OTTR at a glance
Otter Tail Corp (OTTR, SEC CIK 1466593) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Otter Tail Corp (OTTR) reported revenue of $1.3 billion (down 2.0% from FY2024) and net income of $275.9 million. Diluted EPS was $6.55.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Otter Tail Corp (OTTR) shares worth $1.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KNUTSON PAUL L on August 11, 2026 of 475 shares at $94.63 per share.
- In the last 90 days, OTTR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($394K) on Form 4, a net sale of $394K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- −2.0% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$394K
- 13F holders
- 31 funds
- $1.7B · −1 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the OTTR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- No newly added risk factor or triggering event disclosed
- No updated regulatory, legal, or compliance risk identified
- No changed operational, competitive, market, liquidity, debt, currency, or concentration risk identified
AI summary of the OTTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Thomas J. Webb and Kathryn O. Johnson plan to retire from the board after their current terms end at the 2027 Annual Meeting
- Both departures follow the company’s director retirement policy, including Johnson reaching retirement age
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 consolidated financial results announced by Otter Tail Corporation
- Press release furnished as Exhibit 99.1 with detailed financial results
Item EX-99.1: Item EX-99.1
- Q2 diluted EPS loss $0.18, versus $1.85 profit, driven by $103.5M PVC antitrust settlement expense
- Adjusted diluted EPS $1.66, while adjusted net income declined to $69.6M from $77.7M
Item 1.01: Entry into a Material Definitive Agreement
- $30 million settlement with end-user plaintiffs in PVC pipe antitrust litigation
- Payment funded from available cash, with no expected material adverse effect on financial position or liquidity
AI summaries of OTTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OTTR
Don't miss the next OTTR filing
- Alerts as it files. A push when OTTR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OTTR, by share count.
- Ask anything. An AI agent that reads every OTTR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KNUTSON PAUL L | Sell | Aug 11, 2026 | 475 | $94.63 |
| KNUTSON PAUL L | Sell | Aug 10, 2026 | 250 | $92.84 |
| KNUTSON PAUL L | G | Aug 7, 2026 | 725 | - |
| KNUTSON PAUL L | G | Aug 7, 2026 | 250 | - |
| KNUTSON PAUL L | Sell | Aug 7, 2026 | 3,500 | $93.11 |
| KNUTSON PAUL L | G | Aug 7, 2026 | 475 | - |
| Rasche Steven P | A | Apr 13, 2026 | 1,900 | - |
| PARTAIN NATHAN I | A | Apr 13, 2026 | 2,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.3B | $1.3B | $1.3B |
| Operating Income | $377.9M | $380.3M | $345.7M |
| Net Income | - | $301.7M | $275.9M |
| Op. Margin | 28.0% | 28.6% | 26.5% |
| Net Margin | - | 22.7% | 21.2% |
| Balance Sheet | |||
| Total Assets | $3.2B | $3.7B | $4.0B |
| Equity | $1.4B | $1.7B | $1.9B |
| ROE | - | 18.1% | 14.8% |
| Per Share | |||
| EPS | $7.00 | $7.17 | $6.55 |
| Cash Flow | |||
| Operating CF | $404.5M | $452.7M | $386.0M |
Source: XBRL data in Otter Tail Corp (OTTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OTTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.72B |
| Q1 2026 | 32 | $1.64B |
| Q4 2025 | 29 | $1.45B |
| Q3 2025 | 31 | $1.54B |
| Q2 2025 | 30 | $1.39B |
| Q1 2025 | 27 | $913.1M |
| Q4 2024 | 24 | $776.3M |
| Q3 2024 | 21 | $381.7M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OTTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 15, 2026 | - | - | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 8-K | Apr 14, 2026 | - | Analysis | - |
| 4 | Apr 14, 2026 | - | - | - |
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OTTR SEC filings: frequently asked questions
Are OTTR insiders buying or selling?
In the last 90 days, Otter Tail Corp (OTTR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $394,044 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OTTR stock?
As of June 30, 2026, the largest Otter Tail Corp (OTTR) holders among the 13F filers tracked by SignalX were BlackRock ($590.1 million), Vanguard Portfolio Management LLC ($269.6 million), Vanguard Capital Management LLC ($170.2 million), State Street Corp ($148.1 million), Morgan Stanley ($79.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OTTR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Otter Tail Corp (OTTR) reported revenue of $1.3 billion (down 2.0% from FY2024) and net income of $275.9 million. Diluted EPS was $6.55. The figures come from the XBRL data in the 10-K.
What are the main risks in OTTR's latest 10-K?
In the 10-K filed February 18, 2026, Otter Tail Corp (OTTR) flagged: 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. (AI summary of the Risk Factors section.)
What did OTTR report in its latest 8-K?
Otter Tail Corp (OTTR) filed an 8-K on September 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Thomas J. Webb and Kathryn O. Johnson plan to retire from the board after their current terms end at the 2027 Annual Meeting.
What are the latest OTTR SEC filings?
Otter Tail Corp (OTTR) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on August 12, 2026.
What is OTTR's SEC CIK number?
Otter Tail Corp (OTTR)'s SEC Central Index Key (CIK) is 1466593. EDGAR lists every OTTR filing under that number.
Ask anything about OTTR
The research agent reads OTTR's filings, financials, insider trades and 13F holders, then answers with sources.