OTTR Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

03
Kurs $88.87
Marktkapitalisierung (MRQ) $3.73B
P/E (TTM) 19.2
EPS (TTM) $4.63
Umsatz (TTM) $1.31B
Dividendenrendite 2.4%
ROE (TTM) 10.7%
Verschuldungsgrad (MRQ) 0.1
52W-Spanne $74–$95

OTTR Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

04
Spanne
Balken

Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.

Aktiensplits 2
Ex-Datum Split Typ
16. März 2000 2-for-1 Vorwärts
16. Juni 1988 2-for-1 Vorwärts

Über Otter Tail Corporation - Common Stock Unternehmensübersicht von Wikipedia

05 · wikidata

Otter Tail Corporation is an electric power and manufacturing company based in Fergus Falls, Minnesota. Its subsidiaries include Otter Tail Power Company, BTD Manufacturing Inc., T.O. Plastics Inc., Northern Pipe Products Inc., and Vinyltech Corporation.

As of 2007, Otter Tail Power Company serves at least 423 towns at retail and delivers power to about 14 municipal utilities. The company currently has a workforce of over 750 employees, a generating capacity of 660 megawatts, and owns over 5,000 miles (8,000 km) of electrical power transmission lines (the majority of which are operated at 41.6 kV). The company serves 128,500 customers in North Dakota, Minnesota, and South Dakota.

History

The company was incorporated in 1907 when funds were secured to begin construction of the Dayton Hollow Dam southwest of Fergus Falls. Once the dam came online in April 1909, the company transmitted power at 22 kV over a 25-mile (40 km) line to serve the customers of the Northern Light Electric Company at Wahpeton, North Dakota.

Shortly thereafter, contracts were secured to provide power at wholesale to the cities of Breckenridge and Fergus Falls, MN (the latter after their own municipal utility's dam failed). After connecting Foxhome, MN, to the system in 1912, the company connected or purchased electric distribution systems in 10 Minnesota towns (the most prominent being Elbow Lake and Morris, MN) and a second town in North Dakota (Fairmount) the following year. Northern Light Electric also merged with Otter Tail at this time and its owner came on board as the company's first general manager. The first South Dakota community served by the company was White Rock in 1915. By 1920, the company was serving approximately 44 towns, all but a handful of which were in or near Otter Tail County. However, the company quickly found its Minnesota service area hemmed in by neighboring utility companies that were also rushing to add territory. This led to the company expanding westward into and across much of eastern North Dakota, reaching Jamestown, ND by 1924 (the company was serving over 100 towns by this time). The company grew at an incredible rate over the next 5 years—reaching the Missouri River at Washburn in 1926 and approaching the Canada–US border by 1928. By the end of the 1920s, the company's service area had tripled to serve more than 310 towns. During the Great Depression, the company was apparently not as badly affected as some of its neighbors but was still forced to focus more on survival than growth. By 1939, the worst was past, and they were ready to move forward once more.

Between 1940 and 1944, Otter Tail added territory by merger or acquisition of 6 smaller power companies within or adjacent to its territory (almost all of which had corporate parents that were required to divest these properties due to passage of the Public Utility Holding Company Act of 1935). These purchases increased its territory to its present size of 50,000 square miles (130,000 km2), about the same size as the state of Wisconsin. The one exception in this territory is the Red River Valley between Grand Forks and Fargo, ND, which was then and still is served by Northern States Power Company (now Xcel Energy).

After the final major acquisition in 1944, the company had reached its 'maximum system' of 496 towns served at both retail and wholesale. As the company matured over the next several decades, the number of towns served within the region would shrink (mainly due to towns served at wholesale changing suppliers and some smaller retail towns dying out). A few towns were added between 1944 and 1968—the largest being the purchase of Fergus Falls' municipal utility in 1953 and the last addition being the transfer of several towns in Polk County, Minnesota, from Northern States Power Company when the 34.5 kV transmission line serving these towns approached its load limit.

A merger with Montana-Dakota Utilities was briefly explored in the late 1960s but was soon dropped due to all the regulatory hurdles involved. By the 1990s, flat revenues from the utility operations led the company to establish a subsidiary (Varistar) to acquire and oversee non-utility businesses. In 2001, the company changed its name to Otter Tail Corporation with the utility becoming a division within the company. In late 2008, the company completed a reorganization to realign the utility operations into a subsidiary within Otter Tail Corporation.

Hydropower

In the beginning, Otter Tail Power built a series of hydroelectric plants to provide power for its system and these served the company well until its expansion in the 1920s outstripped the dams' capacity (steam provided the bulk of the company's power needs from then on). The company has grown to such a point that today only about 1% of the company's needs still comes from hydropower. The dams are: Dayton Hollow (1909 - southwest of Fergus Falls), Hoot Lake (1914 / 1918 - east Fergus Falls), Pisgah (1918 - west Fergus Falls), Wright (rebuilt 1922 - downtown Fergus Falls), Taplin Gorge (1925 - northeast of Fergus Falls), and Bemidji (built early 1900s / purchased in 1944). Hoot Lake is unique in that the dam also formed the water intake for the coal-fired power plant that once stood nearby. Taplin Gorge's powerhouse is unique in that it was modeled after the Mausoleum of Theodoric at Ravenna, Italy. The company has since removed the Bemidji dam from its generation fleet (due to an equipment failure) but continues to operate the dam to regulate water levels on the lake behind the dam and the river downstream.

Coal-fired plants

After the company's load exceeded the capacity of its dams, the company then switched to coal to meet its energy requirements. A number of plants were added to its system in the 1920s, starting with Hoot Lake in 1921. The most important one was built near Washburn, ND in 1926, as it was one of the earliest large-scale plants to burn lignite exclusively. The company then added several more plants across the system in the late 1940s to meet the huge surge in demand after WWII, but when the company's Big Stone plant was completed in 1974, all of these smaller plants were retired and removed (the Washburn plant had been removed in 1969). The company completed its Coyote plant in 1981, after which another of the company's earlier plants (at Ortonville, MN) was removed. The Hoot Lake plant was the last of the company's early plants and the last that was 100% owned by the company. The plant began as an extension of the Hoot Lake hydro plant, with six additions built between 1921 and 1964. At the time of its retirement and demolition in 2021 (as part of Minnesota's commitment to carbon-free sources of energy), only the two most recent units (built in 1959 and 1964) were still in operation. The company is also seeking to withdraw from its investment in the Coyote plant in western North Dakota.

Wind power

Otter Tail Power Company currently owns 138 MW of wind generation, and purchases an additional 45 MW for a total of 183 MW of wind power. By 2010 wind generation on the system was expected to be equivalent to 18 percent of retail sales. Owned wind resources and power purchase agreements for Otter Tail Power Company include: Luverne Wind Farm, Ashtabula Wind Energy Center, Langdon Wind Energy Center, and North Dakota Wind II.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

SektorUtilities BrancheUtilities Mitarbeiter2.198 LandUS

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

06
Umsatz$1.30B
2016-12-31 → 2025-12-31
EPS$6.55
2016-12-31 → 2025-12-31
Freier Cashflow$98M
2018-12-31 → 2025-12-31
Nettogewinnmarge14.9%
2020-12-31 → 2025-12-31
Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl 5-Jahres-Trend OTTR 5-Jahres-Durchschnitt Peer-Median Fazit
P/E (TTM) 19.25-Jahres-Durchschnitt ≈12.1 ≈12.1 19.6 Fairer Wert
P/S (TTM) 2.95-Jahres-Durchschnitt ≈2.3 ≈2.3 2.8 Überbewertet
K/B (MRQ) 2.05-Jahres-Durchschnitt ≈2.2 ≈2.2 2.0 Fairer Wert
EV / EBITDA (TTM) 10.25-Jahres-Durchschnitt ≈7.8 ≈7.8 13.0 Unterbewertet
Kurs / FCF (TTM) -47.15-Jahres-Durchschnitt ≈31.8 ≈31.8 · ·
Kurs / Cashflow (TTM) 9.15-Jahres-Durchschnitt ≈8.7 ≈8.7 9.8 Fairer Wert
EV / Umsatz (TTM) 2.75-Jahres-Durchschnitt ≈2.6 ≈2.6 · ·
EV / FCF (TTM) -44.65-Jahres-Durchschnitt ≈35.3 ≈35.3 · ·
Kurs / Materieller Buchwert (MRQ) 2.05-Jahres-Durchschnitt ≈2.3 ≈2.3 · ·
PEG Ratio (PEG-Ratio) ≈0.8 · · ·

Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.

Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

13
Dividendenrendite2.4%
Ausschüttungsquote31.9%
Annualisierte Auszahlung≈$2.31Vierteljährlich bezahlt
5J Div CAGR≈7.2%Pro Aktie, bereinigt um Aktiensplits
Wachstumsphase≈12Aufeinanderfolgende Jahre mit Dividendenwachstum
Ex-DatumBetragWährungRendite
Aug 14, 2026$0,58USD≈2.4%
Mai 15, 2026$0,58USD≈2.5%
Feb 13, 2026$0,58USD≈2.5%
Nov 14, 2025$0,53USD≈2.5%
Aug 15, 2025$0,53USD≈2.5%
Mai 15, 2025$0,53USD≈2.5%
Feb 14, 2025$0,53USD≈2.5%
Nov 15, 2024$0,47USD≈2.3%
Aug 15, 2024$0,47USD≈2.1%
Mai 14, 2024$0,47USD≈2.0%
Feb 14, 2024$0,47USD≈2.0%
Nov 14, 2023$0,44USD≈2.2%
Aug 14, 2023$0,44USD≈1.9%
Mai 12, 2023$0,44USD≈2.2%
Feb 13, 2023$0,44USD≈2.6%
Nov 14, 2022$0,41USD≈3.0%
Aug 12, 2022$0,41USD≈2.0%
Mai 12, 2022$0,41USD≈2.6%
Feb 14, 2022$0,41USD≈2.6%
Nov 12, 2021$0,39USD≈2.3%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

14
Durchschn. Überraschung 4.4%
Nächster Bericht Nov 02, 2026
ZeitraumBerichtEPS ActualEPS est.Überraschung
30. Juni 2026 Aug 3, 2026 $1.66 $1.53 8.7%
31. März 2026 $1.73 $1.44 19.9%
31. Dezember 2025 $1.23 $1.35 -8.8%
30. September 2025 $1.86 $1.91 -2.4%
30. Juni 2025 $1.85 $1.76 5.2%
31. März 2025 $1.62 $1.56 3.8%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

15
Gewinn- und Verlustrechnung 14
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue $1.30B$1.33B$1.35B$1.47B$1.20B$883M$920M$916M$849M$804M$780M·
SG&A Expense $83M$80M$73M$70M$65M·······
Operating Expenses $958M$950M$971M$1.07B$947M$742M$785M$787M$717M$687M$671M·
Operating Income $346M$380M$378M$390M$250M$148M$135M$129M$132M$117M$109M·
Interest Expense ··$38M$36M$38M$34M······
Other Non-op $20M$19M$13M$2M$3M$6M$5M$3M$3M$3M$2M·
Pretax Income ····$213M$116M$104M$97M$100M$83M$80M·
Income Tax $46M$65M$69M$73M$36M$20M$17M$15M$27M$20M$22M·
Net Income $276M$302M$294M$284M$177M$96M$87M$82M$72M$62M$59M·
EPS (Basic) $6.59$7.22$7.06$6.83$4.26$2.35$2.19$2.08$1.84$1.62$1.58·
EPS (Diluted) $6.55$7.17$7.00$6.78$4.23$2.34$2.17$2.06$1.82$1.61$1.58·
Shares (Basic) 41,864,00041,778,00041,668,00041,586,00041,491,00040,710,00039,721,00039,600,00039,457,00038,546,45937,494,986·
Shares (Diluted) 42,117,00042,072,00042,039,00041,931,00041,818,00040,905,00039,954,00039,892,00039,748,00038,731,01037,668,026·
EBITDA $464M$487M$476M$483M$341M$230M$213M$204M····
Bilanz 27
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $386M$295M$230M$119M$2M$1M$21M$861.0K$16M$0··
Short-term Investments $54M$753.0K··········
Receivables ······$78M$75M$68M$68M··
Inventory $159M$149M$150M$146M$148M$92M$98M$106M$88M$84M··
Other Current Assets $35M$30M$17M$18M$17M$6M$7M$6M$12M$8M··
Current Assets $800M$630M$570M$453M$369M$235M$255M$241M$239M$208M··
PP&E (Net) $171M$179M$142M$2.21B$2.12B$2.05B$1.75B$1.58B$1.54B$1.48B··
PP&E (Gross) $417M$403M$350M···$2.65B$2.43B$2.34B$2.23B··
Accum. Depreciation $246M$224M$208M···$892M$848M$799M$748M··
Goodwill $38M$38M$38M$38M$38M$38M$38M$38M$38M$38M$40M·
Intangibles $5M$6M$7M$8M$9M$10M$11M$12M$14M$15M··
Other Non-current Assets $81M$66M$51M$41M$32M$26M$27M$36M$36M$34M··
Total Assets $3.96B$3.65B$3.24B$2.90B$2.75B$2.58B$2.27B$2.05B$2.00B$1.91B$1.82B·
Accounts Payable $94M$114M$94M$104M$135M$121M$121M$96M$85M$89M··
Short-term Debt $60M$70M$81M$8M$91M$81M$6M$19M$112M$43M··
Current Liabilities $351M$310M$310M$238M$388M$437M$190M$170M$257M$216M··
Capital Leases $22M$24M$11M$14M$15M$15M$18M$0····
Deferred Tax $306M$268M$237M$221M$188M$153M$132M$121M$101M$227M··
Other Non-current Liabilities $106M$98M$76M$61M$63M$60M$52M$24M$23M$22M··
Long-term Debt $964M$944M$824M$827M$767M$767M$692M$593M$493M$541M··
Total Debt $140M$70M$905M$832M$855M$846M$696M$609M····
Common Stock $210M$209M$209M$208M$208M$207M$201M$198M$198M$197M··
Retained Earnings $1.22B$1.03B$806M$585M$370M$258M$222M$190M$161M$139M··
AOCI $470.0K$532.0K$1M$915.0K$-7M$-9M$-6M$-4M$-6M$-4M··
Stockholders' Equity $1.86B$1.67B$1.44B$1.22B$991M$871M$781M$729M$697M$670M$605M$573M
Liabilities + Equity $3.96B$3.65B$3.24B$2.90B$2.75B$2.58B$2.27B$2.05B$2.00B$1.91B··
Shares Outstanding 41,905,52041,827,96741,710,52141,631,11341,551,52441,469,87940,157,59139,664,88439,557,49139,348,136··
Cashflow 18
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A $118M$107M$98M$93M$91M$82M$78M$75M$73M$73M$60M·
Stock-based Comp $9M$10M$8M$7M$7M$6M$6M$4M$4M$3M$2M·
Deferred Tax $33M$23M$14M$32M$29M$15M$12M$19M$24M$19M$26M·
Amort. of Intangibles $1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M·
Other Non-cash $-50M$11M$-9M$-27M$-73M$13M$3M$-37M····
Operating Cash Flow $386M$453M$404M$389M$231M$212M$185M$143M$174M$163M$118M·
CapEx $288M$359M$287M$171M$172M$372M$207M$105M$133M$161M$160M·
Investing Cash Flow $-291M$-411M$-289M$-175M$-172M$-376M$-209M$-107M$-133M$-159M$-156M·
Debt Issued $100M$120M$0$90M$140M$75M$100M$100M$0$130M··
Net Debt Issued $100M$120M$0$60M$-169.0K$75M$100M$100M····
Stock Issued ··$0$0$696.0K$52M$20M$0$4M$44M$14M·
Stock Repurchased ·····$2M$3M$3M$2M$104.0K$2M·
Net Stock Activity ··$0$0$696.0K$50M$18M$-3M····
Dividends Paid $88M$78M$73M$69M$65M$60M$56M$53M$51M···
Financing Cash Flow $-4M$23M$-4M$-97M$-59M$144M$45M$-51M$-25M$-4M$38M·
Net Change in Cash $92M$64M$111M$117M$374.0K$-20M$20M$-15M$16M···
Taxes Paid $11M$58M$46M$43M$8M$5M$5M$6M$5M$-1M$7M·
Free Cash Flow $98M$94M$117M$218M$59M$-160M$-22M$38M····
Rentabilität 7
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin 26.6%28.6%27.9%26.6%20.9%16.6%······
Net Margin 21.2%22.7%21.7%19.3%14.8%10.8%······
Pretax Margin ····17.8%13.0%······
EBITDA Margin 35.7%36.6%35.2%32.9%28.5%25.8%······
ROA 7.2%8.8%9.6%10.1%6.6%4.0%4.0%4.1%····
ROE 15.2%18.3%20.7%23.7%18.2%11.1%11.3%11.3%····
ROIC ····11.2%7.1%7.6%8.2%····
Liquidität & Solvenz 5
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.32.01.81.91.00.51.31.4····
Quick Ratio 1.31.00.70.50.00.00.50.4····
Debt / Equity 0.10.00.60.70.91.00.90.8····
LT Debt / Equity ··0.60.70.70.70.90.8····
Interest Coverage ··10.010.8········
Effizienz 1
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Pro Aktie 6
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share $44.43$39.89$34.60$29.24$23.84$21.00$19.46$18.38····
Revenue / Share $30.86$31.61$32.20$35.05$28.62$21.76······
Cash Flow / Share $9.16$10.76$9.62$9.28$5.53$5.18$4.63$3.60····
Cash / Share $9.22$7.04$5.52$2.86$0.04$0.03$0.53$0.02····
Dividend / Share $2.10$1.87$1.75$1.65$1.56$1.48$1.40$1.34$1.28$1.25$1.23·
EPS (TTM) $6.55$7.17$7.00$6.78$4.23$2.34$2.17$2.06$1.82$1.61$1.58$0.39
Wachstumsraten 10
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY -2.3%-1.7%-7.9%22.7%35.6%·······
Revenue CAGR 3Y -4.0%3.6%15.3%·········
Revenue CAGR 5Y 8.0%···········
EPS YoY -8.6%2.4%3.2%60.3%80.8%·······
EPS CAGR 3Y -1.1%19.2%44.1%·········
EPS CAGR 5Y 22.9%···········
Net Income YoY -8.5%2.5%3.5%60.8%84.4%·······
Net Income CAGR 3Y -0.98%19.5%45.3%·········
Net Income CAGR 5Y 23.5%···········
Dividends Paid CAGR 5Y 7.9%···········
Bewertung (TTM) 17
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.30B$1.33B$1.35B$1.47B$1.20B$883M$920M$916M$849M$804M$780M$1.13B
Net Income TTM $276M$302M$294M$284M$177M$96M$87M$82M$72M$62M$59M$15M
Market Cap $3.39B$3.09B$3.54B$2.44B$2.97B$1.77B$2.06B$1.97B····
Enterprise Value $3.09B$2.86B$4.22B$3.16B$3.82B$2.61B$2.73B$2.58B····
P/E 12.310.312.18.716.918.223.624.124.425.316.979.4
P/S 2.62.32.61.72.52.02.22.1····
P/B 1.81.92.52.03.02.02.62.7····
P / Tangible Book 1.91.92.52.13.12.1······
P / Cash Flow 8.86.88.86.312.88.311.113.7····
P / FCF 34.632.830.211.249.9-11.1-92.251.8····
EV / EBITDA 6.75.98.96.511.211.412.812.6····
EV / FCF 31.530.435.914.564.3-16.4-122.567.8····
EV / Revenue 2.42.23.12.13.23.03.02.8····
Dividend Yield 2.6%2.5%2.1%2.8%2.2%3.4%2.7%2.7%····
Earnings Yield 8.1%9.7%8.2%11.6%5.9%5.5%4.2%4.2%4.1%4.0%5.9%1.3%
Payout Ratio 31.9%25.9%24.8%24.2%36.7%62.9%64.2%·····
Annual Payout $88M$78M$73M$69M$65M$60M$56M$53M$51M···

Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

16
Kennzahl 2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $1.30B $1.33B $1.35B $1.47B $1.20B
Betriebsgewinnmarge % 26.6% 28.6% 27.9% 26.6% 20.9%
Nettoergebnis $276M $302M $294M $284M $177M
Verwässerte EPS $6.55 $7.17 $7.00 $6.78 $4.23

Institutionelle Eigentümer (13F) 383 Einreicher · $2.9B gesamt · Stand 30. September 2026

17

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 383
Gehaltener Wert $2.9B
Neue Positionen 45
Geschlossene Positionen 26
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
45 (+8 vs. Vorquartal) 26 (-2 vs. Vorquartal) 139 (+5 vs. Vorquartal) 101 (+8 vs. Vorquartal) +281K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
BlackRock, Inc. $590.052.503 6.557.596 20,07% Aktien
VANGUARD GROUP INC $408.856.579 5.059.480 13,91% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $269.609.054 2.996.322 9,17% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $170.174.045 1.891.243 5,79% Aktien
STATE STREET CORP $148.087.464 1.645.782 5,04% Aktien
GEODE CAPITAL MANAGEMENT, LLC $100.162.320 1.112.886 3,41% Aktien
MORGAN STANLEY $79.666.249 885.376 2,71% Aktien
DIMENSIONAL FUND ADVISORS LP $74.502.824 828.016 2,53% Aktien
TWO SIGMA INVESTMENTS, LP $65.304.695 725.769 2,22% Aktien
FIRST TRUST ADVISORS LP $57.321.128 637.043 1,95% Aktien
Caisse de depot et placement du Quebec $48.577.773 539.873 1,65% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46.767.645 519.756 1,59% Aktien
GABELLI FUNDS LLC $41.588.756 462.200 1,41% Aktien
NORTHERN TRUST CORP $40.801.071 453.446 1,39% Aktien
D. E. Shaw & Co., Inc. $40.222.950 447.021 1,37% Aktien
Bank of New York Mellon Corp $32.237.627 358.275 1,10% Aktien
JPMORGAN CHASE & CO $28.252.236 315.978 0,96% Aktien
BANK OF AMERICA CORP /DE/ $28.126.765 312.589 0,96% Aktien
VANGUARD FIDUCIARY TRUST CO $25.084.444 278.778 0,85% Aktien
VICTORY CAPITAL MANAGEMENT INC $24.839.879 276.060 0,85% Aktien
Nuveen, LLC $24.155.657 268.456 0,82% Aktien
GAMCO INVESTORS, INC. ET AL $23.826.524 264.798 0,81% Aktien
GOLDMAN SACHS GROUP INC $22.431.587 249.295 0,76% Aktien
PRINCIPAL FINANCIAL GROUP INC $21.015.549 233.558 0,71% Aktien
ADAGE CAPITAL PARTNERS GP, L.L.C. $18.944.929 210.546 0,64% Aktien
Invesco Ltd. $17.967.567 199.684 0,61% Aktien
Public Sector Pension Investment Board $17.552.489 195.071 0,60% Aktien
ROYAL BANK OF CANADA $16.679.000 185.376 0,57% Aktien
FEDERATED HERMES, INC. $15.716.310 174.664 0,53% Aktien
TWO SIGMA ADVISERS, LP $13.018.491 161.100 0,44% Aktien
UBS Group AG $12.207.677 135.671 0,42% Aktien
Bank & Trust Co $10.465.344 119.236 0,36% Aktien
RHUMBLINE ADVISERS $9.366.175 104.092 0,32% Aktien
US BANCORP \DE\ $9.057.567 100.662 0,31% Aktien
WHITTIER TRUST CO $8.949.823 98.904 0,30% Aktien
AMERIPRISE FINANCIAL INC $8.767.596 97.439 0,30% Aktien
LPL Financial LLC $8.635.449 95.971 0,29% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8.300.496 94.571 0,28% Aktien
FRANKLIN RESOURCES INC $8.145.170 90.522 0,28% Aktien
AMERICAN CENTURY COMPANIES INC $7.808.914 86.785 0,27% Aktien
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $7.777.961 86.441 0,26% Aktien
Legal & General Group Plc $7.673.946 85.285 0,26% Aktien
DENALI ADVISORS LLC $7.657.478 85.102 0,26% Aktien
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7.473.109 83.053 0,25% Aktien
ProShare Advisors LLC $7.281.902 80.928 0,25% Aktien
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $7.095.373 78.855 0,24% Aktien
Swiss National Bank $6.820.484 75.800 0,23% Aktien
Universal- Beteiligungs- und Servicegesellschaft mbH $6.796.999 75.539 0,23% Aktien
Brandywine Global Investment Management, LLC $6.683.068 82.701 0,23% Aktien
Phocas Financial Corp. $6.539.836 72.681 0,22% Aktien

Alle 383 institutionellen Eigentümer anzeigen →

Aktivisten & 5%+-Eigentümer 2 Beteiligungen

18

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
Cascade Investment, L.L.C., William H. Gates III ×9 Einreichungen 3. Oktober 2024 · Erste Einreichung · SEC
16. Juli 2012 · Erste Einreichung · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Unternehmensinsider 31 Insider · 12 Führungskräfte · 18 Direktoren

19
Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Edward J Mcintyre CEO 1. Juli 2015 F 61.875 0 0 $0
Tyler J Nelson VP, Chief Financial Officer 13. April 2026 A · 0 0 $0
Kevin G Moug CFO & Sr VP 31. Dezember 2023 M 119.401 0 0 $0
Timothy J Rogelstad President 13. April 2026 A 61.080 0 0 $0
Lauris N Molbert COO & Exec Vice Pres 30. Dezember 2010 A 88.075 0 0 $0
Paul L Knutson VP, Human Resources 11. August 2026 S 0 0 3 $-394.044
Todd R Wahlund Senior Vice President 13. April 2026 A 10.347 0 0 $0
Jennifer O. Smestad SVP General Counsel & Corp Sec 13. April 2026 A 19.137 0 0 $0
John S Abbott Sr VP, Manufacturing Platform 10. Februar 2026 A 50.896 0 0 $0
George A Koeck Sr. VP, Gen Coun & Corp Sec 15. November 2017 S 12.069 0 0 $0
Shane N Waslaski Pres-Varistar, Sr VP-OTC 14. April 2014 A 10.468 0 0 $0
Michelle L Kommer VP of Human Resources 11. April 2011 A 2.044 0 0 $0
Mary E Ludford Direktor 13. April 2026 A 7.071 0 0 $0
Jeanne H Crain Direktor 13. April 2026 A 7.071 0 0 $0
Michael E Lebeau Direktor 13. April 2026 A 9.300 0 0 $0
Christopher B Clark Direktor 13. April 2026 A 1.900 0 0 $0
Kathryn O Johnson Direktor 13. April 2026 A 29.453 0 0 $0
John D Erickson Direktor 13. April 2026 A 3.133 0 0 $0
Nathan I Partain Direktor 13. April 2026 A 10.969 0 0 $0
Thomas J Webb Direktor 13. April 2026 A 17.600 0 0 $0
Steven L Fritze Direktor 13. April 2025 A 30.533 0 0 $0
Karen Bohn Direktor 17. April 2023 A 45.850 0 0 $0
James B Stake Direktor 11. April 2022 A 46.794 0 0 $0
Timothy J O'Keefe Direktor 7. Dezember 2021 S 0 0 0 $0
Joyce Nelson Schuette Direktor 10. April 2017 A 31.532 0 0 $0
Gary J Spies Direktor 30. Juni 2014 A 38.025 0 0 $0
Arvid R Liebe Direktor 28. Juni 2013 A 20.847 0 0 $0
Mark W Olson Direktor 7. Juni 2013 A 4.138 0 0 $0
John C Macfarlane Direktor 26. März 2012 S 64.270 0 0 $0
Steven P Rasche · 13. April 2026 A 2.000 0 0 $0
Charles S Macfarlane · 10. Februar 2026 A 251.597 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

ETF-Besitz Gehalten von 54 ETFs

20

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
PSCU · Invesco Exchange-Traded Fund Trust … 3,88% 6.282 SH 2. Oktober 2026 Täglich
XSHD · Invesco Exchange-Traded Fund Trust … 0,95% 6.790 SH 2. Oktober 2026 Täglich
XSLV · Invesco Exchange-Traded Fund Trust … 0,95% 24.919 SH 2. Oktober 2026 Täglich
FYT · First Trust Exchange-Traded AlphaDE… 0,48% 10.625 NS 31. Juli 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,41% 42.594 NS 31. Juli 2026 N-PORT
QIDX · Spinnaker ETF Series 0,30% 1.323 NS 31. Juli 2026 N-PORT
ROSC · Lattice Strategies Trust 0,26% 1.796 NS 31. Juli 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 16.769 NS 31. Juli 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 38.779 NS 31. Juli 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,24% 6.400 SH 2. Oktober 2026 Täglich
EBIT · Harbor ETF Trust 0,23% 318 NS 31. Juli 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,23% 34.149 SH 19. August 2026 Täglich
VIOV · VANGUARD ADMIRAL FUNDS 0,22% 48.998 SH 19. August 2026 Täglich
VPU · VANGUARD WORLD FUND 0,22% 258.489 SH 19. August 2026 Täglich
FUTY · FIDELITY COVINGTON TRUST 0,22% 57.055 NS 31. Juli 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 146.778 SH 19. August 2026 Täglich
VIOG · VANGUARD ADMIRAL FUNDS 0,19% 22.489 SH 19. August 2026 Täglich
BKSE · BNY Mellon ETF Trust 0,14% 1.421 NS 31. Juli 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 11.267 NS 31. Juli 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,14% 566 NS 31. Juli 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 34.709 NS 31. Juli 2026 N-PORT
IWM · iShares Trust 0,11% 1.002.129 SH 11. September 2026 Täglich
RSSL · Global X Funds 0,11% 18.724 NS 31. Juli 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 225.256 SH 19. August 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,10% 29.171 SH 2. Oktober 2026 Täglich
FAB · First Trust Exchange-Traded AlphaDE… 0,10% 1.836 NS 31. Juli 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,08% 18.624 SH 2. Oktober 2026 Täglich
DFAS · Dimensional ETF Trust 0,08% 139.112 NS 31. Juli 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 611.248 SH 19. August 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,05% 963.623 SH 19. August 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,04% 481.165 SH 19. August 2026 Täglich
WSML · iShares Trust 0,03% 2.287 SH 11. September 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 900 SH 1. Oktober 2026 Täglich
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 237.193 SH 19. August 2026 Täglich
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1.195 SH 30. September 2026 Täglich
TILT · FlexShares Trust 0,01% 2.844 NS 31. Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 1.336.888 SH 19. August 2026 Täglich
VYM · VANGUARD WHITEHALL FUNDS 0,01% 152.950 SH 19. August 2026 Täglich
DFAC · Dimensional ETF Trust 0,01% 48.762 NS 31. Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.514 NS 31. Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 8.345 NS 31. Juli 2026 N-PORT
ITOT · iShares Trust 0,01% 54.747 SH 11. September 2026 Täglich
IWV · iShares Trust 0,00% 10.879 SH 8. September 2026 Täglich
DFUS · Dimensional ETF Trust 0,00% 11.213 NS 31. Juli 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 30.085 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.163 SH 19. August 2026 Täglich
IJR · iShares Trust · 2.561.625 SH 10. September 2026 Täglich
IJT · iShares Trust · 178.959 SH 9. September 2026 Täglich
IJS · iShares Trust · 205.904 SH 8. September 2026 Täglich
IWN · iShares Trust · 367.089 SH 11. September 2026 Täglich
SVAL · iShares Trust · 6.823 SH 3. September 2026 Täglich
ISCB · iShares Trust · 1.865 SH 11. September 2026 Täglich
ISCV · iShares Trust · 9.161 SH 11. September 2026 Täglich
SMLF · iShares Trust · 29.122 SH 11. September 2026 Täglich

OTTR Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

21
Bewertung · 9 Analysten VERKAUF
Median-Ziel $90.50 +1,8%
0 0,0% Starker Kauf
0 0,0% Kauf
6 66,7% Halten
1 11,1% Verkauf
2 22,2% Starker Verkauf

12-Monats-Kursziel

2 Analysten · 2026-10-02

Mittelwert-Ziel $90.50 +1,8%

Jetzt Aktueller Preis $88.87
Tief$86.00 Mittelwert$90.50 Hoch$95.00

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

22

FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
OTTR $3.39B 12.3 -2.3% 21.2% 15.2% ·
OKLO $11.52B -99.7 · · -9.7% ·
TXNM $6.41B 39.8 9.9% 7.8% 5.7% ·
POR $5.55B 17.3 4.0% 8.6% 7.7% ·
MGEE $2.87B 21.1 · -402.1% 10.6% ·
HE $2.12B 17.3 -4.1% 4.1% 8.0% ·
GNE · 15.3 18.1% 4.8% 9.7% 24.8%
ENO · · · · · ·
NEE $167.22B 24.3 9.8% 26.5% 13.1% ·

Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen

23

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

26

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.

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Quelle: SEC 10-Q eingereicht Aug 5, 2026