OTTR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $88.87
Capitalización Bursátil (MRQ) $3.73B
P/E (TTM) 19.2
BPA (TTM) $4.63
Ingresos (TTM) $1.31B
Rendimiento div. 2.4%
ROE (TTM) 10.7%
Deuda/Capital (MRQ) 0.1
Rango 52S $74–$95

OTTR Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 2
Fecha ex-dividendo División Tipo
16 de marzo de 2000 2-for-1 Adelante
16 de junio de 1988 2-for-1 Adelante

Acerca de Otter Tail Corporation - Common Stock Descripción general de la empresa de 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.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorUtilities industriaUtilities empleados2 198 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$1.30B
2016-12-31 → 2025-12-31
BPA$6.55
2016-12-31 → 2025-12-31
Flujo de caja libre$98M
2018-12-31 → 2025-12-31
Margen neto14.9%
2020-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años OTTR promedio 5A Mediana de Pares Veredicto
P/E (TTM) 19.2promedio 5A ≈12.1 ≈12.1 19.6 Valor razonable
P/S (TTM) 2.9promedio 5A ≈2.3 ≈2.3 2.8 Sobrevalorado
P/C (MRQ) 2.0promedio 5A ≈2.2 ≈2.2 2.0 Valor razonable
EV / EBITDA (TTM) 10.2promedio 5A ≈7.8 ≈7.8 13.0 Infravalorado
Precio / FCF (TTM) -47.1promedio 5A ≈31.8 ≈31.8 · ·
Precio / Flujo de Caja (TTM) 9.1promedio 5A ≈8.7 ≈8.7 9.8 Valor razonable
EV / Ingresos (TTM) 2.7promedio 5A ≈2.6 ≈2.6 · ·
EV / FCF (TTM) -44.6promedio 5A ≈35.3 ≈35.3 · ·
Precio / Valor Contable Tangible (MRQ) 2.0promedio 5A ≈2.3 ≈2.3 · ·
PEG Ratio (Ratio PEG) ≈0.8 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo2.4%
Ratio de Pago31.9%
Pago anualizado≈$2.31Pago trimestral
CAGR de Dividendos a 5 años≈7.2%Por acción, ajustado por splits
Racha de Crecimiento≈12Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Ago 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%
Ago 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%
Ago 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%
Ago 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%
Ago 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%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 4.4%
Próximo informe Nov 02, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Ago 3, 2026 $1.66 $1.53 8.7%
31 de marzo de 2026 $1.73 $1.44 19.9%
31 de diciembre de 2025 $1.23 $1.35 -8.8%
30 de septiembre de 2025 $1.86 $1.91 -2.4%
30 de junio de 2025 $1.85 $1.76 5.2%
31 de marzo de 2025 $1.62 $1.56 3.8%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 14
Métrica Tendencia 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 general 27
Métrica Tendencia 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··
Flujo de Efectivo 18
Métrica Tendencia 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····
Rentabilidad 7
Métrica Tendencia 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%····
Liquidez y Solvencia 5
Métrica Tendencia 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········
Eficiencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Por Acción 6
Métrica Tendencia 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
Tasas de Crecimiento 10
Métrica Tendencia 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%···········
Valoración (TTM) 17
Métrica Tendencia 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···

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $1.30B $1.33B $1.35B $1.47B $1.20B
Margen Operativo % 26.6% 28.6% 27.9% 26.6% 20.9%
Beneficio neto $276M $302M $294M $284M $177M
EPS Diluido $6.55 $7.17 $7.00 $6.78 $4.23

Propietarios institucionales (13F) 383 declarantes · $2.9B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 383
Valor en tenencia $2.9B
Nuevas posiciones 45
Posiciones cerradas 26
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
45 (+8 vs trimestre anterior) 26 (-2 vs trimestre anterior) 139 (+5 vs trimestre anterior) 101 (+8 vs trimestre anterior) +281K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
BlackRock, Inc. $590 052 503 6 557 596 20,07% Acciones
VANGUARD GROUP INC $408 856 579 5 059 480 13,91% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $269 609 054 2 996 322 9,17% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $170 174 045 1 891 243 5,79% Acciones
STATE STREET CORP $148 087 464 1 645 782 5,04% Acciones
GEODE CAPITAL MANAGEMENT, LLC $100 162 320 1 112 886 3,41% Acciones
MORGAN STANLEY $79 666 249 885 376 2,71% Acciones
DIMENSIONAL FUND ADVISORS LP $74 502 824 828 016 2,53% Acciones
TWO SIGMA INVESTMENTS, LP $65 304 695 725 769 2,22% Acciones
FIRST TRUST ADVISORS LP $57 321 128 637 043 1,95% Acciones
Caisse de depot et placement du Quebec $48 577 773 539 873 1,65% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46 767 645 519 756 1,59% Acciones
GABELLI FUNDS LLC $41 588 756 462 200 1,41% Acciones
NORTHERN TRUST CORP $40 801 071 453 446 1,39% Acciones
D. E. Shaw & Co., Inc. $40 222 950 447 021 1,37% Acciones
Bank of New York Mellon Corp $32 237 627 358 275 1,10% Acciones
JPMORGAN CHASE & CO $28 252 236 315 978 0,96% Acciones
BANK OF AMERICA CORP /DE/ $28 126 765 312 589 0,96% Acciones
VANGUARD FIDUCIARY TRUST CO $25 084 444 278 778 0,85% Acciones
VICTORY CAPITAL MANAGEMENT INC $24 839 879 276 060 0,85% Acciones
Nuveen, LLC $24 155 657 268 456 0,82% Acciones
GAMCO INVESTORS, INC. ET AL $23 826 524 264 798 0,81% Acciones
GOLDMAN SACHS GROUP INC $22 431 587 249 295 0,76% Acciones
PRINCIPAL FINANCIAL GROUP INC $21 015 549 233 558 0,71% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $18 944 929 210 546 0,64% Acciones
Invesco Ltd. $17 967 567 199 684 0,61% Acciones
Public Sector Pension Investment Board $17 552 489 195 071 0,60% Acciones
ROYAL BANK OF CANADA $16 679 000 185 376 0,57% Acciones
FEDERATED HERMES, INC. $15 716 310 174 664 0,53% Acciones
TWO SIGMA ADVISERS, LP $13 018 491 161 100 0,44% Acciones
UBS Group AG $12 207 677 135 671 0,42% Acciones
Bank & Trust Co $10 465 344 119 236 0,36% Acciones
RHUMBLINE ADVISERS $9 366 175 104 092 0,32% Acciones
US BANCORP \DE\ $9 057 567 100 662 0,31% Acciones
WHITTIER TRUST CO $8 949 823 98 904 0,30% Acciones
AMERIPRISE FINANCIAL INC $8 767 596 97 439 0,30% Acciones
LPL Financial LLC $8 635 449 95 971 0,29% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8 300 496 94 571 0,28% Acciones
FRANKLIN RESOURCES INC $8 145 170 90 522 0,28% Acciones
AMERICAN CENTURY COMPANIES INC $7 808 914 86 785 0,27% Acciones
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $7 777 961 86 441 0,26% Acciones
Legal & General Group Plc $7 673 946 85 285 0,26% Acciones
DENALI ADVISORS LLC $7 657 478 85 102 0,26% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7 473 109 83 053 0,25% Acciones
ProShare Advisors LLC $7 281 902 80 928 0,25% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $7 095 373 78 855 0,24% Acciones
Swiss National Bank $6 820 484 75 800 0,23% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $6 796 999 75 539 0,23% Acciones
Brandywine Global Investment Management, LLC $6 683 068 82 701 0,23% Acciones
Phocas Financial Corp. $6 539 836 72 681 0,22% Acciones

Mostrar todos los 383 propietarios institucionales →

Activistas y propietarios del %+ 5 2 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Cascade Investment, L.L.C., William H. Gates III ×9 presentaciones 3 de octubre de 2024 · Presentación inicial · SEC
16 de julio de 2012 · Presentación inicial · 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.

Informantes de la empresa 31 insiders · 12 directivos · 18 consejeros

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

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 54 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PSCU · Invesco Exchange-Traded Fund Trust … 3,88% 6 282 SH 2 de octubre de 2026 Diario
XSHD · Invesco Exchange-Traded Fund Trust … 0,95% 6 790 SH 2 de octubre de 2026 Diario
XSLV · Invesco Exchange-Traded Fund Trust … 0,95% 24 919 SH 2 de octubre de 2026 Diario
FYT · First Trust Exchange-Traded AlphaDE… 0,48% 10 625 NS 31 de julio de 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,41% 42 594 NS 31 de julio de 2026 N-PORT
QIDX · Spinnaker ETF Series 0,30% 1 323 NS 31 de julio de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,26% 1 796 NS 31 de julio de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 16 769 NS 31 de julio de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 38 779 NS 31 de julio de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,24% 6 400 SH 2 de octubre de 2026 Diario
EBIT · Harbor ETF Trust 0,23% 318 NS 31 de julio de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,23% 34 149 SH 19 de agosto de 2026 Diario
VIOV · VANGUARD ADMIRAL FUNDS 0,22% 48 998 SH 19 de agosto de 2026 Diario
VPU · VANGUARD WORLD FUND 0,22% 258 489 SH 19 de agosto de 2026 Diario
FUTY · FIDELITY COVINGTON TRUST 0,22% 57 055 NS 31 de julio de 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 146 778 SH 19 de agosto de 2026 Diario
VIOG · VANGUARD ADMIRAL FUNDS 0,19% 22 489 SH 19 de agosto de 2026 Diario
BKSE · BNY Mellon ETF Trust 0,14% 1 421 NS 31 de julio de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 11 267 NS 31 de julio de 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,14% 566 NS 31 de julio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 34 709 NS 31 de julio de 2026 N-PORT
IWM · iShares Trust 0,11% 1 002 129 SH 11 de septiembre de 2026 Diario
RSSL · Global X Funds 0,11% 18 724 NS 31 de julio de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 225 256 SH 19 de agosto de 2026 Diario
PRFZ · Invesco Exchange-Traded Fund Trust 0,10% 29 171 SH 2 de octubre de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,10% 1 836 NS 31 de julio de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,08% 18 624 SH 2 de octubre de 2026 Diario
DFAS · Dimensional ETF Trust 0,08% 139 112 NS 31 de julio de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 611 248 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,05% 963 623 SH 19 de agosto de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,04% 481 165 SH 19 de agosto de 2026 Diario
WSML · iShares Trust 0,03% 2 287 SH 11 de septiembre de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 900 SH 1 de octubre de 2026 Diario
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 237 193 SH 19 de agosto de 2026 Diario
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1 195 SH 30 de septiembre de 2026 Diario
TILT · FlexShares Trust 0,01% 2 844 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 1 336 888 SH 19 de agosto de 2026 Diario
VYM · VANGUARD WHITEHALL FUNDS 0,01% 152 950 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,01% 48 762 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2 514 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 8 345 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,01% 54 747 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,00% 10 879 SH 8 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,00% 11 213 NS 31 de julio de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 30 085 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3 163 SH 19 de agosto de 2026 Diario
IJR · iShares Trust · 2 561 625 SH 10 de septiembre de 2026 Diario
IJT · iShares Trust · 178 959 SH 9 de septiembre de 2026 Diario
IJS · iShares Trust · 205 904 SH 8 de septiembre de 2026 Diario
IWN · iShares Trust · 367 089 SH 11 de septiembre de 2026 Diario
SVAL · iShares Trust · 6 823 SH 3 de septiembre de 2026 Diario
ISCB · iShares Trust · 1 865 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 9 161 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 29 122 SH 11 de septiembre de 2026 Diario

OTTR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 9 analistas VENTA
Objetivo mediano $90.50 +1,8%
0 0,0% Compra fuerte
0 0,0% Compra
6 66,7% Mantener
1 11,1% Venta
2 22,2% Venta fuerte

Precio objetivo a 12 meses

2 analistas · 2026-10-02

Objetivo medio $90.50 +1,8%

Ahora Precio Actual $88.87
Mín$86.00 Media$90.50 Máx$95.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
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% ·

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 5, 2026