Welcome to our dedicated page for U-Haul Holding Co /NV/ SEC filings (Ticker: UHAL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on U-Haul Holding Co /NV/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into U-Haul Holding Co /NV/'s regulatory disclosures and financial reporting.
U-Haul Holding Company filed a prospectus supplement to its effective shelf registration statement covering $13,673,700 of Fixed Rate Secured Notes Series UIC-14N, 15N, 16N, 18N, 20N, 21N, 22N, 23N, 24N, 25N, 26N, 31N, 34N, 35N, 36N, 37N, 38N, 39N, 40N and 41N. These notes are issued under the company’s existing Form S-3 registration, allowing it to access capital through secured debt. The company also filed a legal opinion from DLA Piper LLP (US) confirming the validity of the notes, together with the related consent, as exhibits to this report.
U-Haul Holding Company is offering up to $13,673,700 aggregate principal amount of Fixed Rate Secured Notes through its U-Haul Investors Club. The notes are issued in up to 20 series, each with sub-series carrying different fixed terms from 2 to 8 years and interest rates ranging from 5.00% to 5.30%. The notes are fully amortizing, with principal and interest credited every three months to investors’ U-Haul Investors Club accounts.
The notes are secured by specific U-Haul equipment, including utility dollies, furniture pads and wooden U-Box containers, but each series is separately secured, not cross-collateralized. U-Haul may substitute or remove collateral under certain conditions, and the collateral’s value can decline over time. The notes are structurally subordinated to subsidiary creditors, may be redeemed at par plus accrued interest at U-Haul’s option, are unrated, will not be listed on any exchange, and are only transferable in limited private transactions between club members, making them an illiquid, hold-to-maturity investment.
U-Haul Holding Company has filed an automatic shelf registration statement on Form S-3ASR that includes $13,673,700 aggregate principal amount of unsold Fixed Rate Secured Notes Series UIC-14N, 15N, 16N, 18N, 20N, 21N, 22N, 23N, 24N, 25N, 26N, 31N, 34N, 35N, 36N, 37N, 38N, 39N, 40N and 41N as carry-forward securities from a prior registration. This filing also replaces the company’s existing Form S-3 registration statement, which will terminate upon effectiveness of the new one.
The automatic shelf allows U-Haul to offer and sell, from time to time, debt securities, voting and non-voting common stock, and preferred stock, with specific terms and pricing to be detailed in future prospectus supplements. The company indicates that net proceeds from any such offerings would generally be used for broad corporate purposes, and may be sold through underwriters, dealers, agents, or directly to investors on a continuous or delayed basis.
U-Haul Holding Co director and 10% owner Mark V. Shoen filed a Form 4 reporting a transaction in the company’s Series N Common Stock on 11/20/2025. The filing shows a disposition of 4,578 shares of Series N Common Stock at a reported price of $0 under transaction code G, with 186,013 Series N shares beneficially owned indirectly through the Shoen Family Revocable Trust after the transaction.
The form also lists substantial additional indirect holdings, including 425,196 Series N shares held by the MVS-029 Trust and 8,150,658 Series N shares held by Blackwater Investments, Inc. Other indirect holdings are reported through Willow Grove Holdings LP, EJS-028 Trust, Clarendon Strategies, LLC and SAC Holding Corporation, reflecting a significant aggregate beneficial ownership position tied to various trusts and entities associated with the reporting person.
U-Haul Holding Company furnished a press release announcing its financial results for the quarter ended September 30, 2025. The release, provided as Exhibit 99.1, was furnished under Item 2.02 and is not deemed filed under Section 18 of the Exchange Act or incorporated by reference unless expressly stated.
The company’s common stock trades on the NYSE under UHAL, and its Series N Non‑Voting Common Stock trades under UHAL.B.
U-Haul Holding Company reported higher revenue but significantly lower profit for the quarter ended September 30, 2025. Total revenues rose to $1.72 billion from $1.66 billion a year earlier, driven mainly by growth in self-moving equipment rentals and self-storage, which reached $1.11 billion and $246.3 million, respectively.
Despite this, net earnings available to common stockholders fell to $105.6 million from $186.8 million. Basic and diluted earnings per share of Common Stock declined to $0.49 from $0.91, while Series N Non-Voting Common Stock earnings per share dropped to $0.54 from $0.96. The six-month period showed a similar pattern, with revenues increasing to $3.35 billion but net earnings decreasing to $247.9 million from $382.2 million.
Profitability was pressured by higher costs, particularly depreciation of $340.6 million for the quarter and $644.6 million for six months, along with increased interest expense of $90.3 million for the quarter. Even with heavy capital expenditures of $1.91 billion year-to-date, the company generated strong operating cash flow of $1.15 billion and ended the period with $1.08 billion in cash and cash equivalents and total stockholders' equity of $7.77 billion.
SHOEN EDWARD J reported open-market purchase transactions in a Form 4 filing for UHAL. The filing lists transactions totaling 229,515 shares. Following the reported transactions, holdings were 8,150,658 shares.
SHOEN MARK V reported open-market purchase transactions in this Form 4 filing.
U-Haul Holding Co. insider Mark V. Shoen reported a restructuring of indirect ownership in Series N Common Stock through family investment entities. A trust associated with him, MVS-029 Trust, sold 229,515 Series N Common shares to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued at approximately $11.8 million for this transaction. Blackwater is a wholly owned subsidiary of Willow Grove Holdings LP, and MVS-029 Trust is a limited partner of Willow Grove, so Shoen may be deemed to have indirect beneficial ownership of shares held by Blackwater and Willow Grove. The filing notes that he disclaims beneficial ownership of many of these indirectly held shares except to the extent of his pecuniary interest, reflecting a complex family ownership structure rather than a simple personal stock trade.
Willow Grove Holdings LP and affiliated reporting persons filed a Form 4 disclosing transactions in U-Haul Holding Co (/UHAL/) securities. On 09/18/2025, 229,515 shares of Series N common stock were transferred by the MVS-029 Trust to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued for the transaction at approximately $11.8 million. The filing shows the reporting group holds significant indirect positions following the transaction, including 8,150,658 shares of Series N common stock beneficially owned indirectly. The filing describes the ownership chain: Willow Grove is owned and controlled by Foster Road LLC and trusts associated with Edward J. Shoen and Mark V. Shoen; Foster Road is Willow Grove's general partner; Blackwater is a wholly owned subsidiary of Willow Grove; Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater. The reporting persons disclaim beneficial ownership of shares held by Blackwater and its subsidiaries except to the extent of pecuniary interest.
U-Haul Holding Company reported results of its 2025 Annual Meeting of Stockholders held on August 21, 2025. Stockholders elected eight directors — including Edward J. Shoen and Samuel J. Shoen — to serve until the 2026 annual meeting. Each director received more than 14.9 million votes cast for, with varying numbers of votes withheld and 868,530 broker non-votes per nominee.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending March 31, 2026, with 17,221,314 votes for, 4,743 against and 25,871 abstentions. A stockholder proposal to ratify and affirm decisions and actions of the board and executive officers for the fiscal year ended March 31, 2025 received 12,118,139 votes for, 2,476,783 against and 1,788,476 abstentions, with 868,530 broker non-votes. In addition, stockholders approved the 2025 Stock Option Plan (Shelf Stock Option Plan) with 14,823,457 votes for, 1,530,276 against, 29,665 abstentions and 868,530 broker non-votes.