InsidersTradesSigma
Track the AMERCO share price and the full directors' dealings record of the company, a listed equity based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Industrials sector, AMERCO has recorded 29 reports. Market capitalisation: €13.9bn. The latest transaction was reported on 9 December 2022 (Acquisition). Among the most active insiders: Willow Grove Holdings LP. All data is openly available.
29
Insider Decl.
n/a
Thresholds
€102m
17 ops.
Buy Volume
€10m
8 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate AMERCO Buy (bullish), based on 3 analysts. Average price target: US$88.28.
59Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,519 of 29,064 companies
38.0
score / 100
Value32
Quality44
FCF yld-9.3%
Earn yld0.6%
EV/EBITDA12.9x
ROE0.8%
Gross mgn86%
Net mgn1.4%
Debt/EBITDA4.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 December 2022
Declarations29 total
35,013 shares@ US$63.8151.9% of flowCommon StockSEC:0001104659-22-125978:0
Canonical exit: 7 Mar 2023 (T+90)
35,013 shares@ US$63.8152.3% of flowCommon StockSEC:0001104659-22-125980:0
Canonical exit: 7 Mar 2023 (T+90)
35,013 shares@ US$63.77521.8% of flowCommon StockSEC:0001104659-22-125979:0
Canonical exit: 7 Mar 2023 (T+90)
92,295 shares@ US$58.8594.7% of flowCommon StockSEC:0001104659-22-123372:0
Canonical exit: 26 Feb 2023 (T+90)
92,295 shares@ US$58.85953.6% of flowCommon StockSEC:0001104659-22-123371:0
Canonical exit: 26 Feb 2023 (T+90)
92,295 shares@ US$58.8595.6% of flowCommon StockSEC:0001104659-22-123370:0
Canonical exit: 26 Feb 2023 (T+90)
428 shares@ US$58.50100.0% of flowSeries N Common StockSEC:0001225208-22-011946:0
Canonical exit: 21 Feb 2023 (T+90)
47,087 shares@ US$52.7482.1% of flowCommon StockSEC:0001104659-22-120422:0
Canonical exit: 14 Feb 2023 (T+90)
47,087 shares@ US$52.7482.6% of flowCommon StockSEC:0001104659-22-120421:0
Canonical exit: 14 Feb 2023 (T+90)
47,087 shares@ US$52.74824.5% of flowCommon StockSEC:0001104659-22-120423:0
Canonical exit: 14 Feb 2023 (T+90)
200 shares@ US$471.500.0010% mcap100.0% of flowCommon StockSEC:0001225208-22-007922:0
Canonical exit: 8 Sept 2022 (T+90)
14,750 shares@ US$720.750.10% mcap9.2% of flowCommon StockSEC:0001225208-21-015163:0
8,548 shares@ US$720.750.059% mcap6.5% of flowCommon StockSEC:0001140361-21-042483:0
316 shares0Common StockSEC:0001140361-21-042485:0
8,548 shares@ US$720.750.059% mcap5.3% of flowCommon StockSEC:0001140361-21-042487:0
250 shares@ US$706.19540.0017% mcap50.0% of flowCommon StockSEC:0001225208-21-014826:0
5 shares@ US$536.8632100.0% of flowCommon StockSEC:0001225208-21-009694:0
Canonical exit: 14 Sept 2021 (T+90)
80,000 shares@ US$552.0670.5% of flowCommon StockSEC:0001140361-21-021228:0
Canonical exit: 13 Sept 2021 (T+90)
1,800 shares0Common StockSEC:0001140361-21-021224:0
80,000 shares@ US$552.0659.6% of flowCommon StockSEC:0001140361-21-021227:0
Canonical exit: 13 Sept 2021 (T+90)
75 shares@ US$558.73100.0% of flowCommon StockSEC:0001225208-21-009276:0
7,562,884 sharesCommon StockSEC:0001225208-16-025624:0
Canonical exit: 1 May 2016 (T+90)
714,700 sharesCommon StockSEC:0001225208-16-025624:1
Canonical exit: 1 May 2016 (T+90)
30,000 sharesCommon StockSEC:0001225208-16-025624:2
Canonical exit: 1 May 2016 (T+90)
3,433,772 sharesCommon StockSEC:0001225208-16-025625:0
25 of 29 declarations
关于 AMERCO
AMERCO /NV/（股票代码：UHAL）是一家在美国上市的公司，通过其运营控股公司结构 U-Haul Holding Company 在纽约证券交易所/纳斯达克交易。从国际股权角度来看，AMERCO 最好被理解为一个垂直整合的搬家和仓储平台，而非纯粹的设备租赁公司。其核心业务归属于 U-Haul International, Inc.，同时还包括 Oxford Life Insurance Company、Repwest Insurance Company 和 Amerco Real Estate Company。（[investors.uhaul.com](https://investors.uhaul.com/)） 该公司由 Shoen 家族于 1945 年创立，其核心理念是“共享使用”：通过租赁和服务模式而非所有权来最大化资产利用率。这一创始原则至今仍定义着公司的业务。U-Haul 的产品包括租赁卡车、拖车、便携式搬家和仓储集装箱、自助仓储空间、搬家用品、牵引配件以及相关服务。公司还强调在线和现场便利性，旨在为家庭和小型企业的搬家需求提供一站式解决方案。（[investors.uhaul.com](https://investors.uhaul.com/)） 从竞争角度来看，AMERCO 受益于北美自助搬家领域最强大的品牌之一、非常广泛的租赁足迹以及在设备和仓储方面的显著规模优势。管理层称 U-Haul 拥有美国和加拿大最大的租赁设备车队和最广泛的租赁网点。它还将该集团描述为第三大自助仓储运营商，这使其对一个庞大但分散的市场具有多元化的敞口。这种租赁活动、仓储入住率和辅助产品的组合有助于围绕高度重复的生活事件使用场景（搬家）实现收入多元化。（[investors.uhaul.com](https://investors.uhaul.com/)） 从地理上看，该业务主要集中在美国，加拿大也是其运营范围的一部分。公司的投资者关系材料将内华达州里诺列为总部所在地，近期发布的文件也继续提及该基地。（[investors.uhaul.com](https://investors.uhaul.com/earnings_releases.aspx?utm_source=openai)） 近期发展表明报告节奏活跃，业务仍专注于资本配置和运营执行。U-Haul Holding Company 于 2026 年 2 月 4 日发布了 2026 财年第三季度业绩，报告称普通股股东可获得的净收益较去年同期有所下降，但搬家和仓储业务仍显示出持续的活动。公司还在 2026 年 3 月宣布了季度现金股息，强调股东回报仍然是资本结构故事的一部分。对于欧洲投资者而言，AMERCO 代表着一家成熟、资产密集型、品牌主导的美国企业，拥有稳定的终端市场需求、对自助仓储动态的敞口，以及受车队利用率、入住率趋势以及设备和房地产投资时机影响的财务状况。（[investors.uhaul.com](https://investors.uhaul.com/news_article.aspx?id_pdf=3182618&utm_source=openai)）
