RUSHA

RUSH ENTERPRISES INC \TX\

Nasdaq · Retail-Auto Dealers & Gasoline Stations · Inc. TX · CIK 0001012019
$68.54 +1.89% $5.2B
Insider Selling Cluster (4 insiders)5 New Institutional Positions
Vol
Market Cap$5.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$900.5M
Inst. Activity5 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$2.9M
SEC Reports3
Exchange Nasdaq·Sector Retail-Auto Dealers & Gasoline Stations·Inc. TX·CIK 0001012019·Prev Close $67.27

Recent Activity

May 19, 2026 Insider
Guglielmo Kennon sold 2,113 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
Boerger Amy sold 1,268 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
Mendoza Elaine sold 1,268 shares
Director @ $0.00 ($0.00)
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.
FMR LLC — ADD
7,491,330 shares ($404.1M)

Price Targets

$83.75 +22.2% upside Strong Buy
Current $68.54 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
FMR LLC$404.1MADD
VANGUARD GROUP INC$347.2M—
CHARLES SCHWAB INVESTMENT MANAGEMENT$41.4MNEW
MORGAN STANLEY$39.6MADD
BANK OF AMERICA CORP$27.9MTRIM

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
9 institutional holders with $900.5M total value (16,694,432 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, CHARLES. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC7,491,330$404.1M44.9%ADD +30.6%
2VANGUARD GROUP INC6,437,073$347.2M38.6%—
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC766,816$41.4M4.6%NEW
4MORGAN STANLEY734,913$39.6M4.4%ADD +64.8%
5BANK OF AMERICA CORP /DE/517,278$27.9M3.1%TRIM -29.6%
6MUHLENKAMP & CO INC375,519$20.3M2.2%—
7TWO SIGMA INVESTMENTS, LP235,875$12.7M1.4%DOUBLED +308.4%
8WELLS FARGO & COMPANY/MN68,428$3.7M0.4%ADD +62.9%
9RENAISSANCE TECHNOLOGIES LLC67,200$3.6M0.4%ADD +32.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD5,735,7027,491,330+30.6%$404.1M2025-Q4
MORGAN STANLEYADD445,836734,913+64.8%$39.6M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED57,751235,875+308.4%$12.7M2025-Q4
WELLS FARGO & COMPANY/MNADD42,01968,428+62.9%$3.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD50,80067,200+32.3%$3.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM694,358488,583-29.6%$26.1M2025-Q3
UBS Group AGADD175,744297,513+69.3%$15.9M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM124,98657,751-53.8%$3.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM72,50050,800-29.9%$2.7M2025-Q3
NORGES BANKEXIT39,4700-100.0%$0.002025-Q3
UBS Group AGADD123,615175,744+42.2%$9.1M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW—124,986—$6.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED4,40072,500+1547.7%$3.7M2025-Q2
NORGES BANKNEW—39,470—$2.0M2025-Q2
CITADEL ADVISORS LLCDOUBLED78,063272,966+249.7%$14.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT162,4004,400-97.3%$235.0K2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT3,8410-100.0%$0.002025-Q1
NORGES BANKEXIT184,8280-100.0%$0.002025-Q1
UBS Group AGDOUBLED26,349115,919+339.9%$6.4M2024-Q4
CITADEL ADVISORS LLCADD41,05178,063+90.2%$4.3M2024-Q4
WELLS FARGO & COMPANY/MNADD29,62937,112+25.3%$2.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—716,741—$37.9M2024-Q3
MORGAN STANLEYADD481,446640,129+33.0%$33.8M2024-Q3
13 unique insiders with 5 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Guglielmo KennonDirectorA2,113$0.00$0.00
May 19, 2026Boerger AmyDirectorA1,268$0.00$0.00
May 19, 2026Mendoza ElaineDirectorA1,268$0.00$0.00
May 19, 2026CLARKE TROY ADirectorA2,113$0.00$0.00
May 19, 2026Akin Thomas ADirectorA2,113$0.00$0.00
May 19, 2026CARY WILLIAM HDirectorA1,268$0.00$0.00
May 19, 2026Chess Raymond JosephDirectorA1,585$0.00$0.00
Apr 30, 2026McRoberts MichaelDirectorM8,000$15.06$120.5K
Apr 30, 2026McRoberts MichaelDirectorSELL8,000$72.23$577.9K
Apr 30, 2026McRoberts MichaelDirectorM8,000$0.00$0.00
Mar 15, 2026Pollard JodySenior Vice PresidentF3,424$59.69$204.4K
Mar 15, 2026RUSH WILLIAM M RUSTYCEO, President and COBF13,773$59.69$822.1K
Mar 15, 2026Keller Steven LCFO & TreasurerF4,329$59.69$258.4K
Mar 15, 2026Goldstone Michael LSVP, GC and Corp. Sec.F971$59.69$58.0K
Mar 15, 2026Wilder JasonChief Operating OfficerF3,719$59.69$222.0K
Mar 15, 2026McRoberts MichaelDirectorF7,508$59.69$448.2K
Mar 14, 2026Pollard JodySenior Vice PresidentF2,283$59.69$136.3K
Mar 14, 2026McRoberts MichaelDirectorF4,895$59.69$292.2K
Mar 14, 2026RUSH WILLIAM M RUSTYCEO, President and COBF9,182$59.69$548.1K
Mar 14, 2026Keller Steven LCFO & TreasurerF3,281$59.69$195.8K
Mar 14, 2026Goldstone Michael LSVP, GC and Corp. Sec.F1,294$59.69$77.2K
Mar 14, 2026Wilder JasonChief Operating OfficerF3,024$59.69$180.5K
Mar 13, 2026Pollard JodySenior Vice PresidentA17,400$0.00$0.00
Mar 13, 2026RUSH WILLIAM M RUSTYCEO, President and COBA35,000$0.00$0.00
Mar 13, 2026Keller Steven LCFO & TreasurerA10,000$0.00$0.00
Mar 13, 2026Keller Steven LCFO & TreasurerA25,000$0.00$0.00
Mar 13, 2026Goldstone Michael LSVP, GC and Corp. Sec.A13,000$0.00$0.00
Mar 13, 2026Wilder JasonChief Operating OfficerA10,000$0.00$0.00
Mar 13, 2026Goldstone Michael LSVP, GC and Corp. Sec.A9,000$0.00$0.00
Mar 13, 2026Wilder JasonChief Operating OfficerA22,000$0.00$0.00
Mar 13, 2026RUSH WILLIAM M RUSTYCEO, President and COBA50,000$0.00$0.00
Mar 13, 2026McRoberts MichaelDirectorA4,188$0.00$0.00
Mar 13, 2026Pollard JodySenior Vice PresidentA10,000$0.00$0.00
Mar 10, 2026Chess Raymond JosephDirectorSELL10,000$65.05$650.5K
Feb 19, 2026McRoberts MichaelDirectorM8,000$15.06$120.5K
Feb 19, 2026McRoberts MichaelDirectorSELL8,000$70.81$566.5K
Feb 19, 2026McRoberts MichaelDirectorM8,000$0.00$0.00
Feb 19, 2026Pollard JodySenior Vice PresidentM11,250$15.06$169.4K
Feb 19, 2026Pollard JodySenior Vice PresidentSELL11,250$71.92$809.1K
Feb 19, 2026Pollard JodySenior Vice PresidentM11,250$0.00$0.00
Feb 19, 2026Goldstone Michael LSVP, GC and Corp. Sec.M4,500$15.06$67.8K
Feb 19, 2026Goldstone Michael LSVP, GC and Corp. Sec.SELL4,500$71.86$323.4K
Feb 19, 2026Goldstone Michael LSVP, GC and Corp. Sec.M4,500$0.00$0.00
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 +22.2% upside Strong Buy (3.00)
$78.00 Low $89.00 High
MetricValue
Current Price$68.54
Target Low$78.00
Target Mean$83.75
Target Median$84.00
Target High$89.00
# Analysts4
RecommendationStrong Buy (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