2026-10-25
Otter Tail clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 20:04 UTC · 28 Oct
The Screen · Industrials · Conglomerates
Otter Tail Corporation
OTTR · Nasdaq · USD · Market cap $3.8B · 2,198 employees
Otter Tail Corporation, together with its subsidiaries, engages in electric utility, manufacturing, and plastic pipe businesses in the United States.
Not yet scored90.49 USD
Price as of 23 Oct 2026Daily close, not a live quoteLast reviewed 6 days ago
Screened 2026-10-23 · the tape above runs as of 20:04 UTC · 28 Oct · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price90.49 USD at the 23 Oct 2026 close
- Ethical screenNot yet scored
- OptionsOpen interest leans heavily to calls (put/call 0.05)
- Last reviewed23 Oct 2026 (6 days ago)
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 90.49 against the desk's fair-value range, base estimate 94.61, over the last year.
- Trend Accumulation
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 0.05, read 2026-10-27
- Ethical screen not yet scored
Price90.49 USD
Fair value94.61
Ethical score70.0/100
Our investment reviews on this name
2026-10-11Read Accumulation88.87+1.8% to today ✓Markdown gives way to Accumulation while volume is distributing
2026-09-08Read Markdown92.33-2.0% to today ✓Markup gives way to Markdown first Markdown read since July
2026-08-08Read Markup93.79-3.5% to today Markdown gives way to Markup
2026-07-02Read Markdown89.59+1.0% to today First review on file: Markdown
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its accumulation label.
Otter Tail Corporation holds its Accumulation at $90.49. Consolidating, no directional conviction, held for 369 days.
| Phase | Accumulation |
| Quantitative state | Consolidating, no directional conviction, held for 369 days |
| Price at the screen | $90.49 |
| Valuation | 19.41 trailing · 16.87 forward price to earnings |
| Values screen | Not scored · score 70.0 |
| Beta | 0.45 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Permissible | Core business clean | Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. | Pass |
| Debt load | 27.84% | Below 33% | Interest-bearing debt is just 27.8% of its assets, well under the one-third ceiling: it does not run on borrowed money. | Pass |
| Interest-bearing cash | 0.32% | Below 33% | Cash held in interest-bearing accounts and securities is 0.3% of assets, under the one-third limit. | Pass |
| Receivables | 12.52% | Below 49% | Money owed to the company is 12.5% of assets, under the 49% limit. | Pass |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
Otter Tail clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
Otter Tail clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 28%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Fair value range in USD, drawn from the 2026-10-23 screen. The gold marker is the market price at the same screen. A 5.3% margin of safety to the base estimate.
Third-party analyst targets: 2 covering, consensus None. The average target sits +0% from the screen price.
Reading the gap · Our model sees value the Street hasn't fully caught up to yet.
Price History & ProjectionsWhere it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-23 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain WordsUtility That Makes Pipes Looks Overpriced
Picture a steady Midwest power supplier that also runs factories turning out plastic pipes and metal parts. The mix delivers a 21 percent profit margin and 15 percent return on equity, yet revenue is growing just 3 percent a year and the shares trade at 17.4 times forward earnings.
We pass because the price of 92.83 dollars sits well above our fair value of 71.93 dollars, leaving a negative 22 percent margin of safety. Two analysts see little upside from here either, and the unknown competitive edge leaves the business exposed once growth slows.
The manufacturing and plastics segments add cyclical risk that a pure utility would avoid, while higher interest rates could squeeze both capital spending and valuations. Ethical screen cleared, but the numbers still do not add up.
Analysis, not advice.
| Forward P/E | 16.9xexpensive even after accounting for its growth |
| Trailing P/E | 19.4xreasonably valued |
| EPS, trailing | 4.63 |
| EPS, forward | 5.33 |
| Revenue growth | +0.4%slow but positive growth |
| Profit margin | 14.8%thin but positive margins |
| Return on equity | 10.7%a modest return on shareholder capital |
| FCF yield | -4.38% |
| Dividend yield | 246.00% |
| Debt to equity | 0.67moderate, manageable leverage |
| Current ratio | 1.71healthy short-term liquidity |
| Beta | 0.45barely tracks the market's swings |
| Short interest, float | 0.16% |
| 52-week range | 74.15 - 95.09 |
| Market cap | $3.8B |
| Employees | 2,198 |
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeOTTR trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-10-28
Accumulation $89.86
+0.0% Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27
Accumulation $89.86
+0.0% Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26
Accumulation $89.86
+0.0% Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25
Accumulation $89.86
+0.2% Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.2% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-10-18
Accumulation $89.66
+0.9% Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-10-11
Accumulation · changed $88.87
+0.8% Entry 7
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-10-02
Markdown $88.13
-4.5% Entry 6
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 4.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-09-08
Markdown · changed $92.33
-1.6% Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 1.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-08-08
Markup · changed $93.79
+4.7% Entry 4
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.7% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
2026-07-18
Markdown $89.59
+0.0% Entry 3
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (2 analysts) rates it none, with a mean price target of $90.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
- 3 US Dividend Stocks Worth Watching As Treasury Yields Climb Yahoo Finance · 12d ago
- Is Otter Tail (OTTR) Fully Valued After S&P Cut Its Outlook To Stable? Yahoo Finance · 14d ago
- S&P revises Otter Tail outlook to stable on capex growth and PVC segment softening Yahoo Finance · 14d ago
- Otter Tail Corporation Will Host Conference Call on Third Quarter 2026 Financial Results Yahoo Finance · 15d ago
- Otter Tail (OTTR) Q2 2026 Earnings Call Transcript Motley Fool · 11 Aug 2026
Headlines from third-party outlets, linked for reference: not our reporting, not advice.
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| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $87.72 | +2.1% | $0.58 | $1,028 | +2.8% |
| 2 months | $89.70 | -0.1% | $0.58 | $1,005 | +0.5% |
| 3 months | $84.76 | +5.7% | $0.58 | $1,064 | +6.4% |
| 6 months | $82.23 | +9.0% | $1.16 | $1,104 | +10.4% |
| 1 year | $77.80 | +15.2% | $2.21 | $1,180 | +18.0% |
| 2 years | $82.28 | +8.9% | $4.19 | $1,140 | +14.0% |
| 3 years | $72.28 | +24.0% | $6.00 | $1,323 | +32.3% |
| 5 years | $44.03 | +103.5% | $9.31 | $2,247 | +124.7% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever OTTR does next, these words stay.
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