U-Haul Holding Company $UHAL Shares Sold by Carnegie Lake Advisors LLC

Carnegie Lake Advisors LLC decreased its position in shares of U-Haul Holding Company (NYSE:UHAL) by 79.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,545 shares of the company’s stock after selling 28,905 shares during the quarter. Carnegie Lake Advisors LLC’s holdings in U-Haul were worth $380,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Versor Investments LP acquired a new stake in shares of U-Haul during the 4th quarter worth approximately $382,000. Inscription Capital LLC purchased a new position in shares of U-Haul during the 4th quarter valued at approximately $223,000. Legacy Capital Group California Inc. lifted its position in shares of U-Haul by 4.4% during the 4th quarter. Legacy Capital Group California Inc. now owns 4,801 shares of the company’s stock valued at $242,000 after buying an additional 204 shares in the last quarter. Optas LLC lifted its position in shares of U-Haul by 100.4% during the 4th quarter. Optas LLC now owns 8,278 shares of the company’s stock valued at $417,000 after buying an additional 4,147 shares in the last quarter. Finally, Tudor Investment Corp ET AL lifted its position in shares of U-Haul by 167.3% during the 3rd quarter. Tudor Investment Corp ET AL now owns 95,393 shares of the company’s stock valued at $5,444,000 after buying an additional 59,699 shares in the last quarter. Institutional investors and hedge funds own 3.63% of the company’s stock.

Key Stories Impacting U-Haul

Here are the key news stories impacting U-Haul this week:

• Positive Sentiment: U-Haul reported fiscal Q4 EPS of ($0.70), better than the ($0.72) consensus estimate, which suggests results were slightly stronger than Wall Street feared. U-Haul Holding Co (UHAL) Q4 2026 Earnings Call Highlights: Navigating Losses and Strategic …
• Positive Sentiment: The company also said it will participate in the Bank of America Self-Storage Virtual Conference, keeping investor attention on its storage and capacity strategy. U-Haul Holding Company to Participate in the Bank of America Self-Storage Virtual Conference
• Neutral Sentiment: Fiscal 2026 financial results showed net earnings available to shareholders fell to $83.1 million from $367.1 million a year earlier, underscoring that profitability remains under pressure despite the earnings beat. U-Haul Holding Company Reports Fiscal 2026 Financial Results
• Negative Sentiment: The company posted a quarterly net loss of $127.8 million, highlighting ongoing earnings volatility that could limit upside if investors shift back to fundamentals. U-Haul Holding Company Reports Fiscal 2026 Financial Results

U-Haul Trading Up 12.9%

Shares of NYSE:UHAL opened at $58.76 on Friday. U-Haul Holding Company has a 1 year low of $41.94 and a 1 year high of $64.75. The firm has a market capitalization of $11.52 billion, a price-to-earnings ratio of 244.85 and a beta of 1.11. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.26 and a quick ratio of 2.04. The business’s 50 day moving average price is $49.93 and its 200-day moving average price is $51.41.

U-Haul (NYSE:UHAL) last announced its earnings results on Wednesday, May 27th. The company reported ($0.70) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.72) by $0.02. The firm had revenue of $1.27 billion for the quarter. U-Haul had a return on equity of 1.06% and a net margin of 1.38%.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reiterated a “sell (d)” rating on shares of U-Haul in a research report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $80.00.

About U-Haul

U-Haul (NYSE: UHAL) is a leading provider of do-it-yourself moving and storage solutions in North America. The company offers a comprehensive suite of products and services that includes the rental of trucks, trailers and towing equipment, as well as portable moving containers known as U-Box. In addition to vehicle rentals, U-Haul supplies customers with moving essentials such as boxes, packing materials and hitch installations, ensuring an integrated moving experience. The company also operates self-storage facilities under the U-Haul Storage brand, catering to both short-term and long-term needs.

Founded in 1945 by Leonard Shoen in Ridgefield, Washington, U-Haul has expanded its footprint through a mix of corporate-owned centers and independent dealer locations.