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Is U-Haul (UHAL) Turning Migration Data Into a Lasting Edge in Self-Storage Scale?

Simply Wall St · 4d ago
  • U-Haul Holding Company recently released its latest Growth Index highlighting continued in-migration to Texas and Florida and persistent out-migration from California, while also reaffirming its role as one of North America’s largest moving and self-storage providers.
  • On 8 January 2026, U-Haul’s participation at KeyBanc Capital Markets’ Self-Storage Investor Forum in New York gave investors direct insight into how these migration flows intersect with the company’s extensive network of more than 25,000 locations and over 1.1 million rentable storage units.
  • We’ll now explore how U-Haul’s migration insights, especially Texas and Florida’s strong in-migration, may influence the company’s existing investment narrative.

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U-Haul Holding Investment Narrative Recap

To own U-Haul Holding, you need to believe in the durability of do-it-yourself moving and self-storage demand across North America, supported by U-Haul’s scale and integrated network. The latest Growth Index and participation in KeyBanc’s Self-Storage Investor Forum reinforce U-Haul’s data advantage around migration flows, but they do not materially change the near term focus on easing fleet imbalances and managing competitive pressure in both truck rental and self-storage.

The most relevant recent development here is U-Haul’s January 8, 2026 appearance at KeyBanc’s Self-Storage Investor Forum, which put its 25,000-plus locations and 1.1 million rentable storage units in the context of Texas and Florida in-migration. For investors, this matters mainly in how management frames progress on expanding self-storage capacity and the U-Box business, both of which sit at the center of the company’s current growth catalysts.

Yet while migration trends look supportive, investors still need to be aware of how competitive pressure in truck rentals could...

Read the full narrative on U-Haul Holding (it's free!)

U-Haul Holding's narrative projects $6.3 billion revenue and $709.9 million earnings by 2028. This requires 2.8% yearly revenue growth and about a $342.8 million earnings increase from $367.1 million today.

Uncover how U-Haul Holding's forecasts yield a $89.84 fair value, a 69% upside to its current price.

Exploring Other Perspectives

UHAL 1-Year Stock Price Chart
UHAL 1-Year Stock Price Chart

Simply Wall St Community members have only two fair value estimates for U-Haul, ranging widely from US$4.79 to US$89.84, underscoring very different expectations. You can weigh those views against current concerns about compressed profit margins and higher operating costs, which may influence how U-Haul’s scale and migration insights ultimately translate into shareholder returns.

Explore 2 other fair value estimates on U-Haul Holding - why the stock might be worth less than half the current price!

Build Your Own U-Haul Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your U-Haul Holding research is our analysis highlighting 3 important warning signs that could impact your investment decision.
  • Our free U-Haul Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate U-Haul Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.