Otter Tail Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OTTR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	21,121	0.0505%
Individual Insiders	892,356	2.13%
General Public	11,256,196	26.9%
Institutions	29,658,294	70.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.8%	BlackRock, Inc.	6,600,975	US$494.8m	1.62%	0.01%
12.5%	The Vanguard Group, Inc.	5,231,882	US$392.2m	0.58%	0.01%
7.11%	Cascade Investment, L.L.C.	2,973,337	US$222.9m	-14%	0.43%
3.82%	State Street Global Advisors, Inc.	1,598,531	US$119.8m	1.15%	no data
2.42%	Dimensional Fund Advisors LP	1,013,227	US$76.0m	-2.15%	0.01%
2.37%	Geode Capital Management, LLC	993,360	US$74.5m	-1.15%	0.01%
1.76%	GAMCO Investors, Inc.	737,942	US$55.3m	-4.5%	0.22%
1.72%	First Trust Advisors LP	719,514	US$53.9m	13.7%	0.04%
1.22%	Charles Schwab Investment Management, Inc.	509,130	US$38.2m	0.68%	0.01%
1.13%	Northern Trust Global Investments	474,017	US$35.5m	-16.6%	0.01%
0.94%	BNY Asset Management	393,880	US$29.5m	-8.98%	0.01%
0.87%	Morgan Stanley, Investment Banking and Brokerage Investments	362,508	US$27.2m	13.6%	no data
0.87%	Millennium Management LLC	362,393	US$27.2m	344%	0.02%
0.65%	Charles MacFarlane	273,031	US$20.5m	0%	no data
0.52%	Principal Global Investors, LLC	217,056	US$16.3m	-4.73%	0.01%
0.51%	Mellon Investments Corporation	214,484	US$16.1m	0.05%	0.01%
0.49%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	206,045	US$15.4m	6.32%	no data
0.49%	Qube Research & Technologies Ltd	204,891	US$15.4m	1,940%	0.03%
0.42%	Fuller & Thaler Asset Management, Inc.	175,742	US$13.2m	-1.06%	0.05%
0.39%	Eaton Vance Management	164,589	US$12.3m	-12.1%	no data
0.38%	Bank of America Corporation, Asset Management Arm	160,268	US$12.0m	127%	no data
0.37%	Federated Hermes, Inc.	156,066	US$11.7m	9.08%	0.03%
0.36%	John Erickson	150,405	US$11.3m	0%	no data
0.33%	Goldman Sachs Group, Investment Banking and Securities Investments	139,852	US$10.5m	80.8%	no data
0.33%	Columbia Management Investment Advisers, LLC	137,108	US$10.3m	-8.39%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 22:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Otter Tail Corporation is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Parker	Baird
Nathan Bates	D.A. Davidson & Co.
Sophie Karp	KeyBanc Capital Markets Inc.