Norman Taffe Sells 150 Shares of Generac (NYSE:GNRC) Stock

Posted by Francis Steltz on Sep 18th, 2026

Generac Holdings Inc. (NYSE:GNRC – Get Free Report) insider Norman Taffe sold 150 shares of the company’s stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $229.50, for a total value of $34,425.00. Following the transaction, the insider directly owned 11,276 shares of the company’s stock, valued at approximately $2,587,842. The trade was a 1.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Generac Price Performance

Generac stock traded up $0.95 during trading on Friday, reaching $208.18. The company had a trading volume of 3,036,109 shares, compared to its average volume of 1,086,606. The firm’s 50-day simple moving average is $203.07 and its 200 day simple moving average is $226.58. Generac Holdings Inc. has a 1-year low of $134.80 and a 1-year high of $296.44. The firm has a market capitalization of $12.28 billion, a PE ratio of 47.97, a price-to-earnings-growth ratio of 1.49 and a beta of 1.91. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.00 and a current ratio of 2.04.

Generac (NYSE:GNRC – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The technology company reported $2.91 earnings per share for the quarter, topping analysts’ consensus estimates of $2.01 by $0.90. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.18 billion. Generac had a net margin of 5.82% and a return on equity of 17.83%. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.65 earnings per share. As a group, equities research analysts anticipate that Generac Holdings Inc. will post 9.78 earnings per share for the current fiscal year.

More Generac News

Here are the key news stories impacting Generac this week:

Positive Sentiment: Amazon agreed to purchase up to $8 billion of Generac backup generators through 2033, including approximately $2.4 billion of deliveries expected in 2027 and 2028. The contract gives Generac significant multiyear revenue visibility and strengthens its position as a supplier of behind-the-meter power for artificial-intelligence data centers. Generac Plugs into Amazon for an $8B AI-Powered Deal
Positive Sentiment: Amazon also received warrants to buy up to approximately $340 million of GNRC shares at about $200.93 per share. Although potential dilution is roughly 2.9% of shares outstanding, the warrants align Amazon’s ownership with cumulative purchases and support the strategic importance of the relationship. Amazon obtains right to buy stock in Generac
Positive Sentiment: Analysts responded favorably: JPMorgan raised its price target to $265 and maintained an overweight rating, while Canaccord lifted its target to $375 with a buy rating. Generac’s data-center backlog reportedly reached $1.6 billion in the second quarter, and estimate revisions could provide additional support. Generac: Hyperscale Wins Underpin Multi-Year AI Monetization Opportunity
Neutral Sentiment: The Amazon announcement has already prompted a major repricing, making investors more focused on whether Generac can expand manufacturing capacity, meet delivery schedules and convert the agreement into profitable cash flow. The company’s relatively strong liquidity and moderate leverage provide some financial flexibility.
Negative Sentiment: Risks include dependence on a single large customer, potential margin pressure from Amazon’s negotiating leverage and raw-material costs, execution challenges during the production ramp, and the possibility that the broader $8 billion commitment is not fully realized. The warrants could also dilute existing shareholders.

Analyst Ratings Changes

A number of brokerages recently weighed in on GNRC. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $333.00 price target on shares of Generac in a research note on Wednesday. Citigroup increased their target price on Generac from $263.00 to $300.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Stephens restated an “overweight” rating and issued a $335.00 target price on shares of Generac in a research report on Thursday. Stifel Nicolaus lifted their price target on Generac from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Weiss Ratings upgraded Generac from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $295.40.

Check Out Our Latest Report on Generac

Hedge Funds Weigh In On Generac

Institutional investors and hedge funds have recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Generac during the 2nd quarter worth $1,170,960,000. Diamant Asset Management Inc. raised its holdings in Generac by 19,433.0% in the 1st quarter. Diamant Asset Management Inc. now owns 666,075 shares of the technology company’s stock valued at $130,104,000 after buying an additional 662,665 shares during the period. Bank of America Corp DE acquired a new position in Generac in the second quarter valued at about $175,942,000. Park Presidio Capital LLC acquired a new position in Generac in the second quarter valued at about $158,140,000. Finally, Norges Bank purchased a new position in Generac during the fourth quarter worth about $68,590,000. 84.04% of the stock is currently owned by institutional investors and hedge funds.

About Generac

(Get Free Report)

Generac Holdings Inc is an energy technology company that designs and manufactures power generation and energy management products. Its portfolio includes residential standby generators, portable generators, commercial and industrial generator systems, and related transfer switches, controls and monitoring technologies.

The company also offers clean energy and electrification solutions, including battery energy storage systems, solar-related products, electric vehicle chargers and load-management technologies.