Beese Fulmer Investment Management 13F: New $734K Stake in GNRC

Beese Fulmer Investment Management disclosed a new stake in Generac Holdings Inc. GNRC, purchasing 3,532 shares worth about $733,638 in a Form 13F filing filed on October 23, 2026.

GNRC Generac Holdings Inc.

$186.92 ▲ +32.47% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Beese Fulmer Investment Management's Generac Holdings Inc. Position

The firm opened a brand-new position in the energy technology company during the quarter, going from zero shares up to 3,532 shares. The reported holding carried a total value of $733,638 as of the filing date.

Other Institutional Activity in Generac Holdings Inc.

Other large investors adjusted their holdings in Generac Holdings Inc. GNRC around the same reporting period. Evergreen Capital Management grew its holdings by 29,797 shares, ending with 42,313 shares worth about $8,756,676 following a 238.1% increase. E. Ohman J:or Asset Management sold out its entire stake, shedding 100,936 shares to end with zero shares valued at $0. Boston Partners reduced its holdings by 219,042 shares, finishing with 1,317,015 shares valued at $246,176,441 after a 14.3% drop. Ariel Investments, LLC trimmed its position by 296,912 shares to hold 997,951 shares worth $186,536,999. Shaw D.E. & Co., Inc. cut its stake by 340,661 shares, wrapping up the period with 957,094 shares valued at $178,900,008 following a 26.2% decrease.

Generac Holdings Inc. Stock Down 0.6%

Generac Holdings Inc. GNRC recently traded around $186.92 as of October 24, 2026, right around its close of $186.92 on the October 23 filing date.

Recent Earnings

Generac Holdings Inc. GNRC posted trailing twelve month revenue of $4.44 billion alongside $4.03 in earnings per share. The company operates in the specialty industrial machinery sector and has its next earnings report scheduled for October 28, 2026.

Dividend

Generac Holdings Inc. GNRC does not currently pay a dividend, maintaining a dividend payout ratio of 0.0% and a dividend yield of 0.0%.

Insider Buying and Selling at Generac Holdings Inc.

Company insiders executed several transactions leading up to the filing. Chief Executive Officer Aaron P. Jagdfeld sold 5,000 shares on September 1, 2026, at an average price of $182.21 for a total value of $911,050. Officer Norman P. Taffe sold 400 shares on September 8, 2026, valued at $75,481. Officer Kyle Andrew Raabe sold 603 shares on October 2, 2026, at an average price of $212.57 worth $128,180. Additionally, Norman P. Taffe sold 550 shares on October 6, 2026, valued at $119,184.

Analysts Set New Price Targets

Analyst firms updated their outlooks on Generac Holdings Inc. GNRC through October. On September 30, 2026, Citigroup maintained a neutral rating while lowering its price target to $232.00 from $300.00. Cantor Fitzgerald maintained an overweight rating on October 5, 2026, lowering its target from $333.00 to $297.00. Piper Sandler initiated coverage with an overweight rating and a $303.00 price target on October 8, 2026. Keybanc upgraded the stock to an overweight rating with a $280.00 price target on the same day. Later, on October 23, 2026, Piper Sandler maintained its overweight rating while adjusting its price target to $279.00 from $303.00. Overall, the stock carries a buy consensus rating from 18 analysts with a mean price target of $287.78.

About Generac Holdings Inc.

Generac Holdings Inc. GNRC designs and builds power equipment and energy storage systems for homes and businesses. Headquartered in Waukesha, Wisconsin, the company manufactures backup generators, transfer switches, and remote monitoring tools to help customers manage power outages and everyday energy needs.

Bottom Line

Investors will look toward Generac Holdings Inc. GNRC and its upcoming earnings release on October 28, 2026, for further insight into its financial performance and demand trends.