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OTOTTR

Otter Tail Corporation

$OTTR·$3.9B·Conglomerates·Industrials
$90.33-0.6%YTD+14.2%1Y+8.0%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 1 posts2026-08-23: 1 posts80%
Price updated 15m ago·X counts updated 8d ago
OTOTTR
$OTTROtter Tail Corporation
$90.34-0.56%8 posts0%
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 numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Otter Tail's utility-plus-industrial conglomerate keeps beating — Q2 EPS $1.66 (+10% surprise) — quiet quality at ~13x P/E.

Otter Tail (OTTR) is the diversified utility/plastic-pipe/manufacturing name that has been quietly stringing together beats without asking for the market's attention.

  • Q2 EPS of $1.66 beat the $1.51 estimate by ~10% on revenue of $334M; the four-quarter beat run (10%, 22%, 6%, 3%) shows a consistent execution pattern rather than a one-off print.
  • Balance sheet stays modest (D/E ~0.63), FCF supports the ~50% payout profile, and the P/E ~13x is well below the utility peer-group average — a valuation gap that Seeking Alpha's 'still worth buying after Q2' captures.
  • The stock at ~80% of range shows the market is warming to the story; catalyst risk is the plastic-pipe cycle rolling over, which could compress the currently-high consolidated margins.

Bottom line: quality-and-yield compounder with a modest valuation discount to peers — the fundamentals argue for continued grinding higher.

Agrees with X sentimentNo direct X sample this cycle; sell-side and Seeking Alpha framing all align with the operating trend.

What to watch: Q3 utility rate-case progress, plastic-pipe segment margin trend, dividend growth, and any capital-project commentary.

On the calendar: Q3 2026 earnings — 2026-11-02.

Read the AI verdict + X sentiment for $OTTR

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  • 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 Conglomerates sits in its cycle right now — and what that implies for $OTTR.

Conglomerates · Industrials

Conglomerate discount vs. sum-of-parts valuation is the structural tension; activists pushing for breakups or portfolio rationalization are the catalyst for re-rating. Individual segment performance is the fundamental driver — aerospace, industrial, and tech exposure matter most.

What this means for $OTTR

Neutral — cloud platform provides stable recurring revenue but limited direct tie to the macro structural driver.

Industry benchmark

6-name peer basket
+38.9%YTD
+13.8%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
Q2 2026Aug 3, 2026$1.66$1.51+9.9%
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%
Next earningsMon, Nov 2·consensus EPS $1.55

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$5.82 – $5.973
FY27$1.4B$1.3B – $1.4B$5.37$5.30 – $5.433
FY28$1.4B$1.4B – $1.4B$4.79$4.43 – $5.113
FY29$1.5B$1.5B – $1.5B$5.16$5.09 – $5.222
FY30$1.5B$1.5B – $1.6B$5.66$5.58 – $5.721

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.0.7×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.80%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.-0.3%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.+3.8%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 today0.4% 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.β0.435-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

SellAug 11Paul L KnutsonVP, Human Resources475 sh$45KSellAug 10Paul L KnutsonVP, Human Resources250 sh$23KSellAug 7Paul L KnutsonVP, Human Resources3.5K sh$326K
+ 16 other (13 awards · 1 gift · 1 exempt · 1 inkind) 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.

+ 10 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Otter Tail: Still Worth Buying After Q2seekingalpha.com·25d agoOtter Tail Q2 Earnings Call Highlightsdefenseworld.net·25d agoOtter Tail Corporation (OTTR) Q2 2026 Earnings Call Transcriptseekingalpha.com·27d agoOtter Tail Q2 Earnings Call Highlightsmarketbeat.com·27d agoOtter Tail (OTTR) Tops Q2 Earnings Estimateszacks.com·28d ago

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Voices on X · last 7 days

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