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Otis Worldwide Corporation OTIS Research profile · latest available data
Price overview The Verdict Risk Metrics Material Events Insider Trades Top Holders
Hold
Our score -0.29
Short -0.42 Medium -0.33 Long +0.06
computed 2026-09-27
Otis Worldwide Corporation
Industrials · Specialty Industrial Machinery
Market cap $25.10B Enterprise value $33.43B Trailing P/E 16.95x Forward P/E 14.52x EV / EBITDA 12.66x P / S (ttm) 1.68x Profit margin 10.2% Revenue growth +7.3% Earnings growth +13.0%
Layer Raw Contribution Fundamental +0.32 Sector -0.01 Technical -0.33 Earnings +0.00 Sentiment +0.00
macro × 1.00 · 2026-09-27
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
United States · www.otis.com
Beta vs SPX 0.41 Corr SPX 0.28 Annual vol 23.2% Annual ret -15.8% Sharpe -0.68 Max DD -37.8%
Window: 504 trading days (504 obs)
Mean PT $94.36 High / Low $120.00 / $77.00 Median $93.50 Analysts 14
Strong Buy 2 Buy 4 Hold 9 Sell 0 Strong Sell 1
Recent rating actions
2026-04-23 RBC Capital → Outperform 2026-04-23 Barclays → Underweight 2026-04-13 Evercore ISI Group → Outperform 2026-04-08 Wolfe Research → Peer Perform 2026-04-01 Wells Fargo → Equal-Weight 2026-04-01 Barclays → Underweight
Founder Elisha Otis current
Date Event 8-K 2026-07-22 Earnings Release, Exhibits read 2026-05-29 Shareholder Vote read 2026-05-07 Other Material Event, Exhibits read 2026-04-22 Earnings Release, Exhibits read 2026-01-28 Earnings Release, Exhibits read 2026-01-20 Officer / Director Change, Exhibits read 2025-10-29 Earnings Release, Exhibits read 2025-09-04 Other Material Event, Exhibits read 2025-08-26 Officer / Director Change, Exhibits read 2025-08-08 Material Agreement, Termination of Agreement… read 2025-07-23 Earnings Release, Exhibits read 2025-05-16 Shareholder Vote read
Date Insider Role Action Shares Value 2026-06-02 Armas Joseph Jay President, Otis Americas Option exercise 1.68K — 2026-06-02 Armas Joseph Jay President, Otis Americas Withheld for tax 421 $29.61K
Insider 180d net $0 Insider buys / sells 0 / 0 Insider bias Neutral 13F holders 10 Top-5 share 93.2% HHI 2,858 (concentrated)
Holder Value Shares State Street Corp $1.19B 16.66M Fidelity / FMR LLC $723.85M 10.11M AQR Capital Management $331.16M 4.63M Citadel Advisors $149.49M 2.09M Capital Research / Capital World $136.81M 1.91M Renaissance Technologies $113.43M 1.58M Millennium Management $29.47M 411.56K Bridgewater Associates $26.08M 364.28K Norges Bank (Norway sovereign) $14.74M 205.86K T. Rowe Price Group $437.09K 6.10M
As of 2026-06-30
Yield (TTM) 1.27% $ / share (TTM) $0.84 5y CAGR +22.4%
Annual dividend per share
2021 $0.92 2022 $1.11 2023 $1.31 2024 $1.51 2025 $1.65 2026 $0.42
FY 2020–2025 · 6 years
Line Latest CAGR Trend Revenue $14.43B +34.2% Operating income $2.01B +4.1% Net income $1.41B +44.4% Cash from ops $1.63B +1.9%
Date Open High Low Close Vol Sep 25 $66.38 $66.98 $65.87 $65.94 3.45M Sep 24 $68.10 $68.36 $66.57 $66.68 2.66M Sep 23 $67.96 $68.87 $67.54 $68.32 3.12M Sep 22 $67.67 $68.25 $67.26 $68.08 4.33M Sep 21 $68.50 $68.58 $66.57 $66.64 4.73M
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