GNRC

GENERAC HOLDINGS INC.

NYSE · Motors & Generators · Inc. DE · CIK 0001474735
$262.36 +1.95% $15.4B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)29 New Institutional Positions21 Institutional Exits
Vol
Market Cap$15.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders50 funds
Inst. Value$6.4B
Inst. Activity29 buys / 21 sells
Insider Activity0B / 7S
Insider Net $-$5.9M
SEC Reports6
Exchange NYSE·Sector Motors & Generators·Inc. DE·CIK 0001474735·Prev Close $257.33

Recent Activity

Jun 11, 2026 SEC
A heavy institutional cluster emerged in GNRC during Q3 2024, with five asset managers and a quant fund adding $107.4M i
INST-CLUSTER — Impact 6/10
Jun 11, 2026 SEC
In Q2 2025, institutional activity in GNRC was mixed: 5 funds (led by Invesco and UBS) added $182.3M, while 6 funds (led
INST-CLUSTER — Impact 4/10
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 acquired via exercise 150 shares
President Generac Home @ $119.54 ($17.9K)
Jun 1, 2026 Insider
Jagdfeld Aaron sold 5,000 shares
Chief Executive Officer @ $272.18 ($1.4M)
Inst.
Amundi — DOUBLED
433,016 shares ($84.6M)
Inst.
NOMURA ASSET MANAGEMENT INTERNATIONAL — TRIM
397,975 shares ($77.7M)

Price Targets

$281.60 +7.3% upside Buy
Current $262.36 Low $212.00 Median $280.00 High $335.00 15 analysts
$212.00 $335.00

Analyst Ratings

Buy70% buy · 27 analysts
10Strong Buy
9Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 UBS MAINTAIN Buy → Buy
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.00 ▲ +1.4% $1.84 — $2.38 21% YoY 17
Next Q $2.55 ▲ +1.3% $2.31 — $3.01 39% YoY 17
Current FY $9.00 $8.60 — $9.70 42% YoY 18
Next FY $11.11 ▲ +0.7% $9.40 — $13.12 23% YoY 19

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
VANGUARD CAPITAL MANAGEMENT LLC$745.9M
BlackRock, Inc.$742.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$452.4M
Invesco Ltd.$447.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Taffe NormanSELL$54.5K
Jun 5, 2026Taffe NormanM$17.9K
Jun 1, 2026Jagdfeld AaronSELL$1.4M
May 1, 2026Ramon DavidA$180.2K
May 1, 2026LAMPEREUR ANDREWA$211.4K
50 institutional holders with $6.4B total value (33,176,980 shares) as of 2026-Q1. Top holders: Erste, VANGUARD, BlackRock,. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2VANGUARD CAPITAL MANAGEMENT LLC3,818,559$745.9M11.6%
3BlackRock, Inc.3,800,474$742.3M11.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC2,315,884$452.4M7.0%
5Invesco Ltd.2,290,981$447.5M6.9%
6STATE STREET CORP2,181,014$426.0M6.6%
7D. E. Shaw & Co., Inc.1,297,744$253.5M3.9%
8ARIEL INVESTMENTS, LLC1,294,787$252.9M3.9%
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,038,493$202.8M3.1%
10DIMENSIONAL FUND ADVISORS LP936,561$182.9M2.8%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP798,700$156.0M2.4%
12MORGAN STANLEY787,924$153.9M2.4%
13BANK OF AMERICA CORP /DE/742,576$145.0M2.3%
14BANK OF MONTREAL /CAN/661,322$129.2M2.0%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC624,283$121.9M1.9%
16JENNISON ASSOCIATES LLC520,628$101.7M1.6%
17ROYAL BANK OF CANADA520,047$101.6M1.6%
18ENVESTNET ASSET MANAGEMENT INC488,324$95.4M1.5%
19KING LUTHER CAPITAL MANAGEMENT CORP468,722$91.6M1.4%
20ALLIANCEBERNSTEIN L.P.664,375$90.6M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
AmundiDOUBLED157,510433,016+174.9%$84.6M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM540,182397,975-26.3%$77.7M2026-Q1
MACKENZIE FINANCIAL CORPTRIM573,064392,534-31.5%$76.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM959,337349,556-63.6%$68.3M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM1,346,240344,348-74.4%$67.3M2026-Q1
Holocene Advisors, LPTRIM582,132301,367-48.2%$58.9M2026-Q1
Ninety One UK LtdTRIM481,490218,407-54.6%$42.7M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCDOUBLED77,348186,230+140.8%$36.4M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED66,421177,538+167.3%$34.7M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM366,052160,276-56.2%$31.3M2026-Q1
Baird Financial Group, Inc.ADD76,808130,532+69.9%$25.5M2026-Q1
Mediolanum International Funds LtdNEW109,314$20.3M2026-Q1
MARSHALL WACE, LLPDOUBLED34,93286,892+148.7%$17.0M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED1,11979,648+7017.8%$15.6M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD44,45177,603+74.6%$14.6M2026-Q1
FIRST TRUST ADVISORS LPADD55,95373,151+30.7%$14.3M2026-Q1
TORONTO DOMINION BANKDOUBLED13,60254,779+302.7%$10.7M2026-Q1
Point72 Asset Management, L.P.NEW52,035$10.2M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED13,19150,516+283.0%$9.9M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM75,23248,165-36.0%$9.4M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM60,33340,962-32.1%$8.0M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD22,90133,003+44.1%$6.4M2026-Q1
FRANKLIN RESOURCES INCADD18,96329,336+54.7%$5.7M2026-Q1
HighTower Advisors, LLCADD17,47828,733+64.4%$5.6M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD18,84925,753+36.6%$5.0M2026-Q1
13 unique insiders with 36 transactions. Net insider value: -$5.9M ($0.00 bought, $5.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Taffe Norman PPresident Generac HomeSELL200$272.26$54.5K
Jun 5, 2026Taffe Norman PPresident Generac HomeEXERCISE150$119.54$17.9K
Jun 1, 2026Jagdfeld AaronChief Executive OfficerSELL5,000$272.18$1.4M
May 1, 2026Ramon David A.DirectorAWARD699$257.83$180.2K
May 1, 2026LAMPEREUR ANDREWDirectorAWARD820$257.83$211.4K
May 1, 2026Morgan Bennett JDirectorAWARD825$257.83$212.7K
May 1, 2026Jenkins William D JrDirectorAWARD699$257.83$180.2K
May 1, 2026Dixon Robert DDirectorAWARD699$257.83$180.2K
May 1, 2026Bohl Kathryn VDirectorAWARD699$257.83$180.2K
May 1, 2026Jagdfeld AaronChief Executive OfficerSELL5,000$260.02$1.3M
May 1, 2026Zarcone Dominick PDirectorAWARD796$257.83$205.2K
Apr 1, 2026Jagdfeld AaronChief Executive OfficerSELL5,000$199.81$999.0K
Mar 5, 2026Jagdfeld AaronChief Executive OfficerSELL5,000$216.95$1.1M
Mar 1, 2026Ragen York A.Chief Financial OfficerAWARD3,534
Mar 1, 2026Taffe Norman PPresident Energy TechnologyAWARD2,020
Mar 1, 2026Kanuru Rajendra KumarEVP, GC, Corp. SecretaryAWARD1,096
Mar 1, 2026Taffe Norman PPresident Energy TechnologyAWARD1,096
Mar 1, 2026Raabe Kyle AndrewPresident Consumer PowerAWARD1,096
Mar 1, 2026Ragen York A.Chief Financial OfficerAWARD1,918
Mar 1, 2026Wilde ErikPresident Domestic C&IAWARD1,096
Mar 1, 2026Wilde ErikPresident Domestic C&ITAX W/H677$228.14$154.5K
Mar 1, 2026Wilde ErikPresident Domestic C&IAWARD2,020
Mar 1, 2026Raabe Kyle AndrewPresident Consumer PowerAWARD2,020
Mar 1, 2026Kanuru Rajendra KumarEVP, GC, Corp. SecretaryAWARD2,020
Mar 1, 2026Jagdfeld AaronChief Executive OfficerAWARD7,671
Mar 1, 2026Jagdfeld AaronChief Executive OfficerTAX W/H5,241$228.14$1.2M
Mar 1, 2026Jagdfeld AaronChief Executive OfficerAWARD14,135
Feb 25, 2026Ragen York A.Chief Financial OfficerEXERCISE24,362$40.12$977.4K
Feb 25, 2026Taffe Norman PPresident Energy TechnologySELL933$239.13$223.1K
Feb 25, 2026Taffe Norman PPresident Energy TechnologyEXERCISE1,040
Feb 13, 2026Jagdfeld AaronChief Executive OfficerEXERCISE109,052$33.23$3.6M
Feb 13, 2026Jagdfeld AaronChief Executive OfficerTAX W/H59,252$224.45$13.3M
Feb 13, 2026Zarcone Dominick PDirectorAWARD114$220.20$25.1K
Feb 13, 2026Morgan Bennett JDirectorAWARD148$220.20$32.6K
Feb 13, 2026LAMPEREUR ANDREWDirectorAWARD142$220.20$31.3K
Feb 2, 2026Jagdfeld AaronChief Executive OfficerSELL5,000$166.91$834.5K

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

$281.60 mean target +7.3% upside Buy (1.85)
$212.00 Low $335.00 High
MetricValue
Current Price$262.36
Target Low$212.00
Target Mean$281.60
Target Median$280.00
Target High$335.00
# Analysts15
RecommendationBuy (1.85)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.00 $1.84 $2.38 21.2% +1.4% 10↑ 5↓ $1.2B 11.1% 17
Next Q
2026-09-30
$2.55 $2.31 $3.01 39.1% +1.3% 10↑ 6↓ $1.3B 19.0% 17
Current FY
2026-12-31
$9.00 $8.60 $9.70 42.0% +0.1% 17↑ 1↓ $4.9B 17.0% 18
Next FY
2027-12-31
$11.11 $9.40 $13.12 23.5% +0.7% 17↑ 1↓ $5.6B 13.8% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.000
7d ago$1.996+0.004
30d ago$1.972+0.028
60d ago$1.971+0.030
90d ago$1.938+0.062
14 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 UBS MAINTAIN Buy Buy
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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202610980070%
May 1, 202610990068%
Apr 1, 202611990069%
Mar 1, 202612980072%
Feb 1, 202613970076%
Jan 1, 202611990069%
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
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 29, 2026
earnings_calendar
GNRC Q1 2026 Earnings Before Market Open — 2026-04-29
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.