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	22,281	0.0532%
Individual Insiders	949,552	2.27%
General Public	10,234,605	24.4%
Institutions	30,663,917	73.2%

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

Top Shareholders

Top 25 shareholders own 60.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.7%	BlackRock, Inc.	6,980,206	US$557.0m	5.75%	0.01%
12.6%	The Vanguard Group, Inc.	5,275,068	US$420.9m	0.83%	0.01%
7.1%	Cascade Investment, L.L.C.	2,973,337	US$237.2m	-14%	0.4%
3.97%	State Street Global Advisors, Inc.	1,660,768	US$132.5m	3.89%	0.01%
2.37%	Geode Capital Management, LLC	991,751	US$79.1m	-0.16%	0.01%
2.31%	Dimensional Fund Advisors LP	968,839	US$77.3m	-4.38%	0.01%
1.78%	GAMCO Investors, Inc.	746,192	US$59.5m	1.12%	0.25%
1.63%	First Trust Advisors LP	682,228	US$54.4m	-5.18%	0.05%
1.3%	Northern Trust Global Investments	545,618	US$43.5m	15.1%	0.01%
1.28%	Charles Schwab Investment Management, Inc.	536,545	US$42.8m	0%	0.01%
0.98%	Millennium Management LLC	411,281	US$32.8m	13.5%	0.03%
0.96%	BNY Asset Management	402,809	US$32.1m	2.27%	0.01%
0.83%	Morgan Stanley, Investment Banking and Brokerage Investments	347,681	US$27.7m	-4.09%	no data
0.74%	UBS Asset Management AG	308,013	US$24.6m	148%	no data
0.72%	Charles MacFarlane	299,928	US$23.9m	9.52%	no data
0.61%	Invesco Capital Management LLC	256,506	US$20.5m	116%	0.01%
0.54%	Principal Global Investors, LLC	226,144	US$18.0m	4.19%	0.01%
0.53%	Caisse de dépôt et placement du Québec	223,005	US$17.8m	169%	0.02%
0.51%	Citadel Advisors LLC	215,530	US$17.2m	91.4%	0.02%
0.5%	Goldman Sachs Group, Investment Banking and Securities Investments	207,272	US$16.5m	48.2%	0.01%
0.49%	Qube Research & Technologies Ltd	205,118	US$16.4m	0.11%	0.03%
0.48%	Bank of America Corporation, Asset Management Arm	201,860	US$16.1m	26%	0.01%
0.43%	Federated Hermes, Inc.	181,618	US$14.5m	16.4%	0.04%
0.41%	Hotchkis and Wiley Capital Management, LLC	171,660	US$13.7m	26.6%	0.05%
0.39%	Eaton Vance Management	163,998	US$13.1m	-0.36%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/16 21:58
End of Day Share Price	2025/04/16 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Otter Tail Corporation is covered by 6 analysts. 2 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.