Rush Enterprises Inc. (RUSHA) reported first-quarter 2026 results with revenue of $1.68 billion, down 9.0% year‑over‑year and below the consensus estimate of $1.77 billion. Diluted earnings per share came in at $0.77, beating the estimate of $0.74.
Cash flow and balance sheet highlights:
Overall, Rush Enterprises delivered an earnings beat on a per‑share basis despite revenue coming in below expectations; gross profit declined less than top line, but operating profit contracted more sharply, reflecting pressure on operating margins for the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Rush Enterprises Inc. Insider Trading Activity
Rush Enterprises Inc. insiders have traded $RUSHA stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $RUSHA stock by insiders over the last 6 months:
- JODY POLLARD (Senior Vice President) sold 11,250 shares for an estimated $809,086
- RAYMOND JOSEPH CHESS sold 10,000 shares for an estimated $650,508
- MICHAEL MCROBERTS sold 8,000 shares for an estimated $566,469
- MICHAEL L GOLDSTONE (SVP, GC and Corp. Sec.) sold 4,500 shares for an estimated $323,383
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Rush Enterprises Inc. Hedge Fund Activity
We have seen 151 institutional investors add shares of Rush Enterprises Inc. stock to their portfolio, and 169 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,155,858 shares (-77.2%) from their portfolio in Q4 2025, for an estimated $116,286,980
- FMR LLC added 1,755,628 shares (+30.6%) to their portfolio in Q4 2025, for an estimated $94,698,574
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 762,325 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $41,119,810
- WELLINGTON MANAGEMENT GROUP LLP removed 647,061 shares (-15.5%) from their portfolio in Q4 2025, for an estimated $34,902,470
- MILLENNIUM MANAGEMENT LLC removed 444,436 shares (-82.2%) from their portfolio in Q4 2025, for an estimated $23,972,877
- AMERICAN CENTURY COMPANIES INC added 439,850 shares (+37.5%) to their portfolio in Q4 2025, for an estimated $23,725,509
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 404,666 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $21,827,684
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Rush Enterprises Inc. Government Contracts
We have seen $227,276 of award payments to $RUSHA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- I622357 E331 MOTOR SWAP AND REPAIR: $25,915
- AUTOMOTIVE MECHANICAL REPAIRS: $17,933
- TRANSFER CASE REPLACEMENT: $13,653
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Rush Enterprises Inc. Price Targets
Multiple analysts have issued price targets for $RUSHA recently. We have seen 3 analysts offer price targets for $RUSHA in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- Scott Group from Wolfe Research set a target price of $88.0 on 04/27/2026
- Brady Lierz from Stephens & Co. set a target price of $80.0 on 02/19/2026
- Avinatan Jaroslawicz from UBS set a target price of $73.0 on 02/18/2026
