GNRC
GENERAC HOLDINGS INC.
$260.99
-1.84%
$15.7B
No data for this timeframe.
Vol
Market Cap$15.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders10 funds
Inst. Value$1.5B
Inst. Activity1 buys / 3 sells
Insider Activity0B / 7S
Insider Net $-$5.9M
SEC Reports4
Recent Activity
Jun 5, 2026
SEC
Norman P. Taffe, an officer of Generac Holdings Inc., filed a Form 144 on June 5, 2026, indicating intent to sell 550 sh
144 — Impact 2/10
Jun 5, 2026
Insider
Taffe Norman P sold 200 shares
President Generac Home @ $272.26 ($54.5K)
Jun 5, 2026
Insider
Taffe Norman P sold 150 shares
President Generac Home @ $119.54 ($17.9K)
Jun 5, 2026
Insider
Taffe Norman P sold 150 shares
President Generac Home @ $0.00 ($0.00)
Jun 2, 2026
short_volume
Short Volume: GNRC — 58.1% short (0.5M / 0.8M)
Short: 454,142 | Exempt: 1 | TRF Vol: 781,052 | Short Ratio: 58.1% | Off-exchange volume (dark pool
Apr 29, 2026
SEC
Generac reported a strong Q1 2026 beat, with adjusted EPS of $1.80 (35% above consensus) and revenue of $1.06B (+12% YoY
8-K — Impact 8/10
Apr 29, 2026
SEC
Generac reported Q1 2026 EPS of $1.61 (adjusted $1.80), beating the $1.33 consensus by 21.2%, on revenue of $1.06B (+12%
PRESS-RELEASE — Impact 8/10
Inst.
NORGES BANK — NEW
502,969 shares ($68.6M)
Price Targets
$279.60
+7.1% upside
Buy
Current $260.99
Low $212.00
Median $280.00
High $335.00
15 analysts
$212.00
$335.00
Analyst Ratings
10Strong Buy
9Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 22, 2026 | Jefferies | UPGRADE | Hold → Buy |
| May 21, 2026 | Stephens & Co. | REITERATE | Overweight → Overweight |
| May 5, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 5, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 1, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.00 ▲ +1.7% | $1.84 — $2.38 | 21% YoY | 17 |
| Next Q | $2.54 ▲ +1.2% | $2.31 — $3.01 | 39% YoY | 17 |
| Current FY | $8.99 | $8.60 — $9.70 | 42% YoY | 18 |
| Next FY | $11.09 ▲ +1.6% | $9.40 — $13.12 | 23% YoY | 19 |
Latest Reports
NEUTRAL
144
2/10
Norman P. Taffe, an officer of Generac Holdings Inc., filed a Form 144 on June 5, 2026, indicating intent to sell 550 sh
Jun 5, 2026
BULLISH
8-K
8/10
Generac reported a strong Q1 2026 beat, with adjusted EPS of $1.80 (35% above consensus) and revenue of $1.06B (+12% YoY
Apr 29, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $898.2M | — |
| ARIEL INVESTMENTS, LLC | $194.2M | — |
| MORGAN STANLEY | $134.0M | ADD |
| BANK OF AMERICA CORP | $84.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $83.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Taffe Norman | SELL | $54.5K |
| Jun 5, 2026 | Taffe Norman | M | $17.9K |
| Jun 5, 2026 | Taffe Norman | M | $0.00 |
| Jun 1, 2026 | Jagdfeld Aaron | SELL | $1.4M |
| May 1, 2026 | Ramon David | A | $180.2K |
10 institutional holders with $1.5B total value (11,149,418 shares) as of 2025-Q4. Top holders: VANGUARD, ARIEL, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,586,771 | $898.2M | 59.1% | — |
| 2 | ARIEL INVESTMENTS, LLC | 1,423,948 | $194.2M | 12.8% | — |
| 3 | MORGAN STANLEY | 982,458 | $134.0M | 8.8% | ADD +37.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 620,475 | $84.6M | 5.6% | ADD +39.1% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 609,252 | $83.1M | 5.5% | NEW |
| 6 | NORGES BANK | 502,969 | $68.6M | 4.5% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 234,797 | $32.0M | 2.1% | TRIM -28.6% |
| 8 | TWO SIGMA INVESTMENTS, LP | 142,751 | $19.5M | 1.3% | TRIM -27.8% |
| 9 | FMR LLC | 28,497 | $3.9M | 0.3% | NEAR_EXIT -90.6% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 17,500 | $2.4M | 0.2% | TRIM -71.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 502,969 | — | $68.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 329,040 | 234,797 | -28.6% | $32.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 197,851 | 142,751 | -27.8% | $19.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 62,300 | 17,500 | -71.9% | $2.4M | 2025-Q4 |
| UBS Group AG | TRIM | 1,118,006 | 834,711 | -25.3% | $139.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 591,789 | 823,070 | +39.1% | $137.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 14,876 | 197,851 | +1230.0% | $33.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 62,300 | — | $10.4M | 2025-Q3 |
| NORGES BANK | EXIT | 371,051 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 838,185 | 1,118,006 | +33.4% | $160.1M | 2025-Q2 |
| MORGAN STANLEY | ADD | 745,588 | 1,022,390 | +37.1% | $146.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 441,484 | 591,789 | +34.0% | $84.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 371,051 | — | $53.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 514,305 | 336,023 | -34.7% | $48.1M | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 300,335 | 28,152 | -90.6% | $4.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 233,137 | 14,876 | -93.6% | $2.1M | 2025-Q2 |
| UBS Group AG | TRIM | 1,646,983 | 838,185 | -49.1% | $106.2M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 1,423,414 | 300,335 | -78.9% | $38.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 162,717 | 233,137 | +43.3% | $29.5M | 2025-Q1 |
| NORGES BANK | EXIT | 586,344 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 521,024 | 1,646,983 | +216.1% | $255.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 555,971 | — | $88.3M | 2024-Q3 |
13 unique insiders with 7 transactions. Net insider value: -$5.9M ($0.00 bought, $5.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Taffe Norman P | President Generac Home | SELL | 200 | $272.26 | $54.5K |
| Jun 5, 2026 | Taffe Norman P | President Generac Home | M | 150 | $119.54 | $17.9K |
| Jun 5, 2026 | Taffe Norman P | President Generac Home | M | 150 | $0.00 | $0.00 |
| Jun 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | SELL | 5,000 | $272.18 | $1.4M |
| May 1, 2026 | Ramon David A. | Director | A | 699 | $257.83 | $180.2K |
| May 1, 2026 | LAMPEREUR ANDREW | Director | A | 820 | $257.83 | $211.4K |
| May 1, 2026 | Morgan Bennett J | Director | A | 825 | $257.83 | $212.7K |
| May 1, 2026 | Jenkins William D Jr | Director | A | 699 | $257.83 | $180.2K |
| May 1, 2026 | Dixon Robert D | Director | A | 699 | $257.83 | $180.2K |
| May 1, 2026 | Bohl Kathryn V | Director | A | 699 | $257.83 | $180.2K |
| May 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | SELL | 5,000 | $260.02 | $1.3M |
| May 1, 2026 | Zarcone Dominick P | Director | A | 796 | $257.83 | $205.2K |
| Apr 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | SELL | 5,000 | $199.81 | $999.0K |
| Mar 5, 2026 | Jagdfeld Aaron | Chief Executive Officer | SELL | 5,000 | $216.95 | $1.1M |
| Mar 1, 2026 | Ragen York A. | Chief Financial Officer | A | 3,534 | $0.00 | $0.00 |
| Mar 1, 2026 | Taffe Norman P | President Energy Technology | A | 2,020 | $0.00 | $0.00 |
| Mar 1, 2026 | Kanuru Rajendra Kumar | EVP, GC, Corp. Secretary | A | 1,096 | $0.00 | $0.00 |
| Mar 1, 2026 | Taffe Norman P | President Energy Technology | A | 1,096 | $0.00 | $0.00 |
| Mar 1, 2026 | Raabe Kyle Andrew | President Consumer Power | A | 1,096 | $0.00 | $0.00 |
| Mar 1, 2026 | Ragen York A. | Chief Financial Officer | A | 1,918 | $0.00 | $0.00 |
| Mar 1, 2026 | Wilde Erik | President Domestic C&I | A | 1,096 | $0.00 | $0.00 |
| Mar 1, 2026 | Wilde Erik | President Domestic C&I | F | 677 | $228.14 | $154.5K |
| Mar 1, 2026 | Wilde Erik | President Domestic C&I | A | 2,020 | $0.00 | $0.00 |
| Mar 1, 2026 | Raabe Kyle Andrew | President Consumer Power | A | 2,020 | $0.00 | $0.00 |
| Mar 1, 2026 | Kanuru Rajendra Kumar | EVP, GC, Corp. Secretary | A | 2,020 | $0.00 | $0.00 |
| Mar 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | A | 7,671 | $0.00 | $0.00 |
| Mar 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | F | 5,241 | $228.14 | $1.2M |
| Mar 1, 2026 | Jagdfeld Aaron | Chief Executive Officer | A | 14,135 | $0.00 | $0.00 |
| Feb 25, 2026 | Ragen York A. | Chief Financial Officer | M | 24,362 | $40.12 | $977.4K |
| Feb 25, 2026 | Taffe Norman P | President Energy Technology | SELL | 933 | $239.13 | $223.1K |
| Feb 25, 2026 | Taffe Norman P | President Energy Technology | M | 1,040 | $0.00 | $0.00 |
| Feb 25, 2026 | Ragen York A. | Chief Financial Officer | M | 24,362 | $0.00 | $0.00 |
| Feb 13, 2026 | Jagdfeld Aaron | Chief Executive Officer | M | 109,052 | $33.23 | $3.6M |
| Feb 13, 2026 | Jagdfeld Aaron | Chief Executive Officer | F | 59,252 | $224.45 | $13.3M |
| Feb 13, 2026 | Jagdfeld Aaron | Chief Executive Officer | M | 109,052 | $0.00 | $0.00 |
| Feb 13, 2026 | Zarcone Dominick P | Director | A | 114 | $220.20 | $25.1K |
| Feb 13, 2026 | Morgan Bennett J | Director | A | 148 | $220.20 | $32.6K |
| Feb 13, 2026 | LAMPEREUR ANDREW | Director | A | 142 | $220.20 | $31.3K |
| Feb 2, 2026 | Jagdfeld Aaron | Chief Executive Officer | SELL | 5,000 | $166.91 | $834.5K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.3/10.
NEUTRAL
144
2/10
Norman P. Taffe, an officer of Generac Holdings Inc., filed a Form 144 on June 5, 2026, indicating i
Jun 5, 2026
BULLISH
8-K
8/10
Generac reported a strong Q1 2026 beat, with adjusted EPS of $1.80 (35% above consensus) and revenue
Apr 29, 2026
BULLISH
PRESS-RELEASE
8/10
Generac reported Q1 2026 EPS of $1.61 (adjusted $1.80), beating the $1.33 consensus by 21.2%, on rev
Apr 29, 2026
NEUTRAL
PRESS-RELEASE
3/10
Generac Holdings Inc. announced plans to release its Q1 2026 financial results on April 29, 2026, wi
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (70% buy). Based on 27 analysts: 10 strong buy, 9 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$279.60 mean target
+7.1% upside
Buy (1.85)
$212.00 Low
$335.00 High
| Metric | Value |
|---|---|
| Current Price | $260.99 |
| Target Low | $212.00 |
| Target Mean | $279.60 |
| Target Median | $280.00 |
| Target High | $335.00 |
| # Analysts | 15 |
| Recommendation | Buy (1.85) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.00 | $1.84 | $2.38 | 21.0% | +1.7% | 10↑ 5↓ | $1.2B | 11.1% | 17 |
| Next Q 2026-09-30 |
$2.54 | $2.31 | $3.01 | 38.9% | +1.2% | 10↑ 6↓ | $1.3B | 19.0% | 17 |
| Current FY 2026-12-31 |
$8.99 | $8.60 | $9.70 | 41.8% | +0.4% | 17↑ 1↓ | $4.9B | 17.0% | 18 |
| Next FY 2027-12-31 |
$11.09 | $9.40 | $13.12 | 23.4% | +1.6% | 17↑ 1↓ | $5.6B | 13.7% | 19 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.996 | |
| 7d ago | $1.996 | |
| 30d ago | $1.963 | +0.034 |
| 60d ago | $1.971 | +0.026 |
| 90d ago | $1.925 | +0.071 |
14 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 22, 2026 | Jefferies | UPGRADE | Hold | Buy |
| May 21, 2026 | Stephens & Co. | REITERATE | Overweight | Overweight |
| May 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 5, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Argus Research | MAINTAIN | Buy | Buy |
| Apr 21, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 1, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 26, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 12, 2026 | Citigroup | DOWNGRADE | Buy | Neutral |
| Feb 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 12, 2026 | Guggenheim | DOWNGRADE | Buy | Neutral |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 10, 2026 | Guggenheim | REITERATE | Buy | Buy |
| Jan 20, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Jan 12, 2026 | Needham | INITIATE | — | Buy |
| Jan 9, 2026 | Baird | UPGRADE | Neutral | Outperform |
| Jan 8, 2026 | Citigroup | UPGRADE | Neutral | Buy |
| Jan 7, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Dec 19, 2025 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 10 | 9 | 8 | 0 | 0 | 70% | |
| May 1, 2026 | 10 | 9 | 9 | 0 | 0 | 68% | |
| Apr 1, 2026 | 11 | 9 | 9 | 0 | 0 | 69% | |
| Mar 1, 2026 | 12 | 9 | 8 | 0 | 0 | 72% | |
| Feb 1, 2026 | 13 | 9 | 7 | 0 | 0 | 76% | |
| Jan 1, 2026 | 11 | 9 | 9 | 0 | 0 | 69% |
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.
Jun 2, 2026
short_volume
Short Volume: GNRC — 58.1% short (0.5M / 0.8M)
Short: 454,142 | Exempt: 1 | TRF Vol: 781,052 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: GNRC — 56.4% short (0.3M / 0.5M)
Short: 285,047 | Exempt: 0 | TRF Vol: 505,640 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: GNRC — 1.2M shares, 34,816 trades
Week starting 2026-05-18. Total ATS volume: 1,180,283 shares across 34,816 trades.
May 11, 2026
dark_pool
Dark Pool: GNRC — 0.9M shares, 31,102 trades
Week starting 2026-05-11. Total ATS volume: 946,674 shares across 31,102 trades.
May 4, 2026
dark_pool
Dark Pool: GNRC — 1.1M shares, 32,605 trades
Week starting 2026-05-04. Total ATS volume: 1,050,422 shares across 32,605 trades.
Apr 29, 2026
earnings
Generac Reports First Quarter 2026 Results
Data center market execution drives significant sales growth and improved operating leverage results in robust adjusted EBITDA margin expansion; stron
Apr 29, 2026
earnings_calendar
GNRC Q1 2026 Earnings Before Market Open — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: GNRC — 55.8% short (0.6M / 1.0M)
Short: 555,123 | Exempt: 700 | TRF Vol: 994,496 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: GNRC — 8,405 shares ($1.8M) failed to deliver
Settlement: 20260429, Price: $217.12, FTD Value: $1,824,893.6, GENERAC HOLDINGS INC DE
Apr 28, 2026
short_volume
Short Volume: GNRC — 60.6% short (0.3M / 0.5M)
Short: 329,362 | Exempt: 4,917 | TRF Vol: 543,332 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: GNRC — 2.1M shares, 50,901 trades
Week starting 2026-04-27. Total ATS volume: 2,082,517 shares across 50,901 trades.
Apr 20, 2026
dark_pool
Dark Pool: GNRC — 0.8M shares, 27,989 trades
Week starting 2026-04-20. Total ATS volume: 835,696 shares across 27,989 trades.
Apr 15, 2026
earnings
Generac Announces First Quarter 2026 Earnings Release Date and Conference Call
<p>WAUKESHA, Wis., April 15, 2026 (GLOBE NEWSWIRE) -- Generac Holdings Inc. ("Generac") (NYSE: GNRC), a leading global designer, manufacturer, and p
Apr 13, 2026
dark_pool
Dark Pool: GNRC — 1.0M shares, 28,650 trades
Week starting 2026-04-13. Total ATS volume: 992,147 shares across 28,650 trades.
Apr 6, 2026
dark_pool
Dark Pool: GNRC — 0.9M shares, 28,343 trades
Week starting 2026-04-06. Total ATS volume: 874,130 shares across 28,343 trades.
Mar 18, 2026
Enforcement
HSR Early Termination: Generac Holdings Inc.; Lawrence E. Tangel
The FTC granted early termination of the HSR Act waiting period for a transaction involving Generac Holdings Inc.; Lawrence E. Tangel.
Mar 18, 2026
Enforcement
HSR Early Termination: Generac Holdings Inc.; Lawrence E. Tangel
The FTC granted early termination of the HSR Act waiting period for a transaction involving Generac Holdings Inc.; Lawrence E. Tangel.
Mar 18, 2026
Enforcement
HSR Early Termination: Generac Holdings Inc.; Lawrence E. Tangel
The FTC granted early termination of the HSR Act waiting period for a transaction involving Generac Holdings Inc.; Lawrence E. Tangel.