Rush Enterprises (RUSHB) reported third-quarter 2026 revenue of $2.113 billion and net income attributable to the company of $78.0 million, or $0.65 per diluted share. Revenue rose 12.4% from $1.881 billion a year earlier, while diluted EPS increased from $0.55.
The company declared a $0.14 per-share cash dividend for Class A and Class B common stock, payable December 10 to shareholders of record on November 11.
- Third-quarter basic EPS was $0.67, compared with $0.57 a year earlier.
- Aftermarket products and services revenue totaled $679.9 million, up 5.8% year over year.
- Leasing and rental revenue was $98.2 million, up 5.3% from the prior-year quarter.
- Rush sold 3,880 new U.S. Class 8 trucks, up 24.4%, and held 6.5% of that market.
- The company repurchased $10.3 million of common stock and ended the quarter with $226.4 million in cash and cash equivalents.
$RUSHB Hedge Fund Activity
We have seen 89 institutional investors add shares of $RUSHB stock to their portfolio, and 55 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMERICAN CENTURY COMPANIES INC added 114,791 shares (+47.7%) to their portfolio in Q2 2026, for an estimated $8,781,511
- BLACKROCK, INC. added 76,480 shares (+13.1%) to their portfolio in Q2 2026, for an estimated $5,850,720
- GEODE CAPITAL MANAGEMENT, LLC added 72,597 shares (+53.3%) to their portfolio in Q2 2026, for an estimated $5,553,670
- NUVEEN, LLC added 34,958 shares (+132.9%) to their portfolio in Q2 2026, for an estimated $2,674,287
- MILLENNIUM MANAGEMENT LLC added 30,163 shares (+71.0%) to their portfolio in Q2 2026, for an estimated $2,307,469
- LOS ANGELES CAPITAL MANAGEMENT LLC added 28,656 shares (+2880.0%) to their portfolio in Q2 2026, for an estimated $2,192,184
- GABELLI FUNDS LLC removed 24,500 shares (-4.6%) from their portfolio in Q2 2026, for an estimated $1,874,250
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 13F endpoint.
