View Past PerformanceOtter Tail バランスシートの健全性財務の健全性 基準チェック /46Otter Tailの総株主資本は$1.9B 、総負債は$1.2Bで、負債比率は63.5%となります。総資産と総負債はそれぞれ$4.2Bと$2.2Bです。 Otter Tailの EBIT は$349.4Mで、利息カバレッジ比率7.2です。現金および短期投資は$403.2Mです。主要情報63.48%負債資本比率US$1.21b負債インタレスト・カバレッジ・レシオ7.2x現金US$403.24mエクイティUS$1.91b負債合計US$2.25b総資産US$4.15b財務の健全性に関する最新情報分析記事 • Jun 10Otter Tail (NASDAQ:OTTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 03We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Oct 08We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 09Does Otter Tail (NASDAQ:OTTR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...すべての更新を表示Recent updatesナラティブの更新 • Jun 24OTTR: Neutral Stance Will Weigh Litigation Settlements Against Stable Earnings OutlookAnalysts have trimmed their outlook on Otter Tail, with the average price target moving down to $90.50 as recent research, including a downgrade and a fresh neutral initiation, reflects more cautious views on the stock. Analyst Commentary Recent research on Otter Tail highlights a mix of optimism around the company’s execution and caution around how much of that story is already reflected in the stock’s valuation.分析記事 • Jun 20Otter Tail (OTTR) Stock Could Be 3.3% Undervalued As Utility Growth Plans Come Into FocusOtter Tail (OTTR) is back on investors’ radar after fresh trading data highlighted recent share performance, including a last close of $87.50 and a year to date total return of 7.4%. See our latest analysis for Otter Tail. Recent trading shows mixed short term momentum for Otter Tail, with a 1 day share price return of 0.89% and a 7 day share price return that declined 2.33%, while the 1 year total shareholder return of 17.29% and 5 year total shareholder return of 102.01% point to stronger...お知らせ • Jun 19Otter Tail Corporation Subsidiaries Agree to Settle End-User Class Claims in Pvc Pipe Antitrust LitigationOtter Tail Corporation and two subsidiaries were named as defendants in putative federal class action lawsuits alleging violations of the antitrust laws, along with more than twenty other PVC pipe manufacturers. The actions were later consolidated as In re: PVC Pipe Antitrust Litigation (Case No. 1:24-cv-07639) in the United States District Court for the Northern District of Illinois. The claims are directed at numerous participants across the industry, including more than two dozen other manufacturers of PVC pipe and conduit, and are premised on alleged coordinated conduct within the industry. The Court has allowed three putative classes: a Direct Purchaser Class, a Non-Converter Seller Purchaser Class, and an End-User Class, and together with the Direct Purchaser Class and the Non-Converter Seller Purchaser Class, the Putative Classes. On June 17, 2026, Otter Tail Corporation entered into a settlement agreement with the End-User Class individually and on behalf of the putative End-User Class members. Subject to the satisfaction of certain conditions, including preliminary and final approval by the Court, Northern Pipe Products, Inc. and Vinyltech Corporation have agreed to pay an aggregate of $30 million into a settlement fund to resolve all claims asserted, or that could have been asserted, by the End-User Class against Otter Tail Corporation relating to the alleged conduct at issue in the PVC Pipe Antitrust Litigation. If the Settlement Agreement is preliminarily approved by the Court, the settlement payment will be made on or about 21 days thereafter. The settlement amount is inclusive of the recovery amounts for class members, any attorneys' fees awarded to counsel for the End-User Class, and the costs of administering the settlement. The End-User Class has agreed to file a motion seeking preliminary approval of the Settlement Agreement as soon as practicable. The execution of the Settlement Agreement does not constitute an admission by Otter Tail Corporation of any wrongdoing, fault, or liability, and Otter Tail Corporation does not admit any wrongdoing, fault, or liability. Otter Tail Corporation determined that resolving the End-User Class claims now is in its best interests. Although Otter Tail Corporation was prepared to continue defending its position, the Settlement Agreement meaningfully reduces the uncertainty, distraction, and significant costs and exposure associated with protracted and complex class action antitrust litigation and further enables Otter Tail Corporation to maintain its focus on executing its business strategy. Otter Tail Corporation anticipates utilizing available cash to fund the settlement payment. The settlement is not expected to have a material adverse effect on Otter Tail Corporation's financial position or liquidity. The ultimate outcome of the PVC Pipe Antitrust Litigation remains uncertain, with no guarantee that the current or a revised Settlement Agreement will receive Court approval. If the settlement is not finalized, Otter Tail Corporation intends to continue defending itself in the pending class action and maintains that it has strong factual and legal defenses.Buy Or Sell Opportunity • Jun 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to US$87.91. The fair value is estimated to be US$72.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are forecast to decline by 4.8% per annum over the same time period.ナラティブの更新 • Jun 07OTTR: Neutral Outlook Will Balance EPS Visibility With Litigation And Governance Execution RisksAnalysts have adjusted their price targets on Otter Tail, pointing to a modest change in valuation around $90.50 per share as they factor in slightly softer revenue growth assumptions alongside marginally higher profit margin and P/E expectations and recent cautious views from Siebert Williams and Freedom Capital. Analyst Commentary Bullish Takeaways Bullish analysts see room for the stock to align with the updated valuation near $90.50 per share if management delivers on current revenue and margin assumptions.Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to US$87.35. The fair value is estimated to be US$72.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are forecast to decline by 5.2% per annum over the same time period.ライブニュース • May 16Otter Tail Power Unveils 15-Year Plan With Solar Wind Battery and Natural Gas AdditionsOtter Tail Power filed its 2026 Integrated Resource Plan with the Minnesota Public Utilities Commission, outlining how it aims to meet customer electricity needs through 2041. The plan includes a 50-megawatt natural gas plant targeted for 2031 or 2032 and two 50-megawatt wind facilities scheduled for 2035 and 2040. Near-term projects feature the 50-megawatt Solway Solar and 295-megawatt Abercrombie Solar farms, a 75-megawatt battery storage system, and a plan to stop regular service from Minnesota’s share of the Coyote coal plant by 2030 while keeping it available for emergencies. This long-dated resource plan points to a gradual shift in Otter Tail’s generation mix toward solar, wind and battery storage, while still retaining natural gas and emergency coal capacity for reliability. Investors may want to watch how regulators respond to the filing and how future capital spending on these projects affects Otter Tail’s earnings profile and required financing.ナラティブの更新 • May 13OTTR: Neutral Outlook Will Balance Steady EPS Visibility Against Execution And Governance RisksAnalysts have nudged their fair value estimate for Otter Tail up from $86.50 to $90.50, citing expectations of steadier profitability and a slightly lower future P/E multiple, even as recent ratings have become more cautious. Analyst Commentary Recent research highlights a split view on Otter Tail, with some analysts tempering their stance while others see reasons to stick with a steady, valuation-focused case.Declared Dividend • May 07First quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 15th May 2026 Payment date: 10th June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (dividend approximately 54x free cash flows). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (dividend per share is over 54x cash flows per share).Price Target Changed • May 06Price target increased by 7.3% to US$88.00Up from US$82.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$88.89. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$5.71 for next year compared to US$6.59 last year.お知らせ • May 06+ 1 more updateOtter Tail Corporation declares Quarterly Dividend, Payable on June 10, 2026On May 4, 2026, Otter Tail Corporation's Board of Directors declared a quarterly common stock dividend of $0.5775 per share. This dividend is payable on June 10, 2026 to shareholders of record on May 15, 2026.ナラティブの更新 • Apr 27OTTR: Neutral Outlook Will Weigh Steady Fair Value Against Execution And Governance ChangesAnalysts kept the fair value estimate for Otter Tail steady at $86.50. This reflects a neutral stance supported by recent research that initiated coverage without a clear catalyst to shift underlying assumptions for discount rate, revenue growth, profit margin, or future P/E.お知らせ • Apr 15+ 2 more updatesOtter Tail Corporation to Report Q1, 2026 Results on May 04, 2026Otter Tail Corporation announced that they will report Q1, 2026 results After-Market on May 04, 2026ナラティブの更新 • Apr 11OTTR: Neutral Outlook Will Balance Earnings Guidance With Execution And Legal Forum RisksAnalysts kept their fair value estimate for Otter Tail steady at $86.50. This reflects a neutral stance that aligns with recent Street research citing a balanced risk and reward profile.Buy Or Sell Opportunity • Mar 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to US$87.77. The fair value is estimated to be US$71.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are forecast to decline by 6.3% per annum over the same time period.ナラティブの更新 • Mar 28OTTR: Neutral Outlook Will Weigh Dividend Strength Against Execution And Rate RisksAnalysts have raised their price target on Otter Tail from $83 to $86.50, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that support a more balanced but still neutral view on the shares. Analyst Commentary Recent research keeps a neutral stance on Otter Tail, with the updated US$86.50 price target presented as reflecting a more finely balanced risk and reward profile.お知らせ • Feb 19Otter Tail Corporation, Annual General Meeting, Apr 13, 2026Otter Tail Corporation, Annual General Meeting, Apr 13, 2026.Seeking Alpha • Feb 18Otter Tail: Cyclical Pain, Long-Term Gain (Upgrade)Summary Otter Tail Corporation is upgraded to Buy as regulated utility strength outweighs cyclical headwinds in Plastics and Manufacturing. OTTR's electric utility segment drives growth via $1.9B capex, 10% rate base CAGR target, and competitive rates supporting a 430MW data center pipeline. Plastics faces continued earnings pressure, with management forecasting a 36% drop in 2026 and recovery not expected until 2028. OTTR shares trade at a 36% P/E discount to sector, with downside risks largely priced in and upside potential from utility execution and data center demand. Read the full article on Seeking AlphaReported Earnings • Feb 17Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$6.59 (down from US$7.22 in FY 2024). Revenue: US$1.30b (down 2.0% from FY 2024). Net income: US$275.9m (down 8.5% from FY 2024). Profit margin: 21% (down from 23% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 17Otter Tail Corporation Provides Earnings Guidance for the Full Year 2026Otter Tail Corporation provided earnings guidance for the full year 2026. The company Initiated 2026 diluted earnings per share guidance range of $5.22 to $5.62.分析記事 • Feb 16Why Investors Shouldn't Be Surprised By Otter Tail Corporation's (NASDAQ:OTTR) Low P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Recent Insider Transactions Derivative • Feb 10President exercised options and sold US$376k worth of stockOn the 6th of February, Charles MacFarlane exercised options to acquire 4k shares at no cost and sold these for an average price of US$87.83 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Charles has owned 299.93k shares directly. Company insiders have collectively sold US$570k more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Feb 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 10 March 2026. Payout ratio is a comfortable 31% and the cash payout ratio is 91%. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.1%). In line with average of industry peers (2.8%).分析記事 • Jan 28Otter Tail's (NASDAQ:OTTR) Dividend Will Be Increased To $0.5775Otter Tail Corporation ( NASDAQ:OTTR ) will increase its dividend from last year's comparable payment on the 10th of...お知らせ • Jan 28Otter Tail Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Otter Tail Corporation announced that they will report fiscal year 2025 results After-Market on Feb 16, 2026分析記事 • Jan 13Otter Tail (NASDAQ:OTTR) Is Paying Out A Larger Dividend Than Last YearOtter Tail Corporation ( NASDAQ:OTTR ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jan 13Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 66% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jan 08Otter Tail Corporation Increases Quarterly Dividend by 10%, First Quarter Dividend Is Payable on March 10, 2026Otter Tail Corporation announced that its Board of Directors increased the company’s quarterly common stock dividend to $0.5775 per share. The increase brings the annual indicated dividend rate to $2.31 per share, a $0.21, or 10%, increase over the 2025 rate. 2026 will mark the 88th consecutive year dividends will be paid on common stock. The first quarter dividend is payable on March 10, 2026 to shareholders of record on February 13, 2026.お知らせ • Dec 19Otter Tail Corporation Announces Board ChangesOtter Tail Corporation has appointed Mr. Chris Clark of Minnetonka, Minnesota, and Mr. Steve Rasche of St. Louis, Missouri, to the company’s Board of Directors, effective January 1, 2026. Outgoing Board Member Steve Fritze, who has served as an independent Board member since 2013, will serve his last day at the Company’s upcoming Annual Meeting of Shareholders in April 2026. Mr. Chris Clark: Mr. Clark retired as President of Xcel Energy - Minnesota, North Dakota, and South Dakota in 2023. ‘Chris offers extensive knowledge and proven leadership in the regulated energy industry,’ said Partain. ‘His strategic foresight, regulatory insights and collaborative approach will be instrumental as we execute our corporate strategy.’ Clark earned his Juris Doctor from Drake University Law School and has a bachelor’s degree from the University of Iowa. He has served as a member of the Board of Directors for the University of Minnesota Center for Transportation Studies and the Saint Paul Downtown Alliance. Mr. Steve Rasche: Mr. Rasche retired as Chief Financial Officer for Spire Inc. earlier this year. ‘Steve brings extensive expertise in utility finance and risk management,’ said Partain. ‘His vast leadership experience and pragmatic decision making will play a key role in driving strategic objectives.’ Rasche graduated with his masters in business administration from Northwestern University and has a bachelor’s degree in Accountancy from the University of Missouri. He is a member of the Board of Directors for the St. Louis Equity Fund Inc.; the Energy Capital Ventures Advisory Board; Greater St. Louis Scouting; Greater St. Louis YMCA and the University of Missouri, Trulaske College of Business.Declared Dividend • Nov 06Third quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 27% over the next 3 years. However, it would need to fall by 66% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$1.87 (down from US$2.05 in 3Q 2024). Revenue: US$325.6m (down 3.7% from 3Q 2024). Net income: US$78.3m (down 8.4% from 3Q 2024). Profit margin: 24% (down from 25% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year Ending December 31, 2025Otter Tail Corporation increased earnings guidance for the year ending December 31, 2025. For the year, the company increasing diluted earnings per share guidance to a range of $6.32 to $6.62 from $6.06 to $6.46 previously forecasted.分析記事 • Nov 01Improved Earnings Required Before Otter Tail Corporation (NASDAQ:OTTR) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Otter Tail Corporation ( NASDAQ:OTTR ) may be sending bullish...お知らせ • Oct 15Otter Tail Corporation to Report Q3, 2025 Results on Nov 03, 2025Otter Tail Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Declared Dividend • Aug 07Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 15th August 2025 Payment date: 10th September 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.86 (down from US$2.08 in 2Q 2024). Revenue: US$333.0m (down 2.7% from 2Q 2024). Net income: US$77.7m (down 11% from 2Q 2024). Profit margin: 23% (down from 25% in 2Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.お知らせ • Aug 05+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year 2025Otter Tail Corporation increased earnings guidance for the year 2025. For the period, the company expects diluted earnings-per-share guidance range of $6.06 to $6.46 against $5.68 to $6.08 as previously forecasted.分析記事 • Aug 02Otter Tail (NASDAQ:OTTR) Might Have The Makings Of A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Buy Or Sell Opportunity • Jul 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to US$77.19. The fair value is estimated to be US$64.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are forecast to decline by 11% per annum over the same time period.お知らせ • Jul 16Otter Tail Corporation to Report Q2, 2025 Results on Aug 04, 2025Otter Tail Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025分析記事 • Jun 28Improved Earnings Required Before Otter Tail Corporation (NASDAQ:OTTR) Shares Find Their FeetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Jun 10Otter Tail (NASDAQ:OTTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 06Otter Tail Corporation announced that it expects to receive $50 million in fundingOtter Tail Corporation announced that it has entered into a note purchase agreement for private placement of 5.98% series 2025B senior unsecured notes due June 5, 2055 for gross proceeds of $50,000,000 on June 5, 2025. The notes carry a fixed coupon of 5.49% per annum and would mature on June 5, 2055.分析記事 • May 11Results: Otter Tail Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesLast week, you might have seen that Otter Tail Corporation ( NASDAQ:OTTR ) released its first-quarter result to the...Declared Dividend • May 08First quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 15th May 2025 Payment date: 10th June 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • May 06First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.63 (down from US$1.78 in 1Q 2024). Revenue: US$337.4m (down 2.8% from 1Q 2024). Net income: US$68.1m (down 8.4% from 1Q 2024). Profit margin: 20% (down from 21% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 5.9%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 06+ 1 more updateOtter Tail Corporation Reaffirms Consolidated Earnings Guidance for the Year 2025Otter Tail Corporation reaffirmed consolidated earnings guidance for the year 2025. The company is maintaining the company's consolidated 2025 diluted earnings-per-share guidance range of $5.68 to $6.08, which The company expects to produce a consolidated return on equity in the range of 13.8% to 14.6%.分析記事 • May 03Returns At Otter Tail (NASDAQ:OTTR) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...お知らせ • Apr 16Otter Tail Corporation to Report Q1, 2025 Results on May 05, 2025Otter Tail Corporation announced that they will report Q1, 2025 results After-Market on May 05, 2025Seeking Alpha • Mar 29Otter Tail: Returning To More-Normal Levels Of Manufacturing ProfitabilitySummary Otter Tail Corporation's unique combination of utility and manufacturing has historically provided consistent cash flows, outperforming many pure utility companies in stability. Despite recent manufacturing segment weakness, Otter Tail's electric utility business remains robust, with planned infrastructure investments expected to drive future earnings growth. Otter Tail benefited from above-normal manufacturing profitability during the post-pandemic recovery, but this appears to be falling off now. The company's low debt levels compared to peers ensure financial stability, even as manufacturing profits normalize post-pandemic. Current stock valuation reflects anticipated earnings decline, suggesting no immediate bargain, but a hold for existing investors due to stable utility prospects. Read the full article on Seeking Alpha分析記事 • Mar 08The Market Doesn't Like What It Sees From Otter Tail Corporation's (NASDAQ:OTTR) Earnings YetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...お知らせ • Mar 04Otter Tail Corporation, Annual General Meeting, Apr 14, 2025Otter Tail Corporation, Annual General Meeting, Apr 14, 2025.Major Estimate Revision • Feb 26Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.35b to US$1.36b. EPS estimate increased from US$5.62 to US$6.22 per share. Net income forecast to shrink 15% next year vs 12% growth forecast for Electric Utilities industry in the US . Consensus price target broadly unchanged at US$82.00. Share price was steady at US$81.45 over the past week.お知らせ • Feb 19Otter Tail Corporation Provides Earnings Guidance for the Full Year of 2025Otter Tail Corporation provides earnings guidance for the full year of 2025. For the period, the company anticipates diluted earnings per share to be in the range of $5.68 to $6.08.Reported Earnings • Feb 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$7.22 (up from US$7.06 in FY 2023). Revenue: US$1.33b (down 1.4% from FY 2023). Net income: US$301.7m (up 2.5% from FY 2023). Profit margin: 23% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Recent Insider Transactions Derivative • Feb 10President exercised options and sold US$353k worth of stockOn the 6th of February, Charles MacFarlane exercised options to acquire 4k shares at no cost and sold these for an average price of US$78.99 per share. This trade did not impact their existing holding. For the year to December 2018, Charles' total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles has owned 273.03k shares directly. Company insiders have collectively sold US$547k more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 07Third quarter dividend increased to US$0.53Dividend of US$0.53 is 12% higher than last year. Ex-date: 14th February 2025 Payment date: 10th March 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 05Otter Tail Corporation Increases First Quarter 2025 Dividend, Payable on March 10, 2025Otter Tail Corporation announced that its Board of Directors increased the company’s quarterly common stock dividend to $0.525 per share. The increase brings the annual indicated dividend rate to $2.10 per share, a $0.23, or 12.3%, increase over the 2024 rate. 2025 will mark the 87th consecutive year dividends will be paid on common stock. The first quarter dividend is payable on March 10, 2025 to shareholders of record on February 14, 2025.分析記事 • Feb 03We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 29Otter Tail Corporation to Report Fiscal Year 2024 Results on Feb 17, 2025Otter Tail Corporation announced that they will report fiscal year 2024 results on Feb 17, 2025分析記事 • Jan 16There's Been No Shortage Of Growth Recently For Otter Tail's (NASDAQ:OTTR) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Jan 01Here's Why Otter Tail (NASDAQ:OTTR) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 26Otter Tail Corporation's (NASDAQ:OTTR) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...お知らせ • Nov 14New York’s Erie County Water Authority Files an Antitrust Lawsuit Against Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX and Westlake CorporationNew York’s Erie County Water Authority has filed an antitrust lawsuit against several major U.S. PVC pipe manufacturers, alleging those manufacturers colluded to create an illegal price-fixing scheme that artificially raised the price of PVC pipes widely used in public water systems and municipal wastewater collection and treatment across the country. The law firms FeganScott and Douglas & London PC filed the lawsuit on behalf of Erie County Water Authority, claiming that seven companies – which control 90% of the PVC market – used an industry information exchange platform to communicate about and coordinate the price for PVC pipes. The 53-page complaint names Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX, and Westlake Corporation. It also names Opis, the information exchange platform the suppliers used in the alleged scheme. Opis is owned by Dow Jones. The complaint, filed in the U.S. District Court for the Northern District of Illinois, claims that over a two-to-three-year span, the companies’ scheme artificially raised the price of municipal PVC water pipes for public water systems nationwide by as much as 500%. According to Elizabeth Fegan, managing partner of FeganScott and one of the attorneys leading the suit, the defendants’ use of the Opis data allowed them to set a price floor for their products, strangling the chance for competition to correctly set the price. Fegan noted that this is not the first time Opis has been involved in antitrust litigation. According to the suit, Opis was the subject of a 2020 lawsuit brought by the California Attorney General and two energy companies for illegally driving up regular and premium gasoline prices. That case was settled in 2024 for $50 million. The lawsuit seeks to represent local public water systems and municipal wastewater collection and treatment authorities nationwide that purchased PVC pipes manufactured by the defendants.分析記事 • Nov 08Earnings Beat: Otter Tail Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Otter Tail Corporation ( NASDAQ:OTTR ) shareholders, because the company has just released...Declared Dividend • Nov 07Third quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 15th November 2024 Payment date: 10th December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$2.05 (down from US$2.21 in 3Q 2023). Revenue: US$338.0m (down 5.6% from 3Q 2023). Net income: US$85.5m (down 7.1% from 3Q 2023). Profit margin: 25% (in line with 3Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year 2024Otter Tail Corporation increased earnings guidance for the year 2024. The company are increasing and tightening 2024 diluted earnings per share guidance to a range of $6.97 to $7.17 from previous range of $6.77 to $7.07.お知らせ • Oct 16Otter Tail Corporation to Report Q3, 2024 Results on Nov 04, 2024Otter Tail Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024分析記事 • Oct 08We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 20Do Otter Tail's (NASDAQ:OTTR) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...新しいナラティブ • Sep 04Regulatory Hurdles And Unfavorable Conditions Threaten Future Growth And Margins Regulatory and weather-related challenges in the electric segment could hinder Otter Tail's future growth in earnings and capital expenditure efficiency. Recent Insider Transactions Derivative • Aug 15Insider notifies of intention to sell stockJennifer Smestad intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$87.92, it would amount to US$352k. Since December 2023, Jennifer's direct individual holding has increased from 11.99k shares to 16.84k. Company insiders have collectively bought US$308k more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Aug 14Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$1.46b to US$1.44b. EPS estimate rose from US$6.13 to US$6.77. Net income forecast to shrink 22% next year vs 9.5% growth forecast for Electric Utilities industry in the US . Consensus price target of US$70.00 unchanged from last update. Share price was steady at US$89.26 over the past week.Declared Dividend • Aug 08Second quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 15th August 2024 Payment date: 10th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 4.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 39% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Aug 06Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$2.08 (up from US$1.97 in 2Q 2023). Revenue: US$342.3m (up 1.4% from 2Q 2023). Net income: US$87.0m (up 6.1% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.お知らせ • Aug 06+ 1 more updateOtter Tail Corporation Declares Quarterly Dividend, Payable on September 10, 2024On August 5, 2024, the Otter Tail Corporation Board of Directors declared a quarterly common stock dividend of $0.4675 per share. This dividend is payable September 10, 2024 to shareholders of record on August 15, 2024.分析記事 • Jul 26Otter Tail Corporation's (NASDAQ:OTTR) Prospects Need A Boost To Lift SharesOtter Tail Corporation's ( NASDAQ:OTTR ) price-to-earnings (or "P/E") ratio of 13.3x might make it look like a buy...Seeking Alpha • Jul 23Otter Tail Corporation: Currently Benefiting From Unsustainable TrendsSummary Otter Tail Corporation is a unique electric utility operating in rural areas of Minnesota, North Dakota, and South Dakota. The company's non-utility manufacturing operations are currently providing it with abnormally high profitability. This will probably fall off at some point. Otter Tail Corporation's financials show a strong balance sheet with low debt, reasonable valuation, and stable interest expenses compared to peers. The first-quarter earnings of the electric utility were adversely impacted by the winter months and should rise as the weather gets hotter. Read the full article on Seeking Alphaお知らせ • Jul 17Otter Tail Corporation to Report Q2, 2024 Results on Aug 05, 2024Otter Tail Corporation announced that they will report Q2, 2024 results After-Market on Aug 05, 2024分析記事 • Jul 11Returns On Capital Are Showing Encouraging Signs At Otter Tail (NASDAQ:OTTR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Jun 09Does Otter Tail (NASDAQ:OTTR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent Insider Transactions Derivative • May 27Vice President of Human Resources notifies of intention to sell stockPaul Knutson intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of May. If the sale is conducted around the recent share price of US$90.66, it would amount to US$363k. Since March 2024, Paul has owned 24.36k shares directly. Company insiders have collectively bought US$308k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • May 24Is Now The Time To Put Otter Tail (NASDAQ:OTTR) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Major Estimate Revision • May 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$1.38b to US$1.46b. EPS estimate increased from US$5.30 to US$6.01 per share. Net income forecast to shrink 22% next year vs 9.5% growth forecast for Electric Utilities industry in the US . Consensus price target of US$72.50 unchanged from last update. Share price was steady at US$92.01 over the past week.分析記事 • May 09Results: Otter Tail Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Otter Tail Corporation ( NASDAQ:OTTR ) had a good week, as its shares rose 6.5% to close at US$92.73...Declared Dividend • May 08First quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 14th May 2024 Payment date: 10th June 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 4.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 41% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • May 07First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$1.78 (up from US$1.50 in 1Q 2023). Revenue: US$347.1m (up 2.4% from 1Q 2023). Net income: US$74.3m (up 19% from 1Q 2023). Profit margin: 21% (up from 18% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.財務状況分析短期負債: OTTRの 短期資産 ( $799.0M ) が 短期負債 ( $391.9M ) を超えています。長期負債: OTTRの短期資産 ( $799.0M ) は 長期負債 ( $1.9B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: OTTRの 純負債対資本比率 ( 42.3% ) は 高い と見なされます。負債の削減: OTTRの負債対資本比率は、過去 5 年間で101.3%から63.5%に減少しました。債務返済能力: OTTRの負債は 営業キャッシュフロー によって 十分にカバー されています ( 34.4% )。インタレストカバレッジ: OTTRの負債に対する 利息支払い は EBIT ( 7.2 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YUtilities 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/25 06:31終値2026/06/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Otter Tail Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関David ParkerBairdNathan BatesD.A. Davidson & Co.Matvey TaytsFreedom Broker5 その他のアナリストを表示
分析記事 • Jun 10Otter Tail (NASDAQ:OTTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 03We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Oct 08We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 09Does Otter Tail (NASDAQ:OTTR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 • Jun 24OTTR: Neutral Stance Will Weigh Litigation Settlements Against Stable Earnings OutlookAnalysts have trimmed their outlook on Otter Tail, with the average price target moving down to $90.50 as recent research, including a downgrade and a fresh neutral initiation, reflects more cautious views on the stock. Analyst Commentary Recent research on Otter Tail highlights a mix of optimism around the company’s execution and caution around how much of that story is already reflected in the stock’s valuation.
分析記事 • Jun 20Otter Tail (OTTR) Stock Could Be 3.3% Undervalued As Utility Growth Plans Come Into FocusOtter Tail (OTTR) is back on investors’ radar after fresh trading data highlighted recent share performance, including a last close of $87.50 and a year to date total return of 7.4%. See our latest analysis for Otter Tail. Recent trading shows mixed short term momentum for Otter Tail, with a 1 day share price return of 0.89% and a 7 day share price return that declined 2.33%, while the 1 year total shareholder return of 17.29% and 5 year total shareholder return of 102.01% point to stronger...
お知らせ • Jun 19Otter Tail Corporation Subsidiaries Agree to Settle End-User Class Claims in Pvc Pipe Antitrust LitigationOtter Tail Corporation and two subsidiaries were named as defendants in putative federal class action lawsuits alleging violations of the antitrust laws, along with more than twenty other PVC pipe manufacturers. The actions were later consolidated as In re: PVC Pipe Antitrust Litigation (Case No. 1:24-cv-07639) in the United States District Court for the Northern District of Illinois. The claims are directed at numerous participants across the industry, including more than two dozen other manufacturers of PVC pipe and conduit, and are premised on alleged coordinated conduct within the industry. The Court has allowed three putative classes: a Direct Purchaser Class, a Non-Converter Seller Purchaser Class, and an End-User Class, and together with the Direct Purchaser Class and the Non-Converter Seller Purchaser Class, the Putative Classes. On June 17, 2026, Otter Tail Corporation entered into a settlement agreement with the End-User Class individually and on behalf of the putative End-User Class members. Subject to the satisfaction of certain conditions, including preliminary and final approval by the Court, Northern Pipe Products, Inc. and Vinyltech Corporation have agreed to pay an aggregate of $30 million into a settlement fund to resolve all claims asserted, or that could have been asserted, by the End-User Class against Otter Tail Corporation relating to the alleged conduct at issue in the PVC Pipe Antitrust Litigation. If the Settlement Agreement is preliminarily approved by the Court, the settlement payment will be made on or about 21 days thereafter. The settlement amount is inclusive of the recovery amounts for class members, any attorneys' fees awarded to counsel for the End-User Class, and the costs of administering the settlement. The End-User Class has agreed to file a motion seeking preliminary approval of the Settlement Agreement as soon as practicable. The execution of the Settlement Agreement does not constitute an admission by Otter Tail Corporation of any wrongdoing, fault, or liability, and Otter Tail Corporation does not admit any wrongdoing, fault, or liability. Otter Tail Corporation determined that resolving the End-User Class claims now is in its best interests. Although Otter Tail Corporation was prepared to continue defending its position, the Settlement Agreement meaningfully reduces the uncertainty, distraction, and significant costs and exposure associated with protracted and complex class action antitrust litigation and further enables Otter Tail Corporation to maintain its focus on executing its business strategy. Otter Tail Corporation anticipates utilizing available cash to fund the settlement payment. The settlement is not expected to have a material adverse effect on Otter Tail Corporation's financial position or liquidity. The ultimate outcome of the PVC Pipe Antitrust Litigation remains uncertain, with no guarantee that the current or a revised Settlement Agreement will receive Court approval. If the settlement is not finalized, Otter Tail Corporation intends to continue defending itself in the pending class action and maintains that it has strong factual and legal defenses.
Buy Or Sell Opportunity • Jun 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to US$87.91. The fair value is estimated to be US$72.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are forecast to decline by 4.8% per annum over the same time period.
ナラティブの更新 • Jun 07OTTR: Neutral Outlook Will Balance EPS Visibility With Litigation And Governance Execution RisksAnalysts have adjusted their price targets on Otter Tail, pointing to a modest change in valuation around $90.50 per share as they factor in slightly softer revenue growth assumptions alongside marginally higher profit margin and P/E expectations and recent cautious views from Siebert Williams and Freedom Capital. Analyst Commentary Bullish Takeaways Bullish analysts see room for the stock to align with the updated valuation near $90.50 per share if management delivers on current revenue and margin assumptions.
Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to US$87.35. The fair value is estimated to be US$72.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are forecast to decline by 5.2% per annum over the same time period.
ライブニュース • May 16Otter Tail Power Unveils 15-Year Plan With Solar Wind Battery and Natural Gas AdditionsOtter Tail Power filed its 2026 Integrated Resource Plan with the Minnesota Public Utilities Commission, outlining how it aims to meet customer electricity needs through 2041. The plan includes a 50-megawatt natural gas plant targeted for 2031 or 2032 and two 50-megawatt wind facilities scheduled for 2035 and 2040. Near-term projects feature the 50-megawatt Solway Solar and 295-megawatt Abercrombie Solar farms, a 75-megawatt battery storage system, and a plan to stop regular service from Minnesota’s share of the Coyote coal plant by 2030 while keeping it available for emergencies. This long-dated resource plan points to a gradual shift in Otter Tail’s generation mix toward solar, wind and battery storage, while still retaining natural gas and emergency coal capacity for reliability. Investors may want to watch how regulators respond to the filing and how future capital spending on these projects affects Otter Tail’s earnings profile and required financing.
ナラティブの更新 • May 13OTTR: Neutral Outlook Will Balance Steady EPS Visibility Against Execution And Governance RisksAnalysts have nudged their fair value estimate for Otter Tail up from $86.50 to $90.50, citing expectations of steadier profitability and a slightly lower future P/E multiple, even as recent ratings have become more cautious. Analyst Commentary Recent research highlights a split view on Otter Tail, with some analysts tempering their stance while others see reasons to stick with a steady, valuation-focused case.
Declared Dividend • May 07First quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 15th May 2026 Payment date: 10th June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (dividend approximately 54x free cash flows). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.
New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (dividend per share is over 54x cash flows per share).
Price Target Changed • May 06Price target increased by 7.3% to US$88.00Up from US$82.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$88.89. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$5.71 for next year compared to US$6.59 last year.
お知らせ • May 06+ 1 more updateOtter Tail Corporation declares Quarterly Dividend, Payable on June 10, 2026On May 4, 2026, Otter Tail Corporation's Board of Directors declared a quarterly common stock dividend of $0.5775 per share. This dividend is payable on June 10, 2026 to shareholders of record on May 15, 2026.
ナラティブの更新 • Apr 27OTTR: Neutral Outlook Will Weigh Steady Fair Value Against Execution And Governance ChangesAnalysts kept the fair value estimate for Otter Tail steady at $86.50. This reflects a neutral stance supported by recent research that initiated coverage without a clear catalyst to shift underlying assumptions for discount rate, revenue growth, profit margin, or future P/E.
お知らせ • Apr 15+ 2 more updatesOtter Tail Corporation to Report Q1, 2026 Results on May 04, 2026Otter Tail Corporation announced that they will report Q1, 2026 results After-Market on May 04, 2026
ナラティブの更新 • Apr 11OTTR: Neutral Outlook Will Balance Earnings Guidance With Execution And Legal Forum RisksAnalysts kept their fair value estimate for Otter Tail steady at $86.50. This reflects a neutral stance that aligns with recent Street research citing a balanced risk and reward profile.
Buy Or Sell Opportunity • Mar 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to US$87.77. The fair value is estimated to be US$71.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are forecast to decline by 6.3% per annum over the same time period.
ナラティブの更新 • Mar 28OTTR: Neutral Outlook Will Weigh Dividend Strength Against Execution And Rate RisksAnalysts have raised their price target on Otter Tail from $83 to $86.50, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that support a more balanced but still neutral view on the shares. Analyst Commentary Recent research keeps a neutral stance on Otter Tail, with the updated US$86.50 price target presented as reflecting a more finely balanced risk and reward profile.
お知らせ • Feb 19Otter Tail Corporation, Annual General Meeting, Apr 13, 2026Otter Tail Corporation, Annual General Meeting, Apr 13, 2026.
Seeking Alpha • Feb 18Otter Tail: Cyclical Pain, Long-Term Gain (Upgrade)Summary Otter Tail Corporation is upgraded to Buy as regulated utility strength outweighs cyclical headwinds in Plastics and Manufacturing. OTTR's electric utility segment drives growth via $1.9B capex, 10% rate base CAGR target, and competitive rates supporting a 430MW data center pipeline. Plastics faces continued earnings pressure, with management forecasting a 36% drop in 2026 and recovery not expected until 2028. OTTR shares trade at a 36% P/E discount to sector, with downside risks largely priced in and upside potential from utility execution and data center demand. Read the full article on Seeking Alpha
Reported Earnings • Feb 17Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$6.59 (down from US$7.22 in FY 2024). Revenue: US$1.30b (down 2.0% from FY 2024). Net income: US$275.9m (down 8.5% from FY 2024). Profit margin: 21% (down from 23% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 17Otter Tail Corporation Provides Earnings Guidance for the Full Year 2026Otter Tail Corporation provided earnings guidance for the full year 2026. The company Initiated 2026 diluted earnings per share guidance range of $5.22 to $5.62.
分析記事 • Feb 16Why Investors Shouldn't Be Surprised By Otter Tail Corporation's (NASDAQ:OTTR) Low P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Recent Insider Transactions Derivative • Feb 10President exercised options and sold US$376k worth of stockOn the 6th of February, Charles MacFarlane exercised options to acquire 4k shares at no cost and sold these for an average price of US$87.83 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Charles has owned 299.93k shares directly. Company insiders have collectively sold US$570k more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Feb 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 10 March 2026. Payout ratio is a comfortable 31% and the cash payout ratio is 91%. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.1%). In line with average of industry peers (2.8%).
分析記事 • Jan 28Otter Tail's (NASDAQ:OTTR) Dividend Will Be Increased To $0.5775Otter Tail Corporation ( NASDAQ:OTTR ) will increase its dividend from last year's comparable payment on the 10th of...
お知らせ • Jan 28Otter Tail Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Otter Tail Corporation announced that they will report fiscal year 2025 results After-Market on Feb 16, 2026
分析記事 • Jan 13Otter Tail (NASDAQ:OTTR) Is Paying Out A Larger Dividend Than Last YearOtter Tail Corporation ( NASDAQ:OTTR ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jan 13Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 66% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jan 08Otter Tail Corporation Increases Quarterly Dividend by 10%, First Quarter Dividend Is Payable on March 10, 2026Otter Tail Corporation announced that its Board of Directors increased the company’s quarterly common stock dividend to $0.5775 per share. The increase brings the annual indicated dividend rate to $2.31 per share, a $0.21, or 10%, increase over the 2025 rate. 2026 will mark the 88th consecutive year dividends will be paid on common stock. The first quarter dividend is payable on March 10, 2026 to shareholders of record on February 13, 2026.
お知らせ • Dec 19Otter Tail Corporation Announces Board ChangesOtter Tail Corporation has appointed Mr. Chris Clark of Minnetonka, Minnesota, and Mr. Steve Rasche of St. Louis, Missouri, to the company’s Board of Directors, effective January 1, 2026. Outgoing Board Member Steve Fritze, who has served as an independent Board member since 2013, will serve his last day at the Company’s upcoming Annual Meeting of Shareholders in April 2026. Mr. Chris Clark: Mr. Clark retired as President of Xcel Energy - Minnesota, North Dakota, and South Dakota in 2023. ‘Chris offers extensive knowledge and proven leadership in the regulated energy industry,’ said Partain. ‘His strategic foresight, regulatory insights and collaborative approach will be instrumental as we execute our corporate strategy.’ Clark earned his Juris Doctor from Drake University Law School and has a bachelor’s degree from the University of Iowa. He has served as a member of the Board of Directors for the University of Minnesota Center for Transportation Studies and the Saint Paul Downtown Alliance. Mr. Steve Rasche: Mr. Rasche retired as Chief Financial Officer for Spire Inc. earlier this year. ‘Steve brings extensive expertise in utility finance and risk management,’ said Partain. ‘His vast leadership experience and pragmatic decision making will play a key role in driving strategic objectives.’ Rasche graduated with his masters in business administration from Northwestern University and has a bachelor’s degree in Accountancy from the University of Missouri. He is a member of the Board of Directors for the St. Louis Equity Fund Inc.; the Energy Capital Ventures Advisory Board; Greater St. Louis Scouting; Greater St. Louis YMCA and the University of Missouri, Trulaske College of Business.
Declared Dividend • Nov 06Third quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 27% over the next 3 years. However, it would need to fall by 66% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$1.87 (down from US$2.05 in 3Q 2024). Revenue: US$325.6m (down 3.7% from 3Q 2024). Net income: US$78.3m (down 8.4% from 3Q 2024). Profit margin: 24% (down from 25% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year Ending December 31, 2025Otter Tail Corporation increased earnings guidance for the year ending December 31, 2025. For the year, the company increasing diluted earnings per share guidance to a range of $6.32 to $6.62 from $6.06 to $6.46 previously forecasted.
分析記事 • Nov 01Improved Earnings Required Before Otter Tail Corporation (NASDAQ:OTTR) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Otter Tail Corporation ( NASDAQ:OTTR ) may be sending bullish...
お知らせ • Oct 15Otter Tail Corporation to Report Q3, 2025 Results on Nov 03, 2025Otter Tail Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Declared Dividend • Aug 07Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 15th August 2025 Payment date: 10th September 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.86 (down from US$2.08 in 2Q 2024). Revenue: US$333.0m (down 2.7% from 2Q 2024). Net income: US$77.7m (down 11% from 2Q 2024). Profit margin: 23% (down from 25% in 2Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Aug 05+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year 2025Otter Tail Corporation increased earnings guidance for the year 2025. For the period, the company expects diluted earnings-per-share guidance range of $6.06 to $6.46 against $5.68 to $6.08 as previously forecasted.
分析記事 • Aug 02Otter Tail (NASDAQ:OTTR) Might Have The Makings Of A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Buy Or Sell Opportunity • Jul 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to US$77.19. The fair value is estimated to be US$64.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are forecast to decline by 11% per annum over the same time period.
お知らせ • Jul 16Otter Tail Corporation to Report Q2, 2025 Results on Aug 04, 2025Otter Tail Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
分析記事 • Jun 28Improved Earnings Required Before Otter Tail Corporation (NASDAQ:OTTR) Shares Find Their FeetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 • Jun 10Otter Tail (NASDAQ:OTTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 06Otter Tail Corporation announced that it expects to receive $50 million in fundingOtter Tail Corporation announced that it has entered into a note purchase agreement for private placement of 5.98% series 2025B senior unsecured notes due June 5, 2055 for gross proceeds of $50,000,000 on June 5, 2025. The notes carry a fixed coupon of 5.49% per annum and would mature on June 5, 2055.
分析記事 • May 11Results: Otter Tail Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesLast week, you might have seen that Otter Tail Corporation ( NASDAQ:OTTR ) released its first-quarter result to the...
Declared Dividend • May 08First quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 15th May 2025 Payment date: 10th June 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • May 06First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.63 (down from US$1.78 in 1Q 2024). Revenue: US$337.4m (down 2.8% from 1Q 2024). Net income: US$68.1m (down 8.4% from 1Q 2024). Profit margin: 20% (down from 21% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 5.9%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 06+ 1 more updateOtter Tail Corporation Reaffirms Consolidated Earnings Guidance for the Year 2025Otter Tail Corporation reaffirmed consolidated earnings guidance for the year 2025. The company is maintaining the company's consolidated 2025 diluted earnings-per-share guidance range of $5.68 to $6.08, which The company expects to produce a consolidated return on equity in the range of 13.8% to 14.6%.
分析記事 • May 03Returns At Otter Tail (NASDAQ:OTTR) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
お知らせ • Apr 16Otter Tail Corporation to Report Q1, 2025 Results on May 05, 2025Otter Tail Corporation announced that they will report Q1, 2025 results After-Market on May 05, 2025
Seeking Alpha • Mar 29Otter Tail: Returning To More-Normal Levels Of Manufacturing ProfitabilitySummary Otter Tail Corporation's unique combination of utility and manufacturing has historically provided consistent cash flows, outperforming many pure utility companies in stability. Despite recent manufacturing segment weakness, Otter Tail's electric utility business remains robust, with planned infrastructure investments expected to drive future earnings growth. Otter Tail benefited from above-normal manufacturing profitability during the post-pandemic recovery, but this appears to be falling off now. The company's low debt levels compared to peers ensure financial stability, even as manufacturing profits normalize post-pandemic. Current stock valuation reflects anticipated earnings decline, suggesting no immediate bargain, but a hold for existing investors due to stable utility prospects. Read the full article on Seeking Alpha
分析記事 • Mar 08The Market Doesn't Like What It Sees From Otter Tail Corporation's (NASDAQ:OTTR) Earnings YetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
お知らせ • Mar 04Otter Tail Corporation, Annual General Meeting, Apr 14, 2025Otter Tail Corporation, Annual General Meeting, Apr 14, 2025.
Major Estimate Revision • Feb 26Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.35b to US$1.36b. EPS estimate increased from US$5.62 to US$6.22 per share. Net income forecast to shrink 15% next year vs 12% growth forecast for Electric Utilities industry in the US . Consensus price target broadly unchanged at US$82.00. Share price was steady at US$81.45 over the past week.
お知らせ • Feb 19Otter Tail Corporation Provides Earnings Guidance for the Full Year of 2025Otter Tail Corporation provides earnings guidance for the full year of 2025. For the period, the company anticipates diluted earnings per share to be in the range of $5.68 to $6.08.
Reported Earnings • Feb 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$7.22 (up from US$7.06 in FY 2023). Revenue: US$1.33b (down 1.4% from FY 2023). Net income: US$301.7m (up 2.5% from FY 2023). Profit margin: 23% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Recent Insider Transactions Derivative • Feb 10President exercised options and sold US$353k worth of stockOn the 6th of February, Charles MacFarlane exercised options to acquire 4k shares at no cost and sold these for an average price of US$78.99 per share. This trade did not impact their existing holding. For the year to December 2018, Charles' total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles has owned 273.03k shares directly. Company insiders have collectively sold US$547k more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 07Third quarter dividend increased to US$0.53Dividend of US$0.53 is 12% higher than last year. Ex-date: 14th February 2025 Payment date: 10th March 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 05Otter Tail Corporation Increases First Quarter 2025 Dividend, Payable on March 10, 2025Otter Tail Corporation announced that its Board of Directors increased the company’s quarterly common stock dividend to $0.525 per share. The increase brings the annual indicated dividend rate to $2.10 per share, a $0.23, or 12.3%, increase over the 2024 rate. 2025 will mark the 87th consecutive year dividends will be paid on common stock. The first quarter dividend is payable on March 10, 2025 to shareholders of record on February 14, 2025.
分析記事 • Feb 03We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 29Otter Tail Corporation to Report Fiscal Year 2024 Results on Feb 17, 2025Otter Tail Corporation announced that they will report fiscal year 2024 results on Feb 17, 2025
分析記事 • Jan 16There's Been No Shortage Of Growth Recently For Otter Tail's (NASDAQ:OTTR) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Jan 01Here's Why Otter Tail (NASDAQ:OTTR) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 26Otter Tail Corporation's (NASDAQ:OTTR) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
お知らせ • Nov 14New York’s Erie County Water Authority Files an Antitrust Lawsuit Against Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX and Westlake CorporationNew York’s Erie County Water Authority has filed an antitrust lawsuit against several major U.S. PVC pipe manufacturers, alleging those manufacturers colluded to create an illegal price-fixing scheme that artificially raised the price of PVC pipes widely used in public water systems and municipal wastewater collection and treatment across the country. The law firms FeganScott and Douglas & London PC filed the lawsuit on behalf of Erie County Water Authority, claiming that seven companies – which control 90% of the PVC market – used an industry information exchange platform to communicate about and coordinate the price for PVC pipes. The 53-page complaint names Atkore, Diamond Plastics, JM Eagle, National Pipe and Plastics, Otter Tail, IPEX, and Westlake Corporation. It also names Opis, the information exchange platform the suppliers used in the alleged scheme. Opis is owned by Dow Jones. The complaint, filed in the U.S. District Court for the Northern District of Illinois, claims that over a two-to-three-year span, the companies’ scheme artificially raised the price of municipal PVC water pipes for public water systems nationwide by as much as 500%. According to Elizabeth Fegan, managing partner of FeganScott and one of the attorneys leading the suit, the defendants’ use of the Opis data allowed them to set a price floor for their products, strangling the chance for competition to correctly set the price. Fegan noted that this is not the first time Opis has been involved in antitrust litigation. According to the suit, Opis was the subject of a 2020 lawsuit brought by the California Attorney General and two energy companies for illegally driving up regular and premium gasoline prices. That case was settled in 2024 for $50 million. The lawsuit seeks to represent local public water systems and municipal wastewater collection and treatment authorities nationwide that purchased PVC pipes manufactured by the defendants.
分析記事 • Nov 08Earnings Beat: Otter Tail Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Otter Tail Corporation ( NASDAQ:OTTR ) shareholders, because the company has just released...
Declared Dividend • Nov 07Third quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 15th November 2024 Payment date: 10th December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$2.05 (down from US$2.21 in 3Q 2023). Revenue: US$338.0m (down 5.6% from 3Q 2023). Net income: US$85.5m (down 7.1% from 3Q 2023). Profit margin: 25% (in line with 3Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 1 more updateOtter Tail Corporation Increases Earnings Guidance for the Year 2024Otter Tail Corporation increased earnings guidance for the year 2024. The company are increasing and tightening 2024 diluted earnings per share guidance to a range of $6.97 to $7.17 from previous range of $6.77 to $7.07.
お知らせ • Oct 16Otter Tail Corporation to Report Q3, 2024 Results on Nov 04, 2024Otter Tail Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
分析記事 • Oct 08We Think Otter Tail (NASDAQ:OTTR) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 20Do Otter Tail's (NASDAQ:OTTR) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
新しいナラティブ • Sep 04Regulatory Hurdles And Unfavorable Conditions Threaten Future Growth And Margins Regulatory and weather-related challenges in the electric segment could hinder Otter Tail's future growth in earnings and capital expenditure efficiency.
Recent Insider Transactions Derivative • Aug 15Insider notifies of intention to sell stockJennifer Smestad intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$87.92, it would amount to US$352k. Since December 2023, Jennifer's direct individual holding has increased from 11.99k shares to 16.84k. Company insiders have collectively bought US$308k more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Aug 14Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$1.46b to US$1.44b. EPS estimate rose from US$6.13 to US$6.77. Net income forecast to shrink 22% next year vs 9.5% growth forecast for Electric Utilities industry in the US . Consensus price target of US$70.00 unchanged from last update. Share price was steady at US$89.26 over the past week.
Declared Dividend • Aug 08Second quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 15th August 2024 Payment date: 10th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 4.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 39% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Aug 06Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$2.08 (up from US$1.97 in 2Q 2023). Revenue: US$342.3m (up 1.4% from 2Q 2023). Net income: US$87.0m (up 6.1% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Aug 06+ 1 more updateOtter Tail Corporation Declares Quarterly Dividend, Payable on September 10, 2024On August 5, 2024, the Otter Tail Corporation Board of Directors declared a quarterly common stock dividend of $0.4675 per share. This dividend is payable September 10, 2024 to shareholders of record on August 15, 2024.
分析記事 • Jul 26Otter Tail Corporation's (NASDAQ:OTTR) Prospects Need A Boost To Lift SharesOtter Tail Corporation's ( NASDAQ:OTTR ) price-to-earnings (or "P/E") ratio of 13.3x might make it look like a buy...
Seeking Alpha • Jul 23Otter Tail Corporation: Currently Benefiting From Unsustainable TrendsSummary Otter Tail Corporation is a unique electric utility operating in rural areas of Minnesota, North Dakota, and South Dakota. The company's non-utility manufacturing operations are currently providing it with abnormally high profitability. This will probably fall off at some point. Otter Tail Corporation's financials show a strong balance sheet with low debt, reasonable valuation, and stable interest expenses compared to peers. The first-quarter earnings of the electric utility were adversely impacted by the winter months and should rise as the weather gets hotter. Read the full article on Seeking Alpha
お知らせ • Jul 17Otter Tail Corporation to Report Q2, 2024 Results on Aug 05, 2024Otter Tail Corporation announced that they will report Q2, 2024 results After-Market on Aug 05, 2024
分析記事 • Jul 11Returns On Capital Are Showing Encouraging Signs At Otter Tail (NASDAQ:OTTR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Jun 09Does Otter Tail (NASDAQ:OTTR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Recent Insider Transactions Derivative • May 27Vice President of Human Resources notifies of intention to sell stockPaul Knutson intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of May. If the sale is conducted around the recent share price of US$90.66, it would amount to US$363k. Since March 2024, Paul has owned 24.36k shares directly. Company insiders have collectively bought US$308k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • May 24Is Now The Time To Put Otter Tail (NASDAQ:OTTR) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Major Estimate Revision • May 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$1.38b to US$1.46b. EPS estimate increased from US$5.30 to US$6.01 per share. Net income forecast to shrink 22% next year vs 9.5% growth forecast for Electric Utilities industry in the US . Consensus price target of US$72.50 unchanged from last update. Share price was steady at US$92.01 over the past week.
分析記事 • May 09Results: Otter Tail Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Otter Tail Corporation ( NASDAQ:OTTR ) had a good week, as its shares rose 6.5% to close at US$92.73...
Declared Dividend • May 08First quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 14th May 2024 Payment date: 10th June 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 4.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 41% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • May 07First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$1.78 (up from US$1.50 in 1Q 2023). Revenue: US$347.1m (up 2.4% from 1Q 2023). Net income: US$74.3m (up 19% from 1Q 2023). Profit margin: 21% (up from 18% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
