Skip to content

U-Haul Holding UHAL.B Deferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount

Similar metrics at other companies

Principal Financial Group logo
PFGDeferred Fixed Annuity — Cash Surrender Value Due Policyholders Amount
$3.37B-16.8%
Principal Financial Group logo
PFGVariable Annuity — Cash Surrender Value Due Policyholders Amount
$4.26B+102%
Cincinnati Financial logo
CINFDeferred Fixed Annuity — Cash surrender value
$539M-6.3%
Ameriprise Financial logo
AMPFixed Annuity — Cash surrender value
$4.82B-7.9%
Aflac logo
AFLFixed Annuity — Cash Surrender Value
$4.94B-8.9%
Fidelity National Financial logo
FNFFixed indexed annuities — Cash surrender value
$25.1B+8.9%

Other financials

Income statement

See full
Revenue$1.3B+3.1%
Gross profit$1.4B+3.5%
Operating income$33.7M-77.7%
Net income$37.0M-45.0%
EPS (diluted)$0.11-76.7%

Balance sheet

See full
Cash & equivalents$1.1B+13.3%
Total debt$8.1B+11.5%
Total equity$7.6B+1.5%
Total assets$21.5B+5.0%

Cash flow

See full
Operating cash flow$404.0M+103%
CapEx$551.7M-6.3%
Free cash flow-$147.7M+62.2%

Valuation

See full
Market cap$11.82B-26.2%
Enterprise value$18.83B-13.6%
P/S-0.8×

Profitability

See full
Gross margin95.9%-0.1pp
Operating margin8.5%-4.9pp
Net margin7.9%-3.8pp
FCF margin-22.5%-5.8pp

Returns & leverage

See full
Return on equity6.1%-3.8pp
Debt / equity1.1×+0.1×

Where this comes from

Reported directly by U-Haul Holding in its filing.

Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.

The official record: U-Haul Holding’s 10-Q, filed February 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about U-Haul Holding's deferred fixed annuity — cash surrender value due policyholders amount.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is U-Haul Holding's deferred fixed annuity — cash surrender value due policyholders amount?
U-Haul Holding (UHAL.B) reported deferred fixed annuity — cash surrender value due policyholders amount of $2.16B in Q4 2025.
How has U-Haul Holding's deferred fixed annuity — cash surrender value due policyholders amount changed year-over-year?
U-Haul Holding's deferred fixed annuity — cash surrender value due policyholders amount decreased by 4.4% year-over-year, from $2.26B to $2.16B.
What does deferred fixed annuity — cash surrender value due policyholders amount mean?
The total amount of cash the company would owe if all customers withdrew their funds today.
How do you interpret deferred fixed annuity — cash surrender value due policyholders amount?
High values relative to total assets indicate potential liquidity stress if a large number of policyholders surrender simultaneously.
How does deferred fixed annuity — cash surrender value due policyholders amount compare across companies?
Commonly reported as 'Cash Surrender Value' or 'Net Surrender Liability' in insurance filings.