UHAL U-Haul Holding Company Common Stock
$73,62
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$42–$76
92% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$88
+19% upside
P/E (TTM)
—
ROE
1.1%
Margen de Beneficio Neto
1.4%
Acerca de U-Haul Holding Company Common Stock Descripción general de la empresa de Wikipedia
UHAL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$73.61
Capitalización Bursátil
—
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
$6.04B
Rendimiento div.
—
ROE
1.1%
Deuda/Capital
—
Rango 52S
$42 – $76
UHAL Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$6.04B
2024-03-31
→
2026-03-31
BPA
—
Flujo de caja libre
$-1.36B
2024-03-31
→
2026-03-31
Márgenes
1.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
UHAL
Mediana de Pares
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
UHAL
Mediana de Pares
Operating Margin (Margen Operativo)
7.2%
—
Net Profit Margin (Margen de Beneficio Neto)
1.4%
2.0%
ROA
0.40%
2.3%
ROE
1.1%
4.0%
ROIC
4.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
UHAL
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
UHAL
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
0.97%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.9%
—
Net Income YoY (Beneficio Neto interanual)
-77.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
UHAL
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 2 de septiembre de 2022 | $0,0500 |
| 14 de abril de 2022 | $0,0500 |
| 15 de octubre de 2021 | $0,0500 |
| 3 de septiembre de 2021 | $0,0500 |
| 23 de junio de 2021 | $0,0500 |
| 18 de diciembre de 2020 | $0,2000 |
| 3 de septiembre de 2020 | $0,0500 |
| 18 de diciembre de 2019 | $0,0500 |
| 6 de septiembre de 2019 | $0,0500 |
| 20 de marzo de 2019 | $0,0500 |
| 19 de diciembre de 2018 | $0,0500 |
| 7 de septiembre de 2018 | $0,0500 |
| 20 de junio de 2018 | $0,0500 |
| 22 de marzo de 2018 | $0,0500 |
| 20 de diciembre de 2017 | $0,0500 |
| 18 de julio de 2017 | $0,1000 |
| 21 de febrero de 2017 | $0,1000 |
| 18 de octubre de 2016 | $0,1000 |
| 1 de abril de 2016 | $0,1000 |
| 14 de septiembre de 2015 | $0,3000 |
UHAL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 4 44,4%
- Mantener 3 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-18
Mediana
$90.00
Media
$87.62
← Por Debajo de Todos los Objetivos
$73.61
Mín
$73.85
Máx
$99.00
Objetivo mediano
$90.00
+22,3%
Objetivo medio
$87.62
+19,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.19%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $-0.70 | $-0.69 | — |
| 30 de junio de 2026 | $0.58 | $0.77 | -0.18% |
| 31 de marzo de 2026 | $-0.70 | $-0.69 | -0.01% |
| 31 de diciembre de 2025 | $-0.23 | $-0.03 | -0.20% |
| 30 de septiembre de 2025 | $0.49 | $0.69 | -0.20% |
| 30 de junio de 2025 | $0.68 | $0.94 | -0.26% |
| 31 de marzo de 2025 | $-0.46 | $-0.17 | -0.29% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| UHAL | — | — | 3.6% | 1.4% | 1.1% | — |
| ODFL | $32.70B | 32.4 | -5.5% | 18.6% | 24.0% | — |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | — |
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | — |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | — |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | — |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | — |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | — |
| LSTR | — | 44.1 | -1.6% | 2.4% | 13.0% | — |
| SNDR | — | 45.0 | 7.2% | 1.8% | 3.4% | — |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.04B | $5.83B | $5.63B | $5.86B | $5.74B | $4.54B | $3.98B | $3.77B | $3.60B | $3.42B | $3.28B | $3.07B | |
| Cost of Revenue | $247M | $234M | $242M | $263M | $260M | $214M | $164M | $162M | $160M | $152M | $145M | $146M | |
| Operating Expenses | $3.42B | $3.28B | $3.13B | $3.02B | $4.09B | $2.19B | $2.12B | $1.98B | $1.81B | $1.57B | $1.47B | $1.48B | |
| Operating Income | $433M | $716M | $978M | $1.45B | $1.65B | $961M | $540M | $621M | $765M | $743M | $867M | $663M | |
| Interest Expense | $365M | $296M | $256M | $224M | $167M | $164M | $161M | $142M | $127M | $113M | $98M | $98M | |
| Pretax Income | $113M | $478M | $840M | $1.22B | $1.48B | $797M | $378M | $478M | $638M | $628M | $769M | $561M | |
| Income Tax | $30M | $110M | $211M | $295M | $352M | $186M | $-64M | $107M | $-153M | $230M | $280M | $205M | |
| Net Income | $83M | $367M | $629M | $924M | $1.12B | $611M | $442M | $371M | $791M | $398M | $489M | $357M | |
| Shares (Basic) | 196,077,880 | 196,077,880 | 196,077,880 | · | 19,607,788 | 19,607,788 | 19,603,708 | · | · | · | · | · | |
| EBITDA | $433M | $716M | $978M | $1.44B | $1.64B | $961M | $540M | $621M | $764M | $742M | $867M | $663M |
Balance general 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.12B | $989M | $1.53B | $2.06B | $2.70B | $1.19B | $494M | $674M | $759M | $698M | $601M | $442M | |
| Short-term Investments | · | · | · | $16M | $31M | $7M | $7M | $6M | $10M | $15M | $35M | $48M | |
| Inventory | $178M | $163M | $151M | $151M | $159M | $106M | $101M | $104M | $90M | $82M | $80M | $69M | |
| Prepaid Expense | $10M | · | · | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $16.38B | $15.11B | $13.13B | $11.35B | $9.63B | $8.33B | $7.84B | $7.93B | $6.82B | $5.98B | $5.02B | $4.11B | |
| PP&E (Gross) | $23.24B | $21.00B | $18.19B | $15.66B | $13.36B | $11.41B | $10.56B | $11.02B | $9.54B | $8.36B | $7.15B | $6.05B | |
| Accum. Depreciation | $6.86B | $5.89B | $5.05B | $4.31B | $3.73B | $3.08B | $2.71B | $3.09B | $2.72B | $2.38B | $2.13B | $1.94B | |
| Total Assets | $21.50B | $20.48B | $19.06B | $18.10B | $17.33B | $14.65B | $14.69B | $11.89B | $10.75B | $9.41B | $8.11B | $6.86B | |
| Deferred Tax | $1.56B | $1.49B | $1.45B | $1.33B | $1.29B | $1.20B | $1.18B | $751M | $658M | $835M | $654M | $527M | |
| Total Liabilities | $13.89B | $12.98B | $11.89B | $11.60B | $11.35B | $9.73B | $9.85B | $8.20B | $7.34B | $6.79B | $5.86B | $4.99B | |
| Long-term Debt | $8.12B | $7.23B | $6.30B | $6.14B | $6.06B | $4.70B | $4.65B | $4.19B | $3.54B | · | · | · | |
| Common Stock | · | · | · | $176.0K | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $463M | $463M | $463M | $454M | $454M | $454M | $454M | $453M | $453M | $452M | $452M | $450M | |
| Retained Earnings | $7.98B | $7.93B | $7.60B | $7.00B | $6.12B | $5.03B | $5.02B | $3.98B | $3.64B | $2.89B | $2.53B | $2.14B | |
| AOCI | $-164M | $-229M | $223M | $286M | $46M | $107M | $42M | $-67M | $-5M | $-51M | $-61M | $-34M | |
| Stockholders' Equity | $7.61B | $7.50B | $7.17B | $6.50B | $5.95B | $4.92B | $4.85B | $3.69B | $3.41B | $2.62B | $2.25B | $1.88B | |
| Liabilities + Equity | $21.50B | $20.48B | $19.06B | $18.10B | $17.30B | $14.65B | $14.69B | $11.89B | $10.75B | $9.41B | $8.11B | $6.87B |
Flujo de Efectivo 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $50M | $45M | $100M | $162M | $100M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $1.79B | $1.45B | $1.45B | $1.73B | $1.95B | $1.54B | $1.08B | $976M | $938M | $1.06B | $1.05B | $759M | |
| CapEx | $3.15B | $3.45B | $2.99B | $2.72B | $2.14B | $1.44B | $2.31B | $1.87B | $1.36B | $1.42B | $1.51B | $1.04B | |
| Investing Cash Flow | $-2.26B | $-2.89B | $-2.05B | $-2.42B | $1.87B | $-1.13B | $-1.77B | $-1.57B | $-898M | $-1.18B | $-1.26B | $-755M | |
| Dividends Paid | · | · | $0 | $20M | $29M | $49M | $29M | $39M | $29M | $59M | $78M | $20M | |
| Financing Cash Flow | $595M | $895M | $67M | $60M | $1.43B | $287M | $512M | $515M | $17M | $224M | $389M | $-46M | |
| Net Change in Cash | $131M | $-546M | $-526M | $-644M | $1.51B | $700M | $-179M | $-86M | $62M | $97M | $159M | $-53M | |
| Taxes Paid | $117M | $95M | $69M | $146M | $5M | $29M | $7M | $4M | $69M | $37M | $142M | $195M | |
| Free Cash Flow | $-1.36B | $-2.00B | $-1.54B | $-994M | $-190M | $94M | $-1.23B | $-894M | $-427M | $-399M | $-468M | $-304M | |
| Levered FCF | $-1.63B | $-2.23B | $-1.73B | $-1.16B | $-318M | $-31M | · | $-1.01B | $-585M | $-471M | $-530M | $-366M |
Rentabilidad 7
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 7.2% | 12.3% | 17.4% | 24.6% | 28.7% | 21.2% | 13.6% | 16.5% | 21.2% | 21.7% | 26.5% | 21.6% | |
| Net Margin | 1.4% | 6.3% | 11.2% | 15.7% | 19.6% | 13.5% | 11.1% | 9.8% | 21.9% | 11.6% | 14.9% | 11.6% | |
| Pretax Margin | 1.9% | 8.2% | 14.9% | 20.8% | 25.7% | 17.5% | 9.5% | 12.7% | 17.7% | 18.4% | 23.5% | 18.3% | |
| EBITDA Margin | 7.2% | 12.3% | 17.4% | 24.6% | 28.7% | 21.2% | 13.6% | 16.5% | 21.2% | 21.7% | 26.5% | 21.6% | |
| ROA | 0.40% | 1.8% | 3.3% | 5.1% | 6.6% | 4.2% | 3.3% | 3.1% | 7.4% | 4.3% | 6.2% | 5.2% | |
| ROE | 1.1% | 5.0% | 9.2% | 14.8% | 20.8% | 12.6% | 11.2% | 10.4% | 26.2% | 16.4% | 23.6% | 20.9% | |
| ROIC | 4.2% | 7.3% | 10.2% | 16.8% | 21.3% | 15.2% | · | 13.1% | 27.8% | 18.0% | 24.5% | 22.4% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 1.2 | 2.4 | 3.8 | 6.4 | 9.8 | 5.9 | · | 4.4 | 6.0 | 6.5 | 8.9 | 6.8 |
Eficiencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | |
| Inventory Turnover | 1.4 | 1.5 | 1.6 | 1.7 | 2.0 | 2.1 | 1.6 | 1.7 | 1.9 | 1.9 | 1.9 | 2.1 |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 3.6% | -4.1% | 2.2% | 26.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.97% | 0.51% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -77.3% | -41.6% | -32.0% | -17.8% | 84.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -55.2% | -31.1% | 0.96% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -32.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.04B | $5.83B | $5.63B | $5.86B | $5.74B | $4.54B | $3.98B | $3.77B | $3.60B | $3.42B | $3.28B | $3.07B | |
| Net Income TTM | $83M | $367M | $629M | $924M | $1.12B | $611M | $442M | $371M | $791M | $398M | $489M | $357M | |
| Payout Ratio | · | · | 0.00% | 2.1% | 2.6% | 8.0% | 6.7% | 10.6% | 3.7% | 14.8% | 16.0% | 5.5% | |
| Annual Payout | · | · | $0 | $20M | $29M | $49M | $29M | $39M | $29M | $59M | $78M | $20M |
Estado de resultados 10
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.68B | $1.27B | $1.42B | $1.72B | $1.63B | $1.23B | $1.39B | $1.66B | $1.55B | $1.10B | $1.34B | $1.65B | $1.54B | $1.38B | $1.70B | $1.60B | |
| Cost of Revenue | $72M | $56M | $51M | $68M | $72M | $53M | $53M | $62M | $66M | $53M | $52M | $67M | $71M | $55M | $73M | $80M | |
| Operating Expenses | $887M | $830M | $849M | $910M | $827M | $812M | $782M | $891M | $790M | $-384M | $1.14B | $1.23B | $1.14B | $733M | $812M | $733M | |
| Operating Income | $251M | $-76M | $34M | $218M | $257M | $-43M | $151M | $302M | $306M | $-42M | $198M | $422M | $400M | $320M | $520M | $496M | |
| Interest Expense | $98M | $97M | $96M | $90M | $82M | $80M | $77M | $71M | $67M | $64M | $67M | $64M | $61M | $59M | $57M | $50M | |
| Pretax Income | $162M | $-261M | $52M | $137M | $185M | $-115M | $89M | $246M | $256M | $14M | $130M | $358M | $339M | $261M | $461M | $445M | |
| Income Tax | $39M | $-60M | $15M | $31M | $43M | $-32M | $22M | $59M | $61M | $15M | $31M | $85M | $82M | $62M | $112M | $107M | |
| Net Income | $123M | $-202M | $37M | $106M | $142M | $-82M | $67M | $187M | $195M | $-863.0K | $99M | $274M | $257M | $199M | $350M | $338M | |
| Shares (Basic) | 195,869,719 | · | · | · | 196,077,880 | · | · | · | · | · | · | · | · | · | 19,607,788 | 19,607,788 | |
| EBITDA | $251M | · | $34M | $218M | $257M | · | $151M | $302M | $306M | · | $198M | $422M | $400M | $320M | $522M | $491M |
Balance general 16
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.10B | $1.12B | $1.03B | $1.08B | $877M | $989M | $1.02B | $1.44B | $1.15B | $1.53B | $1.81B | $2.15B | $2.38B | $2.51B | $3.07B | $3.10B | |
| Inventory | $180M | $178M | $175M | $176M | $173M | $163M | $155M | $158M | $158M | $151M | $155M | $162M | $165M | $150M | $166M | $165M | |
| Prepaid Expense | · | $10M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $16.72B | $16.38B | $16.23B | $16.03B | $15.59B | $15.11B | $14.88B | $14.33B | $13.75B | $13.13B | $12.80B | $12.40B | $11.84B | $10.92B | $10.47B | $10.02B | |
| PP&E (Gross) | $23.80B | $23.24B | $22.84B | $22.41B | $21.77B | $21.00B | $20.54B | $5.80B | $5.55B | $18.19B | $17.69B | $17.06B | $16.32B | $15.08B | $14.51B | $13.91B | |
| Accum. Depreciation | $7.07B | $6.86B | $6.62B | $6.38B | $6.18B | $5.89B | $5.67B | $5.47B | $5.21B | $5.05B | $4.89B | $4.67B | $4.49B | $4.17B | $4.04B | $3.89B | |
| Total Assets | $21.66B | $21.50B | $21.62B | $21.43B | $20.85B | $20.48B | $20.33B | $20.13B | $19.31B | $19.06B | $19.00B | $19.02B | $18.61B | $18.12B | $18.14B | $17.83B | |
| Deferred Tax | $1.59B | $1.56B | $1.61B | $1.57B | $1.50B | $1.49B | $1.51B | $1.50B | $1.47B | $1.45B | $1.43B | · | · | · | · | · | |
| Total Liabilities | $14.00B | $13.89B | $13.87B | $13.66B | $13.19B | $12.98B | $12.70B | $12.61B | $11.95B | $11.89B | $11.91B | $11.99B | $11.84B | $11.70B | $11.83B | $11.76B | |
| Long-term Debt | $8.15B | $8.12B | $8.06B | $7.73B | · | $7.23B | $6.93B | $6.79B | · | · | $6.47B | $6.44B | $6.32B | $6.24B | $6.34B | $6.27B | |
| Common Stock | · | · | · | · | · | · | · | · | · | · | · | · | · | $176.0K | · | · | |
| Paid-in Capital | $463M | $463M | $463M | $463M | $463M | $463M | $463M | $463M | $463M | $463M | $454M | $454M | $454M | $454M | $454M | $454M | |
| Retained Earnings | $8.09B | $7.98B | $8.12B | $8.16B | $8.07B | $7.93B | $8.02B | $7.96B | $7.79B | $7.60B | $7.61B | $7.52B | $7.25B | $6.91B | $6.72B | $6.38B | |
| AOCI | $-181M | $-164M | $-168M | $-190M | $-200M | $-229M | $187M | $241M | $232M | $223M | $309M | $-276M | $-262M | $-284M | $-192M | $-89M | |
| Stockholders' Equity | $7.66B | $7.61B | $7.74B | $7.77B | $7.66B | $7.50B | $7.63B | $7.52B | $7.35B | $7.17B | $7.09B | $7.03B | $6.78B | $6.41B | $6.31B | $6.07B | |
| Liabilities + Equity | $21.66B | $21.50B | $21.62B | $21.43B | $20.85B | $20.48B | $20.33B | · | · | $19.06B | $19.00B | $19.02B | $18.61B | $18.12B | $18.14B | $17.83B |
Flujo de Efectivo 11
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $630M | $404M | $241M | $552M | $598M | $199M | $272M | $530M | $454M | $213M | $303M | $472M | $466M | $328M | $537M | $651M | |
| CapEx | $822M | $552M | $688M | $998M | $917M | $589M | $936M | $964M | $963M | $592M | $737M | $891M | $774M | $741M | $689M | $646M | |
| Investing Cash Flow | $-571M | $-250M | $-515M | $-733M | $-764M | $-452M | $-841M | $-795M | $-803M | $-336M | $-624M | $-798M | $-289M | $-767M | $-627M | $-478M | |
| Stock Repurchased | $16M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-16M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | $14M | $0 | $0 | $10M | $10M | |
| Financing Cash Flow | $-78M | $-63M | $220M | $390M | $47M | $223M | $161M | $542M | $-31M | $-145M | $-22M | $97M | $137M | $-116M | $67M | $225M | |
| Net Change in Cash | $-23M | $88M | $-51M | $206M | $-112M | $-29M | $-418M | $282M | $-381M | $-271M | $-339M | $-232M | $317M | $-167M | $-33M | $394M | |
| Taxes Paid | $88M | $116M | $-2M | $1M | $2M | $25M | $13M | $54M | $4M | · | · | · | · | · | · | · | |
| Free Cash Flow | $-192M | · | · | · | $-318M | · | · | · | $-509M | · | · | · | $-308M | · | · | $5M | |
| Levered FCF | $-267M | · | · | · | $-381M | · | · | · | $-560M | · | · | · | $-354M | · | · | $-32M |
Rentabilidad 7
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.9% | · | 2.4% | 12.7% | 15.8% | · | 10.9% | 18.2% | 19.8% | · | 14.8% | 25.6% | 25.9% | 23.3% | 30.7% | 30.7% | |
| Net Margin | 7.3% | · | 2.6% | 6.1% | 8.7% | · | 4.8% | 11.3% | 12.6% | · | 7.4% | 16.6% | 16.7% | 14.5% | 20.7% | 20.9% | |
| Pretax Margin | 9.6% | · | 3.6% | 8.0% | 11.4% | · | 6.4% | 14.8% | 16.6% | · | 9.7% | 21.7% | 22.0% | 19.0% | 27.2% | 27.6% | |
| EBITDA Margin | 14.9% | · | 2.4% | 12.7% | 15.8% | · | 10.9% | 18.2% | 19.8% | · | 14.8% | 25.6% | 25.9% | 23.3% | 30.7% | 30.7% | |
| ROA | 0.58% | · | 0.18% | 0.52% | 0.72% | · | 0.33% | · | · | · | 0.53% | 1.5% | 1.4% | 1.1% | 2.0% | 2.0% | |
| ROE | 1.6% | · | 0.48% | 1.4% | 2.0% | · | 0.89% | · | · | · | 1.5% | 4.1% | 4.0% | 3.3% | 5.9% | 6.0% | |
| ROIC | 2.5% | · | 0.31% | 2.2% | 2.6% | · | 1.5% | · | · | · | 2.1% | 4.6% | 4.5% | 3.8% | 6.3% | 6.1% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.6 | · | 0.4 | 2.4 | 3.1 | · | 2.0 | 4.2 | 4.6 | · | 2.9 | 6.6 | 6.6 | 5.4 | 9.1 | 9.9 |
Eficiencia 2
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | · | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Inventory Turnover | 0.4 | · | 0.3 | 0.4 | 0.4 | · | · | · | · | · | 0.3 | 0.4 | 0.4 | 0.3 | 0.5 | 0.6 |
Valoración (TTM) 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.45B | · | $6.15B | $6.40B | $6.23B | · | $5.93B | $6.20B | $6.08B | · | $5.91B | $6.27B | $6.22B | $6.08B | $6.37B | $6.14B | |
| Net Income TTM | $408M | · | $352M | $502M | $592M | · | $549M | $755M | $825M | · | $828M | $1.08B | $1.14B | $1.17B | $1.38B | $1.37B | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | · | · | 0.00% | · | · | 2.9% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $6.04B | — | $5.83B | — | — |
| Margen Operativo % | 7.2% | — | 12.3% | — | — |
| Beneficio neto | $83M | — | $367M | — | — |
Flujo de Efectivo
| 2026-03-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-1.36B | — | $-2.00B | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 250 declarantes · $485.9M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 54 (+19 vs trimestre anterior) | 22 (-2 vs trimestre anterior) | 72 (+12 vs trimestre anterior) | 46 (-11 vs trimestre anterior) | +2.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $40 336 234 | 616 385 | 8,30% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $38 212 576 | 583 933 | 7,86% | Acciones |
| NORGES BANK | $35 761 389 | 546 476 | 7,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $27 848 057 | 425 551 | 5,73% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $27 187 768 | 415 461 | 5,60% | Acciones |
| Scharf Investments, LLC | $26 966 935 | 412 078 | 5,55% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $23 595 635 | 360 569 | 4,86% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $22 970 618 | 351 018 | 4,73% | Acciones |
| Quantinno Capital Management LP | $21 449 670 | 327 776 | 4,41% | Acciones |
| YACKTMAN ASSET MANAGEMENT LP | $21 292 605 | 325 376 | 4,38% | Acciones |
| Gotham Asset Management, LLC | $14 515 574 | 221 815 | 2,99% | Acciones |
| STATE STREET CORP | $13 486 333 | 206 087 | 2,78% | Acciones |
| Trexquant Investment LP | $13 421 286 | 205 093 | 2,76% | Acciones |
| ArrowMark Colorado Holdings LLC | $10 143 200 | 155 000 | 2,09% | Acciones |
| TWO SIGMA ADVISERS, LP | $8 791 504 | 174 400 | 1,81% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 717 725 | 102 615 | 1,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $6 183 033 | 94 484 | 1,27% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $5 315 953 | 81 234 | 1,09% | Acciones |
| Point72 Asset Management, L.P. | $5 048 761 | 77 151 | 1,04% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 784 944 | 73 120 | 0,98% | Acciones |
| CITADEL ADVISORS LLC | $4 773 390 | 72 943 | 0,98% | Acciones |
| Bruce & Co., Inc. | $4 750 944 | 72 600 | 0,98% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 007 742 | 61 243 | 0,82% | Acciones |
| VANGUARD GROUP INC | $3 943 726 | 78 233 | 0,81% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 874 375 | 59 205 | 0,80% | Acciones |
| ALGERT GLOBAL LLC | $3 478 790 | 53 160 | 0,72% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3 467 927 | 52 994 | 0,71% | Acciones |
| Orvieto Partners, L.P. | $3 364 794 | 51 418 | 0,69% | Acciones |
| BlackRock, Inc. | $3 346 602 | 51 140 | 0,69% | Acciones |
| Nuveen, LLC | $3 014 690 | 46 068 | 0,62% | Acciones |
| Wallace Capital Management Inc. | $2 955 925 | 45 170 | 0,61% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 852 530 | 43 590 | 0,59% | Acciones |
| BARCLAYS PLC | $2 803 385 | 42 839 | 0,58% | Acciones |
| D. E. Shaw & Co., Inc. | $2 634 025 | 40 251 | 0,54% | Acciones |
| IEQ CAPITAL, LLC | $2 631 081 | 40 206 | 0,54% | Acciones |
| Balyasny Asset Management L.P. | $2 539 726 | 38 810 | 0,52% | Acciones |
| Schonfeld Strategic Advisors LLC | $2 416 894 | 36 933 | 0,50% | Acciones |
| ABRAMS CAPITAL MANAGEMENT, L.P. | $2 382 081 | 36 401 | 0,49% | Acciones |
| XTX Topco Ltd | $2 291 512 | 35 017 | 0,47% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 034 857 | 31 095 | 0,42% | Acciones |
| JANE STREET GROUP, LLC | $2 005 278 | 30 643 | 0,41% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $1 934 668 | 29 564 | 0,40% | Acciones |
| Lighthouse Investment Partners, LLC | $1 802 348 | 27 542 | 0,37% | Acciones |
| Summit Trail Advisors, LLC | $1 614 667 | 24 674 | 0,33% | Acciones |
| VARCOV Co. | $1 452 441 | 22 195 | 0,30% | Acciones |
| Squarepoint Ops LLC | $1 394 854 | 21 315 | 0,29% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 323 525 | 20 225 | 0,27% | Acciones |
| Russell Investments Group, Ltd. | $1 268 619 | 19 386 | 0,26% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 262 076 | 19 286 | 0,26% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $1 043 703 | 15 949 | 0,21% | Acciones |
| Swiss National Bank | $1 014 320 | 15 500 | 0,21% | Acciones |
| Corient Private Wealth LP | $1 001 365 | 15 302 | 0,21% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $985 199 | 15 055 | 0,20% | Acciones |
| MCDONALD PARTNERS LLC | $934 156 | 14 275 | 0,19% | Acciones |
| MORGAN STANLEY | $933 144 | 14 259 | 0,19% | Acciones |
| MARSHALL WACE, LLP | $917 142 | 14 015 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $876 896 | 13 400 | 0,18% | Opción de compra |
| OSAIC HOLDINGS, INC. | $869 109 | 13 282 | 0,18% | Acciones |
| Kerrisdale Advisers, LLC | $832 004 | 12 714 | 0,17% | Acciones |
| Private Capital Management, LLC | $823 890 | 12 590 | 0,17% | Acciones |
| Bank of New York Mellon Corp | $796 797 | 12 176 | 0,16% | Acciones |
| CAXTON ASSOCIATES LLP | $787 440 | 12 033 | 0,16% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $743 791 | 11 366 | 0,15% | Acciones |
| Focus Partners Wealth | $736 004 | 11 247 | 0,15% | Acciones |
| Engineers Gate Manager LP | $724 552 | 11 072 | 0,15% | Acciones |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $674 777 | 10 324 | 0,14% | Acciones |
| Clearbridge Investments, LLC | $654 400 | 10 000 | 0,13% | Acciones |
| AXQ CAPITAL, LP | $652 960 | 9 978 | 0,13% | Acciones |
| AMERIPRISE FINANCIAL INC | $609 312 | 9 311 | 0,13% | Acciones |
| Blueshift Asset Management, LLC | $602 375 | 9 205 | 0,12% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $596 581 | 12 486 | 0,12% | Acciones |
| Keeley-Teton Advisors, LLC | $590 854 | 9 040 | 0,12% | Acciones |
| LPL Financial LLC | $585 514 | 8 947 | 0,12% | Acciones |
| Diversified Investment Strategies, LLC | $525 876 | 8 036 | 0,11% | Acciones |
| Man Group plc | $510 236 | 7 797 | 0,11% | Acciones |
| MGO ONE SEVEN LLC | $486 155 | 7 429 | 0,10% | Acciones |
| Carnegie Lake Advisors LLC | $485 565 | 7 420 | 0,10% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $480 330 | 7 340 | 0,10% | Acciones |
| RHUMBLINE ADVISERS | $473 422 | 7 235 | 0,10% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $436 158 | 6 665 | 0,09% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $432 231 | 6 605 | 0,09% | Acciones |
| Ethic Inc. | $401 540 | 6 136 | 0,08% | Acciones |
| Oppenheimer & Close, LLC | $391 986 | 5 990 | 0,08% | Acciones |
| FMR LLC | $385 442 | 5 890 | 0,08% | Acciones |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $381 123 | 5 824 | 0,08% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $371 699 | 5 680 | 0,08% | Acciones |
| Intellectus Partners, LLC | $344 411 | 5 263 | 0,07% | Acciones |
| AlphaQuest LLC | $320 960 | 6 367 | 0,07% | Acciones |
| HighTower Advisors, LLC | $320 002 | 4 890 | 0,07% | Acciones |
| Corton Capital Inc. | $317 195 | 5 558 | 0,07% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $305 212 | 4 664 | 0,06% | Acciones |
| Jain Global LLC | $275 764 | 4 214 | 0,06% | Acciones |
| Mraz, Amerine & Associates, Inc. | $267 322 | 4 085 | 0,06% | Acciones |
| Net Worth Advisory Group | $266 061 | 4 066 | 0,05% | Acciones |
| Marex Group Ltd | $265 294 | 4 054 | 0,05% | Acciones |
| Graham Capital Management, L.P. | $263 789 | 4 031 | 0,05% | Acciones |
| CITADEL ADVISORS LLC | $261 760 | 4 000 | 0,05% | Opción de venta |
| Frec Markets, Inc. | $257 506 | 3 935 | 0,05% | Acciones |
| Chicago Partners Investment Group LLC | $250 105 | 3 479 | 0,05% | Acciones |
| HUB Investment Partners, LLC | $247 560 | 3 783 | 0,05% | Acciones |
Informantes de la empresa 27 insiders · 8 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert T Peterson | Chief Financial Officer U-Haul | 13 de febrero de 2012 S | 0 | 0 | 0 | $0 |
| Edward J Shoen | President | 18 de septiembre de 2025 P | 8 150 658 | 0 | 0 | $0 |
| Mark A. Haydukovich | President-Oxford Life Ins | 1 de febrero de 2013 S | 1 977 | 0 | 0 | $0 |
| Samuel J Shoen | President-RepWest Insurance Co | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
| Rocky Wardrip | Assistant Treasurer | 4 de marzo de 2014 S | 1 912 | 0 | 0 | $0 |
| Jason Allen Berg | Chief Accounting Officer | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
| Robert Willson | Executive VP U-Haul Field Ops | 1 de septiembre de 2010 D | 1 892 | 0 | 0 | $0 |
| Ronald C. Frank | Executive VP U-Haul Field Ops | 1 de septiembre de 2010 D | 1 062 | 0 | 0 | $0 |
| Daniel Robert Mullen | Consejero | 11 de agosto de 2016 S | 4 000 | 0 | 0 | $0 |
| Charles J Bayer | Consejero | 2 de septiembre de 2015 S | 1 166 | 0 | 0 | $0 |
| Michael L Gallagher | Consejero | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
| Frank M. Lyons | Consejero | 24 de marzo de 2011 S | 0 | 0 | 0 | $0 |
| Mark V Shoen | Propietario del 10% | 20 de noviembre de 2025 G | 186 013 | 0 | 0 | $0 |
| SHOEN JAMES P | Propietario del 10% | 30 de junio de 2016 S | 10 848 116 | 0 | 0 | $0 |
| DUNHAM TRUST Co | Propietario del 10% | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
| John P. Brogan | — | 18 de febrero de 2025 S | 40 987 | 0 | 0 | $0 |
| Douglas Anthony Ducey | — | 1 de marzo de 2024 P | 100 | 0 | 0 | $0 |
| Karl A. Schmidt | — | 13 de junio de 2023 P | 24 000 | 0 | 0 | $0 |
| James J Grogan | — | 25 de noviembre de 2022 P | 1 848 | 0 | 0 | $0 |
| Richard Jay Herrera | — | 9 de noviembre de 2021 P | 5 | 0 | 0 | $0 |
| Carrie Martz | — | 16 de junio de 2021 P | 5 | 0 | 0 | $0 |
| Laurence J De Respino | — | 11 de junio de 2021 S | 0 | 0 | 0 | $0 |
| Thomas W Hayes | — | 29 de agosto de 2018 P | 200 | 0 | 0 | $0 |
| Carlos Vizcarra | — | 5 de julio de 2018 S | 0 | 0 | 0 | $0 |
| David L Holmes | — | 30 de mayo de 2017 P | 2 000 | 0 | 0 | $0 |
| Paul A Bible | — | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
| Barbara Smith Campbell | — | 1 de junio de 2011 D | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Edward J. Shoen, Mark V. Shoen, Foster Road LLC, Willow Grove Holdings LP, Blackwater Investments, Inc., Clarendon Strategies, LLC, SAC Holding Corporation ×15 presentaciones | 28 de marzo de 2023 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 57 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| FFLV · FIDELITY COVINGTON TRUST | 0,56% | 1 886 NS | 30 de abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,54% | 2 975 NS | 31 de mayo de 2026 | N-PORT |
| AKAF · ETF Series Solutions | 0,26% | 131 NS | 31 de mayo de 2026 | N-PORT |
| SMMV · iShares Trust | 0,09% | 3 430 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,05% | 73 656 NS | 30 de abril de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 4 768 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,03% | 3 234 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 42 796 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,01% | 1 430 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,01% | 1 134 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,01% | 402 SH | 8 de agosto de 2026 | Diario |
| IYC · iShares Trust | 0,01% | 1 668 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 207 261 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 131 242 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,01% | 3 875 SH | 8 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,01% | 3 087 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 632 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,01% | 456 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,01% | 801 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 2 297 NS | 30 de abril de 2026 | N-PORT |
| IWS · iShares Trust | 0,01% | 11 047 SH | 8 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,00% | 32 565 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,00% | 311 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 7 925 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 23 668 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 153 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 770 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 064 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 228 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 487 NS | 30 de abril de 2026 | N-PORT |
| IWD · iShares Trust | 0,00% | 16 303 SH | 8 de agosto de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,00% | 1 688 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 2 660 NS | 31 de mayo de 2026 | N-PORT |
| IYY · iShares Trust | 0,00% | 418 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 11 401 SH | 8 de agosto de 2026 | Diario |
| IWP · iShares Trust | 0,00% | 2 346 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 2 359 SH | 8 de agosto de 2026 | Diario |
| IWB · iShares Trust | 0,00% | 6 176 SH | 8 de agosto de 2026 | Diario |
| IWF · iShares Trust | 0,00% | 11 696 SH | 8 de agosto de 2026 | Diario |
| GUSA · Goldman Sachs ETF Trust II | 0,00% | 288 NS | 31 de mayo de 2026 | N-PORT |
| GGUS · Goldman Sachs ETF Trust | 0,00% | 40 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 154 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 707 NS | 30 de abril de 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 219 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,00% | 50 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 481 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 18 077 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 374 223 SH | 8 de agosto de 2026 | Diario |