OTIS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $64.05
P/E (TTM) 16.5
EPS (TTM) $3.89
Revenue (TTM) $14.91B
ROE (TTM) -27.3%
Debt/Equity (MRQ) -1.5
52W Range $64–$95

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About Otis Worldwide Corporation Common Stock Company overview from Wikipedia

05 · wikidata

Otis Worldwide Corporation, doing business as its former legal name Otis Elevator Company and styled as OTIS, is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.

Based in Farmington, Connecticut, U.S., Otis is the world's largest manufacturer of vertical transportation systems, principally focusing on elevators, escalators, and moving walkways. It currently has a market share of 18%. The company pioneered the development of the "safety elevator", invented by Elisha Otis in 1852, which used a special mechanism that locked the elevator car in place against hoisting rope failure.

The Otis Elevator Company was acquired by United Technologies in 1976, and was spun off as an independent company 44 years later in April 2020.

History

The booming elevator market

In 1852, Elisha Otis invented the safety elevator, which was automatically halted in a hoisting rope failure. After a demonstration at the 1853 New York World's Fair, the elevator industry established credibility.

Otis founded the Otis Elevator Company in Yonkers, New York, in 1853. When he died in 1861 his sons Charles and Norton formed a partnership and continued the business. During the American Civil War, Otis elevators were in high demand throughout the United States due to the shipment of war materials. In 1864, with the partnership of J.M. Alvord, the company became known as Otis Brothers & Co. In 1867, Otis opened a factory in Yonkers.

In 1925, the world's first fully automatic elevator, Collective Control, was introduced. In 1931, the company installed the world's first double-deck elevator at 70 Pine Street in New York City.

In the early 1950s, the company introduced "Autotronic", an electromechanical computer system for running a bank of high speed elevator cars, which could predict the traffic flows within a building at specific times of the day and deploy the cars efficiently.

Otis opened a factory in Bloomington, Indiana, in 1965.

United Technologies

Otis was acquired by United Technologies in 1976 and became a wholly owned subsidiary. 1977 saw the introduction of "Elevonic" - the successor to Autotronic - which was the first solid state, digital microprocessor-based elevator control system.

1980s

In 1981, the Yonkers factory closed, and was later purchased by Kawasaki for use as a rail car assembly plant. Also in 1981, Otis signed a business agreement with an elevator company in China.

During the 1980s, Otis developed the Remote Elevator Monitoring (REM) system that collected behavioral data from 300,000 elevators.

Otis has also dabbled in horizontal automated people-mover "shuttle" systems, such as the Otis Hovair. In 2020, Otis formed a joint venture called "Poma-Otis Transportation Systems" with the French company Pomagalski to promote these products. That partnership has since ended.

1990s

Otis Elevator Company purchased Evans Lifts in the UK when Evans Lifts Ltd went bankrupt in 1997 during its merger with Express Lift Company with the name ExpressEvans. It was the oldest and largest manufacturer of lift equipment in the UK, and was based in Leicester, England. Otis's Customer Care Centre is still based in the old Evans Lifts building in Leicester. The building has since been extended by Otis. There are some installations of Evans Lifts in use today. Few lifts made by Otis are branded as Evans. Notably, an original Evans Lift is still in the Silver Arcade in Leicester. It formerly transported people to the upper floors.

In 1999, Otis acquired CemcoLift, Inc, located in Hatfield, Pennsylvania. The operation was later closed in October 2012, with the remaining business being sold to Minnesota Elevator Inc.

South Korea divisions

In 1910, Otis installed the first hydraulic elevator for transporting money at the Bank of Chosun, and installed the first elevator for passengers on the Korean Peninsula at a railway hotel. Since then, almost all elevators in the Korean Peninsula have been installed before the liberation, and even after liberation, they were the first to land in the Korean market, occupying about 80% of the elevators imported from Korea.

In 1982, it re-entered the Korean market through a technological alliance with Dongyang Elevator, and in 1991 took over the elevator manufacturer Korea Engineering and launched 'Korea OTIS Elevator'. The elevators supplied at this time were brought to Korea in the form of direct imports from overseas factories.

At the time, apart from OTIS Korea, the actual predecessor of Otis Elevator was LG Industrial Systems Elevator. In 1968, Youngjin Electric and Goldstar established elevator manufacturing plants in Juan, Incheon and Changwon, Gyeongsangnam-do, respectively. After forming an alliance, Hitachi Elevator entered the Korean market in 1979 through a joint venture with Goldstar. At that time, the Juan plant had the name 'Shin Yeong Electric' and the Changwon plant had the name 'Geumseong Sa', but in 1987, Geumseong Sa changed its name to 'Geumseong Sanjeon' and Shin Yeong Electric's changed its name to 'Geumseong Sanjeon', which combined the Geumseong Electrician and Geumseong Sanjeon. It was called 'Goldstar Elevator'. In February 1995, Goldstar Industrial Systems changed its name to 'LG Industrial Systems', and in September of the same year, LG Industrial Systems merged Goldstar Industrial Systems and Geumseong Industrial Systems(Korea). Afterwards, Otis established 'Otis Korea' in a joint venture with Dongyang Heavy Industries in February 1998.

Otis also took over the shares of LG Industrial Systems Elevator in December 1999 and changed the name of LG Industrial Systems Elevator to LG-OTIS. At the same time, the existing Korea OTIS was merged with it. In 2000, LG-OTIS founded Sigma Elevator and used Sigma brand to replace LG-OTIS, LG and Goldstar Brand at Overseas (International). The company name was also changed back to OTIS-LG. After the acquisition of shares was completed in 2005, LG Industrial Systems was separated into LS Industrial Systems and the 'LG' trade name was removed to become 'Otis Elevator Korea'.

2000–2018

In 2011, Otis acquired its competitor Marshall Elevator for an undisclosed amount. Beginning in 2011, Otis cut its manufacturing operations in Nogales, Mexico, and supply-chain operations in Tucson, as part of a consolidation of manufacturing operations in Florence, South Carolina, where Otis purchased a former Maytag facility on 92 acres. As part of the consolidation, Otis shut down its Bloomington facility in 2012.

In October 2013, Otis won its biggest ever contract to date, to supply 670 elevators and escalators to the Hyderabad Metro. Its second biggest contract had been in 2012, to supply 349 elevators for the Hangzhou metro. In 2015, Otis had to slow its expansion in Asia after orders in the region started to drop.

In January 2018, Otis Elevator Korea was recognized by Elevator World with its "New Construction Project of the Year" for the company's installation of the world's longest double-deck elevator (30 elevators) in the 555-meter Lotte World Tower in Seoul. The "sky shuttle" can take 54 passengers from the 2nd floor to the 121st floor in 1 minute.

Independent again

On November 26, 2018, United Technologies announced it would spin off Otis Elevator into an independent company. Its headquarters are to remain in Connecticut. In 2019, Otis geared up its artificial intelligence technology by capitalizing on predictive technologies.

In July 2022, Otis elevator company sold its business in Russia to S8 Capital holding. The holding received equipment, technologies and staff. In addition, the American side guaranteed uninterrupted supplies of the necessary spare parts. In early August, a new production line was launched. Since the end of January 2023, the company has been manufacturing products there under the Meteor Lift brand.

Notable installations

Otis has installed elevators in some of the world's most famous structures, including the world's tallest:

Eiffel Tower

Empire State Building (modernization partnership signed in 2011)

The original World Trade Center

The Twilight Zone Tower of Terror Attractions (including ride mechanisms)

Petronas Twin Towers

Burj Khalifa, the world's tallest structure

CN Tower

The Singing Tower at Bok Tower Gardens

Skylon Tower

30 Hudson Yards

Willis Tower (modernization)

Raj Bhavan (India's first elevator)

Atakule

Incidents and controversies

In 1992, an Otis trainee died on the job due to orders to violate workplace safety protocols. OEEU organised protests in response, forcing the company to permanently take on 98 temporary workers and to stop their recruitment for permanent jobs. This had been a problem for several years at that point.

In 1998, two Otis workers died on the job in separate incidents in Mumbai, India. This led to a public discussion about the lack of safety training for contract workers at the company and an investigation by the Lokshahi Hakk Sanghatana Maharashtra, a democratic rights organization, which demanded that company management should be prosecuted for their negligence.

In 2001, due to a dated design flaw, 8-year-old Tucker Smith from Bel Air, Maryland was crushed to death by an Otis Elevator after becoming trapped in the gap between the outside door and the inside gate.

On August 14, 2002, Neil Raymond Ricco tripped while exiting an Otis Elevator while working at a Comerica Bank building in San Diego. He said it malfunctioned, causing the elevator to stop a foot below the floor level. Ricco was diagnosed with a concussion and a controversial investigation ensued.

In February 2007, European Union regulators fined Otis Elevator €225 million (US$295.8 million) for being part of a price-fixing cartel in the Belgian, Dutch, Luxembourg, and German markets. Competitors ThyssenKrupp, Schindler Group, KONE, and Mitsubishi Elevator Europe were also fined for participating in the same cartel.

On July 24, 2009, a group of eight people were trapped for eight hours in an Otis elevator in Toronto. A repair worker who tried to fix the elevator fell 10 floors to his death.

On December 14, 2010, an Otis escalator installed in the International Trade station of Shenzhen Metro Line 1 reversed direction without notice, triggering a stampede that injured 25 passengers.

On July 5, 2011, an Otis 513MPE escalator installed at Beijing Subway Line 4 Zoo Station changed direction without notice, causing 30 people to fall. One boy was killed and 27 people injured, prompting China to halt the use of the escalator model. A Beijing official said the 513MPE escalator had "defects in design, manufacturing and maintenance", and that Otis had "unavoidable responsibility for the accident". Shenzhen Metro authorities confirmed that the cause of the accident was also similar to the Shenzhen accident on December 14.

In March 2017, eighteen people suffered injuries at Hong Kong's Langham Place shopping mall when an escalator maintained by Otis reversed direction from up to down.

On July 9, 2018, a one-year-old Otis escalator at Stockholm City railway station changed direction from up to a rapid descent, in what local officials called a "free fall", causing minor injuries. Inspection of the gear boxes of several Otis escalators revealed unexpected rust and heavy wear. This led to the newly built train stations Stockholm City Station and Stockholm Odenplan being temporarily closed on July 13, 2018, for security reasons until the problems were understood and resolved.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryMachinery employees72,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$14.43B
2018-12-31 → 2025-12-31
EPS$3.50
2018-12-31 → 2025-12-31
Free Cash Flow$1.44B
2020-12-31 → 2025-12-31
Net margin10.2%
2020-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend OTIS 5Y avg Peer Median Verdict
P/E (TTM) 16.55Y avg ≈26.1 ≈26.1 30.9 Undervalued
PEG Ratio ≈1.5 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio46.8%
Annualized Payout≈$1.76Paid quarterly
Growth Streak≈4Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 14, 2026$0.44USD≈2.4%
May 15, 2026$0.44USD≈2.4%
Feb 13, 2026$0.42USD≈1.9%
Nov 14, 2025$0.42USD≈1.9%
Aug 15, 2025$0.42USD≈1.9%
May 16, 2025$0.42USD≈1.6%
Feb 14, 2025$0.39USD≈1.6%
Nov 15, 2024$0.39USD≈1.5%
Aug 16, 2024$0.39USD≈1.6%
May 16, 2024$0.39USD≈1.5%
Feb 15, 2024$0.34USD≈1.5%
Nov 16, 2023$0.34USD≈1.6%
Aug 17, 2023$0.34USD≈1.5%
May 18, 2023$0.34USD≈1.4%
Feb 16, 2023$0.29USD≈1.4%
Nov 17, 2022$0.29USD≈1.4%
Aug 18, 2022$0.29USD≈1.3%
May 19, 2022$0.29USD≈1.4%
Feb 17, 2022$0.24USD≈1.3%
Nov 18, 2021$0.24USD≈1.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -0.72%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 21, 2026 $1.01 $1.03 -2.1%
March 31, 2026 $0.89 $0.91 -1.9%
Dec. 31, 2025 $1.03 $1.06 -2.5%
Sept. 30, 2025 $1.05 $1.02 3.0%
June 30, 2025 $1.05 $1.05 0.04%
March 31, 2025 $0.92 $0.93 -0.93%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 13
Metric Trend 20252024202320222021202020192018
Revenue $14.43B$14.26B$14.21B$13.69B$14.30B$12.76B$13.12B$12.91B
R&D Expense $152M$152M$144M$150M$159M$152M$163M$181M
SG&A Expense $1.98B$1.86B$1.88B$1.76B$1.95B$1.92B$1.81B$1.74B
Operating Expenses $12.19B$12.02B$12.04B$11.68B$12.21B$11.05B$11.27B$11.11B
Operating Income $2.13B$2.01B$2.19B$2.03B$2.11B$1.64B$1.81B$1.83B
Pretax Income $1.93B$2.04B$2.03B$1.89B$1.96B$1.51B$1.86B$1.89B
Income Tax $479M$305M$533M$519M$541M$455M$594M$683M
Net Income $1.38B$1.65B$1.41B$1.25B$1.25B$906M$1.12B$1.05B
EPS (Basic) $3.52$4.10$3.42$2.98$2.91$2.09$2.55$2.42
EPS (Diluted) $3.50$4.07$3.39$2.96$2.89$2.08$2.55$2.42
Shares (Basic) 392,800,000401,700,000411,400,000420,000,000427,700,000433,200,000433,100,000433,100,000
Shares (Diluted) 394,900,000404,400,000414,600,000423,000,000431,400,000434,600,000433,100,000433,100,000
EBITDA $2.31B$2.19B$2.38B$2.22B$2.31B$1.83B··
Balance Sheet 29
Metric Trend 20252024202320222021202020192018
Cash & Equivalents $1.10B$2.30B$1.27B$1.19B$1.56B$1.78B$1.45B$1.33B
Receivables $3.69B$3.43B$3.54B$3.36B$3.23B$3.15B$2.86B·
Inventory $613M$557M$612M$617M$622M$659M$571M·
Other Current Assets $405M$679M$259M$316M$382M$429M$251M·
Current Assets $6.50B$7.67B$6.40B$6.14B$8.26B$6.49B$5.66B·
PP&E (Net) $743M$701M$727M$719M$774M$774M$721M$678M
PP&E (Gross) $2.00B$1.89B$1.96B$1.87B$1.93B$1.97B$1.80B·
Accum. Depreciation $1.26B$1.19B$1.23B$1.15B$1.16B$1.20B$1.08B·
Goodwill $1.70B$1.55B$1.59B$1.57B$1.67B$1.77B$1.65B$1.69B
Intangibles $343M$311M$335M$369M$419M$484M$490M·
Other Non-current Assets $410M$362M$328M$287M$297M$310M$263M·
Total Assets $10.65B$11.32B$10.12B$9.82B$12.28B$10.71B$9.69B·
Accounts Payable $2.14B$1.88B$1.88B$1.72B$1.56B$1.45B$1.33B·
Accrued Liabilities $1.85B$1.92B$1.87B$1.79B$1.99B$1.98B$1.74B·
Short-term Debt $215M$51M$32M$139M$24M$701M$34M·
Current Liabilities $7.66B$7.75B$6.48B$6.84B$6.25B$6.67B$5.37B·
Capital Leases $397M$298M$292M$315M$336M$367M$386M·
Deferred Tax $223M$207M$245M$279M$267M$321M$695M·
Other Non-current Liabilities $329M$383M$493M$556M$606M$634M$311M·
Total Liabilities $15.92B$16.04B$14.84B$14.48B$15.26B$13.91B$7.36B·
Long-term Debt $7.74B$8.27B$6.87B$6.63B$7.25B$5.26B$5M·
Total Debt $7.96B$8.32B$6.90B$6.77B$7.27B$5.96B··
Common Stock $333M$265M$213M$162M$119M$59M$0·
Retained Earnings $-440M$-978M$-2.00B$-2.87B$-2.26B$-3.11B$0·
Treasury Stock $4.20B$3.39B$2.38B$1.57B$725M$0··
AOCI $-1.09B$-745M$-750M$-592M$-763M$-815M$-758M$-708M
Stockholders' Equity $-5.39B$-4.85B$-4.92B$-4.87B$-3.62B$-3.86B$1.70B$2.11B
Liabilities + Equity $10.65B$11.32B$10.12B$9.82B$12.28B$10.71B$9.69B·
Shares Outstanding ·438,600,000437,000,000435,600,000434,700,000433,400,000··
Cash Flow 18
Metric Trend 20252024202320222021202020192018
D&A $175M$181M$193M$191M$203M$191M$180M$190M
Stock-based Comp $80M$73M$64M$67M$65M$63M$37M$38M
Deferred Tax $-104M$-31M$-61M$-16M$-92M$-51M$-8M$127M
Amort. of Intangibles $62M$62M$67M$73M$87M$91M$95M$104M
Restructuring $130M$71M$67M$60M$56M$77M$54M$69M
Other Non-cash $61M$-305M$25M$65M$328M$371M··
Operating Cash Flow $1.60B$1.56B$1.63B$1.56B$1.75B$1.48B$1.47B$1.55B
CapEx $152M$126M$138M$115M$156M$183M$145M$172M
Investing Cash Flow $-406M$-164M$-183M$-33M$-89M$-353M$-203M$-201M
Debt Issued $500M$1.50B$747M$0$2.03B$6.30B$0$0
Net Debt Issued $-800M$1.50B$213M$-500M$2.03B$5.30B··
Stock Repurchased $809M$1.01B$800M$850M$725M$0$0·
Net Stock Activity $-809M$-1.01B$-800M$-850M$-725M···
Dividends Paid $647M$606M$539M$465M$393M$260M$0$0
Financing Cash Flow $-2.42B$-309M$-1.35B$-3.65B$58M$-844M$-1.13B$-1.50B
Net Change in Cash $-1.22B$1.04B$85M$-2.28B$1.68B$342M$113M$-225M
Taxes Paid $471M$586M$546M$562M$552M$561M$632M$607M
Free Cash Flow $1.44B$1.44B$1.49B$1.45B$1.59B$1.30B··
Profitability 7
Metric Trend 20252024202320222021202020192018
Operating Margin 14.8%14.1%15.4%14.9%14.7%12.8%··
Net Margin 9.6%11.5%9.9%9.2%8.7%7.1%··
Pretax Margin 13.4%14.3%14.3%13.8%13.7%11.8%··
EBITDA Margin 16.0%15.3%16.7%16.2%16.2%14.3%··
ROA 12.6%15.3%14.1%11.3%10.8%8.9%··
ROE -27.0%-33.7%-28.7%-29.5%-33.3%-85.0%··
ROIC 62.6%49.1%81.7%77.7%41.8%53.8%··
Liquidity & Solvency 4
Metric Trend 20252024202320222021202020192018
Current Ratio 0.81.01.00.91.31.0··
Quick Ratio 0.60.70.70.70.80.7··
Debt / Equity -1.5-1.7-1.4-1.4-2.0-1.6··
LT Debt / Equity -1.3-1.4-1.4-1.3-2.0-1.4··
Efficiency 2
Metric Trend 20252024202320222021202020192018
Asset Turnover 1.31.31.41.21.21.3··
Receivables Turnover 4.14.14.14.24.54.2··
Per Share 6
Metric Trend 20252024202320222021202020192018
Book Value / Share ·$-11.05$-11.27$-11.18$-8.34$-8.84··
Revenue / Share $36.54$35.26$34.27$32.35$33.14$29.35··
Cash Flow / Share $4.04$3.87$3.92$3.69$4.06$3.41··
Cash / Share ·$5.24$2.92$2.73$3.60$4.11··
Dividend Paid / Share $1.65$1.51$1.31$1.11$0.92$0.60$0.00$0.00
EPS (TTM) $3.50$4.07$3.39$2.96$2.89$2.08··
Growth Rates 10
Metric Trend 20252024202320222021202020192018
Revenue YoY 1.2%0.37%3.8%-4.3%12.1%···
Revenue CAGR 3Y 1.8%-0.09%3.7%·····
Revenue CAGR 5Y 2.5%·······
EPS YoY -14.0%20.1%14.5%2.4%38.9%···
EPS CAGR 3Y 5.7%12.1%17.7%·····
EPS CAGR 5Y 11.0%·······
Net Income YoY -15.9%17.0%12.2%0.56%37.5%···
Net Income CAGR 3Y 3.4%9.7%15.8%·····
Net Income CAGR 5Y 8.8%·······
Dividends Paid CAGR 5Y 20.0%·······
Valuation (TTM) 16
Metric Trend 20252024202320222021202020192018
Revenue TTM $14.43B$14.26B$14.21B$13.69B$14.30B$12.76B··
Net Income TTM $1.38B$1.65B$1.41B$1.25B$1.25B$906M··
Market Cap ·$40.62B$39.10B$34.11B$37.85B$29.28B··
Enterprise Value ·$46.64B$44.72B$39.69B$43.56B$33.46B··
P/E 25.022.826.426.530.132.5··
P/S ·2.82.82.52.62.3··
P/B ·-8.4-7.9-7.0-10.4-7.6··
P / Cash Flow ·26.024.021.921.619.8··
P / FCF ·28.326.323.623.722.6··
EV / EBITDA ·21.318.817.818.818.3··
EV / FCF ·32.530.027.527.325.8··
EV / Revenue ·3.33.12.93.02.6··
Dividend Yield ·1.5%1.4%1.4%1.0%0.89%··
Earnings Yield 4.0%4.4%3.8%3.8%3.3%3.1%··
Payout Ratio 46.8%36.8%38.3%37.1%31.5%28.7%··
Annual Payout $647M$606M$539M$465M$393M$260M··

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $14.43B $14.26B $14.21B $13.69B $14.30B
Operating Margin % 14.8% 14.1% 15.4% 14.9% 14.7%
Net Income $1.38B $1.65B $1.41B $1.25B $1.25B
Diluted EPS $3.50 $4.07 $3.39 $2.96 $2.89

Institutional owners (13F) 1,315 filers · $29.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,315
Value held $29.4B
New positions 120
Exited positions 119
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
120 (-16 vs prior Q) 119 (-34 vs prior Q) 428 (+44 vs prior Q) 454 (-14 vs prior Q) +12.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
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GEODE CAPITAL MANAGEMENT, LLC $906,426,392 12,589,525 3.09% Shares
FRANKLIN RESOURCES INC $843,747,884 11,784,188 2.87% Shares
MORGAN STANLEY $785,082,575 10,964,838 2.67% Shares
FMR LLC $723,846,712 10,109,592 2.47% Shares
NORGES BANK $615,911,720 8,602,119 2.10% Shares
Clearbridge Investments, LLC $534,246,702 7,461,546 1.82% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $423,738,824 5,918,140 1.44% Shares
D. E. Shaw & Co., Inc. $389,446,935 5,439,203 1.33% Shares
Independent Franchise Partners LLP $368,890,646 5,152,104 1.26% Shares
AQR CAPITAL MANAGEMENT LLC $331,160,737 4,625,150 1.13% Shares
PineStone Asset Management Inc. $307,196,506 4,290,454 1.05% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $303,900,643 4,103,431 1.04% Shares
Fiera Capital Corp $296,333,712 4,138,739 1.01% Shares
VAN ECK ASSOCIATES CORP $285,899,588 3,993,011 0.97% Shares
Invesco Ltd. $283,104,624 3,953,975 0.96% Shares
NORTHERN TRUST CORP $279,311,528 3,900,999 0.95% Shares
BLS Capital Fondsmaeglerselskab A/S $278,197,862 3,885,445 0.95% Shares
CIBC Private Wealth Group LLC $264,276,753 2,890,482 0.90% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $255,163,243 3,310,369 0.87% Shares
WELLINGTON MANAGEMENT GROUP LLP $238,853,376 3,335,941 0.81% Shares
GOLDMAN SACHS GROUP INC $226,638,085 3,165,336 0.77% Shares
TWO SIGMA INVESTMENTS, LP $224,737,650 3,138,794 0.77% Shares
CANADA PENSION PLAN INVESTMENT BOARD $223,002,639 3,114,562 0.76% Shares
JPMORGAN CHASE & CO $220,310,622 3,021,264 0.75% Shares
Canoe Financial LP $217,970,878 3,044,286 0.74% Shares
Capital Research Global Investors $207,412,885 2,896,828 0.71% Shares
Bank of New York Mellon Corp $196,297,801 2,741,590 0.67% Shares
BANK OF AMERICA CORP /DE/ $189,233,221 2,642,922 0.64% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $177,636,521 2,480,957 0.61% Shares
Legal & General Group Plc $177,514,583 2,479,254 0.60% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $176,736,867 2,468,392 0.60% Shares
Clean Energy Transition LLP $165,038,501 2,305,007 0.56% Shares
Guinness Asset Management LTD $157,637,603 2,202,384 0.54% Shares
VANGUARD FIDUCIARY TRUST CO $154,258,262 2,154,445 0.53% Shares
PRIMECAP MANAGEMENT CO/CA/ $147,169,504 2,055,440 0.50% Shares
DIMENSIONAL FUND ADVISORS LP $140,593,215 1,963,270 0.48% Shares
CITADEL ADVISORS LLC $139,840,886 1,953,085 0.48% Shares
UBS Group AG $136,626,403 1,908,190 0.47% Shares
BANK OF MONTREAL /CAN/ $136,501,463 1,906,445 0.46% Shares
Amundi $132,086,033 1,844,777 0.45% Shares
USS Investment Management Ltd $125,952,716 1,759,239 0.43% Shares
DEUTSCHE BANK AG\ $123,073,312 1,718,901 0.42% Shares
ROYAL BANK OF CANADA $121,180,000 1,692,479 0.41% Shares
RENAISSANCE TECHNOLOGIES LLC $113,428,720 1,584,200 0.39% Shares
Man Group plc $105,634,702 1,475,345 0.36% Shares

Show all 1,315 institutional owners →

Company insiders 33 insiders · 20 officers · 11 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Judith Fran Marks Chair, CEO and President Feb. 7, 2026 M 244,063 0 2 $-9,289,650
Echevarria Maria Cristina Mendez EVP & CFO Aug. 23, 2026 M 10,556 0 0 $0
Anurag Maheshwari EVP & CFO Feb. 7, 2024 M 32,987 0 0 $0
Rahul Ghai EVP, CFO Aug. 1, 2022 M 2,063 0 0 $0
Joseph Jay Armas President, Otis Americas June 2, 2026 M 2,990 0 0 $0
Thibault Pierre Marie Lefebure President, Otis EMEA May 7, 2026 S 4,008 0 1 $-125,177
Nicolas Eduardo Lopez President, Otis Asia Pacific March 2, 2026 A · 0 0 $0
Sally Loh President, Otis Greater China March 1, 2026 M 45,507 0 0 $0
Stephane De Montlivault President, Otis Asia Pacific Feb. 12, 2026 S 29,176 0 1 $-4,422,834
Tracy A Embree President, Otis Americas Feb. 6, 2025 M 18,276 0 0 $0
Fernandez Bernardo Calleja President, Otis EMEA July 28, 2023 M 42,097 0 0 $0
James F. Cramer President, Otis Americas June 1, 2023 M 16,555 0 0 $0
Viseras Enrique Minarro Chief Operating Officer Feb. 6, 2026 M 32,422 0 0 $0
Kimberly Shannon Gosk EVP & CPO Sept. 2, 2026 M 8,112 0 0 $0
Nora E. Lafreniere EVP, General Counsel Feb. 10, 2026 M 13,880 0 2 $-2,478,039
Neil Green EVP & Chief Digital Officer Feb. 7, 2026 M 7,466 0 1 $-518,700
Peiming Zheng EVP, Chief Product, Delivery Feb. 7, 2026 M 22,455 0 0 $0
Ryan Michael Patrick SVP, CAO & Controller Feb. 7, 2026 M 3,504 0 2 $-384,088
Abbe Luersman EVP & CPO Feb. 7, 2025 M 17,293 0 0 $0
Laurie P. Havanec EVP & Chief People Officer Jan. 2, 2021 M 12,370 0 0 $0
Christopher J Kearney Director Aug. 3, 2026 A 17,984 0 0 $0
Jeffrey Harry Black Director May 27, 2026 A · 0 0 $0
Jill Brannon Director May 27, 2026 A · 0 0 $0
Kathy Hopinkah Hannan Director May 27, 2026 A · 0 0 $0
Nelda J Connors Director May 27, 2026 A · 0 0 $0
Shelley Stewart JR Director May 27, 2026 A 0 0 0 $0
Thomas A Bartlett Director May 27, 2026 A · 0 0 $0
Margaret M V Preston Director May 27, 2026 A 421 0 0 $0
WALKER JOHN H Director May 27, 2026 A · 0 0 $0
Shailesh Jejurikar Director May 15, 2025 A · 0 0 $0
Harold Mcgraw III Director May 18, 2023 A · 0 0 $0
UNITED TECHNOLOGIES CORP /DE/ 10% owner March 19, 2020 J 0 0 0 $0
Richard M. Eubanks · June 1, 2020 A · 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 120 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
POWA · Invesco Exchange-Traded Self-Indexe… 1.92% 48,791 SH Oct. 1, 2026 Daily
UPGD · Invesco Exchange-Traded Fund Trust 1.87% 33,311 SH Oct. 1, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 1.29% 33,977 SH Oct. 1, 2026 Daily
RSPN · Invesco Exchange-Traded Fund Trust 1.15% 130,788 SH Oct. 1, 2026 Daily
FDIV · EA Series Trust 0.97% 7,942 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0.88% 952,171 SH Oct. 1, 2026 Daily
HUSV · First Trust Exchange-Traded Fund III 0.59% 6,010 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.58% 97,555 NS July 31, 2026 N-PORT
LQAI · Exchange Listed Funds Trust 0.56% 172 NS July 31, 2026 N-PORT
COWZ · Pacer Funds Trust 0.51% 1,323,447 NS July 31, 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0.47% 2,464,872 SH Aug. 19, 2026 Daily
ESLV · Strategy Shares 0.46% 917 NS July 31, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.42% 10,493 NS July 31, 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.40% 127,319 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.37% 472,113 SH Aug. 19, 2026 Daily
BSCU · Invesco Exchange-Traded Self-Indexe… 0.37% 11,098,000 Oct. 1, 2026 Daily
DUSL · Direxion Shares ETF Trust 0.36% 2,835 NS July 31, 2026 N-PORT
IYJ · iShares Trust 0.33% 91,260 SH Sept. 11, 2026 Daily
FQAL · FIDELITY COVINGTON TRUST 0.33% 63,933 NS July 31, 2026 N-PORT
REVS · Columbia ETF Trust I 0.30% 14,037 NS July 31, 2026 N-PORT
EQIN · Columbia ETF Trust I 0.29% 12,316 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.27% 8,316,630 SH Aug. 19, 2026 Daily
EXI · iShares Trust 0.26% 54,866 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.26% 572,825 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.24% 41,028 SH Sept. 11, 2026 Daily
ESUM · Strategy Shares 0.21% 5,425 NS July 31, 2026 N-PORT
RECS · Columbia ETF Trust I 0.21% 166,997 NS July 31, 2026 N-PORT
ROUS · Lattice Strategies Trust 0.20% 19,715 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.19% 1,575,611 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.19% 54,230 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 2,822,631 SH Oct. 1, 2026 Daily
HQGO · Lattice Strategies Trust 0.19% 1,275 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.18% 11,574 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.18% 44,979 SH Sept. 11, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.17% 6,101,000 Oct. 1, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.16% 4,790,000 Oct. 1, 2026 Daily
XOEF · iShares Trust 0.15% 481 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.14% 899,590 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.14% 189,000 Oct. 1, 2026 Daily
DIVB · iShares Trust 0.13% 39,984 SH Sept. 11, 2026 Daily
IMCG · iShares Trust 0.12% 72,573 SH Sept. 11, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.11% 5,212,000 Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.11% 1,533,249 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.11% 22,948 SH Sept. 11, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.10% 3,645,039 SH Aug. 19, 2026 Daily
PWS · Pacer Funds Trust 0.10% 332 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.09% 2,299 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.09% 88,253 SH Aug. 19, 2026 Daily
ESG · FlexShares Trust 0.09% 1,620 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.09% 636,670 SH Sept. 11, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.08% 3,788 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.08% 334,946 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.08% 231,989 SH Aug. 19, 2026 Daily
LGDX · Tidal Trust III 0.08% 1,568 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.07% 107,275 SH Oct. 1, 2026 Daily
IWD · iShares Trust 0.07% 856,039 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.06% 10,529 SH Sept. 11, 2026 Daily
ESGG · FlexShares Trust 0.06% 931 NS July 31, 2026 N-PORT
CATH · Global X Funds 0.05% 9,901 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.05% 16,518 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.05% 86,841 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.05% 9,720 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.05% 20,322 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.05% 232 SH Sept. 11, 2026 Daily
XTR · Global X Funds 0.05% 32 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.05% 53 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.05% 23 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.05% 6,859 SH Oct. 1, 2026 Daily
XVV · iShares Trust 0.05% 4,457 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.04% 393 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.04% 19,674 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.04% 31,381 SH Oct. 1, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.04% 52,879 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.04% 32,469 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.04% 19,163 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.04% 6,486 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 5,166 SH Oct. 1, 2026 Daily
DFAU · Dimensional ETF Trust 0.04% 70,800 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.04% 33 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.04% 117,632 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.04% 9,966,219 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.04% 448,130 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.04% 12,183,961 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.04% 63,386 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.04% 32,349 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.04% 1,508 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.04% 4,836,545 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.04% 7,521 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.04% 1,448 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.04% 272 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.04% 9,235 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.04% 17,945 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.04% 2,273 SH Oct. 1, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.04% 66,293 SH Oct. 1, 2026 Daily
IYY · iShares Trust 0.04% 16,539 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.04% 265,195 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.04% 56,148 SH Oct. 1, 2026 Daily
IWV · iShares Trust 0.04% 104,740 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.04% 494,517 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.03% 2,668 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.03% 29,999 NS July 31, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.03% 676 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.03% 204,324 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.03% 1,056 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.03% 289 SH Oct. 1, 2026 Daily
URTH · iShares, Inc. 0.03% 34,476 SH Sept. 11, 2026 Daily
ILCG · iShares Trust 0.03% 12,875 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.03% 7,584 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.02% 115,553 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 324,686 SH Aug. 19, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDX · VANGUARD CHARLOTTE FUNDS · · July 15, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

OTIS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 22 analysts BUY
Median target $86.00 +34.3%
4 18.2% Strong Buy
8 36.4% Buy
10 45.5% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

13 analysts · 2026-10-01

Mean target $86.54 +35.1%

← Below all targets Current price $64.05
Low$73.00 Mean$86.54 High$105.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OTIS · 25.0 1.2% 9.6% -27.0% ·
ITW $71.08B 23.5 0.92% 19.1% 95.3% ·
IR $30.98B 54.6 5.8% 7.6% 5.7% 43.6%
XYL $33.17B 34.7 5.5% 10.6% 8.6% 38.5%
SYM $30.81B -325.9 25.7% -0.75% -8.1% 18.8%
DOV · 24.6 4.5% 13.5% 14.7% 39.8%
SNA · 18.3 0.93% 19.7% 18.0% ·
NDSN $12.97B 27.3 3.8% 17.3% 16.1% ·
ITT · 28.4 8.5% 12.4% 14.2% 35.4%
IEX $16.03B 27.8 5.8% 14.0% 12.3% 44.5%
FTV $17.30B 31.9 1.9% 13.9% 7.0% 63.5%

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 23, 2026