U-Haul: Self-Storage Growth Doesn't Justify Buy or Hold, Sell Recommendation

The article discusses U-Haul Holding Company and recommends a sell rating due to the company's self-storage growth not warranting a buy or hold recommendation. The author previously recommended a strong sell on December 26, 2024, when the price-per-share was $69.98. The stock price has subsequently tracked contributor performance, but no further information is provided.

U-Haul Holding Company (UHALB), a leading provider of do-it-yourself moving and storage solutions, has seen its stock price fluctuate in recent quarters. The company's self-storage segment, while a significant revenue driver, has not been enough to justify a buy or hold recommendation, according to analysts. This article explores the reasons behind the sell rating and the company's recent financial performance.

As of March 31, 2022, U-Haul Holding Company operated approximately 1,844 self-storage locations with 876,000 rentable storage units [1]. The company's self-storage segment has been a key contributor to its revenue, but its growth has not been sufficient to warrant a positive investment outlook. Analysts have cited concerns over the segment's ability to maintain its growth trajectory and the potential impact of market saturation.

The company's stock price has been tracking its performance, with shares trading at $70.44 on January 1, 2024, and decreasing by 13.1% to $61.19 by July 2, 2025 [2]. This decrease has been attributed to various factors, including the company's self-storage growth not meeting expectations and the overall market conditions.

U-Haul Holding Company's self-storage segment has been facing increased competition from other players in the market, such as Public Storage and CubeSmart. Additionally, the company's reliance on a single segment for growth has made it vulnerable to market fluctuations. Analysts have recommended a sell rating due to these concerns, suggesting that investors may want to consider other opportunities in the market.

In conclusion, U-Haul Holding Company's self-storage growth has not been sufficient to warrant a buy or hold recommendation. The company's stock price has been tracking its performance, with shares decreasing by 13.1% since January 1, 2024. Analysts have cited concerns over market saturation and increased competition as reasons for the sell rating.

References:
[1] https://www.marketbeat.com/stocks/NASDAQ/UHALB/
[2] https://www.marketbeat.com/stocks/NASDAQ/UHALB/