OTIS Otis Worldwide (OTIS) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Electronic & other electrical equipment (no computer equip) · CIK 0001781335
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
569
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · no price filed
What the filings say about OTIS
Insiders, 180 days
-$125.2K net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 2 sold
Latest: sale, 2026-08-10
Otis Worldwide insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Otis Worldwide Corp insiders sold a net $125.2K of stock across 54 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 40.6% of the 4,008 shares held after it.
- No other insider sold within 30 days.
- 569 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Otis EMEA Lefebure Thibault Pierre Marie sold about $125.2K of OTIS on May 7, 2026; 569 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Mar 10, 2025.
- The trade is 164.3% of the 29,176 shares held after it.
- 4 other insiders sold within 30 days.
- 569 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Otis Asia Pacific de Montlivault Stephane sold about $4.4M of OTIS on Feb 12, 2026; 4 other insiders sold within 30 days and 569 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Nov 5, 2025.
- The trade is 33.7% of the 3,504 shares held after it.
- 4 other insiders sold within 30 days.
- 569 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, CAO & Controller Ryan Michael Patrick sold about $106.5K of OTIS on Feb 10, 2026; 4 other insiders sold within 30 days and 569 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Feb 10, 2025.
- The trade is 184.6% of the 13,880 shares held after it.
- 4 other insiders sold within 30 days.
- 569 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel LaFreniere Nora E. sold about $2.3M of OTIS on Feb 10, 2026; 4 other insiders sold within 30 days and 569 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Feb 10, 2025.
- The trade is 4.5% of the 39,505 shares held after it.
- 4 other insiders sold within 30 days.
- 569 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel LaFreniere Nora E. sold about $162.1K of OTIS on Feb 10, 2026; 4 other insiders sold within 30 days and 569 funds added in the latest 13F quarter.54 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$125.2K over 180 days
more than 81% of Semiconductors & Electronics
Congress
1 member bought in the last year
the lowest in Semiconductors & Electronics
Funds
569 funds bought in last quarter
more than 87% of Semiconductors & Electronics
Revenue
+1.2% year over year
below 66% of Semiconductors & Electronics
Margin
9.6% net margin
more than 74% of Semiconductors & Electronics
Buybacks
$807.0M repurchased, FY to 2026-06-30
more than 87% of Semiconductors & Electronics
Short interest
4.5% of the float short (float per yahoo 2026-10-26) · 3.1 days to cover · settled 2026-09-30
below 51% of Semiconductors & Electronics
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch OTIS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-17.3%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns OTIS: institutional holders (13F)
13F holdings, latest reported quarter
31,620,354 sh
$2.3B
25,061,198 sh
$1.8B
19,956,721 sh
$1.4B
16,664,994 sh
$1.2B
12,589,525 sh
$906.4M
Congress trades in OTIS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-08-10 · disclosed 22 days later
$1,001 - $15,000
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-08-04 · disclosed 39 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
OTIS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
OTIS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Independent Franchise Partners US Equity Fund
$50.0M position · as of 2026-06-30
3.7%
Scharf ETF
$21.4M position · as of 2026-06-30
3.3%
Leatherback Long/short Alternative Yield ETF
$528.7K position · as of 2026-05-31
3.0%
AMG River Road Mid Cap Value Fund
$10.0M position · as of 2026-07-31
2.5%
ClearBridge Dividend Strategy Fund
$224.9M position · as of 2026-06-30
2.5%
LVIP ClearBridge Dividend Strategy Fund
$11.2M position · as of 2026-06-30
2.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Otis Worldwide Corporation Political Action Committee
Cycle 2026 · $8K spent
$27.9K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Ms. Marks
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$15.9M
$21.1M
$5.6M
+99%
+116%
2022
$14.5M
$15.3M
$3.5M
+72%
+83%
2021
$13.8M
$26.8M
$4.0M
+88%
+93%
2020
$12.0M
$18.0M
$4.5M
+44%
+60%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $125.2K sold by insiders over 180 days, 569 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
OTIS financials
Revenue growth
+1.2%
XBRL, annual
Net margin
9.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$14.9B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM OTIS
| FY Dec 2025 | $14.4B |
| FY Dec 2024 | $14.3B |
| FY Dec 2023 | $14.2B |
| FY Dec 2022 | $13.7B |
| FY Dec 2021 | $14.3B |
| Jun 2026 | $3.9B |
| Mar 2026 | $3.6B |
| Dec 2025 | $3.8B |
| Sep 2025 | $3.7B |
| Jun 2025 | $3.6B |
| Mar 2025 | $3.4B |
| Dec 2024 | $3.7B |
| Sep 2024 | $3.5B |
At each fiscal year end
Single quarter
Net margin, TTM
+10.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM OTIS
| FY Dec 2025 | +9.6% |
| FY Dec 2024 | +11.5% |
| FY Dec 2023 | +9.9% |
| FY Dec 2022 | +9.2% |
| FY Dec 2021 | +8.7% |
| Jun 2026 | +11.1% |
| Mar 2026 | +9.5% |
| Dec 2025 | +9.9% |
| Sep 2025 | +10.1% |
| Jun 2025 | +10.9% |
| Mar 2025 | +7.3% |
| Dec 2024 | +9.2% |
| Sep 2024 | +15.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.7B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM OTIS
| FY Dec 2025 | $1.4B |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.5B |
| FY Dec 2022 | $1.4B |
| FY Dec 2021 | $1.6B |
| Jun 2026 | $223.0M |
| Mar 2026 | $380.0M |
| Dec 2025 | $772.0M |
| Sep 2025 | $337.0M |
| Jun 2025 | $179.0M |
| Mar 2025 | $156.0M |
| Dec 2024 | $651.0M |
| Sep 2024 | $362.0M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity OTIS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.22x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt OTIS
| FY Dec 2025 | 0.20x |
| FY Dec 2024 | 0.19x |
| FY Dec 2023 | 0.24x |
| FY Dec 2022 | 0.23x |
| FY Dec 2021 | 0.24x |
| Jun 2026 | 0.22x |
| Mar 2026 | 0.23x |
| Dec 2025 | 0.20x |
| Sep 2025 | 0.18x |
| Jun 2025 | 0.19x |
| Mar 2025 | 0.19x |
| Dec 2024 | 0.19x |
| Sep 2024 | 0.20x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity OTIS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+14.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OTIS
| FY Dec 2025 | +12.6% |
| FY Dec 2024 | +15.4% |
| FY Dec 2023 | +14.1% |
| FY Dec 2022 | +11.3% |
| FY Dec 2021 | +10.8% |
| Jun 2026 | +14.0% |
| Mar 2026 | +13.6% |
| Dec 2025 | +12.6% |
| Sep 2025 | +12.8% |
| Jun 2025 | +14.9% |
| Mar 2025 | +14.6% |
| Dec 2024 | +15.4% |
| Sep 2024 | +15.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+81.8%
operating income after a 23.9% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital OTIS
| FY Dec 2025 | +141.0% |
| FY Dec 2024 | +103.4% |
| FY Dec 2023 | +209.5% |
| FY Dec 2022 | +128.9% |
| FY Dec 2021 | +82.2% |
| Jun 2026 | +81.8% |
| Mar 2026 | +165.1% |
| Dec 2025 | +141.0% |
| Sep 2025 | +74.8% |
| Jun 2025 | +90.5% |
| Mar 2025 | +82.5% |
| Dec 2024 | +103.4% |
| Sep 2024 | +142.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+74.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed OTIS
| FY Dec 2025 | +65.0% |
| FY Dec 2024 | +55.7% |
| FY Dec 2023 | +66.1% |
| FY Dec 2022 | +45.1% |
| FY Dec 2021 | +41.9% |
| Jun 2026 | +74.1% |
| Mar 2026 | +74.1% |
| Dec 2025 | +65.0% |
| Sep 2025 | +70.7% |
| Jun 2025 | +71.1% |
| Mar 2025 | +55.5% |
| Dec 2024 | +55.7% |
| Sep 2024 | +68.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.35x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing OTIS
| FY Dec 2025 | 24.96x |
| FY Dec 2024 | 22.81x |
| FY Dec 2023 | 26.39x |
| FY Dec 2022 | 26.37x |
| FY Dec 2021 | 30.02x |
| Jun 2026 | 18.41x |
| Mar 2026 | 20.50x |
| Dec 2025 | 24.96x |
| Sep 2025 | 26.97x |
| Jun 2025 | 26.20x |
| Mar 2025 | 27.09x |
| Dec 2024 | 22.81x |
| Sep 2024 | 25.92x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$36.3B
market value at close 2026-10-26 on 2026-07-15 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value OTIS
| FY Dec 2025 | $40.9B |
| FY Dec 2024 | $43.0B |
| FY Dec 2023 | $42.2B |
| FY Dec 2022 | $38.2B |
| FY Dec 2021 | $42.7B |
| Jun 2026 | $35.1B |
| Mar 2026 | $36.9B |
| Dec 2025 | $40.9B |
| Sep 2025 | $43.1B |
| Jun 2025 | $46.1B |
| Mar 2025 | $47.4B |
| Dec 2024 | $43.0B |
| Sep 2024 | $48.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield OTIS
| FY Dec 2025 | +4.2% |
| FY Dec 2024 | +3.9% |
| FY Dec 2023 | +4.1% |
| FY Dec 2022 | +4.4% |
| FY Dec 2021 | +4.3% |
| Jun 2026 | +6.2% |
| Mar 2026 | +5.6% |
| Dec 2025 | +4.2% |
| Sep 2025 | +3.7% |
| Jun 2025 | +3.4% |
| Mar 2025 | +3.6% |
| Dec 2024 | +3.9% |
| Sep 2024 | +3.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
6.65x
P/E over trailing EPS growth of 3%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing OTIS
| FY Dec 2025 | n/a |
| FY Dec 2024 | 1.15x |
| FY Dec 2023 | 1.87x |
| FY Dec 2022 | 10.92x |
| FY Dec 2021 | 0.77x |
| Jun 2026 | 6.33x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 4.69x |
| Mar 2025 | 2.68x |
| Dec 2024 | 1.15x |
| Sep 2024 | 1.23x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $14.4B | $14.3B | $14.2B | $13.7B |
| Operating income | $2.1B | $2.0B | $2.2B | $2.0B |
| Net income | $1.4B | $1.6B | $1.4B | $1.3B |
| EPS (diluted) | 3.50 | 4.07 | 3.39 | 2.96 |
| Operating cash flow | $1.6B | $1.6B | $1.6B | $1.6B |
| Cash | $1.1B | $2.3B | $1.3B | $1.2B |
| Long-term debt | $6.9B | $7.0B | $6.9B | $6.1B |
| Buybacks | $809.0M | $1.0B | $800.0M | $850.0M |
| Dividends paid | $647.0M | $606.0M | $539.0M | $465.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
OTIS Stock Sonar score 6/7 axes
Find similar shapesCompareOTIS ranks highest on profitability (93rd percentile) and risk and compliance (56th), and lowest on insider conviction (40th), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
OTIS filings, in plain words
Are Otis Worldwide insiders buying or selling OTIS?
In the 180 days to 2026-10-28, Otis Worldwide insiders were net sellers, a net $125.2K across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded OTIS?
Yes. In the year to 2026-10-28, 1 House member disclosed buying OTIS and 2 House members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-08-10.
Read the full summary
In the 180 days to 2026-10-28, Otis Worldwide insiders were net sellers of OTIS, a net $125.2K across purchases and sales reported on Form 4 by 1 seller. In the year to 2026-10-28, 1 member of Congress disclosed buying OTIS and 2 members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-08-10. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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