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 |
| Vol | 202.70K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 19.30x |
| Forward P/E | 16.77x |
| EV / EBITDA | 10.47x |
| P / S (ttm) | 2.85x |
| Profit margin | 14.8% |
| Return on equity | 10.7% |
| Revenue growth | +0.4% |
| Debt / equity | 67.49 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.41 |
|---|---|
| Corr SPX | 0.28 |
| Annual vol | 23.4% |
| Annual ret | +8.7% |
| Sharpe | 0.37 |
| Max DD | -15.3% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Exhibits | read |
| 2026-06-18 | Material Agreement | read |
| 2026-06-05 | Material Obligation | read |
| 2026-05-29 | Material Agreement | read |
| 2026-05-15 | Other Material Event | read |
| 2026-05-05 | Earnings Release, Exhibits | read |
| 2026-04-15 | Shareholder Vote | read |
| 2026-04-14 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-03-23 | Material Agreement, Material Obligation… | read |
| 2026-02-17 | Earnings Release, Exhibits | read |
| 2025-12-18 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-11-04 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | KNUTSON PAUL L | VP, Human Resources | Sell | 475 | $44.95K |
| 2026-08-10 | KNUTSON PAUL L | VP, Human Resources | Sell | 250 | $23.21K |
| 2026-08-07 | KNUTSON PAUL L | VP, Human Resources | Gift | 725 | — |
| 2026-08-07 | KNUTSON PAUL L | VP, Human Resources | Gift | 475 | — |
| 2026-08-07 | KNUTSON PAUL L | VP, Human Resources | Gift | 250 | — |
| 2026-08-07 | KNUTSON PAUL L | VP, Human Resources | Sell | 3.50K | $325.88K |
| 2026-04-13 | Johnson Kathryn O | Grant | 1.50K | — | |
| 2026-04-13 | Ludford Mary E | Grant | 1.50K | — | |
| 2026-04-13 | ERICKSON JOHN D | Grant | 1.50K | — | |
| 2026-04-13 | Crain Jeanne H | Grant | 1.50K | — |
Flow & Concentration
| Insider 180d net | -$394.04K |
|---|---|
| Insider buys / sells | 0 / 3 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 97.9% |
| HHI | 7,093 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $148.09M | 1.65M |
| Capital Research / Capital World | $12.21M | 135.67K |
| Millennium Management | $6.40M | 71.15K |
| Citadel Advisors | $3.73M | 41.45K |
| AQR Capital Management | $2.63M | 29.18K |
| Renaissance Technologies | $2.10M | 23.31K |
| Bridgewater Associates | $769.24K | 8.55K |
| Fidelity / FMR LLC | $746.70K | 8.30K |
| T. Rowe Price Group | $23.40K | 260.05K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $88.06 | $89.59 | $87.43 | $89.34 | 202.70K |
| Sep 24 | $89.52 | $89.52 | $87.55 | $88.26 | 236.80K |
| Sep 23 | $90.20 | $90.22 | $88.05 | $89.15 | 178.10K |
| Sep 22 | $88.36 | $90.55 | $88.08 | $90.23 | 214.40K |
| Sep 21 | $87.42 | $88.96 | $87.21 | $88.13 | 231.40K |
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