OTTR Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $88.87
Capitalização de Mercado (MRQ) $3.73B
P/E (TTM) 19.2
EPS (TTM) $4.63
Receita (TTM) $1.31B
Rendimento div. 2.4%
ROE (TTM) 10.7%
Dívida/Capital (MRQ) 0.1
Intervalo 52 Semanas $74–$95

OTTR Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Divisões de Ações 2
Data ex Desdobramento Tipo
16 de Março de 2000 2-for-1 Para frente
16 de Junho de 1988 2-for-1 Para frente

Sobre Otter Tail Corporation - Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorUtilities indústriaUtilities funcionários2.198 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$1.30B
2016-12-31 → 2025-12-31
EPS$6.55
2016-12-31 → 2025-12-31
Fluxo de caixa livre$98M
2018-12-31 → 2025-12-31
Margem líquida14.9%
2020-12-31 → 2025-12-31
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos OTTR média 5A Mediana de Pares Veredito
P/E (TTM) 19.2média 5A ≈12.1 ≈12.1 19.6 Valor justo
P/S (TTM) 2.9média 5A ≈2.3 ≈2.3 2.8 Sobreavaliado
P/B (MRQ) 2.0média 5A ≈2.2 ≈2.2 2.0 Valor justo
EV / EBITDA (TTM) 10.2média 5A ≈7.8 ≈7.8 13.0 Subvalorizado
Preço / FCF (TTM) -47.1média 5A ≈31.8 ≈31.8 · ·
Preço / Fluxo de Caixa (TTM) 9.1média 5A ≈8.7 ≈8.7 9.8 Valor justo
EV / Receita (TTM) 2.7média 5A ≈2.6 ≈2.6 · ·
EV / FCF (TTM) -44.6média 5A ≈35.3 ≈35.3 · ·
Preço / Valor Patrimonial Tangível (MRQ) 2.0média 5A ≈2.3 ≈2.3 · ·
PEG Ratio ≈0.8 · · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13
Dividend Yield2.4%
Índice de Pagamento31.9%
Pagamento Anualizado≈$2.31Pago trimestralmente
CAGR Dividendos 5 anos≈7.2%Por ação, ajustado por desdobramento
Sequência de Crescimento≈12Anos consecutivos de crescimento de dividendos
Data exValorMoedaRendimento
Ago 14, 2026$0,58USD≈2.4%
Mai 15, 2026$0,58USD≈2.5%
Fev 13, 2026$0,58USD≈2.5%
Nov 14, 2025$0,53USD≈2.5%
Ago 15, 2025$0,53USD≈2.5%
Mai 15, 2025$0,53USD≈2.5%
Fev 14, 2025$0,53USD≈2.5%
Nov 15, 2024$0,47USD≈2.3%
Ago 15, 2024$0,47USD≈2.1%
Mai 14, 2024$0,47USD≈2.0%
Fev 14, 2024$0,47USD≈2.0%
Nov 14, 2023$0,44USD≈2.2%
Ago 14, 2023$0,44USD≈1.9%
Mai 12, 2023$0,44USD≈2.2%
Fev 13, 2023$0,44USD≈2.6%
Nov 14, 2022$0,41USD≈3.0%
Ago 12, 2022$0,41USD≈2.0%
Mai 12, 2022$0,41USD≈2.6%
Fev 14, 2022$0,41USD≈2.6%
Nov 12, 2021$0,39USD≈2.3%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média 4.4%
Próximo relatório Nov 02, 2026
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Junho de 2026 Ago 3, 2026 $1.66 $1.53 8.7%
31 de Março de 2026 $1.73 $1.44 19.9%
31 de Dezembro de 2025 $1.23 $1.35 -8.8%
30 de Setembro de 2025 $1.86 $1.91 -2.4%
30 de Junho de 2025 $1.85 $1.76 5.2%
31 de Março de 2025 $1.62 $1.56 3.8%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 14
Métrica Tendência 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····
Balanço Patrimonial 27
Métrica Tendência 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··
Fluxo de Caixa 18
Métrica Tendência 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····
Lucratividade 7
Métrica Tendência 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 e Solvência 5
Métrica Tendência 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········
Eficiência 1
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
Por Ação 6
Métrica Tendência 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
Taxas de Crescimento 10
Métrica Tendência 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%···········
Avaliação (TTM) 17
Métrica Tendência 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 mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $1.30B $1.33B $1.35B $1.47B $1.20B
Margem Operacional % 26.6% 28.6% 27.9% 26.6% 20.9%
Lucro líquido $276M $302M $294M $284M $177M
EPS Diluído $6.55 $7.17 $7.00 $6.78 $4.23

Investidores institucionais (13F) 383 declarantes · $2.9B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 383
Valor detido $2.9B
Novas posições 45
Posições encerradas 26
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
45 (+8 vs trimestre anterior) 26 (-2 vs trimestre anterior) 139 (+5 vs trimestre anterior) 101 (+8 vs trimestre anterior) +281K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 383 proprietários institucionais →

Ativistas e proprietários de 5%+ 2 participações

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Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
Cascade Investment, L.L.C., William H. Gates III ×9 declarações 3 de Outubro de 2024 · Declaração inicial · SEC
16 de Julho de 2012 · Declaração 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.

Executivos da empresa 31 insiders · 12 diretores · 18 conselheiros

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Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Edward J Mcintyre CEO 1 de Julho 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 Dezembro 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 Dezembro 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 Fevereiro de 2026 A 50.896 0 0 $0
George A Koeck Sr. VP, Gen Coun & Corp Sec 15 de Novembro 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 Conselheiro 13 de Abril de 2026 A 7.071 0 0 $0
Jeanne H Crain Conselheiro 13 de Abril de 2026 A 7.071 0 0 $0
Michael E Lebeau Conselheiro 13 de Abril de 2026 A 9.300 0 0 $0
Christopher B Clark Conselheiro 13 de Abril de 2026 A 1.900 0 0 $0
Kathryn O Johnson Conselheiro 13 de Abril de 2026 A 29.453 0 0 $0
John D Erickson Conselheiro 13 de Abril de 2026 A 3.133 0 0 $0
Nathan I Partain Conselheiro 13 de Abril de 2026 A 10.969 0 0 $0
Thomas J Webb Conselheiro 13 de Abril de 2026 A 17.600 0 0 $0
Steven L Fritze Conselheiro 13 de Abril de 2025 A 30.533 0 0 $0
Karen Bohn Conselheiro 17 de Abril de 2023 A 45.850 0 0 $0
James B Stake Conselheiro 11 de Abril de 2022 A 46.794 0 0 $0
Timothy J O'Keefe Conselheiro 7 de Dezembro de 2021 S 0 0 0 $0
Joyce Nelson Schuette Conselheiro 10 de Abril de 2017 A 31.532 0 0 $0
Gary J Spies Conselheiro 30 de Junho de 2014 A 38.025 0 0 $0
Arvid R Liebe Conselheiro 28 de Junho de 2013 A 20.847 0 0 $0
Mark W Olson Conselheiro 7 de Junho de 2013 A 4.138 0 0 $0
John C Macfarlane Conselheiro 26 de Março 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 Fevereiro de 2026 A 251.597 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 54 ETFs

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O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
PSCU · Invesco Exchange-Traded Fund Trust … 3,88% 6.282 SH 2 de Outubro de 2026 Diário
XSHD · Invesco Exchange-Traded Fund Trust … 0,95% 6.790 SH 2 de Outubro de 2026 Diário
XSLV · Invesco Exchange-Traded Fund Trust … 0,95% 24.919 SH 2 de Outubro de 2026 Diário
FYT · First Trust Exchange-Traded AlphaDE… 0,48% 10.625 NS 31 de Julho de 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,41% 42.594 NS 31 de Julho de 2026 N-PORT
QIDX · Spinnaker ETF Series 0,30% 1.323 NS 31 de Julho de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,26% 1.796 NS 31 de Julho de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 16.769 NS 31 de Julho de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 38.779 NS 31 de Julho de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,24% 6.400 SH 2 de Outubro de 2026 Diário
EBIT · Harbor ETF Trust 0,23% 318 NS 31 de Julho de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,23% 34.149 SH 19 de Agosto de 2026 Diário
VIOV · VANGUARD ADMIRAL FUNDS 0,22% 48.998 SH 19 de Agosto de 2026 Diário
VPU · VANGUARD WORLD FUND 0,22% 258.489 SH 19 de Agosto de 2026 Diário
FUTY · FIDELITY COVINGTON TRUST 0,22% 57.055 NS 31 de Julho de 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 146.778 SH 19 de Agosto de 2026 Diário
VIOG · VANGUARD ADMIRAL FUNDS 0,19% 22.489 SH 19 de Agosto de 2026 Diário
BKSE · BNY Mellon ETF Trust 0,14% 1.421 NS 31 de Julho de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 11.267 NS 31 de Julho de 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,14% 566 NS 31 de Julho de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 34.709 NS 31 de Julho de 2026 N-PORT
IWM · iShares Trust 0,11% 1.002.129 SH 11 de Setembro de 2026 Diário
RSSL · Global X Funds 0,11% 18.724 NS 31 de Julho de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 225.256 SH 19 de Agosto de 2026 Diário
PRFZ · Invesco Exchange-Traded Fund Trust 0,10% 29.171 SH 2 de Outubro de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,10% 1.836 NS 31 de Julho de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,08% 18.624 SH 2 de Outubro de 2026 Diário
DFAS · Dimensional ETF Trust 0,08% 139.112 NS 31 de Julho de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 611.248 SH 19 de Agosto de 2026 Diário
VB · VANGUARD INDEX FUNDS 0,05% 963.623 SH 19 de Agosto de 2026 Diário
VXF · VANGUARD INDEX FUNDS 0,04% 481.165 SH 19 de Agosto de 2026 Diário
WSML · iShares Trust 0,03% 2.287 SH 11 de Setembro de 2026 Diário
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 900 SH 1 de Outubro de 2026 Diário
VIG · VANGUARD SPECIALIZED FUNDS 0,02% 237.193 SH 19 de Agosto de 2026 Diário
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1.195 SH 30 de Setembro de 2026 Diário
TILT · FlexShares Trust 0,01% 2.844 NS 31 de Julho de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 1.336.888 SH 19 de Agosto de 2026 Diário
VYM · VANGUARD WHITEHALL FUNDS 0,01% 152.950 SH 19 de Agosto de 2026 Diário
DFAC · Dimensional ETF Trust 0,01% 48.762 NS 31 de Julho de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.514 NS 31 de Julho de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 8.345 NS 31 de Julho de 2026 N-PORT
ITOT · iShares Trust 0,01% 54.747 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,00% 10.879 SH 8 de Setembro de 2026 Diário
DFUS · Dimensional ETF Trust 0,00% 11.213 NS 31 de Julho de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 30.085 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.163 SH 19 de Agosto de 2026 Diário
IJR · iShares Trust · 2.561.625 SH 10 de Setembro de 2026 Diário
IJT · iShares Trust · 178.959 SH 9 de Setembro de 2026 Diário
IJS · iShares Trust · 205.904 SH 8 de Setembro de 2026 Diário
IWN · iShares Trust · 367.089 SH 11 de Setembro de 2026 Diário
SVAL · iShares Trust · 6.823 SH 3 de Setembro de 2026 Diário
ISCB · iShares Trust · 1.865 SH 11 de Setembro de 2026 Diário
ISCV · iShares Trust · 9.161 SH 11 de Setembro de 2026 Diário
SMLF · iShares Trust · 29.122 SH 11 de Setembro de 2026 Diário

OTTR Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

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classificação · 9 analistas VENDA
Alvo mediano $90.50 +1,8%
0 0,0% Compra forte
0 0,0% Compra
6 66,7% Manter
1 11,1% Venda
2 22,2% Venda forte

Preço-alvo de 12 meses

2 analistas · 2026-10-02

Alvo médio $90.50 +1,8%

Agora Preço atual $88.87
Mín$86.00 Média$90.50 Máx$95.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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 notícias Notícias recentes mencionando esta empresa

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26

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Fonte: SEC 10-Q arquivado Ago 5, 2026