Inside the research

Otter Tail Corporation

OTTR Research profile · latest available data

Price overview

$89.34

▲ +1.08 (+1.2%)

52w hi$93.69
52w lo$73.16
Vol202.70K
As of25 Sep 2026

The Verdict

Hold

Our score -0.14

Short-0.09
Medium-0.19
Long-0.16

computed 2026-09-27

Key fundamentals

Otter Tail Corporation

Industrials · Conglomerates

Market cap$3.75B
Enterprise value$4.68B
Trailing P/E19.30x
Forward P/E16.77x
EV / EBITDA10.47x
P / S (ttm)2.85x
Profit margin14.8%
Return on equity10.7%
Revenue growth+0.4%
Debt / equity67.49

Layer Breakdown

LayerRawContribution
Fundamental+0.19
Sector-0.01
Technical-0.11
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Otter Tail Corporation, together with its subsidiaries, engages in electric utility, manufacturing, and plastic pipe businesses in the United States. It operates through three segments: Electric, Manufacturing, and Plastics. The Electric segment generates, purchases, transmissions, distributes, and sells electric energy in Minnesota, North Dakota, and South Dakota; and operates as a participant in the Midcontinent Independent System Operator markets. This segment generates electricity through coal, fuel oil, solar, wind, and natural gas for residential, commercial, and industrial customers. Its Manufacturing segment engages in metal fabrication services for custom machine parts and metal components and manufacturing thermoformed plastic products for use in the agriculture, construction, horticulture, industrial, lawn and garden, recreational vehicle, and other end markets. These businesses have manufacturing facilities in Georgia, Illinois, and Minnesota and sell products primarily in the United States. The Plastics segment manufactures polyvinyl chloride pipes for municipal water, rural water, wastewater, storm drainage and water reclamation system, and other uses for customers in the horticulture, medical and life sciences, industrial, recreation, and electronics industries. This segment markets its products through independent sales representatives, company salespersons, and customer service representatives. Otter Tail Corporation was incorporated in 1907 and is headquartered in Fergus Falls, Minnesota.

United States · www.ottertail.com

Risk Metrics

Beta vs SPX0.41
Corr SPX0.28
Annual vol23.4%
Annual ret+8.7%
Sharpe0.37
Max DD-15.3%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-04Earnings Release, Exhibitsread
2026-06-18Material Agreementread
2026-06-05Material Obligationread
2026-05-29Material Agreementread
2026-05-15Other Material Eventread
2026-05-05Earnings Release, Exhibitsread
2026-04-15Shareholder Voteread
2026-04-14Officer / Director Change, Reg FD Disclosure…read
2026-03-23Material Agreement, Material Obligation…read
2026-02-17Earnings Release, Exhibitsread
2025-12-18Officer / Director Change, Reg FD Disclosure…read
2025-11-04Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-11KNUTSON PAUL LVP, Human ResourcesSell475$44.95K
2026-08-10KNUTSON PAUL LVP, Human ResourcesSell250$23.21K
2026-08-07KNUTSON PAUL LVP, Human ResourcesGift725—
2026-08-07KNUTSON PAUL LVP, Human ResourcesGift475—
2026-08-07KNUTSON PAUL LVP, Human ResourcesGift250—
2026-08-07KNUTSON PAUL LVP, Human ResourcesSell3.50K$325.88K
2026-04-13Johnson Kathryn OGrant1.50K—
2026-04-13Ludford Mary EGrant1.50K—
2026-04-13ERICKSON JOHN DGrant1.50K—
2026-04-13Crain Jeanne HGrant1.50K—

Flow & Concentration

Insider 180d net-$394.04K
Insider buys / sells0 / 3
Insider biasNeutral
13F holders9
Top-5 share97.9%
HHI7,093 (concentrated)

Top Holders

HolderValueShares
State Street Corp$148.09M1.65M
Capital Research / Capital World$12.21M135.67K
Millennium Management$6.40M71.15K
Citadel Advisors$3.73M41.45K
AQR Capital Management$2.63M29.18K
Renaissance Technologies$2.10M23.31K
Bridgewater Associates$769.24K8.55K
Fidelity / FMR LLC$746.70K8.30K
T. Rowe Price Group$23.40K260.05K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-124view
2026-08-114view
2026-08-0510-Qview
2026-08-048-Kview
2026-06-188-Kview
2026-06-058-Kview
2026-05-298-Kview
2026-05-158-Kview
2026-05-0610-Qview
2026-05-058-Kview
2026-04-154view
2026-04-154view
2026-04-154view
2026-04-158-Kview
2026-04-154view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$1.33B+0.1%
Operating income$377.92M+15.2%
Net income$294.19M+17.3%
Cash from ops$385.99M+8.6%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$88.06$89.59$87.43$89.34202.70K
Sep 24$89.52$89.52$87.55$88.26236.80K
Sep 23$90.20$90.22$88.05$89.15178.10K
Sep 22$88.36$90.55$88.08$90.23214.40K
Sep 21$87.42$88.96$87.21$88.13231.40K

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