OTTR

Otter Tail Corp

Nasdaq · Electric Services · Inc. MN · CIK 0001466593
$89.59 +1.22% $3.8B
12 New Institutional Positions10 Institutional Exits
Vol
Market Cap$3.8B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity12 buys / 10 sells
SEC Reports6
Exchange Nasdaq·Sector Electric Services·Inc. MN·CIK 0001466593·Prev Close $88.51

Recent Activity

Jun 5, 2026 SEC
Otter Tail's wholly owned subsidiary, Otter Tail Power Company, issued $70 million of 6.04% Series 2026B Senior Unsecure
8-K — Impact 3/10
May 29, 2026 SEC
Otter Tail Corp settled two of three putative class-action antitrust claims in the PVC Pipe Antitrust Litigation, agreei
8-K — Impact 5/10
May 15, 2026 SEC
Otter Tail's utility subsidiary filed its 2026 Integrated Resource Plan with the Minnesota Public Utilities Commission,
8-K — Impact 3/10
Apr 13, 2026 Insider
PARTAIN NATHAN I was granted 2,000 shares
Director
Apr 13, 2026 Insider
LeBeau Michael E was granted 1,500 shares
Director
Apr 13, 2026 Insider
Clark Christopher B was granted 1,900 shares
Director
Inst.
FIRST TRUST ADVISORS LP — TRIM
606,504 shares ($53.2M)
Inst.
VICTORY CAPITAL MANAGEMENT INC — ADD
252,376 shares ($22.2M)

Price Targets

Historical data — last covering-analyst action May 2023. No current recommendation available.
$90.50 (May 2023)
Current $89.59 Low $86.00 Median $90.50 High $95.00 2 analysts
$86.00 $95.00

Analyst Ratings

Historical distribution0% buy · 9 analysts · last covering-analyst action May 2023
0Strong Buy
0Buy
6Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
May 3, 2023 Maxim Group DOWNGRADE Buy → Hold
Dec 16, 2021 Sidoti & Co. DOWNGRADE Buy → Neutral
Aug 5, 2020 Sidoti & Co. UPGRADE Neutral → Buy
Mar 13, 2020 Keybanc DOWNGRADE Overweight → Sector Weight
Feb 19, 2020 Sidoti & Co. MAINTAIN Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.50 ▼ -2.3% $1.29 — $1.77 -19% YoY 4
Next Q $1.49 ▼ -9.7% $1.43 — $1.55 -20% YoY 4
Current FY $5.83 ▲ +3.4% $5.54 — $6.24 -11% YoY 4
Next FY $5.32 ▼ -0.6% $4.72 — $5.86 -9% YoY 4

Latest Reports

NEUTRAL 8-K 3/10
Otter Tail's wholly owned subsidiary, Otter Tail Power Company, issued $70 million of 6.04% Series 2026B Senior Unsecure
Jun 5, 2026
NEUTRAL 8-K 5/10
Otter Tail Corp settled two of three putative class-action antitrust claims in the PVC Pipe Antitrust Litigation, agreei
May 29, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$563.9M—
VANGUARD PORTFOLIO MANAGEMENT LLC$258.7M—
VANGUARD CAPITAL MANAGEMENT LLC$163.8M—
STATE STREET CORP$137.7M—
DIMENSIONAL FUND ADVISORS LP$71.6M—

Recent Insider Trades

DateInsiderTypeValue
Apr 13, 2026PARTAIN NATHANA$0.00
Apr 13, 2026LeBeau MichaelA$0.00
Apr 13, 2026Clark ChristopherA$0.00
Apr 13, 2026WEBB THOMASA$0.00
Apr 13, 2026Rasche StevenA$0.00
50 institutional holders with $1.9B total value (21,952,775 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 12 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,424,374$563.9M29.3%—
2VANGUARD PORTFOLIO MANAGEMENT LLC2,947,184$258.7M13.4%—
3VANGUARD CAPITAL MANAGEMENT LLC1,865,713$163.8M8.5%—
4STATE STREET CORP1,569,348$137.7M7.1%—
5DIMENSIONAL FUND ADVISORS LP815,241$71.6M3.7%—
6TWO SIGMA INVESTMENTS, LP662,934$58.2M3.0%ADD +97.4%
7MORGAN STANLEY654,434$57.4M3.0%—
8FIRST TRUST ADVISORS LP606,504$53.2M2.8%TRIM -25.2%
9CAISSE DE DEPOT ET PLACEMENT DU QUEBEC569,933$50.0M2.6%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC524,121$46.0M2.4%—
11GOLDMAN SACHS GROUP INC485,351$42.6M2.2%—
12GABELLI FUNDS LLC467,200$41.0M2.1%—
13D. E. Shaw & Co., Inc.399,426$35.1M1.8%ADD +57.8%
14ADAGE CAPITAL PARTNERS GP, L.L.C.342,000$30.0M1.6%DOUBLED +108.6%
15BANK OF AMERICA CORP /DE/336,483$29.5M1.5%—
16VANGUARD FIDUCIARY TRUST CO272,408$23.9M1.2%—
17GAMCO INVESTORS, INC. ET AL264,800$23.2M1.2%—
18VICTORY CAPITAL MANAGEMENT INC252,376$22.2M1.1%ADD +96.5%
19Invesco Ltd.225,173$19.8M1.0%—
20PUBLIC SECTOR PENSION INVESTMENT BOARD198,660$17.4M0.9%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPTRIM810,638606,504-25.2%$53.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD128,413252,376+96.5%$22.2M2026-Q1
FRANKLIN RESOURCES INCDOUBLED36,993112,072+203.0%$9.8M2026-Q1
MARSHALL WACE, LLPTRIM173,42995,162-45.1%$8.4M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD62,91881,968+30.3%$7.2M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD56,23575,655+34.5%$6.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD31,91145,393+42.2%$4.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED93617,815+1803.3%$1.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM22,40114,751-34.2%$1.3M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCTRIM22,94911,141-51.5%$977.8K2026-Q1
SEI INVESTMENTS COADD5,92411,047+86.5%$969.6K2026-Q1
AmundiADD5,5868,217+47.1%$721.2K2026-Q1
Allspring Global Investments Holdings, LLCTRIM11,1267,497-32.6%$661.4K2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM13,2986,610-50.3%$580.2K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD3,3225,226+57.3%$458.7K2026-Q1
Gotham Asset Management, LLCTRIM6,6894,914-26.5%$431.3K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM12,5604,714-62.5%$413.7K2026-Q1
Verition Fund Management LLCTRIM6,1003,928-35.6%$344.8K2026-Q1
Rockefeller Capital Management L.P.DOUBLED5881,366+132.3%$119.9K2026-Q1
STRS OHIOADD600800+33.3%$70.2K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED44,543132,470+197.4%$11.6K2026-Q1
HRT FINANCIAL LPTRIM111,89478,965-29.4%$6.9K2026-Q1
FIRST TRUST ADVISORS LPTRIM1,464,613810,638-44.7%$65.5M2025-Q4
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED165,000344,149+108.6%$27.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD137,624271,653+97.4%$22.0M2025-Q4
16 unique insiders with 49 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 13, 2026PARTAIN NATHAN IDirectorAWARD2,000——
Apr 13, 2026LeBeau Michael EDirectorAWARD1,500——
Apr 13, 2026Clark Christopher BDirectorAWARD1,900——
Apr 13, 2026WEBB THOMAS JDirectorAWARD1,500——
Apr 13, 2026Rasche Steven PDirectorAWARD1,900——
Apr 13, 2026Crain Jeanne HDirectorAWARD1,500——
Apr 13, 2026ERICKSON JOHN DDirectorAWARD1,500——
Apr 13, 2026Ludford Mary EDirectorAWARD1,500——
Apr 13, 2026Johnson Kathryn ODirectorAWARD1,500——
Apr 13, 2026Nelson Tyler JVP, Chief Financial OfficerAWARD800——
Apr 13, 2026Smestad Jennifer O.SVP General Counsel & Corp SecAWARD5,800——
Apr 13, 2026ROGELSTAD TIMOTHY JPresidentAWARD1,400——
Apr 13, 2026Wahlund Todd RSenior Vice PresidentAWARD300——
Apr 8, 2026Wahlund Todd RChief Financial OfficerEXERCISE460$90.11$41.5K
Apr 8, 2026Wahlund Todd RChief Financial OfficerTAX W/H186$90.11$16.8K
Feb 11, 2026Smestad Jennifer O.VP, General Council & Corp SecAWARD6,000$86.43$518.6K
Feb 11, 2026Smestad Jennifer O.VP, General Council & Corp SecTAX W/H3,031$86.43$262.0K
Feb 11, 2026KNUTSON PAUL LVP, Human ResourcesAWARD3,600$86.43$311.1K
Feb 11, 2026KNUTSON PAUL LVP, Human ResourcesTAX W/H1,592$86.43$137.6K
Feb 11, 2026Abbott John SSr VP, Manufacturing PlatformAWARD8,400$86.43$726.0K
Feb 11, 2026Abbott John SSr VP, Manufacturing PlatformTAX W/H4,209$86.43$363.8K
Feb 11, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformAWARD8,400$86.43$726.0K
Feb 11, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformTAX W/H4,212$86.43$364.0K
Feb 11, 2026MACFARLANE CHARLES SPresident & CEOAWARD47,700$86.43$4.1M
Feb 11, 2026MACFARLANE CHARLES SPresident & CEOTAX W/H23,515$86.43$2.0M
Feb 10, 2026Smestad Jennifer O.VP, General Council & Corp SecAWARD1,100——
Feb 10, 2026Wahlund Todd RChief Financial OfficerAWARD1,400——
Feb 10, 2026KNUTSON PAUL LVP, Human ResourcesAWARD800——
Feb 10, 2026Abbott John SSr VP, Manufacturing PlatformAWARD1,600——
Feb 10, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformAWARD1,600——
Feb 10, 2026MACFARLANE CHARLES SPresident & CEOAWARD9,400——
Feb 6, 2026Abbott John SSr VP, Manufacturing PlatformEXERCISE1,625——
Feb 6, 2026Abbott John SSr VP, Manufacturing PlatformEXERCISE400——
Feb 6, 2026Abbott John SSr VP, Manufacturing PlatformTAX W/H763$87.83$67.0K
Feb 6, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformEXERCISE400——
Feb 6, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformTAX W/H763$87.83$67.0K
Feb 6, 2026ROGELSTAD TIMOTHY JSr VP, Electric PlatformEXERCISE1,625——
Feb 6, 2026Smestad Jennifer O.VP, General Council & Corp SecEXERCISE275——
Feb 6, 2026Smestad Jennifer O.VP, General Council & Corp SecTAX W/H541$87.83$47.5K
Feb 6, 2026Smestad Jennifer O.VP, General Council & Corp SecEXERCISE1,150——
Feb 6, 2026MACFARLANE CHARLES SPresident & CEOEXERCISE2,175——
Feb 6, 2026MACFARLANE CHARLES SPresident & CEOTAX W/H4,277$87.83$375.6K
Feb 6, 2026MACFARLANE CHARLES SPresident & CEOEXERCISE9,125——
Feb 6, 2026KNUTSON PAUL LVP, Human ResourcesEXERCISE175——
Feb 6, 2026KNUTSON PAUL LVP, Human ResourcesTAX W/H279$87.83$24.5K
Feb 6, 2026KNUTSON PAUL LVP, Human ResourcesEXERCISE700——
Feb 6, 2026Wahlund Todd RChief Financial OfficerEXERCISE300——
Feb 6, 2026Wahlund Todd RChief Financial OfficerTAX W/H119$87.83$10.5K
Feb 6, 2026Wahlund Todd RChief Financial OfficerEXERCISE675——
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 6 neutral. Avg impact: 3.7/10.
NEUTRAL 8-K 3/10
Otter Tail's wholly owned subsidiary, Otter Tail Power Company, issued $70 million of 6.04% Series 2
Jun 5, 2026
NEUTRAL 8-K 5/10
Otter Tail Corp settled two of three putative class-action antitrust claims in the PVC Pipe Antitrus
May 29, 2026
NEUTRAL 8-K 3/10
Otter Tail's utility subsidiary filed its 2026 Integrated Resource Plan with the Minnesota Public Ut
May 15, 2026
NEUTRAL 8-K 5/10
Otter Tail reported Q1 2026 EPS of $1.73, a 21.8% beat vs consensus of $1.42, on revenue of $347.0M
May 5, 2026
NEUTRAL 8-K 4/10
Otter Tail Corporation announced leadership transitions, appointing Tim Rogelstad as President and T
Apr 14, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 2, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action May 2023): 0% buy across 9 analysts — 0 strong buy, 0 buy, 6 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action May 2023. No current recommendation available.
$90.50 mean target (May 2023)
$86.00 Low $95.00 High
MetricValue
Current Price$89.59
Target Low$86.00
Target Mean$90.50
Target Median$90.50
Target High$95.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.50 $1.29 $1.77 -19.0% -2.3% 1↑ 2↓ $0.3B -2.1% 4
Next Q
2026-09-30
 $1.49 $1.43 $1.55 -19.8% -9.7% 0↑ 3↓ $0.3B -1.5% 4
Current FY
2026-12-31
 $5.83 $5.54 $6.24 -10.9% +3.4% 3↑ 1↓ $1.3B 0.6% 4
Next FY
2027-12-31
 $5.32 $4.72 $5.86 -8.8% -0.6% 1↑ 3↓ $1.4B 3.4% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.498
7d ago$1.518-0.020
30d ago$1.533-0.036
60d ago$1.533-0.036
90d ago$1.520-0.022
6 analyst firms have rated this stock: 3 upgrades, 5 downgrades, 3 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 3, 2023 Maxim Group DOWNGRADE Buy Hold
Dec 16, 2021 Sidoti & Co. DOWNGRADE Buy Neutral
Aug 5, 2020 Sidoti & Co. UPGRADE Neutral Buy
Mar 13, 2020 Keybanc DOWNGRADE Overweight Sector Weight
Feb 19, 2020 Sidoti & Co. MAINTAIN — Neutral
Jan 17, 2020 Keybanc MAINTAIN — Overweight
Dec 16, 2019 Keybanc INITIATE — Overweight
Nov 6, 2019 Williams Capital UPGRADE Sell Hold
Apr 12, 2019 Maxim Group INITIATE — Buy
May 31, 2018 Williams Capital DOWNGRADE Hold Sell
Feb 6, 2017 Williams Capital INITIATE — Hold
May 6, 2015 Baird DOWNGRADE Outperform Neutral
Mar 25, 2015 Baird UPGRADE Neutral Outperform
Aug 7, 2013 DA Davidson MAINTAIN — Neutral
Nov 7, 2012 DA Davidson MAINTAIN — Neutral
Mar 23, 2012 DA Davidson MAINTAIN — Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026006120%
May 1, 20263340060%
Apr 1, 20263340060%
Mar 1, 20263330067%
Feb 1, 20263330067%
Jan 1, 20263330067%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 4, 2026
earnings_calendar
OTTR Q1 2026 Earnings Scheduled — 2026-05-04
Apr 1, 2026
short_interest
FTD: OTTR — 7,315 shares ($0.6M) failed to deliver
Settlement: 20260401, Price: $87.77, FTD Value: $642,037.55, OTTER TAIL CORPORATION
Mar 13, 2026
short_interest
FTD: OTTR — 9,839 shares ($0.8M) failed to deliver
Settlement: 20260313, Price: $85.31, FTD Value: $839,365.09, OTTER TAIL CORPORATION