EverSource Wealth Advisors LLC Increases Stock Holdings in Generac Holdings Inc. $GNRC

EverSource Wealth Advisors LLC grew its stake in shares of Generac Holdings Inc. (NYSE:GNRC) by 1,204.9% during the first quarter, Holdings Channel reports. The firm owned 9,017 shares of the technology company’s stock after purchasing an additional 8,326 shares during the period. EverSource Wealth Advisors LLC’s holdings in Generac were worth $1,761,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Nicollet Investment Management Inc. raised its stake in Generac by 0.7% during the 4th quarter. Nicollet Investment Management Inc. now owns 7,734 shares of the technology company’s stock worth $1,055,000 after acquiring an additional 50 shares in the last quarter. Gen Wealth Partners Inc boosted its stake in Generac by 8.7% in the fourth quarter. Gen Wealth Partners Inc now owns 675 shares of the technology company’s stock valued at $92,000 after acquiring an additional 54 shares in the last quarter. Root Financial Partners LLC boosted its stake in Generac by 32.9% in the first quarter. Root Financial Partners LLC now owns 218 shares of the technology company’s stock valued at $43,000 after acquiring an additional 54 shares in the last quarter. Meridian Financial Partners LLC grew its holdings in shares of Generac by 0.6% during the fourth quarter. Meridian Financial Partners LLC now owns 10,056 shares of the technology company’s stock worth $1,371,000 after purchasing an additional 61 shares during the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Generac by 2.7% during the third quarter. NewEdge Advisors LLC now owns 2,749 shares of the technology company’s stock worth $460,000 after purchasing an additional 73 shares during the last quarter. Hedge funds and other institutional investors own 84.04% of the company’s stock.

Generac Price Performance

Generac stock opened at $192.29 on Friday. Generac Holdings Inc. has a 12 month low of $134.80 and a 12 month high of $296.44. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.04 and a quick ratio of 0.99. The business has a 50 day simple moving average of $252.07 and a 200-day simple moving average of $224.57. The stock has a market capitalization of $11.32 billion, a PE ratio of 44.31, a price-to-earnings-growth ratio of 1.83 and a beta of 1.89.

Generac (NYSE:GNRC) last issued its quarterly earnings results on Wednesday, July 29th. The technology company reported $2.91 earnings per share for the quarter, topping the consensus estimate of $2.01 by $0.90. Generac had a return on equity of 17.83% and a net margin of 5.82%.The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.18 billion. During the same period last year, the company earned $1.65 earnings per share. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. Equities analysts predict that Generac Holdings Inc. will post 8.91 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently weighed in on GNRC. DA Davidson set a $333.00 target price on Generac in a report on Thursday. Argus raised their price target on Generac from $255.00 to $290.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Stifel Nicolaus lifted their price target on Generac from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Thursday. Raymond James Financial set a $302.00 price target on Generac in a research report on Friday, May 22nd. Finally, Canaccord Genuity Group decreased their price objective on Generac from $325.00 to $275.00 and set a “buy” rating for the company in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $284.58.

Insiders Place Their Bets

In other news, CEO Aaron Jagdfeld sold 5,000 shares of Generac stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $272.18, for a total value of $1,360,900.00. Following the sale, the chief executive officer owned 564,528 shares of the company’s stock, valued at $153,653,231.04. The trade was a 0.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Norman P. Taffe sold 550 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $256.00, for a total transaction of $140,800.00. Following the transaction, the insider owned 15,808 shares in the company, valued at approximately $4,046,848. This trade represents a 3.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 6,100 shares of company stock valued at $1,651,443. 2.40% of the stock is owned by insiders.

Key Headlines Impacting Generac

Here are the key news stories impacting Generac this week:

• Positive Sentiment: Generac reported second-quarter adjusted EPS of $2.91, well above the roughly $2.01 consensus estimate and up from $1.65 a year earlier. Revenue increased 10.3% year over year to $1.17 billion. Generac Reports Second Quarter 2026 Results
• Positive Sentiment: Demand from commercial and industrial customers, particularly artificial-intelligence data centers, remains the key catalyst. Generac said its data-center backlog reached approximately $1.6 billion, while expanding capacity and hyperscaler supply agreements provide visibility into significant 2027 growth. Generac Q2 Earnings Call Highlights Data Center Expansion
• Positive Sentiment: Management reaffirmed its 2026 revenue outlook and raised commercial and industrial growth expectations to the low-30% range. Cantor Fitzgerald also raised its price target to $333 and maintained an Overweight rating. Cantor Fitzgerald price target report
• Neutral Sentiment: Guggenheim initiated or reiterated a Hold rating, while Canaccord Genuity lowered its price target from $325 to $275 but retained a Buy rating. The mixed recommendations suggest analysts remain positive on the long-term opportunity but cautious about execution and valuation.
• Negative Sentiment: Quarterly revenue fell slightly short of estimates, residential sales declined 2% amid soft housing, solar and storage conditions, and weak outage activity. In addition, part of the earnings beat came from a $71 million tariff refund, raising questions about the sustainability of the quarter’s unusually strong margins. Generac misses Q2 sales expectations

About Generac

Generac Holdings Inc (NYSE: GNRC) is a leading manufacturer of backup power generation products for residential, commercial and industrial applications. The company offers a comprehensive portfolio of standby and portable generators, transfer switches and power management systems designed to provide reliable electricity during power outages and other critical situations. With an emphasis on innovation, Generac has expanded its offerings to include clean energy technologies such as battery storage and integrated solar-plus-storage systems.

Generac’s product lineup addresses a broad range of customer needs.