OTTR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $88.87
Capitalizzazione di Mercato (MRQ) $3.73B
P/E (TTM) 19.2
EPS (TTM) $4.63
Ricavi (TTM) $1.31B
Rendimento div. 2.4%
ROE (TTM) 10.7%
D/E Debito/Patrimonio (MRQ) 0.1
Intervallo 52 sett. $74–$95

OTTR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 2
Data ex-dividendo Split Tipo
16 Marzo 2000 2-for-1 Avanti
16 Giugno 1988 2-for-1 Avanti

Informazioni su Otter Tail Corporation - Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreUtilities industriaUtilities dipendenti2.198 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$1.30B
2016-12-31 → 2025-12-31
EPS$6.55
2016-12-31 → 2025-12-31
Flusso di cassa libero$98M
2018-12-31 → 2025-12-31
Margine netto14.9%
2020-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni OTTR media 5 anni Mediana dei peer Verdetto
P/E (TTM) 19.2media 5 anni ≈12.1 ≈12.1 19.6 Valore equo
P/S (TTM) 2.9media 5 anni ≈2.3 ≈2.3 2.8 Sopravvalutato
P/B (MRQ) 2.0media 5 anni ≈2.2 ≈2.2 2.0 Valore equo
EV / EBITDA (TTM) 10.2media 5 anni ≈7.8 ≈7.8 13.0 Sottovalutato
Prezzo / FCF (TTM) -47.1media 5 anni ≈31.8 ≈31.8 · ·
Prezzo / Flusso di cassa (TTM) 9.1media 5 anni ≈8.7 ≈8.7 9.8 Valore equo
EV / Ricavi (TTM) 2.7media 5 anni ≈2.6 ≈2.6 · ·
EV / FCF (TTM) -44.6media 5 anni ≈35.3 ≈35.3 · ·
Prezzo / Valore contabile tangibile (MRQ) 2.0media 5 anni ≈2.3 ≈2.3 · ·
PEG Ratio ≈0.8 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield2.4%
Rapporto di Distribuzione Utili31.9%
Pagamento annualizzato≈$2.31Pagato trimestralmente
CAGR Dividendi 5Y≈7.2%Per azione, rettificato per lo split
Striscia di crescita≈12Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ago 14, 2026$0,58USD≈2.4%
Mag 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%
Mag 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%
Mag 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%
Mag 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%
Mag 12, 2022$0,41USD≈2.6%
Feb 14, 2022$0,41USD≈2.6%
Nov 12, 2021$0,39USD≈2.3%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 4.4%
Prossimo report Nov 02, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Ago 3, 2026 $1.66 $1.53 8.7%
31 Marzo 2026 $1.73 $1.44 19.9%
31 Dicembre 2025 $1.23 $1.35 -8.8%
30 Settembre 2025 $1.86 $1.91 -2.4%
30 Giugno 2025 $1.85 $1.76 5.2%
31 Marzo 2025 $1.62 $1.56 3.8%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 14
Metrica Tendenza 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····
Stato Patrimoniale 27
Metrica Tendenza 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··
Flusso di cassa 18
Metrica Tendenza 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····
Redditività 7
Metrica Tendenza 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%····
Liquidità e Solvibilità 5
Metrica Tendenza 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········
Efficienza 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Per Azione 6
Metrica Tendenza 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
Tassi di Crescita 10
Metrica Tendenza 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%···········
Valutazione (TTM) 17
Metrica Tendenza 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···

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.30B $1.33B $1.35B $1.47B $1.20B
Margine Operativo % 26.6% 28.6% 27.9% 26.6% 20.9%
Utile netto $276M $302M $294M $284M $177M
EPS Diluito $6.55 $7.17 $7.00 $6.78 $4.23

Proprietari istituzionali (13F) 383 filer · $2.9B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 383
Valore detenuto $2.9B
Nuove posizioni 45
Posizioni chiuse 26
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
45 (+8 vs trimestre precedente) 26 (-2 vs trimestre precedente) 139 (+5 vs trimestre precedente) 101 (+8 vs trimestre precedente) +281K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

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

Mostra tutti i 383 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Cascade Investment, L.L.C., William H. Gates III ×9 depositi 03 Ottobre 2024 · Deposito iniziale · SEC
16 Luglio 2012 · Deposito iniziale · 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.

Insider aziendali 31 insider · 12 dirigenti · 18 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Edward J Mcintyre CEO 01 Luglio 2015 F 61.875 0 0 $0
Tyler J Nelson VP, Chief Financial Officer 13 Aprile 2026 A · 0 0 $0
Kevin G Moug CFO & Sr VP 31 Dicembre 2023 M 119.401 0 0 $0
Timothy J Rogelstad President 13 Aprile 2026 A 61.080 0 0 $0
Lauris N Molbert COO & Exec Vice Pres 30 Dicembre 2010 A 88.075 0 0 $0
Paul L Knutson VP, Human Resources 11 Agosto 2026 S 0 0 3 $-394.044
Todd R Wahlund Senior Vice President 13 Aprile 2026 A 10.347 0 0 $0
Jennifer O. Smestad SVP General Counsel & Corp Sec 13 Aprile 2026 A 19.137 0 0 $0
John S Abbott Sr VP, Manufacturing Platform 10 Febbraio 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 Aprile 2014 A 10.468 0 0 $0
Michelle L Kommer VP of Human Resources 11 Aprile 2011 A 2.044 0 0 $0
Mary E Ludford Direttore 13 Aprile 2026 A 7.071 0 0 $0
Jeanne H Crain Direttore 13 Aprile 2026 A 7.071 0 0 $0
Michael E Lebeau Direttore 13 Aprile 2026 A 9.300 0 0 $0
Christopher B Clark Direttore 13 Aprile 2026 A 1.900 0 0 $0
Kathryn O Johnson Direttore 13 Aprile 2026 A 29.453 0 0 $0
John D Erickson Direttore 13 Aprile 2026 A 3.133 0 0 $0
Nathan I Partain Direttore 13 Aprile 2026 A 10.969 0 0 $0
Thomas J Webb Direttore 13 Aprile 2026 A 17.600 0 0 $0
Steven L Fritze Direttore 13 Aprile 2025 A 30.533 0 0 $0
Karen Bohn Direttore 17 Aprile 2023 A 45.850 0 0 $0
James B Stake Direttore 11 Aprile 2022 A 46.794 0 0 $0
Timothy J O'Keefe Direttore 07 Dicembre 2021 S 0 0 0 $0
Joyce Nelson Schuette Direttore 10 Aprile 2017 A 31.532 0 0 $0
Gary J Spies Direttore 30 Giugno 2014 A 38.025 0 0 $0
Arvid R Liebe Direttore 28 Giugno 2013 A 20.847 0 0 $0
Mark W Olson Direttore 07 Giugno 2013 A 4.138 0 0 $0
John C Macfarlane Direttore 26 Marzo 2012 S 64.270 0 0 $0
Steven P Rasche · 13 Aprile 2026 A 2.000 0 0 $0
Charles S Macfarlane · 10 Febbraio 2026 A 251.597 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 54 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PSCU · Invesco Exchange-Traded Fund Trust … 3,82% 6.282 SH 01 Ottobre 2026 Giornaliero
XSLV · Invesco Exchange-Traded Fund Trust … 0,95% 25.290 SH 01 Ottobre 2026 Giornaliero
XSHD · Invesco Exchange-Traded Fund Trust … 0,95% 6.790 SH 01 Ottobre 2026 Giornaliero
FYT · First Trust Exchange-Traded AlphaDE… 0,48% 10.625 NS 31 Luglio 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,41% 42.594 NS 31 Luglio 2026 N-PORT
QIDX · Spinnaker ETF Series 0,30% 1.323 NS 31 Luglio 2026 N-PORT
ROSC · Lattice Strategies Trust 0,26% 1.796 NS 31 Luglio 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 16.769 NS 31 Luglio 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 38.779 NS 31 Luglio 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,24% 6.400 SH 01 Ottobre 2026 Giornaliero
EBIT · Harbor ETF Trust 0,23% 318 NS 31 Luglio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,23% 34.149 SH 19 Agosto 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 0,22% 48.998 SH 19 Agosto 2026 Giornaliero
VPU · VANGUARD WORLD FUND 0,22% 258.489 SH 19 Agosto 2026 Giornaliero
FUTY · FIDELITY COVINGTON TRUST 0,22% 57.055 NS 31 Luglio 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 146.778 SH 19 Agosto 2026 Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS 0,19% 22.489 SH 19 Agosto 2026 Giornaliero
BKSE · BNY Mellon ETF Trust 0,14% 1.421 NS 31 Luglio 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 11.267 NS 31 Luglio 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,14% 566 NS 31 Luglio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 34.709 NS 31 Luglio 2026 N-PORT
IWM · iShares Trust 0,11% 1.002.129 SH 11 Settembre 2026 Giornaliero
RSSL · Global X Funds 0,11% 18.724 NS 31 Luglio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 225.256 SH 19 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 0,10% 29.801 SH 01 Ottobre 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,10% 1.836 NS 31 Luglio 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,08% 18.594 SH 01 Ottobre 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,08% 139.112 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 611.248 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,05% 963.623 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 481.165 SH 19 Agosto 2026 Giornaliero
WSML · iShares Trust 0,03% 2.287 SH 11 Settembre 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 900 SH 01 Ottobre 2026 Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 237.193 SH 19 Agosto 2026 Giornaliero
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1.195 SH 30 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,01% 2.844 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 1.336.888 SH 19 Agosto 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,01% 152.950 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,01% 48.762 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.514 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 8.345 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,01% 54.747 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 10.879 SH 08 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,00% 11.213 NS 31 Luglio 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 30.085 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.163 SH 19 Agosto 2026 Giornaliero
IJR · iShares Trust · 2.561.625 SH 10 Settembre 2026 Giornaliero
IJT · iShares Trust · 178.959 SH 09 Settembre 2026 Giornaliero
IJS · iShares Trust · 205.904 SH 08 Settembre 2026 Giornaliero
IWN · iShares Trust · 367.089 SH 11 Settembre 2026 Giornaliero
SVAL · iShares Trust · 6.823 SH 03 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.865 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 9.161 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 29.122 SH 11 Settembre 2026 Giornaliero

OTTR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 9 analisti VENDI
Target mediano $90.50 +1,8%
0 0,0% Acquisto forte
0 0,0% Compra
6 66,7% Mantieni
1 11,1% Vendi
2 22,2% Vendita forte

Target Price a 12 Mesi

2 analisti · 2026-10-02

Target medio $90.50 +1,8%

Ora Prezzo attuale $88.87
Basso$86.00 Media$90.50 Alto$95.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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% ·

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Ago 5, 2026