RUSHA Rush Enterprises, Inc. - Class A Common Stock

NASDAQ · Trading Companies & Distributors · View on SEC EDGAR ↗
$81.22
Price · Aug 18, 2026
Fundamentals as of May 8, 2026

RUSHA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$81.22
Market Cap
P/E (TTM)
16.5
EPS (TTM)
$3.27
Revenue (TTM)
$7.43B
Div Yield
ROE
12.1%
Debt/Equity
0.1
52W Range
$46 – $84

RUSHA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $7.43B
4-point trend, +4.7%
2022-12-31 2025-12-31
EPS $3.27
4-point trend, -28.4%
2022-12-31 2025-12-31
Free Cash Flow $462M
4-point trend, +799.9%
2022-12-31 2025-12-31
Margins 3.5%
4-point trend, -6.2%
2022-12-31 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
RUSHA
Peer Median
P/E (TTM)
4-point trend, +116.3%
16.5
25.1

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
RUSHA
Peer Median
Gross Margin
4-point trend, -6.2%
19.7%
28.0%
Operating Margin
4-point trend, -25.7%
5.3%
Net Profit Margin
4-point trend, -35.6%
3.5%
6.8%
ROA
4-point trend, -43.7%
5.8%
8.4%
ROE
4-point trend, -50.2%
12.1%
21.6%
ROIC
4-point trend, -36.7%
12.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
RUSHA
Peer Median
Debt / Equity
4-point trend, -21.0%
0.1
Current Ratio
4-point trend, +7.2%
1.4
2.4
Quick Ratio
4-point trend, +11.3%
0.3

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
RUSHA
Peer Median
Revenue YoY
4-point trend, +4.7%
-4.8%
Revenue CAGR 3Y
4-point trend, +4.7%
1.5%
Revenue CAGR 5Y
4-point trend, +4.7%
9.4%
EPS YoY
4-point trend, -28.4%
-12.1%
Net Income YoY
4-point trend, -32.6%
-13.3%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
RUSHA
Peer Median
EPS (Diluted)
4-point trend, -28.4%
$3.27

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
RUSHA
Peer Median
Payout Ratio
4-point trend, +94.3%
22.1%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
22.1%
5Y Div CAGR
Ex-dateAmount
May 12, 2026$0.1900
March 3, 2026$0.1900
Nov. 12, 2025$0.1900
Aug. 12, 2025$0.1900
May 12, 2025$0.1800
March 3, 2025$0.1800
Nov. 12, 2024$0.1800
Aug. 13, 2024$0.1800
May 8, 2024$0.1700
Feb. 26, 2024$0.1700
Nov. 8, 2023$0.1700
Sept. 6, 2023$0.1700
May 9, 2023$0.1400
Feb. 24, 2023$0.1400
Nov. 9, 2022$0.1400
Aug. 11, 2022$0.1400
May 11, 2022$0.1267
Feb. 25, 2022$0.1267
Nov. 5, 2021$0.1267
Aug. 9, 2021$0.1267

RUSHA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 6 50.0%
  • Buy 4 33.3%
  • Hold 2 16.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-16
Median target $89.00 +9.6%
Mean target $87.75 +8.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.91 $0.92 -0.01%
March 31, 2026 $0.77 $0.71 0.06%
Dec. 31, 2025 $0.81 $0.71 0.10%
Sept. 30, 2025 $0.83 $0.84 -0.01%
June 30, 2025 $0.90 $0.79 0.11%
March 31, 2025 $0.73 $0.75 -0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
RUSHA 16.5 -4.8% 3.5% 12.1% 19.7%
CNM 23.1 2.8% 5.8% 23.9% 26.9%
MSM 25.3 -1.4% 5.3% 14.3% 40.8%
GATX $6.00B 18.6 9.8% 19.1% 12.8%
HRI $4.94B 4946.0 22.7% 0.02% 0.05%
EQPT 16.3% 0.91% 7.4% 28.3%
XMTR -40.2 25.9% -9.0% -20.9% 39.1%
SITE $5.65B 37.7 3.6% 3.2% 9.2% 34.8%
URI $51.06B 21.0 4.9% 15.5% 28.4% 38.2%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 17
Annual Income Statement data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +57.3% $7.43B $7.80B $7.93B $7.10B $5.13B $4.74B $5.81B $5.51B $4.71B $4.21B $4.98B $4.73B
Cost of Revenue 12-point trend, +50.4% $5.97B $6.27B $6.33B $5.61B $4.03B $3.86B $4.78B $4.53B $3.88B $3.50B $4.19B $3.97B
Gross Profit 12-point trend, +93.2% $1.46B $1.53B $1.59B $1.49B $1.09B $875M $1.03B $978M $830M $718M $785M $756M
R&D Expense · · · · · · · · · · · $2M
SG&A Expense 12-point trend, +73.7% $996M $996M $1.02B $928M $731M $665M $754M $705M $631M $588M $619M $574M
Operating Income 12-point trend, +177.8% $394M $468M $512M $506M $309M $155M $216M $203M $149M $81M $121M $142M
Interest Expense 12-point trend, +321.0% $48M $72M $54M $20M $2M $10M $30M $21M $13M $15M $14M $11M
Interest Income 12-point trend, +701.7% $2M $1M $777.0K $639.0K $657.0K $713.0K $2M $1M $891.0K $621.0K $490.0K $239.0K
Other Non-op 9-point trend, -1655000.00 $-2M $583.0K $3M $22M $6M $6M $2M $0 $0 · · ·
Pretax Income 12-point trend, +164.9% $346M $398M $462M $509M $314M $152M $190M $183M $136M $66M $108M $131M
Income Tax 12-point trend, +57.8% $80M $93M $114M $117M $72M $37M $48M $44M $-36M $26M $42M $51M
Net Income 12-point trend, +229.9% $264M $304M $347M $391M $241M $115M $142M $139M $172M $41M $66M $80M
EPS (Basic) 12-point trend, +67.7% $3.37 $3.85 $4.28 $4.71 $2.88 $2.09 $2.57 $2.36 $4.34 $1.02 $1.64 $2.01
EPS (Diluted) 12-point trend, +66.8% $3.27 $3.72 $4.15 $4.57 $2.78 $2.04 $2.51 $2.30 $4.20 $1.00 $1.61 $1.96
Shares (Basic) 12-point trend, +97.0% 78,380,000 79,058,000 81,089,000 83,100,000 83,838,000 54,866,000 54,988,000 58,835,000 39,627,000 39,938,000 40,271,000 39,783,000
Shares (Diluted) 12-point trend, +97.4% 80,726,000 81,818,000 83,720,000 85,727,000 86,817,000 56,242,000 56,356,000 60,440,000 40,980,000 40,603,000 41,093,000 40,894,000
EBITDA 12-point trend, +141.1% $647M $704M $734M $705M $479M $332M $392M $388M $307M $238M $266M $268M
Balance Sheet 24
Annual Balance Sheet data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +11.1% $213M $228M $184M $201M $148M $312M $182M $132M $125M $82M $65M $191M
Receivables 12-point trend, +63.4% $278M $345M $259M $221M $140M $172M $184M $191M $184M $156M $157M $170M
Inventory 12-point trend, +49.8% $1.53B $1.79B $1.80B $1.43B $1.02B $858M $1.33B $1.34B $1.03B $840M $1.06B $1.02B
Prepaid Expense 12-point trend, +93.1% $55M $19M $16M $17M $16M $15M $21M $10M $12M $9M $33M $28M
Current Assets 12-point trend, +46.5% $2.09B $2.39B $2.26B $1.87B $1.32B $1.36B $1.71B $1.69B $1.38B $1.11B $1.33B $1.43B
PP&E (Net) 12-point trend, +83.6% $1.69B $1.62B $1.49B $1.37B $1.28B $1.20B $1.28B $1.18B $1.16B $1.14B $1.17B $923M
PP&E (Gross) 3-point trend, +238.6% · · · · · · · · · $454M $404M $-327M
Accum. Depreciation 11-point trend, +196.2% $969M $902M $858M $800M $706M $641M $607M $576M $515M $454M · $327M
Goodwill 12-point trend, +66.6% $442M $427M $421M $416M $370M $292M $292M $291M $291M $290M $285M $265M
Other Non-current Assets 12-point trend, +47.2% $79M $73M $75M $66M $78M $71M $66M $38M $58M $59M $61M $54M
Total Assets 12-point trend, +65.6% $4.43B $4.62B $4.36B $3.82B $3.12B $2.99B $3.41B $3.20B $2.89B $2.60B $2.85B $2.68B
Accrued Liabilities 12-point trend, +91.2% $177M $161M $173M $163M $131M $152M $112M $125M $96M $84M $84M $93M
Current Liabilities 12-point trend, +17.1% $1.49B $1.65B $1.67B $1.43B $1.00B $1.03B $1.51B $1.49B $1.17B $993M $1.25B $1.27B
Capital Leases 12-point trend, +134.0% $108M $98M $105M $89M $58M $51M $48M $0 $66M $70M $69M $46M
Deferred Tax 12-point trend, +32.1% $208M $179M $160M $152M $140M $126M $164M $141M $135M $197M $189M $157M
Other Non-current Liabilities 12-point trend, +665.7% $34M $28M $25M $19M $27M $34M $21M $11M $10M $7M $5M $4M
Long-term Debt 12-point trend, -52.5% $275M $408M $414M $275M $335M $530M $628M $601M $612M $603M $648M $578M
Total Debt 12-point trend, -52.5% $275M $408M $414M $275M $335M $530M $628M $601M $612M $603M $648M $578M
Common Stock 12-point trend, +96.9% $835.0K $824.0K $806.0K $572.0K $563.0K $551.0K $465.0K $458.0K $454.0K $438.0K $430.0K $424.0K
Retained Earnings 12-point trend, +256.7% $1.90B $1.70B $1.45B $1.38B $1.03B $832M $1.07B $942M $813M $640M $600M $534M
Treasury Stock 12-point trend, +690.3% $331M $136M $120M $131M $37M $3M $304M $246M $121M $87M $43M $42M
AOCI 11-point trend, -946.3% $-5M $-9M $-2M $-4M $787.0K $869.0K $337.0K $0 · $-286.0K $-305.0K $-460.0K
Stockholders' Equity 12-point trend, +188.3% $2.20B $2.14B $1.87B $1.74B $1.47B $1.27B $1.16B $1.07B $1.04B $863M $845M $764M
Liabilities + Equity 12-point trend, +65.6% $4.43B $4.62B $4.36B $3.82B $3.12B $2.99B $3.41B $3.20B $2.89B $2.60B $2.85B $2.68B
Cash Flow 17
Annual Cash Flow data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +100.0% $253M $236M $221M $199M $169M $177M $175M $185M $158M $158M $145M $126M
Stock-based Comp 12-point trend, +179.7% $32M $30M $30M $25M $22M $19M $19M $18M $16M $13M $12M $11M
Deferred Tax 12-point trend, +14.2% $29M $20M $8M $4M $14M $-38M $23M $6M $-62M $8M $32M $25M
Other Non-cash 12-point trend, +284.8% $285M $29M $-310M $-326M $-25M $489M $62M $-133M $-131M $302M $-28M $-154M
Operating Cash Flow 12-point trend, +869.0% $862M $620M $296M $294M $422M $763M $421M $215M $153M $521M $227M $89M
CapEx 12-point trend, +53.3% $400M $433M $369M $243M $167M $136M $293M $238M $210M $197M $368M $261M
Investing Cash Flow 12-point trend, -0.2% $-417M $-446M $-387M $-241M $-433M $-127M $-320M $-227M $-207M $-189M $-436M $-416M
Debt Issued 12-point trend, +420.7% $1.12B $1.84B $1.43B $958M $260M $157M $210M $157M $153M $121M $218M $215M
Net Debt Issued 12-point trend, +997.8% $1.12B $1.84B $1.43B $958M $260M $157M $210M $-10M $8M $-44M $63M $102M
Stock Repurchased 12-point trend, +1490.8% $195M $16M $212M $94M $34M $25M $58M $121M $34M $44M $1M $12M
Net Stock Activity 12-point trend, -1490.8% $-195M $-16M $-212M $-94M $-34M $-25M $-58M $-121M $-34M $-44M $-1M $-12M
Dividends Paid 9-point trend, +58331000.00 $58M $56M $51M $45M $41M $22M $18M $9M $0 · · ·
Financing Cash Flow 12-point trend, -252.6% $-460M $-129M $74M $-690.0K $-153M $-505M $-51M $19M $96M $-315M $82M $302M
Net Change in Cash 8-point trend, -534.2% · · · · $-164M $130M $50M $7M $43M $17M $-127M $-26M
Taxes Paid 12-point trend, +160.2% $78M $76M $107M $102M $102M $36M $42M $29M $31M $-11M $16M $30M
Free Cash Flow 12-point trend, +368.8% $462M $187M $-73M $51M $255M $627M $128M $-23M $-57M $324M $-141M $-172M
Levered FCF 12-point trend, +337.6% $425M $131M $-114M $36M $253M $619M $105M $-39M $-74M $315M $-149M $-179M
Profitability 8
Annual Profitability data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +22.9% 19.7% 19.6% 20.1% 20.9% 21.3% 18.5% 17.6% 17.8% 17.6% 17.0% 15.8% 16.0%
Operating Margin 12-point trend, +76.7% 5.3% 6.0% 6.5% 7.1% 6.0% 3.3% 3.7% 3.7% 3.1% 1.9% 2.4% 3.0%
Net Margin 12-point trend, +110.1% 3.5% 3.9% 4.4% 5.5% 4.7% 2.4% 2.4% 2.5% 3.6% 0.96% 1.3% 1.7%
Pretax Margin 12-point trend, +68.5% 4.7% 5.1% 5.8% 7.2% 6.1% 3.2% 3.3% 3.3% 2.9% 1.6% 2.2% 2.8%
EBITDA Margin 12-point trend, +53.4% 8.7% 9.0% 9.3% 9.9% 9.3% 7.0% 6.8% 7.0% 6.5% 5.7% 5.3% 5.7%
ROA 12-point trend, +88.1% 5.8% 6.6% 8.1% 10.3% 8.2% 3.8% 4.2% 4.3% 6.1% 1.5% 2.3% 3.1%
ROE 12-point trend, +8.6% 12.1% 15.2% 19.2% 24.4% 17.1% 9.2% 12.3% 12.9% 18.1% 4.8% 8.2% 11.2%
ROIC 12-point trend, +88.9% 12.2% 14.1% 16.9% 19.3% 13.2% 6.5% 9.0% 9.2% 11.4% 3.4% 5.0% 6.5%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +23.6% 1.4 1.4 1.4 1.3 1.3 1.3 1.1 1.1 1.2 1.1 1.1 1.1
Quick Ratio 12-point trend, +15.9% 0.3 0.3 0.3 0.3 0.3 0.5 0.2 0.2 0.3 0.2 0.2 0.3
Debt / Equity 12-point trend, -83.5% 0.1 0.2 0.2 0.2 0.2 0.4 0.5 0.6 0.6 0.7 0.8 0.8
LT Debt / Equity 12-point trend, -77.8% 0.1 0.2 0.2 0.2 0.2 0.3 0.4 0.4 0.4 0.5 0.6 0.6
Interest Coverage 12-point trend, -34.0% 8.2 6.5 9.5 25.6 127.3 15.9 7.1 9.6 11.3 5.4 8.7 12.4
Efficiency 3
Annual Efficiency data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -10.5% 1.6 1.7 1.8 1.9 1.7 1.6 1.7 1.7 1.7 1.6 1.7 1.8
Inventory Turnover 12-point trend, -17.3% 3.6 3.5 3.9 4.6 4.3 3.5 3.6 3.8 4.1 3.7 4.0 4.3
Receivables Turnover 12-point trend, -31.0% 23.9 25.8 30.6 39.4 32.8 26.6 31.0 29.4 27.7 26.9 30.5 34.6
Per Share 4
Annual Per Share data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, -20.3% $92.09 $95.39 $94.66 $124.26 $88.57 $84.21 $154.64 $136.65 $115.03 $103.80 $121.18 $115.60
Cash Flow / Share 12-point trend, +390.9% $10.68 $7.57 $3.53 $5.15 $7.30 $13.57 $11.21 $5.34 $3.73 $12.84 $5.53 $2.17
Dividend / Share 9-point trend, +0.74 $1 $1 $1 $1 $0 $0 $0 $0 $0 · · ·
EPS (TTM) 12-point trend, +66.8% $3.27 $3.72 $4.15 $4.57 $2.78 $2.04 $2.51 $2.30 $4.20 $1.00 $1.61 $1.96
Growth Rates 10
Annual Growth Rates data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -157.6% -4.8% -1.5% 11.6% 38.5% 8.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -91.8% 1.5% 15.0% 18.7% · · · · · · · · ·
Revenue CAGR 5Y 9.4% · · · · · · · · · · ·
EPS YoY 5-point trend, -133.4% -12.1% -10.4% -9.2% 64.4% 36.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, -139.5% -10.6% 10.2% 26.7% · · · · · · · · ·
EPS CAGR 5Y 9.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, -112.0% -13.3% -12.4% -11.3% 62.1% 110.1% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -127.6% -12.3% 8.0% 44.6% · · · · · · · · ·
Net Income CAGR 5Y 18.1% · · · · · · · · · · ·
Dividend CAGR 5Y 21.0% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for RUSHA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +57.3% $7.43B $7.80B $7.93B $7.10B $5.13B $4.74B $5.81B $5.51B $4.71B $4.21B $4.98B $4.73B
Net Income TTM 12-point trend, +229.9% $264M $304M $347M $391M $241M $115M $142M $139M $172M $41M $66M $80M
P/E 12-point trend, +127.0% 16.5 14.7 12.1 7.6 13.3 13.5 8.2 6.7 5.4 14.2 6.0 7.3
Earnings Yield 12-point trend, -56.0% 6.1% 6.8% 8.2% 13.1% 7.5% 7.4% 12.2% 15.0% 18.6% 7.0% 16.6% 13.8%
Payout Ratio 8-point trend, +229.5% 22.1% 18.2% 14.6% 11.4% 17.0% 19.6% 12.9% 6.7% · · · ·
Annual Payout 9-point trend, +58331000.00 $58M $56M $51M $45M $41M $22M $18M $9M $0 · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312025-03-312024-12-312024-09-302024-06-30
Revenue $7.43B$7.80B
Gross Margin % 19.7%19.6%
Operating Margin % 5.3%6.0%
Net Income $264M$304M
Diluted EPS $3.27$3.72
Balance Sheet
2025-12-312025-03-312024-12-312024-09-302024-06-30
Debt / Equity 0.10.2
Current Ratio 1.41.4
Quick Ratio 0.30.3
Cash Flow
2025-12-312025-03-312024-12-312024-09-302024-06-30
Free Cash Flow $462M$187M

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Institutional owners (13F) 390 filers · $3.3B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
55 (-10 vs prior Q) 26 (-1 vs prior Q) 128 (+8 vs prior Q) 118 (+17 vs prior Q) +7.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FMR LLC $346,308,357 4,744,925 10.51% Shares
VANGUARD GROUP INC $322,329,582 5,975,706 9.79% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $261,823,105 3,587,355 7.95% Shares
DIMENSIONAL FUND ADVISORS LP $225,685,256 3,092,214 6.85% Shares
AMERICAN CENTURY COMPANIES INC $219,721,626 3,010,503 6.67% Shares
VANGUARD CAPITAL MANAGEMENT LLC $183,387,950 2,512,680 5.57% Shares
STATE STREET CORP $177,425,513 2,430,986 5.39% Shares
WELLINGTON MANAGEMENT GROUP LLP $124,905,069 1,711,380 3.79% Shares
GEODE CAPITAL MANAGEMENT, LLC $110,148,769 1,508,772 3.34% Shares
JENNISON ASSOCIATES LLC $88,600,726 1,213,958 2.69% Shares
BECK MACK & OLIVER LLC $67,895,610 930,268 2.06% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $65,564,688 898,331 1.99% Shares
VICTORY CAPITAL MANAGEMENT INC $64,504,728 883,808 1.96% Shares
WESTWOOD HOLDINGS GROUP INC $60,703,522 831,726 1.84% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $57,589,718 789,062 1.75% Shares
Global Alpha Capital Management Ltd. $49,809,197 682,458 1.51% Shares
DEUTSCHE BANK AG\ $38,855,935 532,346 1.18% Shares
VANGUARD FIDUCIARY TRUST CO $29,787,003 408,125 0.90% Shares
EULAV Asset Management $27,786,780 380,719 0.84% Shares
PRINCIPAL FINANCIAL GROUP INC $25,860,046 354,320 0.79% Shares
AMERIPRISE FINANCIAL INC $25,268,868 346,220 0.77% Shares
JANUS HENDERSON GROUP PLC $24,370,878 368,197 0.74% Shares
MOTCO $23,276,084 318,916 0.71% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $22,856,639 313,169 0.69% Shares
MUHLENKAMP & CO INC $21,942,240 331,905 0.67% Shares
COOKE & BIELER LP $21,334,464 292,313 0.65% Shares
SEGALL BRYANT & HAMILL, LLC $20,659,864 283,070 0.63% Shares
Qube Research & Technologies Ltd $20,544,986 281,496 0.62% Shares
ALGERT GLOBAL LLC $19,322,706 264,749 0.59% Shares
TWO SIGMA INVESTMENTS, LP $16,080,566 220,327 0.49% Shares
PRIVATE MANAGEMENT GROUP INC $16,045,755 219,850 0.49% Shares
Public Sector Pension Investment Board $15,291,525 209,516 0.46% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $14,186,022 194,369 0.43% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $13,797,011 189,039 0.42% Shares
GOLDMAN SACHS GROUP INC $13,465,951 184,503 0.41% Shares
BlackRock, Inc. $11,622,642 159,247 0.35% Shares
Clearbridge Investments, LLC $11,345,605 155,451 0.34% Shares
RHUMBLINE ADVISERS $11,184,264 153,236 0.34% Shares
RENAISSANCE TECHNOLOGIES LLC $11,108,317 152,200 0.34% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10,639,534 145,777 0.32% Shares
12th Street Asset Management Company, LLC $10,531,736 144,300 0.32% Shares
Granite Investment Partners, LLC $10,506,556 143,955 0.32% Shares
LOOMIS SAYLES & CO L P $10,328,107 141,510 0.31% Shares
First Pacific Advisors, LP $9,421,926 129,094 0.29% Shares
SEB Asset Management AB $8,996,917 123,271 0.27% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8,969,200 122,891 0.27% Shares
Swiss National Bank $8,915,118 122,150 0.27% Shares
CASTLEARK MANAGEMENT LLC $8,316,641 113,950 0.25% Shares
MILLENNIUM MANAGEMENT LLC $8,278,762 113,431 0.25% Shares
Point72 Asset Management, L.P. $8,095,643 110,922 0.25% Shares
FIRST TRUST ADVISORS LP $7,786,916 106,692 0.24% Shares
NEUBERGER BERMAN GROUP LLC $7,586,109 103,941 0.23% Shares
STATE OF WISCONSIN INVESTMENT BOARD $7,541,321 103,327 0.23% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,448,995 102,062 0.23% Shares
TWO SIGMA ADVISERS, LP $7,252,287 134,451 0.22% Shares
Legal & General Group Plc $6,829,644 93,576 0.21% Shares
Caption Management, LLC $6,495,665 89,000 0.20% Call option
D. E. Shaw & Co., Inc. $6,423,921 88,017 0.20% Shares
MARTINGALE ASSET MANAGEMENT L P $5,987,690 82,040 0.18% Shares
PRUDENTIAL FINANCIAL INC $5,893,208 80,751 0.18% Shares
Leith Wheeler Investment Counsel Ltd. $5,730,930 78,522 0.17% Shares
INTECH INVESTMENT MANAGEMENT LLC $5,659,549 77,544 0.17% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,530,365 75,774 0.17% Shares
FIRST SABREPOINT CAPITAL MANAGEMENT LP $5,473,875 75,000 0.17% Shares
BANK OF AMERICA CORP /DE/ $5,452,417 74,706 0.17% Shares
DENALI ADVISORS LLC $5,166,243 70,785 0.16% Shares
ALLIANCEBERNSTEIN L.P. $5,117,641 77,411 0.16% Shares
BNP PARIBAS FINANCIAL MARKETS $5,023,266 68,826 0.15% Shares
NEW YORK STATE COMMON RETIREMENT FUND $5,016,697 68,736 0.15% Shares
Trexquant Investment LP $4,979,329 68,224 0.15% Shares
CITADEL ADVISORS LLC $4,861,312 66,607 0.15% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,817,766 72,875 0.15% Shares
ROYCE & ASSOCIATES LP $4,460,040 61,109 0.14% Shares
HITE Hedge Asset Management LLC $4,453,691 61,022 0.14% Shares
Quantinno Capital Management LP $4,400,138 60,288 0.13% Shares
WELLS FARGO & COMPANY/MN $4,253,639 58,281 0.13% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,209,483 57,676 0.13% Shares
Cubist Systematic Strategies, LLC $4,198,923 78,528 0.13% Shares
JOHNSON INVESTMENT COUNSEL INC $3,810,182 52,205 0.12% Shares
Prescott Group Capital Management, L.L.C. $3,598,452 49,304 0.11% Shares
RITHOLTZ WEALTH MANAGEMENT $3,332,131 45,655 0.10% Shares
MORGAN STANLEY $2,929,277 40,135 0.09% Shares
Kingsview Wealth Management, LLC $2,833,276 42,857 0.09% Shares
MetLife Investment Management, LLC $2,620,235 35,901 0.08% Shares
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO $2,530,332 47,376 0.08% Shares
BARCLAYS PLC $2,477,404 33,944 0.08% Shares
Illinois Municipal Retirement Fund $2,387,996 32,719 0.07% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2,286,912 31,334 0.07% Shares
KLP KAPITALFORVALTNING AS $2,131,162 29,200 0.06% Shares
Atria Investments, Inc $2,091,034 28,650 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,072,847 28,401 0.06% Shares
State of New Jersey Common Pension Fund D $1,989,644 27,261 0.06% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,964,028 26,910 0.06% Shares
Louisiana State Employees Retirement System $1,948,700 26,700 0.06% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $1,940,598 26,589 0.06% Shares
CORBYN INVESTMENT MANAGEMENT INC/MD $1,916,148 26,254 0.06% Shares
ENVESTNET ASSET MANAGEMENT INC $1,904,225 26,091 0.06% Shares
GABELLI FUNDS LLC $1,824,625 25,000 0.06% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,824,625 25,000 0.06% Shares
CITADEL ADVISORS LLC $1,810,028 24,800 0.05% Call option

Company insiders 34 insiders · 19 officers · 12 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William M Rusty Rush CEO and President May 24, 2022 F 116,101 0 0 $0
Steven L Keller CFO & Treasurer May 24, 2022 F 131,919 0 0 $0
Michael Mcroberts COO May 24, 2022 F 147,126 0 0 $0
Scott T Anderson Senior Vice President March 15, 2022 A 96,342 0 0 $0
Derrek Weaver Executive Vice President March 15, 2022 A 159,249 0 0 $0
James E Thor Senior Vice President Dec. 10, 2020 A 114,670 0 0 $0
Corey Lowe Senior Vice President March 15, 2016 A 33,519 0 0 $0
Martin A Naegelin Senior Vice President March 15, 2016 A 49,400 0 0 $0
David C Orf Senior Vice President March 13, 2015 A 17,113 0 0 $0
Daryl James Gorup Senior Vice President March 19, 2012 S 22,132 0 0 $0
Richard H Hall Vice President April 28, 2010 S 83 0 0 $0
Mike F Besson VP - Service Operations March 15, 2005 A 0 0 $0
Steve Rubelius VP, Parts & Operations March 15, 2005 A 0 0 $0
Carla Faye Wagner VP-Human Resources March 15, 2005 A 0 0 $0
Scott R. Kressner Vice President & CIO March 15, 2005 A 0 0 $0
John Hiltabiddle Controller March 15, 2005 A 1,500 0 0 $0
Ralph West Vice President March 15, 2005 A 0 0 0 $0
Louis E Liles Vice President March 15, 2005 A 0 0 0 $0
Ernest N Bendele Vice President March 15, 2005 A 507 0 0 $0
Elaine Mendoza Director May 17, 2022 A 8,672 0 0 $0
Kennon Guglielmo Director May 17, 2022 A 41,278 0 0 $0
Raymond Joseph Chess Director May 17, 2022 A 29,771 0 0 $0
Thomas A Akin Director May 17, 2022 A 208,410 0 0 $0
Troy A Clarke Director May 17, 2022 A 4,107 0 0 $0
James C Underwood Director May 18, 2021 A 51,205 0 0 $0
RUSH W MARVIN Director May 17, 2016 A 10,399 0 0 $0
Harold D Marshall Director May 19, 2015 A 21,015 0 0 $0
Gerald R Szczepanski Director May 20, 2014 A 33,877 0 0 $0
Ronald J Krause Director May 18, 2010 A 14,242 0 0 $0
John D Rock Director Oct. 24, 2007 M 0 0 0 $0
William H Cary May 17, 2022 A 25,800 0 0 $0
Richard J Ryan Dec. 8, 2016 S 8,551 0 0 $0
J M Lowe JR March 13, 2009 A 5,634 0 0 $0
Brent Hughes April 21, 2005 M 426 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 4 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., MJG ASSOCIATES, INC., Teton Advisors, Inc., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J April 10, 2025 6.10% Amendment SEC
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Teton Advisors, LLC I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×5 filings Feb. 15, 2024 Initial filing SEC
3MR Partners, L.P., W.M. “Rusty” Rush ×3 filings Dec. 13, 2023 Initial filing SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×6 filings April 7, 2020 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 91 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MVFD · Northern Lights Fund Trust IV 2.33% 36,426 NS May 31, 2026 N-PORT
PSCI · Invesco Exchange-Traded Fund Trust … 1.45% 35,664 SH Aug. 8, 2026 Daily
MYLD · Cambria ETF Trust 1.15% 4,614 NS April 30, 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 1.02% 40,873 SH Aug. 8, 2026 Daily
ROSC · Lattice Strategies Trust 0.88% 6,504 NS April 30, 2026 N-PORT
CALF · Pacer Funds Trust 0.78% 362,600 NS April 30, 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0.71% 59,245 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.59% 2,297,224 NS May 31, 2026 N-PORT
JSML · Janus Detroit Street Trust 0.56% 23,789 NS April 30, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.53% 138,791 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.52% 543,264 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.48% 129,431 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.47% 13,831 NS April 30, 2026 N-PORT
FVAL · FIDELITY COVINGTON TRUST 0.42% 68,295 NS April 30, 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.40% 15,434 SH Aug. 8, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.39% 67,930 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.36% 62,981 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.33% 508 NS April 30, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.31% 9,924 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.31% 55,050 NS April 30, 2026 N-PORT
XJR · iShares Trust 0.30% 7,208 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.30% 557,428 SH Aug. 8, 2026 Daily
AFSM · First Trust Exchange-Traded Fund VI… 0.29% 4,075 NS May 31, 2026 N-PORT
IJR · iShares Trust 0.27% 3,719,956 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.26% 65,998 SH Aug. 8, 2026 Daily
AFMC · First Trust Exchange-Traded Fund VI… 0.25% 5,773 NS May 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0.24% 5,275 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.24% 450,119 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.24% 213,254 SH Aug. 8, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.20% 2,188 NS April 30, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.20% 12,798 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.20% 28,259 NS May 31, 2026 N-PORT
SAA · ProShares Trust 0.19% 726 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.16% 164,680 NS April 30, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.16% 15,569 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.15% 1,566,248 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.14% 2,657 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.14% 358,432 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.14% 26,473 NS April 30, 2026 N-PORT
SMDX · Tidal Trust III 0.14% 2,294 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.12% 4,378 SH Aug. 8, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.11% 36,348 NS April 30, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.11% 281 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.11% 2,876 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.10% 905,820 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.10% 328,428 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.10% 186,142 NS April 30, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 25,423 NS April 30, 2026 N-PORT
TEXN · iShares Trust 0.08% 174 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.08% 7,204 SH Aug. 8, 2026 Daily