OTTR Otter Tail Corp

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Diversified holding company with primary electric utility (Otter Tail Power) plus manufacturing and plastic pipe segments
• • New emphasized projects: $450-$500M Bison-Hankinson-Big Stone South 345 kV transmission line, Solway Solar 50 MW solar (operational ~2027), Abercrombie Solar 295 MW (operational ~2028), Hoot Lake 75 MW battery storage (operational ~2028)
• • Strategic shift: Modified 2050 CO2 reduction goal to 90% from 97%, eliminated 2030 target, reflecting evolving energy landscape and external variables driving carbon emissions
• • Quantitative metric: Employee count 2,198 full-time at 2025 year-end, with Electric and Manufacturing segments largest; investment in $230M wind facility upgrades adding 40 MW capacity
• • Noteworthy fact: Plastics segment earnings surged since 2021 due to favorable PVC pipe market conditions, expected to normalize by 2027 impacting earnings mix from electric 43% in 2025 (up from 39% prior)

Risk Factors

• • Regulatory risk from North Dakota Public Service Commission opposition to cost recovery for MISO Tranche 2.1 renewable projects, impacting capital investment opportunities
• • Supply chain vulnerability to Gulf Coast hurricane disruptions affecting PVC resin supply, critical for Plastics segment
• • Customer concentration risk, with 47% of Plastics segment revenue from two customers in 2025
• • Competitive risk from transition to low carbon generation technologies amid evolving regulatory and market expectations
• • Financial risk from potential stranded costs and impairments due to early closure of Coyote Station coal plant mandated to exit Minnesota capacity by 2029

Management Discussion & Analysis

• • Revenue $1.304B in 2025, down 2.0% YoY ($26.5M decrease) driven by Plastics price declines and Manufacturing volume drops
• • Operating margin 26.5% in 2025 vs 28.6% in 2024; Electric segment margin 21.5% vs 21.7%, Manufacturing 5.4% vs 5.6%, Plastics 54.6% vs 58.6%
• • Best segment: Electric operating income $121.5M, up 6.8%; worst: Plastics operating income $231.1M, down 15.0% ($40.8M decrease)
• • Operating cash flow $386M, down $67M; Capex $291M, down $71M; Dividends $88.1M, up $9.8M; Issued $100M long-term debt, net financing cash outflow $3.7M
• • Management expects regulatory approvals impacting revenue; risks include potential delays/cancellations in $800M-$1B transmission projects due to FERC complaints

What are the latest OTTR SEC filings in 2026?

Otter Tail Corp (OTTR) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did OTTR file its most recent 10-K annual report?

Otter Tail Corp (OTTR) filed its most recent 10-K annual report on February 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view OTTR 10-Q quarterly reports?

Otter Tail Corp (OTTR)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every OTTR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has OTTR filed recently?

Otter Tail Corp (OTTR)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find OTTR insider trading activity (Form 4)?

SignalX aggregates every OTTR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does OTTR file with the SEC?

Otter Tail Corp (OTTR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new OTTR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Otter Tail Corp (OTTR).

What is OTTR's SEC CIK number?

Otter Tail Corp (OTTR)'s SEC CIK (Central Index Key) number is 1466593. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1466593 to look up all OTTR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find OTTR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Otter Tail Corp (OTTR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.