U-Haul (UHAL): Assessing Valuation Following Trian Fund Management’s Complete Stake Exit

Trian Fund Management has exited its entire stake in U-Haul Holding (UHAL), according to the fund’s latest Q3 2025 filing. Major investor moves like this often prompt questions from market watchers about what it might mean for the company’s stock.

See our latest analysis for U-Haul Holding.

While Trian's exit has certainly caught investors' attention, U-Haul Holding’s share price has been under pressure this year, recently closing at $51.53. Despite modest revenue gains and moves such as opening a new repair hub in North Little Rock, the 2025 year-to-date share price return sits at -25.33%, reflecting a cooling in market momentum. Over the past 12 months, total shareholder return has also declined by 24.38%. However, the five-year total return remains positive, suggesting long-term holders have still seen gains.

If you’re interested in seeing what else the market has to offer, now’s a great time to broaden your search and discover fast growing stocks with high insider ownership

With the stock trading at a significant discount to analyst price targets and recent headline moves reshaping investor sentiment, investors may be wondering whether U-Haul Holding is now an undervalued opportunity or if the market is simply reflecting the company's true future potential.

Most Popular Narrative: 42.6% Undervalued

The most widely followed narrative puts U-Haul Holding’s fair value at $89.84, significantly above its latest closing price of $51.53. This large gap sets the stage for a close look at the anticipated drivers behind such a bold estimate.

U-Haul is working through fleet imbalances by acquiring new trucks and removing outdated ones. As they address these imbalances, they expect to better serve customer needs, potentially improving revenue and efficiency, which could drive future revenue growth.

Read the complete narrative.

Want to know what’s fueling this confidence in U-Haul’s future? Hint: the growth blueprint rests on key upgrades, expansion bets and a transformation in core profit margins. Dive deeper to see what ambitious financial forecasts and profit expectations underpin that headline valuation.

Result: Fair Value of $89.84 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, increased competition in the truck rental space and higher operating costs could present challenges for U-Haul Holding’s ability to meet these bullish expectations.

Find out about the key risks to this U-Haul Holding narrative.

Another View: What Do Price Ratios Suggest?

Shifting gears from analyst forecasts to market pricing, U-Haul Holding currently trades at a price-to-earnings ratio of 43.4. This is notably higher than both its industry peers (26.2x) and the peer group average (28.7x), suggesting investors are paying a premium for future growth. When stocks trade far above their industry and peer benchmarks, it can signal optimism or risk of overvaluation. Does this premium point to hidden strengths, or could it exaggerate downside if growth stalls?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own U-Haul Holding Narrative

If you see things differently or want to dig into the numbers on your own terms, you can shape your own analysis in just a few minutes. Do it your way

A great starting point for your U-Haul Holding research is our analysis highlighting 3 important warning signs that could impact your investment decision.

Looking for More Smart Investment Ideas?

Broaden your portfolio with powerful ideas handpicked for their future potential. With these unique routes to making savvy moves, you could get ahead of the pack.

• Uncover the potential for compounding returns with these 16 dividend stocks with yields > 3%, where steady payouts combine with strong fundamentals for long-term wealth building.
• Ride the tailwinds of healthcare innovation by starting with these 31 healthcare AI stocks, featuring companies merging medical breakthroughs with cutting-edge AI.
• Seize the opportunity to invest early in the next big wave by targeting these 3577 penny stocks with strong financials showing financial resilience and strong growth credentials.

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.