RUSHA

RUSH ENTERPRISES INC \TX\

Nasdaq · Retail-Auto Dealers & Gasoline Stations · Inc. TX · CIK 0001012019
$69.98 +1.29% $5.4B
Insider Selling Cluster (4 insiders)19 New Institutional Positions13 Institutional Exits
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity19 buys / 13 sells
Insider Activity0B / 5S
Insider Net $-$2.9M
SEC Reports3
Exchange Nasdaq·Sector Retail-Auto Dealers & Gasoline Stations·Inc. TX·CIK 0001012019·Prev Close $69.09

Recent Activity

May 19, 2026 Insider
Guglielmo Kennon was granted 2,113 shares
Director
May 19, 2026 Insider
Boerger Amy was granted 1,268 shares
Director
May 19, 2026 Insider
Mendoza Elaine was granted 1,268 shares
Director
May 13, 2026 short_interest
FTD: RUSHA — 19,673 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $72.00, FTD Value: $1,416,456, RUSH ENTERPRISES INC CL-A
Apr 28, 2026 SEC
Rush Enterprises beat Q1 2026 EPS consensus by 11.6% ($0.77 vs $0.69) despite a 9.2% revenue decline to $1.68B (below $1
PRESS-RELEASE — Impact 5/10
Mar 24, 2026 SEC
Rush Enterprises announced the appointment of Jody Pollard as Chief Operating Officer (COO), replacing Jason Wilder who
8-K — Impact 3/10
Mar 5, 2026 SEC
Rush Enterprises disclosed executive compensation for its named officers, including cash bonuses, stock options, and res
8-K — Impact 3/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
2,425,283 shares ($160.3M)

Price Targets

$83.75 +19.7% upside Buy
Current $69.98 Low $78.00 Median $84.00 High $89.00 4 analysts
$78.00 $89.00

Analyst Ratings

Strong Buy83% buy · 12 analysts
6Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Stephens & Co. REITERATE Overweight → Overweight
Apr 30, 2026 Stephens & Co. MAINTAIN Overweight → Overweight
Apr 29, 2026 UBS MAINTAIN Neutral → Neutral
Apr 27, 2026 Wolfe Research INITIATE Outperform
Feb 19, 2026 Stephens & Co. MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.90 ▼ -1.4% $0.86 — $0.93 1% YoY 4
Next Q $1.02 ▼ -2.0% $0.96 — $1.10 22% YoY 4
Current FY $3.71 $3.65 — $3.79 13% YoY 4
Next FY $4.55 ▲ +3.9% $4.00 — $5.10 23% YoY 4

Latest Reports

MIXED PRESS-RELEASE 5/10
Rush Enterprises beat Q1 2026 EPS consensus by 11.6% ($0.77 vs $0.69) despite a 9.2% revenue decline to $1.68B (below $1
Apr 28, 2026
NEUTRAL 8-K 3/10
Rush Enterprises announced the appointment of Jody Pollard as Chief Operating Officer (COO), replacing Jason Wilder who
Mar 24, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$635.4M—
FMR LLC$594.4MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$234.0M—
DIMENSIONAL FUND ADVISORS LP$233.0M—

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Guglielmo KennonA$0.00
May 19, 2026Boerger AmyA$0.00
May 19, 2026Mendoza ElaineA$0.00
May 19, 2026CLARKE TROYA$0.00
May 19, 2026Akin ThomasA$0.00
50 institutional holders with $2.9B total value (44,217,964 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, FMR. Net buying activity: 19 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.9,611,820$635.4M21.7%—
3FMR LLC8,990,702$594.4M20.3%ADD +30.6%
4VANGUARD PORTFOLIO MANAGEMENT LLC3,538,886$234.0M8.0%—
5DIMENSIONAL FUND ADVISORS LP3,524,723$233.0M8.0%—
6VANGUARD CAPITAL MANAGEMENT LLC2,518,289$166.5M5.7%—
7WELLINGTON MANAGEMENT GROUP LLP2,425,283$160.3M5.5%TRIM -31.1%
8STATE STREET CORP2,334,568$154.3M5.3%—
9JENNISON ASSOCIATES LLC1,121,450$74.1M2.5%DOUBLED +166.4%
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC873,911$57.8M2.0%—
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC765,330$50.6M1.7%—
12JANUS HENDERSON GROUP PLC724,410$47.9M1.6%ADD +83.9%
13DEUTSCHE BANK AG\598,357$39.6M1.4%NEW
14BANK OF AMERICA CORP /DE/566,287$37.4M1.3%—
15VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.554,746$36.7M1.3%TRIM -27.1%
16MORGAN STANLEY534,288$35.3M1.2%TRIM -27.3%
17AMERIPRISE FINANCIAL INC387,462$25.6M0.9%TRIM -25.1%
18VANGUARD FIDUCIARY TRUST CO377,143$24.9M0.9%—
19MUHLENKAMP & CO INC331,905$21.9M0.8%—
20Invesco Ltd.300,928$19.9M0.7%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPTRIM3,519,3582,425,283-31.1%$160.3M2026-Q1
JENNISON ASSOCIATES LLCDOUBLED420,9391,121,450+166.4%$74.1M2026-Q1
JANUS HENDERSON GROUP PLCADD393,857724,410+83.9%$47.9M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.TRIM761,066554,746-27.1%$36.7M2026-Q1
MORGAN STANLEYTRIM734,913534,288-27.3%$35.3M2026-Q1
AMERIPRISE FINANCIAL INCTRIM517,255387,462-25.1%$25.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW—229,910—$15.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED67,200165,100+145.7%$10.9M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD76,525100,031+30.7%$6.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD65,85696,516+46.6%$6.4M2026-Q1
Trexquant Investment LPADD72,18692,874+28.7%$6.1M2026-Q1
ROYCE & ASSOCIATES LPTRIM75,29351,409-31.7%$3.4M2026-Q1
Atria Investments, IncADD17,98129,897+66.3%$2.0M2026-Q1
Mariner, LLCADD13,02724,069+84.8%$1.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD15,09923,933+58.5%$1.6M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM57,30923,933-58.2%$1.6M2026-Q1
FRANKLIN RESOURCES INCADD14,46821,535+48.8%$1.4M2026-Q1
STRS OHIODOUBLED9,10018,900+107.7%$1.2M2026-Q1
Gotham Asset Management, LLCTRIM35,82615,914-55.6%$1.1M2026-Q1
AmundiTRIM22,86715,703-31.3%$1.0M2026-Q1
Brevan Howard Capital Management LPTRIM30,76113,813-55.1%$913.2K2026-Q1
FIFTH THIRD BANCORPDOUBLED17713,753+7670.1%$909.2K2026-Q1
Cerity Partners LLCADD8,97311,448+27.6%$756.8K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEAR_EXIT44,9018,628-80.8%$567.2K2026-Q1
Vanguard Personalized Indexing Management, LLCADD4,0815,997+46.9%$396.5K2026-Q1
13 unique insiders with 39 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Guglielmo KennonDirectorAWARD2,113——
May 19, 2026Boerger AmyDirectorAWARD1,268——
May 19, 2026Mendoza ElaineDirectorAWARD1,268——
May 19, 2026CLARKE TROY ADirectorAWARD2,113——
May 19, 2026Akin Thomas ADirectorAWARD2,113——
May 19, 2026CARY WILLIAM HDirectorAWARD1,268——
May 19, 2026Chess Raymond JosephDirectorAWARD1,585——
Apr 30, 2026McRoberts MichaelDirectorEXERCISE8,000$15.06$120.5K
Apr 30, 2026McRoberts MichaelDirectorSELL8,000$72.23$577.9K
Mar 15, 2026Pollard JodySenior Vice PresidentTAX W/H3,424$59.69$204.4K
Mar 15, 2026RUSH WILLIAM M RUSTYCEO, President and COBTAX W/H13,773$59.69$822.1K
Mar 15, 2026Keller Steven LCFO & TreasurerTAX W/H4,329$59.69$258.4K
Mar 15, 2026Goldstone Michael LSVP, GC and Corp. Sec.TAX W/H971$59.69$58.0K
Mar 15, 2026Wilder JasonChief Operating OfficerTAX W/H3,719$59.69$222.0K
Mar 15, 2026McRoberts MichaelDirectorTAX W/H7,508$59.69$448.2K
Mar 14, 2026Pollard JodySenior Vice PresidentTAX W/H2,283$59.69$136.3K
Mar 14, 2026McRoberts MichaelDirectorTAX W/H4,895$59.69$292.2K
Mar 14, 2026RUSH WILLIAM M RUSTYCEO, President and COBTAX W/H9,182$59.69$548.1K
Mar 14, 2026Keller Steven LCFO & TreasurerTAX W/H3,281$59.69$195.8K
Mar 14, 2026Goldstone Michael LSVP, GC and Corp. Sec.TAX W/H1,294$59.69$77.2K
Mar 14, 2026Wilder JasonChief Operating OfficerTAX W/H3,024$59.69$180.5K
Mar 13, 2026Pollard JodySenior Vice PresidentAWARD17,400——
Mar 13, 2026RUSH WILLIAM M RUSTYCEO, President and COBAWARD35,000——
Mar 13, 2026Keller Steven LCFO & TreasurerAWARD10,000——
Mar 13, 2026Keller Steven LCFO & TreasurerAWARD25,000——
Mar 13, 2026Goldstone Michael LSVP, GC and Corp. Sec.AWARD13,000——
Mar 13, 2026Wilder JasonChief Operating OfficerAWARD10,000——
Mar 13, 2026Goldstone Michael LSVP, GC and Corp. Sec.AWARD9,000——
Mar 13, 2026Wilder JasonChief Operating OfficerAWARD22,000——
Mar 13, 2026RUSH WILLIAM M RUSTYCEO, President and COBAWARD50,000——
Mar 13, 2026McRoberts MichaelDirectorAWARD4,188——
Mar 13, 2026Pollard JodySenior Vice PresidentAWARD10,000——
Mar 10, 2026Chess Raymond JosephDirectorSELL10,000$65.05$650.5K
Feb 19, 2026McRoberts MichaelDirectorEXERCISE8,000$15.06$120.5K
Feb 19, 2026McRoberts MichaelDirectorSELL8,000$70.81$566.5K
Feb 19, 2026Pollard JodySenior Vice PresidentEXERCISE11,250$15.06$169.4K
Feb 19, 2026Pollard JodySenior Vice PresidentSELL11,250$71.92$809.1K
Feb 19, 2026Goldstone Michael LSVP, GC and Corp. Sec.EXERCISE4,500$15.06$67.8K
Feb 19, 2026Goldstone Michael LSVP, GC and Corp. Sec.SELL4,500$71.86$323.4K
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 3.7/10.
MIXED PRESS-RELEASE 5/10
Rush Enterprises beat Q1 2026 EPS consensus by 11.6% ($0.77 vs $0.69) despite a 9.2% revenue decline
Apr 28, 2026
NEUTRAL 8-K 3/10
Rush Enterprises announced the appointment of Jody Pollard as Chief Operating Officer (COO), replaci
Mar 24, 2026
NEUTRAL 8-K 3/10
Rush Enterprises disclosed executive compensation for its named officers, including cash bonuses, st
Mar 5, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 6 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$83.75 mean target +19.7% upside Buy (3.00)
$78.00 Low $89.00 High
MetricValue
Current Price$69.98
Target Low$78.00
Target Mean$83.75
Target Median$84.00
Target High$89.00
# Analysts4
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.90 $0.86 $0.93 0.5% -1.4% 1↑ 1↓ $1.9B -1.3% 4
Next Q
2026-09-30
 $1.02 $0.96 $1.10 22.3% -2.0% 1↑ 1↓ $2.1B 10.1% 4
Current FY
2026-12-31
 $3.71 $3.65 $3.79 13.4% +0.3% 1↑ 1↓ $7.7B 3.8% 4
Next FY
2027-12-31
 $4.55 $4.00 $5.10 22.7% +3.9% 1↑ 1↓ $8.5B 9.6% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.905
7d ago$0.905
30d ago$0.918-0.013
60d ago$0.892+0.013
90d ago$0.947-0.042
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Stephens & Co. REITERATE Overweight Overweight
Apr 30, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Apr 29, 2026 UBS MAINTAIN Neutral Neutral
Apr 27, 2026 Wolfe Research INITIATE — Outperform
Feb 19, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Feb 18, 2026 UBS MAINTAIN Neutral Neutral
Jan 28, 2026 UBS INITIATE — Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266420083%
May 1, 20266420083%
Apr 1, 20265420082%
Mar 1, 20265420082%
Feb 1, 20265420082%
Jan 1, 20265410090%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 13, 2026
short_interest
FTD: RUSHA — 19,673 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $72.00, FTD Value: $1,416,456, RUSH ENTERPRISES INC CL-A
Apr 28, 2026
earnings
Rush Enterprises, Inc. Reports First Quarter 2026 Results, Announces $0.19 Per Share Dividend
RUSH ENTERPRISES, INC. REPORTS FIRST QUARTER 2026 RESULTS, ANNOUNCES $0.19 PER SHARE DIVIDEND
Apr 28, 2026
earnings_calendar
RUSHA Q1 2026 Earnings Scheduled — 2026-04-28
Apr 2, 2026
earnings
Rush Enterprises, Inc. Conference Call Advisory for First Quarter 2026 Earnings Results
RUSH ENTERPRISES, INC. CONFERENCE CALL ADVISORY FOR FIRST QUARTER 2026 EARNINGS RESULTS
Mar 23, 2026
other
Rush Enterprises announces appointment of Jody Pollard as Chief Operating Officer
Rush Enterprises announces appointment of COO