OTTR Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

03
Prix $88.87
Capitalisation Boursière (MRQ) $3.73B
P/E (TTM) 19.2
BPA (TTM) $4.63
Revenu (TTM) $1.31B
Rendement div. 2.4%
ROE (TTM) 10.7%
Dette/Capitaux propres (MRQ) 0.1
Fourchette 52 semaines $74–$95

OTTR Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

04
fourchette
barres

La granularité des barres s'adapte à la période sélectionnée — survolez le graphique pour voir l'ouverture/le maximum/le minimum/la clôture d'une barre.

Splits d'actions 2
Date ex-dividende Division Type
16 mars 2000 2-for-1 Avant
16 juin 1988 2-for-1 Avant

À propos de Otter Tail Corporation - Common Stock Présentation de l'entreprise depuis 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 (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

secteurUtilities industrieUtilities employés2 198 paysUS

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

06
Revenu$1.30B
2016-12-31 → 2025-12-31
BPA$6.55
2016-12-31 → 2025-12-31
Flux de trésorerie libre$98M
2018-12-31 → 2025-12-31
Marge nette14.9%
2020-12-31 → 2025-12-31
Valorisation et Ratios 07–12

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique Tendance sur 5 ans OTTR moyenne 5 ans Médiane des pairs Verdict
P/E (TTM) 19.2moyenne 5 ans ≈12.1 ≈12.1 19.6 Juste valeur
P/S (TTM) 2.9moyenne 5 ans ≈2.3 ≈2.3 2.8 Surévalué
P/B (MRQ) 2.0moyenne 5 ans ≈2.2 ≈2.2 2.0 Juste valeur
EV / EBITDA (TTM) 10.2moyenne 5 ans ≈7.8 ≈7.8 13.0 Sous-évalué
Cours / FCF (TTM) -47.1moyenne 5 ans ≈31.8 ≈31.8 · ·
Cours / Flux de trésorerie (TTM) 9.1moyenne 5 ans ≈8.7 ≈8.7 9.8 Juste valeur
VE / Chiffre d'affaires (TTM) 2.7moyenne 5 ans ≈2.6 ≈2.6 · ·
VE / FCF (TTM) -44.6moyenne 5 ans ≈35.3 ≈35.3 · ·
Cours / Actif net tangible (MRQ) 2.0moyenne 5 ans ≈2.3 ≈2.3 · ·
PEG Ratio (Ratio PEG) ≈0.8 · · ·

La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.

valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

13
Rendement du Dividende2.4%
Ratio de distribution31.9%
Paiement annualisé≈$2.31Payé trimestriellement
CAGR des dividendes sur 5 ans≈7.2%Par action, ajusté des divisions d'actions
Série de croissance≈12Années consécutives de croissance des dividendes
Date ex-dividendeMontantDeviseRendement
Aoû 14, 2026$0,58USD≈2.4%
Mai 15, 2026$0,58USD≈2.5%
Fév 13, 2026$0,58USD≈2.5%
Nov 14, 2025$0,53USD≈2.5%
Aoû 15, 2025$0,53USD≈2.5%
Mai 15, 2025$0,53USD≈2.5%
Fév 14, 2025$0,53USD≈2.5%
Nov 15, 2024$0,47USD≈2.3%
Aoû 15, 2024$0,47USD≈2.1%
Mai 14, 2024$0,47USD≈2.0%
Fév 14, 2024$0,47USD≈2.0%
Nov 14, 2023$0,44USD≈2.2%
Aoû 14, 2023$0,44USD≈1.9%
Mai 12, 2023$0,44USD≈2.2%
Fév 13, 2023$0,44USD≈2.6%
Nov 14, 2022$0,41USD≈3.0%
Aoû 12, 2022$0,41USD≈2.0%
Mai 12, 2022$0,41USD≈2.6%
Fév 14, 2022$0,41USD≈2.6%
Nov 12, 2021$0,39USD≈2.3%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

14
Surprise Moyenne 4.4%
Prochain rapport Nov 02, 2026
PériodeRapportEPS ActualBPA est.Surprise
30 juin 2026 Aoû 3, 2026 $1.66 $1.53 8.7%
31 mars 2026 $1.73 $1.44 19.9%
31 décembre 2025 $1.23 $1.35 -8.8%
30 septembre 2025 $1.86 $1.91 -2.4%
30 juin 2025 $1.85 $1.76 5.2%
31 mars 2025 $1.62 $1.56 3.8%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

15
Compte de résultat 14
Métrique Tendance 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····
Bilan 27
Métrique Tendance 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··
Flux de trésorerie 18
Métrique Tendance 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····
Rentabilité 7
Métrique Tendance 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%····
Liquidité et Solvabilité 5
Métrique Tendance 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········
Efficacité 1
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Par action 6
Métrique Tendance 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
Taux de croissance 10
Métrique Tendance 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%···········
Valorisation (TTM) 17
Métrique Tendance 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···

Période la plus récente à gauche · valeurs nulles affichées comme ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

16
Métrique 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $1.30B $1.33B $1.35B $1.47B $1.20B
Marge d'exploitation % 26.6% 28.6% 27.9% 26.6% 20.9%
Résultat net $276M $302M $294M $284M $177M
BPA dilué $6.55 $7.17 $7.00 $6.78 $4.23

Détenteurs institutionnels (13F) 383 déclarants · $2.9B total · Au 30 septembre 2026

17

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Détenteurs 383
Valeur détenue $2.9B
Nouvelles positions 45
Positions clôturées 26
Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
45 (+8 vs T. préc.) 26 (-2 vs T. préc.) 139 (+5 vs T. préc.) 101 (+8 vs T. préc.) +281K

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

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

Afficher les 383 détenteurs institutionnels →

Activistes et détenteurs de 5%+ 2 participations

18

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
Cascade Investment, L.L.C., William H. Gates III ×9 dépôts 3 octobre 2024 · Dépôt initial · SEC
16 juillet 2012 · Dépôt initial · 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.

Initiés de la société 31 initiés · 12 dirigeants · 18 administrateurs

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

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 54 ETFs

20

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

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

OTTR Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

21
notation · 9 analystes VENTE
Objectif médian $90.50 +1,8%
0 0,0% Achat fort
0 0,0% Achat
6 66,7% Conserver
1 11,1% Vente
2 22,2% Vente forte

Objectif de cours à 12 mois

2 analystes · 2026-10-02

Objectif moyen $90.50 +1,8%

Maintenant Prix actuel $88.87
Bas$86.00 Moyenne$90.50 Haut$95.00

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

22

Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
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% ·

Dernières actualités Actualités récentes mentionnant cette entreprise

23

Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets

26

Choisissez les indicateurs qui vous importent — cliquez sur le + à côté de n'importe quelle ligne dans les Fondamentaux complets ci-dessus.

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Source : Dépôt SEC 10-Q le Aoû 5, 2026