OTTR 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

03
价格 $88.87
市值 (MRQ) $3.73B
P/E (TTM) 19.2
EPS (TTM) $4.63
收入 (TTM) $1.31B
股息收益率 2.4%
ROE (TTM) 10.7%
负债/权益 (MRQ) 0.1
52周区间 $74–$95

OTTR 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

04
区间
条形图

柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。

股票拆分 2
除息日 拆股 类型
2000年3月16日 2-for-1 正向
1988年6月16日 2-for-1 正向

关于 Otter Tail Corporation - Common Stock 公司概况(来自维基百科)

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.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

行业板块Utilities 行业Utilities 员工2198 国家US

10年表现 收入、净利润、利润率和每股收益趋势

06
收入$1.30B
2016-12-31 → 2025-12-31
EPS$6.55
2016-12-31 → 2025-12-31
自由现金流$98M
2018-12-31 → 2025-12-31
净利率14.9%
2020-12-31 → 2025-12-31
估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标 5年趋势 OTTR 5年均值 同行中位数 结论
P/E (TTM) 19.25年均值 ≈12.1 ≈12.1 19.6 公允价值
P/S (TTM) 2.95年均值 ≈2.3 ≈2.3 2.8 估值过高
市净率 (MRQ) 2.05年均值 ≈2.2 ≈2.2 2.0 公允价值
企业价值 / EBITDA (TTM) 10.25年均值 ≈7.8 ≈7.8 13.0 低估
股价/自由现金流 (TTM) -47.15年均值 ≈31.8 ≈31.8 · ·
市现率 (TTM) 9.15年均值 ≈8.7 ≈8.7 9.8 公允价值
市值/营收 (TTM) 2.75年均值 ≈2.6 ≈2.6 · ·
市值/自由现金流 (TTM) -44.65年均值 ≈35.3 ≈35.3 · ·
市净率(有形资产) (MRQ) 2.05年均值 ≈2.3 ≈2.3 · ·
PEG Ratio (市盈率增长比) ≈0.8 · · ·

同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。

价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判

股息 收益率、派息率、股息历史、5年CAGR

13
股息收益率2.4%
派息率31.9%
年度化派息≈$2.31每季度支付
5年股息复合年增长率 (CAGR)≈7.2%每股(经拆股调整后)
增长连胜≈12股息增长连续年数
除息日金额货币收益率
八月 14, 2026$0.58USD≈2.4%
五月 15, 2026$0.58USD≈2.5%
二月 13, 2026$0.58USD≈2.5%
十一月 14, 2025$0.53USD≈2.5%
八月 15, 2025$0.53USD≈2.5%
五月 15, 2025$0.53USD≈2.5%
二月 14, 2025$0.53USD≈2.5%
十一月 15, 2024$0.47USD≈2.3%
八月 15, 2024$0.47USD≈2.1%
五月 14, 2024$0.47USD≈2.0%
二月 14, 2024$0.47USD≈2.0%
十一月 14, 2023$0.44USD≈2.2%
八月 14, 2023$0.44USD≈1.9%
五月 12, 2023$0.44USD≈2.2%
二月 13, 2023$0.44USD≈2.6%
十一月 14, 2022$0.41USD≈3.0%
八月 12, 2022$0.41USD≈2.0%
五月 12, 2022$0.41USD≈2.6%
二月 14, 2022$0.41USD≈2.6%
十一月 12, 2021$0.39USD≈2.3%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

14
平均惊喜 4.4%
下次报告 十一月 02, 2026
期间报告EPS ActualEPS 预期惊喜
2026年6月30日 八月 3, 2026 $1.66 $1.53 8.7%
2026年3月31日 $1.73 $1.44 19.9%
2025年12月31日 $1.23 $1.35 -8.8%
2025年9月30日 $1.86 $1.91 -2.4%
2025年6月30日 $1.85 $1.76 5.2%
2025年3月31日 $1.62 $1.56 3.8%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

15
损益表 14
指标 趋势 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····
资产负债表 27
指标 趋势 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··
现金流 18
指标 趋势 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····
盈利能力 7
指标 趋势 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%····
流动性与偿付能力 5
指标 趋势 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········
效率 1
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.40.50.40.4······
每股 6
指标 趋势 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
增长率 10
指标 趋势 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%···········
估值 (TTM) 17
指标 趋势 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···

最近期在左侧 · 空值显示为 ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

16
指标 2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $1.30B $1.33B $1.35B $1.47B $1.20B
营业利润率 % 26.6% 28.6% 27.9% 26.6% 20.9%
净收入 $276M $302M $294M $284M $177M
稀释后每股收益 (EPS) $6.55 $7.17 $7.00 $6.78 $4.23

机构持有人 (13F) 383 家申报者 · $2.9B 总计 · 截至 2026年9月30日

17

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

持有人 383
持有价值 $2.9B
新仓位 45
已退出持仓 26
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
45 (+8 与上一季度对比) 26 (-2 与上一季度对比) 139 (+5 与上一季度对比) 101 (+8 与上一季度对比) +281K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
BlackRock, Inc. $590052503 6557596 20.07% 股份
VANGUARD GROUP INC $408856579 5059480 13.91% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $269609054 2996322 9.17% 股份
VANGUARD CAPITAL MANAGEMENT LLC $170174045 1891243 5.79% 股份
STATE STREET CORP $148087464 1645782 5.04% 股份
GEODE CAPITAL MANAGEMENT, LLC $100162320 1112886 3.41% 股份
MORGAN STANLEY $79666249 885376 2.71% 股份
DIMENSIONAL FUND ADVISORS LP $74502824 828016 2.53% 股份
TWO SIGMA INVESTMENTS, LP $65304695 725769 2.22% 股份
FIRST TRUST ADVISORS LP $57321128 637043 1.95% 股份
Caisse de depot et placement du Quebec $48577773 539873 1.65% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46767645 519756 1.59% 股份
GABELLI FUNDS LLC $41588756 462200 1.41% 股份
NORTHERN TRUST CORP $40801071 453446 1.39% 股份
D. E. Shaw & Co., Inc. $40222950 447021 1.37% 股份
Bank of New York Mellon Corp $32237627 358275 1.10% 股份
JPMORGAN CHASE & CO $28252236 315978 0.96% 股份
BANK OF AMERICA CORP /DE/ $28126765 312589 0.96% 股份
VANGUARD FIDUCIARY TRUST CO $25084444 278778 0.85% 股份
VICTORY CAPITAL MANAGEMENT INC $24839879 276060 0.85% 股份
Nuveen, LLC $24155657 268456 0.82% 股份
GAMCO INVESTORS, INC. ET AL $23826524 264798 0.81% 股份
GOLDMAN SACHS GROUP INC $22431587 249295 0.76% 股份
PRINCIPAL FINANCIAL GROUP INC $21015549 233558 0.71% 股份
ADAGE CAPITAL PARTNERS GP, L.L.C. $18944929 210546 0.64% 股份
Invesco Ltd. $17967567 199684 0.61% 股份
Public Sector Pension Investment Board $17552489 195071 0.60% 股份
ROYAL BANK OF CANADA $16679000 185376 0.57% 股份
FEDERATED HERMES, INC. $15716310 174664 0.53% 股份
TWO SIGMA ADVISERS, LP $13018491 161100 0.44% 股份
UBS Group AG $12207677 135671 0.42% 股份
Bank & Trust Co $10465344 119236 0.36% 股份
RHUMBLINE ADVISERS $9366175 104092 0.32% 股份
US BANCORP \DE\ $9057567 100662 0.31% 股份
WHITTIER TRUST CO $8949823 98904 0.30% 股份
AMERIPRISE FINANCIAL INC $8767596 97439 0.30% 股份
LPL Financial LLC $8635449 95971 0.29% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8300496 94571 0.28% 股份
FRANKLIN RESOURCES INC $8145170 90522 0.28% 股份
AMERICAN CENTURY COMPANIES INC $7808914 86785 0.27% 股份
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $7777961 86441 0.26% 股份
Legal & General Group Plc $7673946 85285 0.26% 股份
DENALI ADVISORS LLC $7657478 85102 0.26% 股份
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7473109 83053 0.25% 股份
ProShare Advisors LLC $7281902 80928 0.25% 股份
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $7095373 78855 0.24% 股份
Swiss National Bank $6820484 75800 0.23% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $6796999 75539 0.23% 股份
Brandywine Global Investment Management, LLC $6683068 82701 0.23% 股份
Phocas Financial Corp. $6539836 72681 0.22% 股份

显示全部 383 个机构持有人 →

激进投资者及 5%+ 股东 2 持仓

18

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Cascade Investment, L.L.C., William H. Gates III ×9 申报 2024年10月3日 · 初始申报 · SEC
2012年7月16日 · 初始申报 · 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.

公司内部人士 31 位内幕人士 · 12 位高管 · 18 位董事

19
内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Edward J Mcintyre CEO 2015年7月1日 F 61875 0 0 $0
Tyler J Nelson VP, Chief Financial Officer 2026年4月13日 A · 0 0 $0
Kevin G Moug CFO & Sr VP 2023年12月31日 M 119401 0 0 $0
Timothy J Rogelstad President 2026年4月13日 A 61080 0 0 $0
Lauris N Molbert COO & Exec Vice Pres 2010年12月30日 A 88075 0 0 $0
Paul L Knutson VP, Human Resources 2026年8月11日 S 0 0 3 $-394044
Todd R Wahlund Senior Vice President 2026年4月13日 A 10347 0 0 $0
Jennifer O. Smestad SVP General Counsel & Corp Sec 2026年4月13日 A 19137 0 0 $0
John S Abbott Sr VP, Manufacturing Platform 2026年2月10日 A 50896 0 0 $0
George A Koeck Sr. VP, Gen Coun & Corp Sec 2017年11月15日 S 12069 0 0 $0
Shane N Waslaski Pres-Varistar, Sr VP-OTC 2014年4月14日 A 10468 0 0 $0
Michelle L Kommer VP of Human Resources 2011年4月11日 A 2044 0 0 $0
Mary E Ludford 董事 2026年4月13日 A 7071 0 0 $0
Jeanne H Crain 董事 2026年4月13日 A 7071 0 0 $0
Michael E Lebeau 董事 2026年4月13日 A 9300 0 0 $0
Christopher B Clark 董事 2026年4月13日 A 1900 0 0 $0
Kathryn O Johnson 董事 2026年4月13日 A 29453 0 0 $0
John D Erickson 董事 2026年4月13日 A 3133 0 0 $0
Nathan I Partain 董事 2026年4月13日 A 10969 0 0 $0
Thomas J Webb 董事 2026年4月13日 A 17600 0 0 $0
Steven L Fritze 董事 2025年4月13日 A 30533 0 0 $0
Karen Bohn 董事 2023年4月17日 A 45850 0 0 $0
James B Stake 董事 2022年4月11日 A 46794 0 0 $0
Timothy J O'Keefe 董事 2021年12月7日 S 0 0 0 $0
Joyce Nelson Schuette 董事 2017年4月10日 A 31532 0 0 $0
Gary J Spies 董事 2014年6月30日 A 38025 0 0 $0
Arvid R Liebe 董事 2013年6月28日 A 20847 0 0 $0
Mark W Olson 董事 2013年6月7日 A 4138 0 0 $0
John C Macfarlane 董事 2012年3月26日 S 64270 0 0 $0
Steven P Rasche · 2026年4月13日 A 2000 0 0 $0
Charles S Macfarlane · 2026年2月10日 A 251597 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 54 只交易所交易基金持有

20

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
PSCU · Invesco Exchange-Traded Fund Trus... 3.88% 6282 SH 2026年10月2日 每日
XSHD · Invesco Exchange-Traded Fund Trus... 0.95% 6790 SH 2026年10月2日 每日
XSLV · Invesco Exchange-Traded Fund Trus... 0.95% 24919 SH 2026年10月2日 每日
FYT · First Trust Exchange-Traded Alpha... 0.48% 10625 NS 2026年7月31日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.41% 42594 NS 2026年7月31日 N-PORT
QIDX · Spinnaker ETF Series 0.30% 1323 NS 2026年7月31日 N-PORT
ROSC · Lattice Strategies Trust 0.26% 1796 NS 2026年7月31日 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund ... 0.25% 16769 NS 2026年7月31日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.25% 38779 NS 2026年7月31日 N-PORT
QVMS · Invesco Exchange-Traded Fund Trus... 0.24% 6400 SH 2026年10月2日 每日
EBIT · Harbor ETF Trust 0.23% 318 NS 2026年7月31日 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.23% 34149 SH 2026年8月19日 每日
VIOV · VANGUARD ADMIRAL FUNDS 0.22% 48998 SH 2026年8月19日 每日
VPU · VANGUARD WORLD FUND 0.22% 258489 SH 2026年8月19日 每日
FUTY · FIDELITY COVINGTON TRUST 0.22% 57055 NS 2026年7月31日 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.20% 146778 SH 2026年8月19日 每日
VIOG · VANGUARD ADMIRAL FUNDS 0.19% 22489 SH 2026年8月19日 每日
BKSE · BNY Mellon ETF Trust 0.14% 1421 NS 2026年7月31日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.14% 11267 NS 2026年7月31日 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.14% 566 NS 2026年7月31日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.12% 34709 NS 2026年7月31日 N-PORT
IWM · iShares Trust 0.11% 1002129 SH 2026年9月11日 每日
RSSL · Global X Funds 0.11% 18724 NS 2026年7月31日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.11% 225256 SH 2026年8月19日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 0.10% 29171 SH 2026年10月2日 每日
FAB · First Trust Exchange-Traded Alpha... 0.10% 1836 NS 2026年7月31日 N-PORT
RWJ · Invesco Exchange-Traded Fund Trus... 0.08% 18624 SH 2026年10月2日 每日
DFAS · Dimensional ETF Trust 0.08% 139112 NS 2026年7月31日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.08% 611248 SH 2026年8月19日 每日
VB · VANGUARD INDEX FUNDS 0.05% 963623 SH 2026年8月19日 每日
VXF · VANGUARD INDEX FUNDS 0.04% 481165 SH 2026年8月19日 每日
WSML · iShares Trust 0.03% 2287 SH 2026年9月11日 每日
OMFS · Invesco Exchange-Traded Self-Inde... 0.03% 900 SH 2026年10月1日 每日
VIG · VANGUARD SPECIALIZED FUNDS 0.02% 237193 SH 2026年8月19日 每日
PFM · Invesco Exchange-Traded Fund Trust 0.01% 1195 SH 2026年9月30日 每日
TILT · FlexShares Trust 0.01% 2844 NS 2026年7月31日 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 1336888 SH 2026年8月19日 每日
VYM · VANGUARD WHITEHALL FUNDS 0.01% 152950 SH 2026年8月19日 每日
DFAC · Dimensional ETF Trust 0.01% 48762 NS 2026年7月31日 N-PORT
DCOR · Dimensional ETF Trust 0.01% 2514 NS 2026年7月31日 N-PORT
DFAU · Dimensional ETF Trust 0.01% 8345 NS 2026年7月31日 N-PORT
ITOT · iShares Trust 0.01% 54747 SH 2026年9月11日 每日
IWV · iShares Trust 0.00% 10879 SH 2026年9月8日 每日
DFUS · Dimensional ETF Trust 0.00% 11213 NS 2026年7月31日 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY IND... 0.00% 30085 SH 2026年8月19日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3163 SH 2026年8月19日 每日
IJR · iShares Trust · 2561625 SH 2026年9月10日 每日
IJT · iShares Trust · 178959 SH 2026年9月9日 每日
IJS · iShares Trust · 205904 SH 2026年9月8日 每日
IWN · iShares Trust · 367089 SH 2026年9月11日 每日
SVAL · iShares Trust · 6823 SH 2026年9月3日 每日
ISCB · iShares Trust · 1865 SH 2026年9月11日 每日
ISCV · iShares Trust · 9161 SH 2026年9月11日 每日
SMLF · iShares Trust · 29122 SH 2026年9月11日 每日

OTTR 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

21
评级 · 9 位分析师 卖出
中位数目标 $90.50 +1.8%
0 0.0% 强烈买入
0 0.0% 买入
6 66.7% 持有
1 11.1% 卖出
2 22.2% 强烈卖出

12个月价格目标

2 位分析师 · 2026-10-02

平均目标 $90.50 +1.8%

现在 当前价格 $88.87
最低$86.00 平均值$90.50 最高$95.00

同行比较(GICS 子行业) 关键指标与行业同行对比

22

财年依据,价格截至各公司上一个财年末收盘价。

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
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% ·

最新新闻 提及该公司的近期头条新闻

23

我的指标 您的个人关注列表 — 来自完整基本面的选定行

26

选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。

您的选择已保存,并会跟随您浏览所有股票。

来源:SEC 10-Q 于 八月 5, 2026 申报