United States

This position is not eligible for employer sponsorship. Applicants must be legally authorized to work and must not require employer sponsorship.

Location:

20 East Thomas Road, Phoenix, Arizona 85012 United States of America

To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

This is a fully onsite position located at our corporate campus in Phoenix, AZ.

Position Overview:

Reporting directly to the Executive Vice President (EVP) of Human Resources (HR), the Manager, Benefits leads the Company's health, welfare, wellness, and related benefit programs supporting Team Members and their families. This role leads benefit strategy, administration, communication, compliance, and vendor relationships while balancing Team Member needs with Company goals and responsible stewardship of Company resources.

Success in this role requires more than managing benefit plans. The Manager, Benefits develops people, builds trusted partnerships, and makes thoughtful decisions that help Team Members understand and make the most of their benefits. This leader balances service, compliance, financial responsibility, and the long-term needs of the Company to deliver meaningful value to Team Members and support U-Haul’s continued success.

Essential Duties, Responsibilities & Key Accountabilities:

Serve as the Company's benefits leader, aligning benefits priorities with HR's mission, Company goals, and Team Member needs.
Develop, coach, and lead the Benefits Team by building expertise, promoting accountability, and delivering accurate, timely, and dependable service.
Oversee the design, administration, communication, and ongoing management of health, welfare, disability, life insurance, wellness, voluntary, and other benefit programs.
Evaluate benefit programs, costs, utilization, participation, Team Member feedback, and other data to identify opportunities and improve value, service, and program effectiveness.
Develop benefit strategies that support attraction and retention while balancing Team Member needs, affordability, competitiveness, compliance, and Company goals.
Lead relationships with carriers, consultants, brokers, third-party administrators, wellness vendors, and other service providers while holding partners accountable for service and results.
Manage renewals, contract negotiations, requests for proposals (RFPs), vendor evaluations, and benefit implementations.
Partner with Leave, Compensation, Payroll, Legal, HRIS, and other departments to ensure effective benefit administration, accurate data, and sound financial management.
Lead annual enrollment and benefit communications and education efforts that help Team Members understand their benefits and make informed decisions.
Monitor healthcare, wellness, and regulatory trends and recommend practical changes that improve benefits and Team Member outcomes.
Ensure benefit programs comply with applicable federal, state, provincial, and local requirements, including ERISA, ACA, HIPAA, COBRA, FMLA, and other applicable regulations.
Establish and maintain policies, procedures, controls, audits, and reporting processes to support compliance, consistency, and data integrity.
Oversee the Benefits budget, vendor expenditures, resource planning, and expenses while ensuring Economy & Effectiveness (E&E) and responsible stewardship of Company resources.
Demonstrate the HR Department's leadership principles through accountability, unity of direction, and a SUP (Supportive, Upbeat, and Positive) approach.

Skills, Requirements & Qualifications:

Required

7+ years of progressive experience in employee benefits, health and welfare administration, wellness programs, or related HR functions.
5+ years of leadership experience developing professionals and leading benefits or HR service teams.
Extensive knowledge of benefit plan design, administration, funding, and financial considerations.
Demonstrated experience managing health, welfare, wellness, and voluntary benefit programs.
Strong understanding of applicable benefit regulations, including ERISA, ACA, HIPAA, COBRA, FMLA, and related requirements.
Experience managing benefit vendors, renewals, contract negotiations, implementations, and service expectations.
Demonstrated ability to analyze benefit costs, utilization, participation, and trends to support sound business decisions.
Strong analytical, organizational, project management, and problem-solving skills.
Excellent written, verbal, and interpersonal communication skills with the ability to build trusted relationships across the organization.
Ability to explain complex benefit information clearly and effectively to Team Members, leaders, and business partners.
High level of integrity, professionalism, and discretion in handling confidential information.

Preferred

Bachelor's degree in Human Resources, Business Administration, Finance, Healthcare Administration, or a related field.
Experience leading benefits programs for a large, multi-state employer.
Experience with Workday Benefits, reporting, and employee self-service tools.
Experience managing self-funded health plans, wellness programs, pharmacy benefits, or related programs.
Experience leading major benefit implementations, carrier transitions, or organizational change initiatives.

What Success Looks Like:

The successful candidate will:

Champion a people-first culture by providing benefit programs that deliver meaningful value to Team Members and their families.
Develop and lead the Benefits Team through coaching, accountability, and empowerment.
Build trusted partnerships by listening first, understanding needs, and delivering practical benefits solutions.
Balance Team Member needs, Company priorities, financial stewardship, and compliance when making benefit decisions.
Use data, sound judgment, and industry knowledge to identify opportunities and improve benefit programs.
Communicate benefits clearly and effectively so Team Members understand what is available to them and how to use it.
Take ownership, follow through on commitments, and hold yourself and others accountable.
Stay informed on changes in healthcare, benefits, wellness, and regulatory requirements and proactively identify opportunities to improve.
Create an environment where Team Members, leaders, and business partners feel supported, informed, and confident in the benefits experience.

This is a full-time, salaried position based on-site at U-Haul's Midtown Campus Tower in Phoenix, Arizona. Regular business hours are Monday through Friday; however, flexibility in scheduling, including evenings and weekends, is required to support business operations, Company initiatives, and Team Member needs.

U-Haul Offers:

Medical insurance
Prescription drug plans
Dental & Vision plan with hearing care discounts
Onsite medical clinic for team members and eligible family members
New indoor fitness gym (Midtown Phoenix campus)
Get Fit Gym Reimbursement Program
Registered Dietitian Program
WeightWatchers®
CVS Virtual Care
U‑Haul Kids Program
24‑Hour Nurse Line
Wellness Program (HealthierYou initiatives & challenges)
Mindset App Reimbursement
Pet Insurance & Wellness plans
Career stability
Opportunities for advancement
Valuable on‑the‑job training
Tuition Reimbursement Program
Free online courses for personal and professional development at U‑Haul University®
401(k) Savings Plan
Employee Stock Ownership Plan (ESOP)
Company‑paid life insurance
Voluntary life insurance options
Short-Term and Long‑Term Disability
Critical Illness, Accident & Hospital Indemnity plans
Business & business travel insurance
MetLaw Legal Program
MetLife Auto & Home Insurance
LifeLock Identity Theft Protection
Dave Ramsey’s SmartDollar® Financial Wellness Program
U‑Haul Federal Credit Union
Paid holidays, vacation, and sick time
YouMatter Employee Assistance Program (EAP)
Discounts on cell phone plans, hotels, computers, vehicles & more
Community involvement & volunteer opportunities
U‑Haul Mothers Program (Paid maternity leave)

#LI-LS1

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

About the company

U-Haul provides self-move and storage solutions across North America. It rents a large fleet of trucks and trailers in multiple sizes for local or long-distance moves, and also offers self-storage, packing supplies, LPG refills, and trailer hitch installations. Customers pick up and return vehicles and services at a network of over 23,000 locations, including company-operated centers and independent dealers. How it works: customers choose a vehicle or service, drive the move themselves, and may add storage or supplies as needed. The company differentiates itself with a vast, accessible network and a bundled set of offerings—truck rental, storage, supplies, and related services—under one brand, supported by fleet expansion and a strong brand presence. Its goal is to capitalize on migration trends and real estate cycles by expanding its fleet and store network to be the go-to self-move and storage solution in North America.

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Capitol Heights, Maryland

Founded

1945

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Simplify's Take

What believers are saying

August 5, 2026 self-storage revenue rose 6.8% to $250.2 million.
U-Haul added 18 storage locations in Q1 fiscal 2027, with 12 million square feet pending.
August 2026 Hot Springs opened 850 units, showing continued capital deployment and local hiring.

What critics are saying

August 5, 2026 same-store storage occupancy fell to 88.3%, signaling demand pressure.
September 10, 2026 Portland families sued U-Haul for $104 million after a fatal crash.
Truck resale remained tepid in 2026, threatening earnings; persistent declines expose a weak core business.

What makes Uhaul unique

U-Haul spans 25,000 locations, bundling trucks, storage, towing, propane, and supplies.
March 2, 2026 Price Lock removes storage-rate surprises across 2,100 owned centers.
May 20, 2026 Peterbilt Easy Mover widens U-Haul's no-CDL truck lineup.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Holidays
Paid Vacation
Paid Sick Leave
401(k) Retirement Plan
401(k) Company Match
Employee Stock Ownership Plan
Gym Reimbursement Program
Wellness Programs

Company News

Newswire

Oct 8th, 2026

Forests Canada and U-Haul partner to support Healthy, resilient forests across Canada.

Forests Canada and U-Haul partner to support Healthy, resilient forests across Canada. Oct 08, 2026, 11:21 ET * National charity Forests Canada is dedicated to conserving, restoring, and growing Canada's forests. * The organization's proven approach to large-scale restoration, specialized expertise in forest recovery efforts, and trusted partnerships help strengthen the long-term health and resilience of Canada's forest landscapes. TORONTO, Oct. 8, 2026 /CNW/ - To help Canada's forests better face the growing pressures of increasing wildfires, biodiversity loss, and extreme weather events, national charity Forests Canada and U-Haul(R) are launching a multi-year, national partnership called Healthy Forests for Future Generations. The partnership will make it easy for U-Haul customers across Canada to support the conservation, restoration, and growth of Canada's forests through donations at checkout. Funds raised will directly support Forests Canada's forest restoration work in urban and near-urban communities from coast to coast to coast. "Canada's forests do so much for us from both an environmental and an economic standpoint, and we know that the vast majority of Canadians view forests as a vital part of our national identity," Jess Kaknevicius, Chief Executive Officer, Forests Canada, says. "We applaud U-Haul for standing up for Canada's forests and hope that they inspire others to do so, too." Over the last two decades, Forests Canada has completed nearly 11,000 restoration projects that have supported the planting of over 54 million trees across the country, helping to create and connect more than one million hectares of forest landscapes. These thriving forests do more than support biodiversity and critical wildlife habitats - they help clean our air and water; foster healthier, more resilient communities; and provide lasting benefits for future generations. During that time, Forests Canada has built a diverse and specialized network - from seed collectors and nurseries to field advisors and planting delivery partners - who work together behind the scenes to provide a seamless, trusted experience from seed to survival. It is this proven model of forest restoration through collaboration that inspired the partnership between Forests Canada and U-Haul. "As a shared-use, sustainable mobility company, we recognize that moving has an environmental impact. Our network of independent neighborhood dealers helps reduce vehicle miles traveled, congestion and emissions, and we're proud to partner with Forests Canada, giving customers a direct way to support tree-planting efforts in Canada," John "J.T." Taylor, President, U-Haul International, says. "Together with Forests Canada and our customers, we're committed to helping build healthier, more resilient forests and stronger communities for the long term." Customers at participating Canadian U-Haul locations and independent dealers will soon have the opportunity to make a voluntary donation at checkout, with all funds supporting Forests Canada's national forest restoration initiatives. Landowners interested in learning more about Forests Canada's Tree Planting Program can visit www.ForestsCanada.ca/PlantTrees. About Forests Canada Forests Canada is a national charity working to conserve, restore, and grow Canada's forests to sustain life and communities. With interactive education programs inspiring the next generation of environmental stewards, and high-quality forest recovery efforts supporting local jobs and economies, we have proudly built the infrastructure and network needed to help ensure the greatest possible outcomes for Canada's forests from coast to coast to coast. Learn how you can get involved today. Visit www.ForestsCanada.ca or follow us on Facebook, X (formerly Twitter), Instagram, YouTube, or LinkedIn to find out more. About U-Haul Founded in 1945, U-Haul is the No. 1 choice of do-it-yourself movers with more than 25,000 rental locations across all 50 states and 10 Canadian provinces. The U-Haul app makes it easy for customers to use U-Haul Truck Share 24/7 to access trucks anytime through the self-dispatch and -return options on their smartphones with our patented Live Verify technology. Our customers' patronage has enabled the U-Haul fleet to grow to approximately 207,600 trucks, 136,500 trailers and 43,200 towing devices. U-Haul, which offers rate transparency to self-storage customers through its 1-Year Price Lock, is the third largest storage operator in North America with 1,147,300 rentable storage units and 100.3 million square feet of self-storage space at owned and managed facilities. U-Haul is the top retailer of propane in the U.S. and the largest installer of permanent trailer hitches in the automotive aftermarket industry. Get the U-Haul app from the App Store or Google Play. SOURCE Forests Canada

Metroland Media Group

Aug 19th, 2026

WHAT'S GOING ON HERE? U-Haul planning major facility south of Muskoka.

WHAT'S GOING ON HERE? U-Haul planning major facility south of Muskoka. The facility will feature a three-storey, climate-controlled self-storage building on a 3.6-hectare site at the former Muskoka Store property. The company plans to hire more staff, including customer service reps, facility housekeepers, and forklift drivers, to support the operation. By Brent Cooper Gravenhurst Banner Wednesday, August 19, 2026 1 min to read Article was updated 23 hrs ago JOIN THE CONVERSATION * Brent Cooper/Metroland Work continues on the land that was the former home of the Muskoka Store, now the future location of a three-storey U-Haul corporate store/storage facility. U-Haul plans to build a major facility south of Gravenhurst over the next few years. Just the facts. * U-Haul International has confirmed it is building a three-storey climate-controlled self-storage facility at the former Muskoka Store property at 2266 Highway 11 North. * It says work is ongoing on the 3.6-hectare location to prepare the site, with the possibility of construction starting next year. A spokesperson said the company acquired the land in July. * U-Haul is currently operating out of a small log cabin on site, which is acting as a temporary showroom, with a full corporate store to include moving supplies, towing essentials, bundles of boxes, specialty bags, storage tote containers, locks and more. * The company will use a big boat salvaged from the old Muskoka Store and repurpose it in the new building once it is finished. * The Muskoka Store was first founded in 1979 by cottager Bruce Clark. Initially called Muskoka Windsurfing, the business has always been rooted in promoting all things outdoors. Over time, it evolved from a windsurfing store to an iconic cottage outfitter. * But in the past few years, the large building that housed the business for many years closed and was put up for sale. The operation continued in the small log cabin - now the U-Haul showroom - for a period of time until it too closed. * The company said its Bracebridge and Gravenhurst dealers will remain operational and these locations will not have as much equipment on site for its customers. In case extra equipment is needed, items would be located at the new corporate store and transported as required. * The company will be looking at hiring more staff once the new building is operational, according to the company. * Some of the available positions will be customer service reps, facility housekeepers to clean the storage, forklift operators and car jockeys to pull equipment from the dealers to the corporate store. ARTICLE CONTINUES BELOW

Market Wire News

Aug 10th, 2026

Now open: first U-Haul Center in Hot Springs features 850 storage units.

Now open: first U-Haul Center in Hot Springs features 850 storage units. MWN-AI** Summary. U-Haul has officially opened its first retail, moving, and self-storage facility in Hot Springs, located at 623 Files Road, to cater to the growing needs of Garland County residents. The new U-Haul Moving & Storage center, which began operations on July 24, spans 62,825 square feet and features over 850 self-storage units, including climate-controlled options. The facility is equipped with advanced security systems, drive-in access for loading and unloading in any weather, and fully ADA-compliant accessibility. U-Haul emphasizes affordability with its 1-Year Price Lock Guarantee, ensuring customers maintain a consistent monthly rate without price hikes for a full year, a competitive advantage against other industry players. The new location also provides truck and trailer sharing services, U-Box portable containers, hitch installations, and an extensive retail showroom for moving supplies. Additionally, there is a warehouse available for storing up to 600 U-Box containers. Company president Angela Cogar articulated the need for such a facility, given the city's growth and demand for climate-controlled storage. Soon, the center plans to introduce boat and RV storage options. U-Haul is committed to boosting local employment, with a plan to hire at least eight team members and a focus on recruiting veterans, enhancing job opportunities in the community. U-Haul, founded in 1945, is a leading choice for do-it-yourself movers with over 25,000 locations across North America and is recognized for its commitment to transparency and customer satisfaction. This development solidifies U-Haul's position within the self-storage market, complementing its extensive fleet and services across the continent. MWN-AI** Analysis. The recent opening of the U-Haul Center in Hot Springs, Arkansas, is a significant development that presents an interesting investment opportunity for those seeking exposure in the self-storage and moving industry. The new facility features over 850 climate-controlled storage units and incorporates modern amenities like high-tech security, drive-in access, and the innovative 1-Year Price Lock Guarantee. This pricing strategy is aligned with consumer trends favoring stability and transparency in service offerings, especially during periods of economic uncertainty marked by inflation. From a market perspective, U-Haul's entry into Hot Springs signals its commitment to addressing local demand and regional growth. The inclusion of climate-controlled options caters to specific consumer needs, which can help to shield the company from competitive pricing pressures typically seen in the storage market. Moreover, the anticipated expansion to include RV and boat storage could diversify its revenue streams, appealing to the local community that may value such services. In light of U-Haul's established market position and commitment to customer-centric pricing, investments in the company could be worthwhile. Its ability to effectively manage inflationary pressures through the Price Lock Guarantee not only differentiates it from competitors but may foster customer loyalty - a crucial element in the self-storage industry known for its competitive landscape. Furthermore, U-Haul's focus on local hiring reinforces its community-oriented approach, which can enhance brand visibility and acceptance in the area. Overall, stakeholders should consider U-Haul's innovative strategies and their responsiveness to market dynamics as promising catalysts for future growth. Investors seeking opportunities within the logistics and self-storage sectors may find U-Haul's recent initiatives in Hot Springs particularly appealing as a reflection of larger industry trends. **MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release. August 10, 2026 11:28:00 am U-Haul(R) has opened its first Company retail, moving and self-storage facility in Hot Springs at 623 Files Road to better meet the needs of Garland County. U-Haul Moving & Storage of Hot Springs U-Haul Moving & Storage of Hot Springs began serving do-it-yourself movers and storage customers on July 24. The 62,825-square-foot facility includes more than 850 self-storage units with climate-control options; high-tech security features; drive-in load and unload access for weather protection; ADA-accessible units; elevator and utility cart access; extended-hours access; and more. New self-storage rentals at U-Haul of Hot Springs come with the 1-Year Price Lock Guarantee, providing customers with a fair monthly rate to stay on budget with the certainty of no cost increases for at least a year. The Files Road location also offers truck and trailer sharing; U-Box(R) portable moving and storage containers; professional hitch installation; and a full line of boxes, moving supplies, and towing accessories from a spacious retail showroom. A U-Box warehouse on site provides storage capacity for 600 U-Box containers. "We've seen growth in the community of Hot Springs and the need for climate-controlled storage, so we decided to purchase land and build this state-of-the-art facility to serve the community," stated Angela Cogar, U-Haul Co. of Arkansas president. "We've seen a need for climate-controlled storage, and in the near future we'll also offer boat and RV storage." U-Haul will employ at least eight Team Members to staff the location. U-Haul will look to hire locally to promote job growth in the Hot Springs community. Honored as a Best for Vets leading veteran-friendly employer by The Military Times, U-Haul actively recruits veterans and gives them preference in the hiring process. Apply at uhauljobs.com. Early in 2026, U-Haul introduced the 1-Year Storage Price Lock to bolster trust with customers and draw a clear line between its major competitors that use substantial rate hikes and junk fees as part of their predatory pricing strategies to hurt budget-conscious consumers. "Other industry giants are using these bait-and-switch tactics while people are already dealing with high inflation," U-Haul CEO Joe Shoen stated in a March 2 press release. "It angers customers and dissolves trust in the entire industry. After 80 years in business, we know there is a better way to treat people." The price lock comes with benefits like: optional insurance on your storage unit (recommended but never mandatory); receive a free discus lock for your unit when renting on the U-Haul app or uhaul.com; and your first month of storage is free with a qualifying one-way equipment rental (in which case the price lock would apply to the next 11 months). This deal is now available at more than 2,100 U-Haul-owned and -operated centers across the U.S. and Canada. About U-HAUL Founded in 1945, U-Haul is the No. 1 choice of do-it-yourself movers with more than 25,000 rental locations across all 50 states and 10 Canadian provinces. The U-Haul app makes it easy for customers to use U-Haul Truck Share 24/7 to access trucks anytime through the self-dispatch and -return options on their smartphones with its patented Live Verify technology. Its customers' patronage has enabled the U-Haul fleet to grow to approximately 207,600 trucks, 136,500 trailers and 43,200 towing devices. U-Haul, which offers rate transparency to self-storage customers through its 1-Year Price Lock, is the third largest storage operator in North America with 1,147,300 rentable storage units and 100.3 million square feet of self-storage space at owned and managed facilities. U-Haul is the top retailer of propane in the U.S. and the largest installer of permanent trailer hitches in the automotive aftermarket industry. Get the U-Haul app from the App Store or Google Play. Dillon Rosenblatt Jeff Lockridge E-mail: [email protected] Phone: 602-263-6194 Website: uhaul.com FAQ**. How does the opening of the U-Haul Moving & Storage in Hot Springs impact the investment potential of U-Haul Holding Company Series N Non-Voting UHAL.B in the competitive self-storage market? The opening of the U-Haul Moving & Storage in Hot Springs enhances U-Haul Holding Company's investment potential in the competitive self-storage market by expanding its service offerings, increasing market share, and potentially boosting revenue through increased demand for storage solutions. In what ways could climate-controlled storage options at U-Haul facilities influence customer retention and revenue growth for U-Haul Holding Company Series N Non-Voting UHAL.B? Climate-controlled storage options at U-Haul can enhance customer retention and revenue growth by attracting clients with sensitive items, offering a competitive edge in the market, and increasing overall customer satisfaction through improved service quality and reliability. Considering the introduction of the 1-Year Price Lock Guarantee, how might this strategy affect the market share and financial performance of U-Haul Holding Company Series N Non-Voting UHAL.B compared to competitors? The introduction of the 1-Year Price Lock Guarantee could enhance U-Haul's market share and improve financial performance by attracting cost-conscious customers seeking stability, potentially giving U-Haul a competitive edge over rivals who do not offer similar guarantees. What are the potential employment and economic benefits for the Hot Springs community, and how might this local engagement influence the stock performance of U-Haul Holding Company Series N Non-Voting UHAL.B? The Hot Springs community may benefit from increased job creation and economic growth due to U-Haul's local engagement, which could enhance customer loyalty and demand, ultimately positively influencing the stock performance of U-Haul Holding Company Series N Non-Voting UHAL.B. **MWN-AI FAQ is based on asking OpenAI questions about U-Haul Holding Company Series N Non-Voting (NYSE: UHAL.B).

Realty Wire

Aug 7th, 2026

U-Haul grows self-storage revenue 6.8% as truck resale market stays soft.

U-Haul grows self-storage revenue 6.8% as truck resale market stays soft. U-Haul Holding Company grew self-storage revenue 6.8% and expanded its owned storage footprint to 1,642 locations, even as occupancy softened and overall profit declined. U-Haul Holding Company grew its self-storage business nearly 7% in its fiscal first quarter even as occupancy softened, while profit declined as its core truck-rental business faced headwinds, the company said in results released Aug. 5 for the quarter ended June 30. Self-storage revenue rose $15.9 million, or 6.8%, to $250.2 million. Same-store occupancy fell 4.5 percentage points to 88.3%, but revenue per square foot rose 7.6%, indicating the company pushed rates higher even as it filled a smaller share of its units. Self-moving equipment rental revenue, U-Haul's largest segment, totaled $1,087.6 million, and total consolidated revenue reached $1,682.0 million. Storage footprint keeps expanding. U-Haul's real estate footprint in self-storage continues to grow: the company added 18 new storage locations during the quarter, totaling 1.1 million net rentable square feet, bringing its owned portfolio to 1,642 locations with 74.7 million rentable square feet and roughly 1.15 million total storage units. Another 12 million net rentable square feet is in development or pending, pointing to continued expansion in a sector that has also seen major consolidation this year, including Public Storage's $10.5 billion acquisition of National Storage Affiliates. Overall profitability declined. Net earnings available to common shareholders fell to $122.9 million from $142.3 million a year earlier, and earnings per non-voting share dropped to 63 cents from 73 cents. Moving and Storage segment EBITDA decreased $8.5 million to $536.7 million, while trailing twelve-month adjusted EBITDA stood at $1,637.3 million. U-Haul's fleet includes 207,600 trucks, 136,500 trailers and 43,200 towing devices. Truck resale market still a drag, but improving. "The pickup and van resale market is tepid, yet we produced a gain on sale this quarter after several quarters of losses," said Joe Shoen, chairman of U-Haul Holding Company. "Our U-Haul truck resale team is thoughtfully gaining ground." U-Haul's storage growth mirrors a broader theme playing out across the self-storage REIT sector this year: operators are generally holding or raising rates even where occupancy has softened from pandemic-era peaks, betting that pricing power outweighs the benefit of chasing full buildings. Rival Extra Space Storage posted 4.9% core FFO growth in the second quarter with occupancy holding roughly steady, a somewhat different pattern from U-Haul's rate-over-occupancy tradeoff this quarter. What it means. The revenue, occupancy and profit figures are drawn directly from U-Haul's own earnings release, a primary source for the quarter's results. The occupancy decline alongside rising revenue per square foot suggests U-Haul is prioritizing rate growth over full occupancy in its storage business, a common strategy among storage operators when demand softens but pricing power remains. Shoen's comments on the truck resale market reflect the company's own read on a segment that has weighed on results for multiple quarters, and the modest gain on sale this quarter is presented by the company as an early sign of improvement rather than a confirmed trend reversal. What to watch: whether the 12 million square feet of storage space in U-Haul's development pipeline continues expanding the company's real estate footprint even as same-store occupancy softens, a combination that will test whether new supply outpaces demand in markets where U-Haul is building.

MarketBeat

Jul 27th, 2026

U-Haul (NYSE:UHAL) hits new 12-month high - time to buy?

U-Haul (NYSE:UHAL) hits new 12-month high - time to buy? July 27, 2026 Key points. * U-Haul shares reached a new 52-week high, trading as high as $73.06 and closing up 1.9%. The stock's market capitalization is approximately $14.27 billion, though its 303.02 P/E ratio indicates a highly elevated valuation. * Analyst sentiment is mixed but leans positive: MarketBeat reports an average "Moderate Buy" rating and an $85 price target, despite one recent downgrade to "sell." * U-Haul slightly beat quarterly EPS expectations, reporting a loss of $0.70 per share versus the estimated $0.72 loss, on $1.27 billion in revenue. Institutional and hedge-fund ownership remains limited at 3.63%. * Five stocks to consider instead of U-Haul. U-Haul Holding Company (NYSE:UHAL - Get Free Report) hit a new 52-week high on Monday. The stock traded as high as $73.06 and last traded at $72.9270, with a volume of 33223 shares. The stock had previously closed at $71.43. Analyst upgrades and downgrades. A number of equities analysts recently issued reports on the company. Wall Street Zen cut U-Haul from a "hold" rating to a "sell" rating in a report on Saturday. Weiss Ratings upgraded U-Haul from a "sell (d)" rating to a "sell (d+)" rating in a research report on Friday. Citizens Jmp began coverage on U-Haul in a report on Wednesday, July 15th. They issued a "mkt outperform" rating and a $90.00 price target for the company. Finally, Citigroup initiated coverage on shares of U-Haul in a research note on Wednesday, July 15th. They issued an "outperform" rating for the company. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $85.00. U-Haul stock up 1.9%. The company's 50-day moving average is $62.33 and its 200 day moving average is $55.14. The stock has a market capitalization of $14.27 billion, a PE ratio of 303.02 and a beta of 1.11. The company has a current ratio of 1.94, a quick ratio of 1.73 and a debt-to-equity ratio of 1.04. U-Haul (NYSE:UHAL - Get Free Report) last issued its quarterly 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 business had revenue of $1.27 billion for the quarter. U-Haul had a net margin of 1.38% and a return on equity of 1.06%. As a group, analysts anticipate that U-Haul Holding Company will post 1.32 EPS for the current year. Hedge funds weigh in on U-Haul. Several hedge funds have recently made changes to their positions in UHAL. Tudor Investment Corp ET AL grew its stake in 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 purchasing an additional 59,699 shares during the last quarter. Inceptionr LLC purchased a new position in shares of U-Haul in the first quarter worth about $709,000. Deltroit Asset Management UK LLP acquired a new stake in shares of U-Haul during the fourth quarter worth about $5,182,000. Virtu Financial LLC lifted its holdings in shares of U-Haul by 127.8% during the fourth quarter. Virtu Financial LLC now owns 34,159 shares of the company's stock worth $1,722,000 after purchasing an additional 19,165 shares during the period. Finally, Inscription Capital LLC purchased a new stake in U-Haul in the fourth quarter valued at approximately $223,000. 3.63% of the stock is owned by institutional investors and hedge funds. 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. Discover more Financial Markets News ETF Screener Tool 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. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. 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