OTTR Otter Tail (OTTR) Insider Trading, Ownership & Congress Trades
Utilities · Electric services · CIK 0001466593
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
196
13F, latest reported quarter
What the filings say about OTTR
Insiders, 180 days
-$394.0K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$328.3K
1 notice
Otter Tail insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Otter Tail Corp insiders sold a net $394.0K of stock across 9 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
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 10, 2026.
- No other insider sold within 30 days.
- 196 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Human Resources KNUTSON PAUL L sold about $44.9K of OTTR on Aug 11, 2026; 196 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Aug 7, 2026.
- No other insider sold within 30 days.
- 196 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Human Resources KNUTSON PAUL L sold about $23.2K of OTTR on Aug 10, 2026; 196 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 24, 2024.
- The trade is 16.3% of the 21,495 shares held after it.
- No other insider sold within 30 days.
- 196 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Human Resources KNUTSON PAUL L sold about $325.9K of OTTR on Aug 7, 2026, the largest insider sale at the company since 2024; 196 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 32.5% of the 12,300 shares held after it.
- No other insider sold within 30 days.
- 196 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, General Council & Corp Sec Smestad Jennifer O. sold about $355.0K of OTTR on Aug 13, 2024; 196 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 19.6% of the 20,359 shares held after it.
- No other insider sold within 30 days.
- 196 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Human Resources KNUTSON PAUL L sold about $362.6K of OTTR on May 24, 2024, the largest insider sale at the company since 2021; 196 funds added in the latest 13F quarter.9 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 -$394.0K over 180 days
-$394.0K over 90 days
below 52% of Utilities
Congress
no House purchase disclosed in the last 12 months
Funds
196 funds bought in last quarter
below 54% of Utilities
Revenue
-2.0% year over year
below 83% of Utilities
Margin
21.2% net margin
more than 84% of Utilities
Buybacks
no share repurchases reported
Short interest
11.7% of the float short (float per yahoo 2026-10-27) · 22.2 days to cover · settled 2026-10-15
more than 94% of Utilities
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch OTTR
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.
+17.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns OTTR: institutional holders (13F)
13F holdings, latest reported quarter
6,557,596 sh
$590.1M
2,996,322 sh
$269.6M
1,891,243 sh
$170.2M
1,645,782 sh
$148.1M
1,112,886 sh
$100.2M
Congress trades in OTTR
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
OTTR planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Paul Knutson
Filed 2026-08-07
$328.3K
OTTR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Utilities & Communication Services ETF
$627.0K position · as of 2026-05-31
3.5%
Infrastructure Capital Small Cap Income ETF
$600.0K position · as of 2026-05-31
2.9%
The Gabelli Utilities Fund
$34.8M position · as of 2026-06-30
2.0%
Nuveen Small Cap Value Fund
$4.4M position · as of 2026-07-31
1.6%
VictoryShares US Small Cap High Div Volatility Wtd ETF
$3.6M position · as of 2026-06-30
1.4%
Applied Finance IVS US SMID ETF
$330.8K position · as of 2026-06-30
1.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. MacFarlane
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
2025
$6.8M
$7.8M
$1.7M
+120%
+50%
2024
$6.4M
$4.8M
$1.6M
+94%
+34%
2023
$5.8M
$12.1M
$1.5M
+116%
+10%
2022
$5.1M
$3.7M
$1.3M
+46%
+19%
2021
$4.7M
$11.1M
$1.4M
+8%
+17%
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
Insiders have filed to sell, before selling.
The record shows a net $394.0K sold by insiders over 180 days, 196 funds added last quarter, $328.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
OTTR financials
Revenue growth
-2.0%
XBRL, annual
Net margin
21.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM OTTR
| FY Dec 2025 | $1.3B |
| FY Dec 2024 | $1.3B |
| FY Dec 2023 | $1.4B |
| FY Dec 2022 | $1.5B |
| FY Dec 2021 | $1.2B |
| Jun 2026 | $334.7M |
| Mar 2026 | $347.0M |
| Dec 2025 | $308.1M |
| Sep 2025 | $325.9M |
| Jun 2025 | $333.0M |
| Mar 2025 | $337.4M |
| Dec 2024 | $303.1M |
| Sep 2024 | $338.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+14.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM OTTR
| FY Dec 2025 | +21.2% |
| FY Dec 2024 | +22.7% |
| FY Dec 2023 | +21.7% |
| FY Dec 2022 | +19.3% |
| FY Dec 2021 | +14.8% |
| Jun 2026 | -2.3% |
| Mar 2026 | +20.9% |
| Dec 2025 | +16.8% |
| Sep 2025 | +24.0% |
| Jun 2025 | +23.3% |
| Mar 2025 | +20.2% |
| Dec 2024 | +18.1% |
| Sep 2024 | +25.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$79.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM OTTR
| FY Dec 2025 | $97.9M |
| FY Dec 2024 | $94.1M |
| FY Dec 2023 | $117.4M |
| FY Dec 2022 | $218.2M |
| FY Dec 2021 | $59.4M |
| Jun 2026 | -$27.4M |
| Mar 2026 | -$114.7M |
| Dec 2025 | $22.3M |
| Sep 2025 | $40.5M |
| Jun 2025 | $53.7M |
| Mar 2025 | -$18.5M |
| Dec 2024 | $31.1M |
| Sep 2024 | $15.1M |
At each fiscal year end
Single quarter
Debt to equity
0.60x
LongTermDebt as filed 2026-06-30 (includes the current portion); equity 2026-06-30
Debt to equity OTTR
| FY Dec 2025 | 0.52x |
| FY Dec 2024 | 0.57x |
| FY Dec 2023 | 0.57x |
| FY Dec 2022 | 0.68x |
| FY Dec 2021 | 0.77x |
| Jun 2026 | 0.60x |
| Mar 2026 | 0.56x |
| Dec 2025 | 0.52x |
| Sep 2025 | 0.57x |
| Jun 2025 | 0.59x |
| Mar 2025 | 0.61x |
| Dec 2024 | 0.57x |
| Sep 2024 | 0.62x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.36x
TTM operating cash flow over LongTermDebt as filed 2026-06-30 (includes the current portion)
Cash flow to debt OTTR
| FY Dec 2025 | 0.40x |
| FY Dec 2024 | 0.48x |
| FY Dec 2023 | 0.49x |
| FY Dec 2022 | 0.47x |
| FY Dec 2021 | 0.30x |
| Jun 2026 | 0.36x |
| Mar 2026 | 0.39x |
| Dec 2025 | 0.40x |
| Sep 2025 | 0.40x |
| Jun 2025 | 0.37x |
| Mar 2025 | 0.40x |
| Dec 2024 | 0.48x |
| Sep 2024 | 0.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+10.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity OTTR
| FY Dec 2025 | +15.6% |
| FY Dec 2024 | +19.4% |
| FY Dec 2023 | +22.1% |
| FY Dec 2022 | +25.7% |
| FY Dec 2021 | +19.0% |
| Jun 2026 | +10.7% |
| Mar 2026 | +15.5% |
| Dec 2025 | +15.6% |
| Sep 2025 | +16.1% |
| Jun 2025 | +17.1% |
| Mar 2025 | +18.4% |
| Dec 2024 | +19.4% |
| Sep 2024 | +20.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OTTR
| FY Dec 2025 | +7.2% |
| FY Dec 2024 | +8.8% |
| FY Dec 2023 | +9.6% |
| FY Dec 2022 | +10.0% |
| FY Dec 2021 | +6.6% |
| Jun 2026 | +4.8% |
| Mar 2026 | +7.1% |
| Dec 2025 | +7.2% |
| Sep 2025 | +7.5% |
| Jun 2025 | +7.9% |
| Mar 2025 | +8.4% |
| Dec 2024 | +8.8% |
| Sep 2024 | +9.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital OTTR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +16.8% |
| FY Dec 2021 | +12.2% |
| 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 capital employed
+6.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed OTTR
| FY Dec 2025 | +9.9% |
| FY Dec 2024 | +12.1% |
| FY Dec 2023 | +13.5% |
| FY Dec 2022 | +15.5% |
| FY Dec 2021 | +11.1% |
| Jun 2026 | +6.1% |
| Mar 2026 | +9.6% |
| Dec 2025 | +9.9% |
| Sep 2025 | +10.0% |
| Jun 2025 | +10.5% |
| Mar 2025 | +11.2% |
| Dec 2024 | +12.1% |
| Sep 2024 | +12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.41x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing OTTR
| FY Dec 2025 | 12.32x |
| FY Dec 2024 | 10.30x |
| FY Dec 2023 | 12.14x |
| FY Dec 2022 | 8.66x |
| FY Dec 2021 | 16.84x |
| Jun 2026 | 19.39x |
| Mar 2026 | 13.16x |
| Dec 2025 | 12.32x |
| Sep 2025 | 12.36x |
| Jun 2025 | 11.34x |
| Mar 2025 | 11.45x |
| Dec 2024 | 10.30x |
| Sep 2024 | 10.80x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$4.6B
market value at close 2026-10-26 on 2026-07-31 shares, plus LongTermDebt as filed 2026-06-30 (includes the current portion), minus cash 2026-06-30
Enterprise value OTTR
| FY Dec 2025 | $4.0B |
| FY Dec 2024 | $3.7B |
| FY Dec 2023 | $4.1B |
| FY Dec 2022 | $3.1B |
| FY Dec 2021 | $3.7B |
| Jun 2026 | $4.6B |
| Mar 2026 | $4.4B |
| Dec 2025 | $4.0B |
| Sep 2025 | $4.2B |
| Jun 2025 | $4.0B |
| Mar 2025 | $4.1B |
| Dec 2024 | $3.7B |
| Sep 2024 | $4.0B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-2.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield OTTR
| FY Dec 2025 | +2.9% |
| FY Dec 2024 | +3.0% |
| FY Dec 2023 | +3.3% |
| FY Dec 2022 | +8.9% |
| FY Dec 2021 | +2.0% |
| Jun 2026 | -2.1% |
| Mar 2026 | +0.0% |
| Dec 2025 | +2.9% |
| Sep 2025 | +3.1% |
| Jun 2025 | +2.5% |
| Mar 2025 | +2.3% |
| Dec 2024 | +3.0% |
| Sep 2024 | +2.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -32%, PEG needs growth
PEG, trailing OTTR
| FY Dec 2025 | n/a |
| FY Dec 2024 | 4.24x |
| FY Dec 2023 | 3.74x |
| FY Dec 2022 | 0.14x |
| FY Dec 2021 | 0.21x |
| 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 | 4.24x |
| Sep 2024 | 1.17x |
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 | $1.3B | $1.3B | $1.4B | $1.5B |
| Operating income | $345.7M | $380.2M | $377.9M | $390.4M |
| Net income | $275.9M | $301.7M | $294.2M | $284.2M |
| EPS (diluted) | 6.55 | 7.17 | 7.00 | 6.78 |
| Operating cash flow | $386.0M | $452.7M | $404.5M | $389.3M |
| Cash | $386.2M | $294.7M | $230.4M | $119.0M |
| Long-term debt | $963.6M | $943.7M | $824.1M | $823.8M |
| Dividends paid | $88.1M | $78.3M | $73.1M | $68.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
OTTR Stock Sonar score 6/7 axes
Find similar shapesCompareOTTR ranks highest on financial health (90th percentile) and profitability (70th), and lowest on growth (17th), among Utilities 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
OTTR filings, in plain words
Are Otter Tail insiders buying or selling OTTR?
In the 180 days to 2026-10-28, Otter Tail insiders were net sellers, a net $394.0K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of OTTR?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $328.3K of stock; the latest, by Paul Knutson, was filed 2026-08-07.
Read the full summary
In the 180 days to 2026-10-28, Otter Tail insiders were net sellers of OTTR, a net $394.0K across purchases and sales reported on Form 4 by 1 seller. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $328.3K of stock. 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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