,159 | $11M | +94,413 | 2026-06-30 | Filing |
| HRT FINANCIAL LP | 159,876 | $10M | +49,234 | 2026-06-30 | Filing |
| ArrowMark Colorado Holdings LLC | 155,000 | $10M | -28,800 | 2026-06-30 | Filing |
| MORGAN STANLEY | 133,187 | $9M | -46,359 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 128,215 | $8M | -20,766 | 2026-06-30 | Filing |