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OTOTTR

Otter Tail Corporation

$OTTR·$3.7B·Diversified Utilities·Utilities
$93.26+3.4%YTD+10.9%1Y+18.5%
Mentions · last 7 days
2026-07-08: 5 posts2026-07-09: 2 posts2026-07-10: 4 posts2026-07-11: 1 posts2026-07-12: 2 posts2026-07-13: 1 posts2026-07-14: 1 posts16-6%
Price updated 1h ago·X counts updated 2d ago
OTOTTR
$OTTROtter Tail Corporation
$93.26+3.42%16 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $OTTR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Diversified utility with a 15-year resource plan filing and dividend continuity.

Otter Tail is up modestly year-to-date at 84% of its fifty-two-week range and coiling on continued dividend growth, with the May 15 filing of Otter Tail Power Company's fifteen-year resource plan with Minnesota regulators setting the framework for the next major capital-expenditure cycle.

  • The plastics segment provides a real earnings kicker relative to pure regulated utilities, and any commentary on polyvinyl chloride pricing normalization is a variable that swings estimates more than the regulated rate case does.
  • The dividend-champion status keeps a steady bid under the stock, and the recent June write-ups grouping Otter Tail with the utility mega-merger commentary keep the name in the spotlight of a broader utility rerating.
  • The August 3 second-quarter print is the near-term event, with plastics-segment margin commentary and regulated-return updates as the two variables that determine whether the coil resolves upward.

Watch plastics-segment pricing, regulated rate case progress, and dividend guidance on the Q2 call.

What to watch: Plastics-segment margin trend, regulated rate outcomes, and dividend cadence.

On the calendar: Q2 earnings on August 3, 2026.

sentiment missing

Read the AI verdict + X sentiment for $OTTR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a regulated electric utility in Minnesota and Dakotas alongside plastics, packaging, and metal manufacturing businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Diversified Utilities sits in its cycle right now — and what that implies for $OTTR.

Diversified Utilities · Utilities

No material change from last week — the 127-gigawatt power demand problem makes regulated utility rate base expansion politically visible and M&A optionality more credible.

What this means for $OTTR

Neutral — Operates a regulated electric utility in Minnesota and Dakotas alongside plastics, packaging, and metal manufacturing businesses; the 127-gigawatt AI power demand problem driving regulated rate base expansion does not materially affect this business's near-term earnings.

Top industry ETF

$XLUUtilities Select Sector SPDR
+5.4%YTD
+10.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$1.73$1.42+21.8%
Q4 2025Feb 16, 2026$1.23$1.16+6.0%
Q3 2025Nov 3, 2025$1.86$1.80+3.3%
Q2 2025Aug 4, 2025$1.85$1.71+8.2%
Next earningsMon, Aug 3·consensus EPS $1.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$347.0M+2.9%25.8%24.6%$1.73$-114.7M
Q4 FY25$308.1M+1.6%23.3%21.9%$1.24$22.3M
Q3 FY25$325.6M-3.7%45.5%29.7%$1.87$40.5M
Q2 FY25$333.0M-2.7%44.6%29.3%$1.86$53.7M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$5.90$5.86 – $5.943
FY27$1.4B$1.3B – $1.4B$5.37$5.33 – $5.413
FY28$1.4B$1.4B – $1.4B$4.79$4.43 – $5.113
FY29$1.5B$1.5B – $1.5B$5.16$5.12 – $5.202
FY30$1.5B$1.5B – $1.6B$5.66$5.61 – $5.701

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 37 other (24 awards · 9 inkinds · 4 exempts) in window

See when $OTTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement
AI summary

Otter Tail Corporation subsidiaries Northern Pipe Products, Inc. and Vinyltech Corporation agreed on June 17, 2026 to pay $30 million into a settlement fund to resolve all End-User Class (EUP) claims in the consolidated PVC Pipe Antitrust Litigation (N.D. Illinois, Case No. 1:24-cv-07639), subject to preliminary and final court approval. The $30M is inclusive of class member recovery, attorneys' fees, and administration costs, with payment due approximately 21 days after preliminary court approval. Material legal resolution — this settles one of three plaintiff classes (alongside Direct Purchaser and Non-Converter Seller classes) in a multi-defendant antitrust case spanning the PVC pipe industry.

8-KMaterial debt obligationJun 58-K — Item 2.03: Material debt obligation
AI summary

OTTR (OTTR) disclosed the creation of a direct financial obligation under 8-K Item 2.03, reporting a new notes. The obligation totals approximately $5 at 5.33%. Item 2.03 is triggered when a company creates or assumes a material direct financial obligation, including borrowings under credit agreements, issuance of debt securities, or similar instruments. This disclosure ensures investors are promptly informed about new claims on company cash flows and changes to the capital structure.

8-KMaterial agreementMay 298-K — Item 1.01: Material agreement
AI summary

Otter Tail Corporation entered into two antitrust settlement agreements on May 28, 2026, resolving most claims in the consolidated In re: PVC Pipe Antitrust Litigation (N.D. Illinois). The company's subsidiaries Northern Pipe Products and Vinyltech agreed to pay $39.5 million to the Direct Purchaser Class and $34.0 million to the Non-Converter Seller Purchaser Class, for a combined $73.5 million, subject to court preliminary and final approval. Payments are expected approximately 21 days after preliminary approval. Claims from the End-User Class remain pending, so full resolution is not yet achieved, making this a significant but partial settlement of the antitrust exposure.

8-KShareholder voteApr 158-K — Item 5.07: Shareholder vote
AI summary

OTTR held its Annual Meeting of stockholders around 2026-04-15 (8-K Item 5.07). Stockholders elected 3 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsApr 143
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for OTTR on 2026-04-14, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 148-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

OTTR disclosed a personnel change (8-K Item 5.02, dated 2026-04-14). An executive departure and a new appointment are both reported. Tim Rogelstad as President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

OTTR entered into a note purchase agreement (8-K Item 1.01, dated 2026-03-23). Size: approximately $170,000,000. Rate: 5.33%. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 14 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Otter Tail Corporation Will Host Conference Call on Second Quarter 2026 Financial Resultsbusinesswire.com·1d agoNow Is a Good Time to Buy Into America's Mega Utility Mergerwsj.com·37d agoDividend Champion, Contender, And Challenger Highlights: Week Of June 7seekingalpha.com·41d agoOtter Tail Power Company Files 15-Year Resource Plan with Minnesota Regulatorsbusinesswire.com·62d agoOtter Tail Corporation (OTTR) Q1 2026 Earnings Call Transcriptseekingalpha.com·72d ago

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Voices on X · last 7 days

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