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OTTR · Otter Tail Corp

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$92.87 +0.00 (+0.00%) At close · Aug 14
Market Cap
$3.90B
Shares
41.99M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$92.87 Open$92.39 Day$92.17–93.24 52W close$75.05–94.28 Avg vol 30d242K Short int5.1M · 12.1% float · 22.9d Short vol79% Last earningsAug 4, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Strong Sentiment Bullish Fundamentals Poor Quant / Vol Very Low
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +7%
      above
      Price vs 50-day avg +3%
      above
      RSI (14) 54
      neutral
      MACD trend Positive
      52-week position 93%
      near high
      Momentum
      relative strength
      Strong
      1-month return 0%
      trailing
      6-month return +9%
      trailing
      YTD return +15%
      this year
      Relative strength −5%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $90 › 200d $87 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +44 funds added
      Insider flow Distributing
      Net -$394.0K over 90 days · 100% sells
      Short interest Falling
      12.13% of float · ▼ -4.1% MoM · 22.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      351 holders — near 3-yr high, broad support
      Squeeze score 73
      high risk · 0–100
      Fundamentals
      Poor
      Revenue growth −2%
      Y/Y
      EPS growth −9%
      Y/Y
      Valuation P/E 20.1
      in line
      Balance sheet $517.8M
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 21%
      annualized · 1-yr
      Max drawdown −13%
      past year
      ATR 2.6%
      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 Aug 4, 2026
      Diluted earnings per share · 2026 $3.84 – $4.24
      Adjusted diluted earnings per share · 2026 $5.68 – $6.08
      Prior guidance period ended · from the 8-K filed Nov 4, 2025
      Expected earnings mix from Electric segment · 2025 36%
      Guided vs delivered · last 1 settled
      Diluted earnings per share 2024
      guided $5.13 – $5.43
      $7.17 Beat +35.8%

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

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 2 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +7% Bullish
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Positive Bullish
      52-week position
      93% Bullish
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $90 › 200d $87 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +44 funds added
      Insider flow Distributing
      Net -$394.0K over 90 days · 100% sells
      Short interest Falling
      12.13% of float · ▼ -4.1% MoM · 22.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      351 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $75 Now $93 · 93% Range high $94
      vs 200-day avg +7% vs 50-day avg +3%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted diluted earnings per share non-GAAP $1.66 the second quarter of 2026
      Adjusted Net Income non-GAAP $47.13M Three Months Ended June 30, 2026
      Available liquidity under Otter Tail Corporation credit facility $170M As of June 30, 2026
      Available liquidity under Otter Tail Power credit facility $153M As of June 30, 2026
      Capital expenditures $324.8M six months ended June 30, 2026
      Cash provided by operating activities $182.7M six months ended June 30, 2026
      Cooling Degree Days 164 Three Months Ended June 30, 2026
      Cooling Degree Days as a percent of normal 127.1% Three Months Ended June 30, 2026
      Total available liquidity $601.4M six months ended June 30, 2026
      Return on equity (trailing twelve months) 15% trailing twelve months

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $3.90B +14.9% -2.3% 20.1 12.1%
      HTHIY
      Hitachi Ltd
      $163.40B +15.9% 0.0%
      MMM
      3M Co
      $94.20B +14.1% +1.5% 32.4 1.9%
      ITOCF
      Itochu Corp
      $88.07B -0.4% 0.1%
      HON
      Honeywell International Inc
      $74.15B +12.9% 2.7%

      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
      351
      % held
      69.9%
      Net QoQ
      +106.8K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      316
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      5.1M
      Days to cover
      22.9d
      Change
      -216.7K sh
      View
      Short Volume
      Short vol %
      79%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      5.7K
      Value
      $519.4K
      As of
      Jul 8, 2026
      View
      Off-Exchange
      Off-exchange %
      38.1%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$394.0K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $1.3B
      Net income (FY)
      $275.9M
      EPS diluted
      $6.55
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 5, 2026
      This year
      15
      View
      Proposed Sales
      Value
      $351.7K
      Shares
      4.0K
      Filed
      Aug 13, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View
      Investor Relations
      Latest news
      Otter Tail Corporation Announces…
      Published
      Aug 3, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      OTTR -1.0% +0.0% +8.7% +5.0% +14.9%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -1.4% -4.4% -5.1% +1.1% +1.1%

      Capital returns

      Latest dividend
      $0.578 / share · ex Aug 14, 2026
      Raised 10.1%
      Paid (TTM)
      $2.259 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.43%

      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) 337 filings 318 filers Visit website Investor relations