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Otter Tail Corp
$90.18 +0.09 (+0.10%) At close · Jul 15
Market Cap
$3.92B
Shares
41,984,150

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$90.18 Open$90.57 Day$90.07–93.22 52W$73.20–93.22 Avg vol 30d260K Short int5.3M · 12.5% float · 15.0d Short vol79% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 6
Up next
Next earnings call
Aug 4, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 6, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Poor Quant / Vol Very Low
      Market backdrop VIX 15.7 · calm Equity put/call 0.69
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +6%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 55
      neutral
      MACD trend Negative
      52-week position 85%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return +2%
      trailing
      6-month return +1%
      trailing
      YTD return +12%
      this year
      Relative strength −9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $88 › 200d $85 — 50d above 200d
      Institutional flow Accumulating
      24 of 343 funds reported for Jun 30 · net +93.6K sh shares · +4 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      12.54% of float · ▲ +2.7% MoM · 15.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      343 holders — mid 3-yr range
      Squeeze score 75
      high risk · 0–100
      Fundamentals
      Poor
      Revenue growth −2%
      Y/Y
      EPS growth −9%
      Y/Y
      Valuation P/E 14
      in line
      Balance sheet $577.4M
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 22%
      annualized · 1-yr
      Max drawdown −13%
      past year
      ATR 2.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 5, 2026
      Diluted earnings per share · 2026 GAAP Initiated $5.22 – $5.62
      prior FY $6.55 midpoint −17.3% Y/Y

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +6% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      55 Neutral
      MACD trend
      Negative Bearish
      52-week position
      85% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $88 › 200d $85 — 50d above 200d
      Institutional flow Accumulating
      24 of 343 funds reported for Jun 30 · net +93.6K sh shares · +4 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      12.54% of float · ▲ +2.7% MoM · 15.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      343 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $73 Now $90 · 85% 52-wk high $93
      vs 200-day avg +6% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Available liquidity under Otter Tail Power credit facility $140.5M As of March 31, 2026
      Capital expenditures $185.3M Three Months Ended March 31, 2026
      Heating Degree Days 3,155 Three Months Ended March 31, 2026
      Heating Degree Days as a percent of normal 92.2% Three Months Ended March 31, 2026
      Retail MWh Sales 1,715,724 Three Months Ended March 31, 2026
      Return on equity 15% trailing twelve months
      Total available liquidity $658.9M As of March 31, 2026

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Conglomerates — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      OTTR
      Otter Tail Corp
      this stock
      $3.92B +12.3% -2.3% 14.0 12.5%
      HON
      Honeywell International Inc
      $142.10B +10.1% +12.9% 33.3 1.8%
      HTHIY
      Hitachi Ltd
      $132.32B -6.4% 0.0%
      MMM
      3M Co
      $84.37B +1.2% -5.9% 31.2 1.9%
      ITOCF
      Itochu Corp
      $83.18B -6.8% 0.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      345
      % held
      62.9%
      Reported
      24 of 343
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      304
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      5.3M
      Days to cover
      15.0d
      Change
      +137.5K sh
      View
      Short Volume
      Short vol %
      79%
      As of
      Jul 16, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.1K
      Value
      $100.7K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      47.0%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $1.3B
      Net income (FY)
      $275.9M
      EPS diluted
      $6.55
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 18, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $351.7K
      Shares
      4.0K
      Filed
      Aug 13, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 5, 2026
      View
      Investor Relations
      Latest news
      Otter Tail Corporation Will Host…
      Published
      Jul 15, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      OTTR +0.7% +1.6% +1.3% +0.2% +12.3%
      SPY +1.3% -0.2% +10.1% +1.1% +10.7%
      vs SPY -0.6% +1.8% -8.9% -0.9% +1.7%

      Capital returns

      Latest dividend
      $0.578 / share · ex May 15, 2026
      Raised 10.1%
      Paid (TTM)
      $2.206 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.45%

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1466593 CUSIP 689648103 13F (30d) 22 filings 22 filers Visit website Investor relations