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

03
Price $88.87
Market Cap (MRQ) $3.73B
P/E (TTM) 19.2
EPS (TTM) $4.63
Revenue (TTM) $1.31B
Div Yield 2.4%
ROE (TTM) 10.7%
Debt/Equity (MRQ) 0.1
52W Range $74–$95

OTTR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 2
Ex-date Split Type
March 16, 2000 2-for-1 Forward
June 16, 1988 2-for-1 Forward

About Otter Tail Corporation - Common Stock Company overview from 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.

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

Wikidata ↗

sectorUtilities industryUtilities employees2,198 countryUS

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

06
Revenue$1.30B
2016-12-31 → 2025-12-31
EPS$6.55
2016-12-31 → 2025-12-31
Free Cash Flow$98M
2018-12-31 → 2025-12-31
Net margin14.9%
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 OTTR 5Y avg Peer Median Verdict
P/E (TTM) 19.25Y avg ≈12.1 ≈12.1 19.6 Fair value
P/S (TTM) 2.95Y avg ≈2.3 ≈2.3 2.8 Overvalued
P/B (MRQ) 2.05Y avg ≈2.2 ≈2.2 2.0 Fair value
EV / EBITDA (TTM) 10.25Y avg ≈7.8 ≈7.8 13.0 Undervalued
Price / FCF (TTM) -47.15Y avg ≈31.8 ≈31.8 · ·
Price / Cash Flow (TTM) 9.15Y avg ≈8.7 ≈8.7 9.8 Fair value
EV / Revenue (TTM) 2.75Y avg ≈2.6 ≈2.6 · ·
EV / FCF (TTM) -44.65Y avg ≈35.3 ≈35.3 · ·
Price / Tangible Book (MRQ) 2.05Y avg ≈2.3 ≈2.3 · ·
PEG Ratio ≈0.8 · · ·

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
Dividend Yield2.4%
Payout Ratio31.9%
Annualized Payout≈$2.31Paid quarterly
5Y Div CAGR≈7.2%Per share, split-adjusted
Growth Streak≈12Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 14, 2026$0.58USD≈2.4%
May 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%
May 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%
May 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%
May 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%
May 12, 2022$0.41USD≈2.6%
Feb 14, 2022$0.41USD≈2.6%
Nov 12, 2021$0.39USD≈2.3%

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

14
Avg Surprise 4.4%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 3, 2026 $1.66 $1.53 8.7%
March 31, 2026 $1.73 $1.44 19.9%
Dec. 31, 2025 $1.23 $1.35 -8.8%
Sept. 30, 2025 $1.86 $1.91 -2.4%
June 30, 2025 $1.85 $1.76 5.2%
March 31, 2025 $1.62 $1.56 3.8%

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

15
Income Statement 14
Metric 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····
Balance Sheet 27
Metric 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··
Cash Flow 18
Metric 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····
Profitability 7
Metric 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%····
Liquidity & Solvency 5
Metric 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········
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Per Share 6
Metric 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
Growth Rates 10
Metric 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%···········
Valuation (TTM) 17
Metric 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···

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 $1.30B $1.33B $1.35B $1.47B $1.20B
Operating Margin % 26.6% 28.6% 27.9% 26.6% 20.9%
Net Income $276M $302M $294M $284M $177M
Diluted EPS $6.55 $7.17 $7.00 $6.78 $4.23

Institutional owners (13F) 383 filers · $2.9B 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 383
Value held $2.9B
New positions 45
Exited positions 26
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
45 (+8 vs prior Q) 26 (-2 vs prior Q) 139 (+5 vs prior Q) 101 (+8 vs prior Q) +281K

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
BlackRock, Inc. $590,052,503 6,557,596 20.07% Shares
VANGUARD GROUP INC $408,856,579 5,059,480 13.91% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $269,609,054 2,996,322 9.17% Shares
VANGUARD CAPITAL MANAGEMENT LLC $170,174,045 1,891,243 5.79% Shares
STATE STREET CORP $148,087,464 1,645,782 5.04% Shares
GEODE CAPITAL MANAGEMENT, LLC $100,162,320 1,112,886 3.41% Shares
MORGAN STANLEY $79,666,249 885,376 2.71% Shares
DIMENSIONAL FUND ADVISORS LP $74,502,824 828,016 2.53% Shares
TWO SIGMA INVESTMENTS, LP $65,304,695 725,769 2.22% Shares
FIRST TRUST ADVISORS LP $57,321,128 637,043 1.95% Shares
Caisse de depot et placement du Quebec $48,577,773 539,873 1.65% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46,767,645 519,756 1.59% Shares
GABELLI FUNDS LLC $41,588,756 462,200 1.41% Shares
NORTHERN TRUST CORP $40,801,071 453,446 1.39% Shares
D. E. Shaw & Co., Inc. $40,222,950 447,021 1.37% Shares
Bank of New York Mellon Corp $32,237,627 358,275 1.10% Shares
JPMORGAN CHASE & CO $28,252,236 315,978 0.96% Shares
BANK OF AMERICA CORP /DE/ $28,126,765 312,589 0.96% Shares
VANGUARD FIDUCIARY TRUST CO $25,084,444 278,778 0.85% Shares
VICTORY CAPITAL MANAGEMENT INC $24,839,879 276,060 0.85% Shares
Nuveen, LLC $24,155,657 268,456 0.82% Shares
GAMCO INVESTORS, INC. ET AL $23,826,524 264,798 0.81% Shares
GOLDMAN SACHS GROUP INC $22,431,587 249,295 0.76% Shares
PRINCIPAL FINANCIAL GROUP INC $21,015,549 233,558 0.71% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $18,944,929 210,546 0.64% Shares
Invesco Ltd. $17,967,567 199,684 0.61% Shares
Public Sector Pension Investment Board $17,552,489 195,071 0.60% Shares
ROYAL BANK OF CANADA $16,679,000 185,376 0.57% Shares
FEDERATED HERMES, INC. $15,716,310 174,664 0.53% Shares
TWO SIGMA ADVISERS, LP $13,018,491 161,100 0.44% Shares
UBS Group AG $12,207,677 135,671 0.42% Shares
Bank & Trust Co $10,465,344 119,236 0.36% Shares
RHUMBLINE ADVISERS $9,366,175 104,092 0.32% Shares
US BANCORP \DE\ $9,057,567 100,662 0.31% Shares
WHITTIER TRUST CO $8,949,823 98,904 0.30% Shares
AMERIPRISE FINANCIAL INC $8,767,596 97,439 0.30% Shares
LPL Financial LLC $8,635,449 95,971 0.29% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,300,496 94,571 0.28% Shares
FRANKLIN RESOURCES INC $8,145,170 90,522 0.28% Shares
AMERICAN CENTURY COMPANIES INC $7,808,914 86,785 0.27% Shares
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $7,777,961 86,441 0.26% Shares
Legal & General Group Plc $7,673,946 85,285 0.26% Shares
DENALI ADVISORS LLC $7,657,478 85,102 0.26% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,473,109 83,053 0.25% Shares
ProShare Advisors LLC $7,281,902 80,928 0.25% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $7,095,373 78,855 0.24% Shares
Swiss National Bank $6,820,484 75,800 0.23% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $6,796,999 75,539 0.23% Shares
Brandywine Global Investment Management, LLC $6,683,068 82,701 0.23% Shares
Phocas Financial Corp. $6,539,836 72,681 0.22% Shares

Show all 383 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Cascade Investment, L.L.C., William H. Gates III ×9 filings Oct. 3, 2024 · Initial filing · SEC
July 16, 2012 · Initial filing · 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.

Company insiders 31 insiders · 12 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Edward J Mcintyre CEO July 1, 2015 F 61,875 0 0 $0
Tyler J Nelson VP, Chief Financial Officer April 13, 2026 A · 0 0 $0
Kevin G Moug CFO & Sr VP Dec. 31, 2023 M 119,401 0 0 $0
Timothy J Rogelstad President April 13, 2026 A 61,080 0 0 $0
Lauris N Molbert COO & Exec Vice Pres Dec. 30, 2010 A 88,075 0 0 $0
Paul L Knutson VP, Human Resources Aug. 11, 2026 S 0 0 3 $-394,044
Todd R Wahlund Senior Vice President April 13, 2026 A 10,347 0 0 $0
Jennifer O. Smestad SVP General Counsel & Corp Sec April 13, 2026 A 19,137 0 0 $0
John S Abbott Sr VP, Manufacturing Platform Feb. 10, 2026 A 50,896 0 0 $0
George A Koeck Sr. VP, Gen Coun & Corp Sec Nov. 15, 2017 S 12,069 0 0 $0
Shane N Waslaski Pres-Varistar, Sr VP-OTC April 14, 2014 A 10,468 0 0 $0
Michelle L Kommer VP of Human Resources April 11, 2011 A 2,044 0 0 $0
Mary E Ludford Director April 13, 2026 A 7,071 0 0 $0
Jeanne H Crain Director April 13, 2026 A 7,071 0 0 $0
Michael E Lebeau Director April 13, 2026 A 9,300 0 0 $0
Christopher B Clark Director April 13, 2026 A 1,900 0 0 $0
Kathryn O Johnson Director April 13, 2026 A 29,453 0 0 $0
John D Erickson Director April 13, 2026 A 3,133 0 0 $0
Nathan I Partain Director April 13, 2026 A 10,969 0 0 $0
Thomas J Webb Director April 13, 2026 A 17,600 0 0 $0
Steven L Fritze Director April 13, 2025 A 30,533 0 0 $0
Karen Bohn Director April 17, 2023 A 45,850 0 0 $0
James B Stake Director April 11, 2022 A 46,794 0 0 $0
Timothy J O'Keefe Director Dec. 7, 2021 S 0 0 0 $0
Joyce Nelson Schuette Director April 10, 2017 A 31,532 0 0 $0
Gary J Spies Director June 30, 2014 A 38,025 0 0 $0
Arvid R Liebe Director June 28, 2013 A 20,847 0 0 $0
Mark W Olson Director June 7, 2013 A 4,138 0 0 $0
John C Macfarlane Director March 26, 2012 S 64,270 0 0 $0
Steven P Rasche · April 13, 2026 A 2,000 0 0 $0
Charles S Macfarlane · Feb. 10, 2026 A 251,597 0 0 $0

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

ETF ownership Held by 54 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
PSCU · Invesco Exchange-Traded Fund Trust … 3.88% 6,282 SH Oct. 2, 2026 Daily
XSHD · Invesco Exchange-Traded Fund Trust … 0.95% 6,790 SH Oct. 2, 2026 Daily
XSLV · Invesco Exchange-Traded Fund Trust … 0.95% 24,919 SH Oct. 2, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.48% 10,625 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.41% 42,594 NS July 31, 2026 N-PORT
QIDX · Spinnaker ETF Series 0.30% 1,323 NS July 31, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.26% 1,796 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 16,769 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.25% 38,779 NS July 31, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.24% 6,400 SH Oct. 2, 2026 Daily
EBIT · Harbor ETF Trust 0.23% 318 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.23% 34,149 SH Aug. 19, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.22% 48,998 SH Aug. 19, 2026 Daily
VPU · VANGUARD WORLD FUND 0.22% 258,489 SH Aug. 19, 2026 Daily
FUTY · FIDELITY COVINGTON TRUST 0.22% 57,055 NS July 31, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.20% 146,778 SH Aug. 19, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.19% 22,489 SH Aug. 19, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.14% 1,421 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 11,267 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.14% 566 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.12% 34,709 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.11% 1,002,129 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.11% 18,724 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.11% 225,256 SH Aug. 19, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.10% 29,171 SH Oct. 2, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.10% 1,836 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.08% 18,624 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.08% 139,112 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.08% 611,248 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.05% 963,623 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.04% 481,165 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.03% 2,287 SH Sept. 11, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 900 SH Oct. 1, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.02% 237,193 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.01% 1,195 SH Sept. 30, 2026 Daily
TILT · FlexShares Trust 0.01% 2,844 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 1,336,888 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.01% 152,950 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 48,762 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 2,514 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 8,345 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.01% 54,747 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 10,879 SH Sept. 8, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 11,213 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 30,085 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3,163 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 2,561,625 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 178,959 SH Sept. 9, 2026 Daily
IJS · iShares Trust · 205,904 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 367,089 SH Sept. 11, 2026 Daily
SVAL · iShares Trust · 6,823 SH Sept. 3, 2026 Daily
ISCB · iShares Trust · 1,865 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 9,161 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 29,122 SH Sept. 11, 2026 Daily

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

21
rating · 9 analysts SELL
Median target $90.50 +1.8%
0 0.0% Strong Buy
0 0.0% Buy
6 66.7% Hold
1 11.1% Sell
2 22.2% Strong Sell

12-Month Price Target

2 analysts · 2026-10-02

Mean target $90.50 +1.8%

Now Current price $88.87
Low$86.00 Mean$90.50 High$95.00

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
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% ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed Aug 5, 2026