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Otis Worldwide Corporation (OTIS)

USD71.72 -0.85 (-1.16%)
US NYSE S&P 500 Industrials Industrial - Machinery
Address One Carrier Place 6032
Farmington, CT, US
CEO Judith F. Marks
Website otis.com
IPO 2020-03-19
CIK 1781335 ISIN US68902V1070

Explore sections of this company profile

Also trades on Deutsche Börse · 4PG.DE (EUR) New York Stock Exchange · OTIS (USD)
Description

Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of a diverse array of passenger and freight elevators, escalators, and moving walkways, catering to residential and commercial properties, as well as large-scale infrastructure endeavors. Conversely, the Service segment offers extensive maintenance, repair, and modernization services aimed at upgrading existing elevator and escalator systems. Otis maintains a substantial global service footprint, employing approximately 34,000 service technicians across roughly 1,400 branches and offices. The company, established in 1853, is headquartered in Farmington, Connecticut.

News Sentiment (7d)
59 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2020-04-02 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD71.72 -0.85 (-1.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.89
Float Shares
383.31M
Free Float %
99.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.52% -3.09% -9.04% -23.47% -20.27% -18.90% -24.81% -10.90% -9.65% +56.55% +56.55%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Hold
Price Targets & DCF
Current price
71.72
Low 77.00 +7.4%
Consensus 92.00 +28.3%
Median 92.00 +28.3%
High 105.00 +46.4%
DCF (Unlevered) 89.84 +25.3%
DCF (Levered) 84.70 +18.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 38% Bullish
Rating 2026-05 Change
Strong Buy 2 -1
Buy 4 0
Hold 9 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 3
90.00
+25.5%
Last Year 7
94.43
+31.7%
All Time 25
92.20
+28.6%
Quality scores
Altman Z-Score
2.93
Grey zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +1.2% Q1'26: +6.4% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -14.0% Q1'26: +42.6% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +10.4% Q1'26: +10.7% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +14.8% Q1'26: +15.1% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +67.3% Q1'26: +81.4% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    -2.7% Q1'26: -2.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    3.79× Q1'26: 3.54× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.94) × ERP
WACC = 76% × Ke + 24% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 89.84 Current price: 71.72
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
8 EPS Ana.
Dec 2027
10 Rev. Ana.
9 EPS Ana.
Dec 2028
12 Rev. Ana.
8 EPS Ana.
Dec 2029
11 Rev. Ana.
6 EPS Ana.
Revenue
12.76B
est: 12.65B (+0.9%)
14.30B
est: 14.32B (-0.1%)
13.69B
est: 13.56B (+1.0%)
14.21B
est: 14.18B (+0.2%)
14.26B
est: 14.23B (+0.2%)
14.43B
est: 14.51B (-0.5%)
15.17B
15.11B – 15.27B
+4.5% YoY
15.92B
15.64B – 16.02B
+4.9% YoY
16.66B
16.65B – 16.68B
+4.7% YoY
17.73B
17.46B – 17.95B
+6.4% YoY
EBITDA
1.83B
est: 1.20B (+52.1%)
2.31B
est: 1.81B (+28.0%)
2.26B
est: 1.85B (+22.5%)
2.44B
est: 2.31B (+5.5%)
2.23B
est: 2.32B (-3.8%)
2.31B
est: 2.37B (-2.4%)
2.47B
2.46B – 2.49B
+4.5% YoY
2.59B
2.55B – 2.61B
+4.9% YoY
2.72B
2.71B – 2.72B
+4.7% YoY
2.89B
2.85B – 2.93B
+6.4% YoY
EBIT
1.64B
est: 1.27B (+29.3%)
2.11B
est: 1.91B (+10.2%)
2.07B
est: 2.02B (+2.6%)
2.25B
est: 2.12B (+5.8%)
2.05B
est: 2.13B (-3.7%)
2.13B
est: 2.17B (-1.8%)
2.27B
2.26B – 2.29B
+4.5% YoY
2.38B
2.34B – 2.40B
+4.9% YoY
2.49B
2.49B – 2.50B
+4.7% YoY
2.65B
2.61B – 2.69B
+6.4% YoY
Net Income
906.00M
est: 703.16M (+28.8%)
1.25B
est: 1.13B (+10.2%)
1.25B
est: 1.22B (+2.6%)
1.41B
est: 1.42B (-0.8%)
1.65B
est: 1.51B (+8.7%)
1.38B
est: 1.60B (-13.6%)
1.64B
1.62B – 1.66B
+2.2% YoY
1.78B
1.77B – 1.89B
+9.0% YoY
1.95B
1.93B – 2.20B
+9.3% YoY
2.24B
2.19B – 2.27B
+14.6% YoY
SGA
1.92B
est: 2.70B (-28.6%)
1.95B
est: 1.77B (+10.1%)
1.73B
est: 1.85B (-6.9%)
1.82B
est: 1.86B (-1.9%)
1.82B
est: 1.86B (-2.5%)
1.98B
est: 1.90B (+4.1%)
1.99B
1.98B – 2.00B
+4.5% YoY
2.09B
2.05B – 2.10B
+4.9% YoY
2.18B
2.18B – 2.19B
+4.7% YoY
2.32B
2.29B – 2.35B
+6.4% YoY
EPS
2.09
est: 2.45 (-14.6%)
2.91
est: 2.98 (-2.3%)
2.98
est: 3.14 (-5.2%)
3.42
est: 3.61 (-5.2%)
4.10
est: 3.85 (+6.6%)
3.53
est: 4.07 (-13.2%)
4.19
4.11 – 4.22
+2.9% YoY
4.71
4.49 – 4.81
+12.5% YoY
5.21
4.91 – 5.60
+10.6% YoY
5.68
5.57 – 5.77
+9.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Barclays Underweight Underweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-27 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-26 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-22 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-21 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-20 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-19 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-18 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-15 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-14 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-13 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-12 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-11 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-08 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-07 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-06 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-05 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-04 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-01 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-30 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-29 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-28 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-27 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-24 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-23 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-22 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-21 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-20 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-17 C+ 2/5 3/5 1/5 5/5 1/5 2/5 1/5
2026-04-16 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.71B
OE per share TTM
4.35
Owner's Yield
6.22%
Maintenance CapEx ratio
4.06%
Maint CapEx / Avg PPE
8.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,253
Total invested
26.58B
Insider transactions (90d)
10
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 38.30M 9.02% 631.6K 36.66M 1.64M IA Pennsylvania For 2022-02-10
2 (1) BlackRock, Inc. 37.08M 8.70% 31.59M 37.08M HC Delaware 2022-02-03
3 STATE STREET CORPORATION 33.60M 7.76% 31.86M 33.60M HC BOSTON, MASSACHUSETTS 2021-02-12
4 JPMORGAN CHASE & CO.13-2624428 27.08M 6.70% 23.55M 151.4K 26.86M 206.5K HC Delaware 2024-10-10
5 STATE STREET GLOBAL ADVISORS TRUST COMPANY 25.85M 5.97% 24.77M 25.85M IA BOSTON, MASSACHUSETTS 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,253
-72 vs prev Q
New positions
109
Closed positions
188
Increased
499
Reduced
476
Put/Call ratio
1.51
Calls held
563.5K
Puts held
848.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 2.35M +2.4M (+100.0%) 205.61B +205.6B (+100.0%) 0.60% +0.598 pp 0.31% +0.310 pp USD87.35 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 48.64M +10.0K (+0.0%) 4.25B -197.5M (-4.4%) 12.35% +0.047 pp 0.06% -0.005 pp USD65.46 +33.4% 23 qtrs
3 BLACKROCK, INC. 33.58M +1.5M (+4.6%) 2.93B -2.9M (-0.1%) 8.53% +0.402 pp 0.05% -0.002 pp USD102.98 -15.2% 6 qtrs
4 STATE STREET CORP 16.13M +121.2K (+0.8%) 1.41B -54.7M (-3.7%) 4.10% +0.045 pp 0.05% -0.004 pp USD60.05 +45.5% 23 qtrs
5 ALLIANCEBERNSTEIN L.P. 15.19M -1.8M (-10.3%) 1.33B -222.1M (-14.3%) 3.86% -0.430 pp 0.42% -0.069 pp USD78.10 +11.8% 24 qtrs
6 MORGAN STANLEY 12.68M -403.8K (-3.1%) 1.11B -88.6M (-7.4%) 3.22% -0.091 pp 0.07% -0.006 pp USD78.34 +11.5% 24 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 10.79M +29.6K (+0.3%) 945.02M -40.5M (-4.1%) 2.74% +0.017 pp 0.06% -0.005 pp USD66.89 +30.6% 23 qtrs
8 NORGES BANK 8.82M +8.8M (+100.0%) 770.12M +770.1M (+100.0%) 2.24% +2.240 pp 0.08% +0.082 pp USD87.35 +0.0% 1 qtrs NEW
9 FRANKLIN RESOURCES INC 7.84M +422.5K (+5.7%) 685.01M +6.6M (+1.0%) 1.99% +0.114 pp 0.17% -0.001 pp USD97.63 -10.5% 23 qtrs
10 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6.84M -248.9K (-3.5%) 597.74M -50.7M (-7.8%) 1.74% -0.057 pp 0.19% -0.008 pp USD60.92 +43.4% 24 qtrs
11 JPMORGAN CHASE & CO 6.03M -1.5M (-19.8%) 527.07M -160.6M (-23.4%) 1.53% -0.371 pp 0.03% -0.008 pp USD93.83 -6.9% 23 qtrs
12 FIERA CAPITAL CORP 5.02M -124.2K (-2.4%) 438.50M -31.8M (-6.8%) 1.28% -0.027 pp 1.39% -0.130 pp USD58.51 +49.3% 23 qtrs
13 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 4.69M -92.8K (-1.9%) 413.90M -23.0M (-5.3%) 1.19% -0.019 pp 0.28% -0.034 pp USD78.55 +11.2% 23 qtrs
14 STONEPINE ASSET MANAGEMENT INC. 4.68M +163.5K (+3.6%) 408.80M -4.1M (-1.0%) 1.19% +0.046 pp 2.54% -0.028 pp USD92.33 -5.4% 13 qtrs
15 BLS CAPITAL FONDSMAEGLERSELSKAB A/S 4.68M +225.9K (+5.1%) 408.67M +1.6M (+0.4%) 1.19% +0.061 pp 13.85% -0.158 pp USD73.34 +19.1% 23 qtrs
16 NORTHERN TRUST CORP 4.10M -195.1K (-4.5%) 357.74M -34.5M (-8.8%) 1.04% -0.046 pp 0.05% -0.005 pp USD61.83 +41.3% 24 qtrs
17 VAN ECK ASSOCIATES CORP 4.00M +2.0M (+97.9%) 349.63M +164.7M (+89.0%) 1.02% +0.505 pp 0.29% +0.117 pp USD89.58 -2.5% 9 qtrs
18 INVESCO LTD. 3.90M -106.3K (-2.7%) 341.07M -25.7M (-7.0%) 0.99% -0.023 pp 0.05% -0.006 pp USD77.05 +13.4% 23 qtrs
19 WELLINGTON MANAGEMENT GROUP LLP 3.61M +83.6K (+2.4%) 315.58M -7.1M (-2.2%) 0.92% +0.025 pp 0.06% -0.001 pp USD80.19 +8.9% 23 qtrs
20 MARSHALL WACE, LLP 3.25M +183.9K (+6.0%) 284.07M +3.5M (+1.3%) 0.83% +0.050 pp 0.26% -0.026 pp USD97.91 -10.8% 8 qtrs
21 FUNDSMITH LLP 3.11M -2.7M (-46.5%) 271.87M -260.2M (-48.9%) 0.79% -0.682 pp 1.59% -1.099 pp USD64.50 +35.4% 14 qtrs
22 BANK OF AMERICA CORP /DE/ 3.08M +84.5K (+2.8%) 269.10M -4.8M (-1.8%) 0.78% +0.024 pp 0.02% +0.001 pp USD65.05 +34.3% 23 qtrs
23 D. E. SHAW & CO., INC. 3.06M -602.8K (-16.5%) 266.90M -67.6M (-20.2%) 0.78% -0.150 pp 0.15% -0.043 pp USD95.69 -8.7% 23 qtrs
24 UBS ASSET MANAGEMENT AMERICAS INC 2.99M -266.5K (-8.2%) 261.34M -36.6M (-12.3%) 0.76% -0.065 pp 0.06% -0.009 pp USD74.90 +16.6% 23 qtrs
25 CIBC PRIVATE WEALTH GROUP, LLC 2.85M -40.5K (-1.4%) 248.95M -15.3M (-5.8%) 0.72% -0.008 pp 0.42% -0.032 pp USD72.56 +20.4% 23 qtrs
26 CAPITAL RESEARCH GLOBAL INVESTORS 2.84M +18.2K (+0.6%) 248.42M -9.9M (-3.8%) 0.72% +0.007 pp 0.05% -0.003 pp USD67.23 +29.9% 23 qtrs
27 CANOE FINANCIAL LP 2.79M +375.9K (+15.6%) 243.52M +23.0M (+10.4%) 0.71% +0.098 pp 3.31% +0.159 pp USD93.52 -6.6% 8 qtrs
28 BANK OF NEW YORK MELLON CORP 2.74M -263.0K (-8.8%) 239.12M -35.2M (-12.8%) 0.70% -0.064 pp 0.04% -0.011 pp USD63.93 +36.6% 23 qtrs
29 LEGAL & GENERAL GROUP PLC 2.73M -171.0K (-5.9%) 238.66M -26.8M (-10.1%) 0.69% -0.041 pp 0.05% -0.007 pp USD66.56 +31.2% 23 qtrs
30 FMR LLC 2.68M +638.7K (+31.2%) 234.51M +47.4M (+25.4%) 0.68% +0.164 pp 0.01% +0.002 pp USD78.16 +11.8% 23 qtrs
31 SARASIN & PARTNERS LLP 2.53M -1.1M (-29.8%) 221.40M -108.2M (-32.8%) 0.64% -0.270 pp 2.30% -0.936 pp USD74.99 +16.5% 23 qtrs
32 MILLENNIUM MANAGEMENT LLC 2.39M +2.2M (+1,047.0%) 208.55M +189.5M (+995.8%) 0.61% +0.554 pp 0.09% +0.080 pp USD88.26 -1.0% 23 qtrs
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.37M +8.4K (+0.4%) 207.27M -8.9M (-4.1%) 0.60% +0.004 pp 0.03% -0.002 pp USD63.36 +37.9% 23 qtrs
34 SCHRODER INVESTMENT MANAGEMENT GROUP 2.28M -79.9K (-3.4%) 200.51M -15.1M (-7.0%) 0.58% -0.018 pp 0.15% -0.015 pp USD88.29 -1.1% 24 qtrs
35 AQR CAPITAL MANAGEMENT LLC 2.29M -308.6K (-11.9%) 199.84M -37.1M (-15.6%) 0.58% -0.076 pp 0.10% -0.047 pp USD93.93 -7.0% 23 qtrs
36 GOLDMAN SACHS GROUP INC 2.29M +358.4K (+18.6%) 199.79M +23.4M (+13.3%) 0.58% +0.093 pp 0.02% +0.003 pp USD86.40 +1.1% 23 qtrs
37 SQUAREPOINT OPS LLC 2.15M +122.0K (+6.0%) 187.99M +2.4M (+1.3%) 0.55% +0.033 pp 0.20% +0.014 pp USD92.21 -5.3% 23 qtrs
38 GUINNESS ASSET MANAGEMENT LTD 2.12M +206.8K (+10.8%) 186.31M +11.7M (+6.7%) 0.54% +0.054 pp 3.02% +0.241 pp USD74.24 +17.7% 23 qtrs
39 PRIMECAP MANAGEMENT CO/CA/ 2.09M -282.0K (-11.9%) 182.79M -34.3M (-15.8%) 0.53% -0.070 pp 0.14% -0.028 pp USD73.24 +19.3% 23 qtrs
40 AMUNDI 2.02M +375.1K (+22.8%) 176.22M +27.1M (+18.1%) 0.51% +0.097 pp 0.05% 0.000 pp USD89.75 -2.7% 19 qtrs
41 UBS GROUP AG 1.91M -73.9K (-3.7%) 167.10M -14.6M (-8.0%) 0.49% -0.017 pp 0.03% -0.001 pp USD89.90 -2.8% 23 qtrs
42 DIMENSIONAL FUND ADVISORS LP 1.89M +10.8K (+0.6%) 164.71M -6.7M (-3.9%) 0.48% +0.005 pp 0.03% -0.002 pp USD59.62 +46.5% 23 qtrs
43 LONDON CO OF VIRGINIA 1.85M -125.0K (-6.3%) 161.23M -19.0M (-10.5%) 0.47% -0.030 pp 0.93% -0.065 pp USD70.79 +23.4% 20 qtrs
44 DEUTSCHE BANK AG\ 1.84M +281.0K (+18.0%) 160.77M +18.2M (+12.8%) 0.47% +0.073 pp 0.05% +0.005 pp USD82.58 +5.8% 23 qtrs
45 USS INVESTMENT MANAGEMENT LTD 1.70M +156.5K (+10.1%) 148.68M +7.4M (+5.2%) 0.43% +0.041 pp 0.69% +0.049 pp USD84.42 +3.5% 23 qtrs
46 QUBE RESEARCH & TECHNOLOGIES LTD 1.49M +1.3M (+606.4%) 130.08M +110.8M (+574.8%) 0.38% +0.325 pp 0.13% +0.112 pp USD89.00 -1.9% 5 qtrs
47 RUSSELL INVESTMENTS GROUP, LTD. 1.41M -262.0K (-15.7%) 123.28M -29.7M (-19.4%) 0.36% -0.065 pp 0.13% -0.039 pp USD78.27 +11.6% 23 qtrs
48 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.35M +168.2K (+14.2%) 118.05M +9.9M (+9.1%) 0.34% +0.044 pp 0.41% +0.052 pp USD90.34 -3.3% 12 qtrs
49 LAZARD FRERES GESTION S.A.S. 1.31M +235.3K (+21.9%) 114.36M +16.2M (+16.5%) 0.33% +0.061 pp 2.06% +0.191 pp USD83.60 +4.5% 21 qtrs
50 RENAISSANCE TECHNOLOGIES LLC 1.30M +759.7K (+141.5%) 113.26M +64.2M (+130.7%) 0.33% +0.194 pp 0.18% +0.111 pp USD92.03 -5.1% 5 qtrs
51 MAN GROUP PLC 1.27M +565.9K (+80.2%) 111.04M +46.6M (+72.2%) 0.32% +0.144 pp 0.19% +0.077 pp USD91.34 -4.4% 23 qtrs
52 JACOBS LEVY EQUITY MANAGEMENT, INC 1.26M +26.7K (+2.2%) 110.01M -2.7M (-2.4%) 0.32% +0.008 pp 0.42% -0.023 pp USD86.72 +0.7% 21 qtrs
53 FUNDSMITH INVESTMENT SERVICES LTD. 1.25M -392.6K (-23.9%) 109.32M -41.0M (-27.3%) 0.32% -0.098 pp 2.00% -0.343 pp USD66.43 +31.5% 14 qtrs
54 BROWN BROTHERS HARRIMAN & CO 1.22M -486.6K (-28.6%) 106.21M -49.5M (-31.8%) 0.31% -0.122 pp 0.58% -0.369 pp USD96.14 -9.1% 23 qtrs
55 ASSENAGON ASSET MANAGEMENT S.A. 1.20M +646.8K (+116.6%) 104.97M +54.2M (+106.9%) 0.31% +0.165 pp 0.14% +0.075 pp USD93.76 -6.8% 19 qtrs
56 BARCLAYS PLC 1.15M +281.3K (+32.4%) 100.35M +10.2M (+11.3%) 0.29% +0.072 pp 0.02% +0.001 pp USD90.49 -3.5% 16 qtrs
57 SCHARF INVESTMENTS, LLC 1.15M +344.4K (+43.0%) 100.02M +26.8M (+36.6%) 0.29% +0.088 pp 2.69% +0.847 pp USD90.20 -3.2% 2 qtrs
58 CLEARBRIDGE INVESTMENTS, LLC 1.12M -35.2K (-3.1%) 97.42M -7.8M (-7.4%) 0.28% -0.008 pp 0.08% -0.001 pp USD58.66 +48.9% 23 qtrs
59 SWISS NATIONAL BANK 1.08M -62.1K (-5.5%) 93.96M -10.1M (-9.7%) 0.27% -0.015 pp 0.06% -0.004 pp USD63.46 +37.6% 23 qtrs
60 BANK OF MONTREAL /CAN/ 1.07M +768.9K (+252.0%) 93.81M +65.9M (+236.3%) 0.27% +0.196 pp 0.03% +0.022 pp USD88.31 -1.1% 23 qtrs
61 INDEPENDENT FRANCHISE PARTNERS LLP 1.06M -34.3K (-3.1%) 92.95M -7.5M (-7.4%) 0.27% -0.008 pp 0.59% -0.071 pp USD91.43 -4.5% 2 qtrs
62 WORLDQUANT MILLENNIUM ADVISORS LLC 1.04M +1.0M (+100.0%) 91.17M +91.2M (+100.0%) 0.27% +0.265 pp 0.35% +0.354 pp USD87.35 +0.0% 3 qtrs
63 CITIGROUP INC 1.04M +337.7K (+48.0%) 90.95M +26.6M (+41.4%) 0.26% +0.086 pp 0.04% +0.012 pp USD89.49 -2.4% 24 qtrs
64 ROYAL BANK OF CANADA 997.1K +20.2K (+2.1%) 87.09M -2.2M (-2.5%) 0.25% +0.006 pp 0.01% -0.001 pp USD91.34 -4.4% 23 qtrs
65 PICTET ASSET MANAGEMENT HOLDING SA 942.2K +39.4K (+4.4%) 82.30M -240.0K (-0.3%) 0.24% +0.011 pp 0.08% +0.000 pp USD81.45 +7.2% 10 qtrs
66 SUMITOMO MITSUI TRUST HOLDINGS, INC. 882.9K -30.9K (-3.4%) 77.12M -6.4M (-7.7%) 0.22% -0.007 pp 0.05% -0.003 pp USD61.81 +41.3% 23 qtrs
67 HSBC HOLDINGS PLC 870.0K +165.0K (+23.4%) 76.04M +11.6M (+18.0%) 0.22% +0.043 pp 0.04% +0.003 pp USD82.87 +5.4% 23 qtrs
68 CITADEL ADVISORS LLC 868.0K -255.2K (-22.7%) 75.82M -26.9M (-26.2%) 0.22% -0.064 pp 0.01% -0.004 pp USD99.62 -12.3% 23 qtrs
69 NUVEEN, LLC 859.3K -85.4K (-9.0%) 75.06M -11.3M (-13.1%) 0.22% -0.021 pp 0.02% -0.003 pp USD102.85 -15.1% 4 qtrs
70 VICTORY CAPITAL MANAGEMENT INC 821.9K -7.9K (-0.9%) 71.79M -4.1M (-5.4%) 0.21% -0.001 pp 0.04% -0.004 pp USD85.21 +2.5% 23 qtrs
71 RHUMBLINE ADVISERS 791.8K -22.8K (-2.8%) 69.16M -5.3M (-7.1%) 0.20% -0.005 pp 0.06% -0.004 pp USD65.21 +34.0% 23 qtrs
72 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 764.8K +686.3K (+874.2%) 66.81M +59.6M (+830.7%) 0.19% +0.174 pp 0.08% +0.058 pp USD86.67 +0.8% 23 qtrs
73 FIFTHDELTA LTD 761.1K +310.0K (+68.7%) 66.48M +25.2M (+61.2%) 0.19% +0.079 pp 13.97% +1.074 pp USD89.77 -2.7% 2 qtrs
74 GATES CAPITAL MANAGEMENT, INC. 758.0K -355.9K (-31.9%) 66.21M -35.6M (-35.0%) 0.19% -0.089 pp 1.74% -0.079 pp USD68.84 +26.9% 24 qtrs
75 ENGINEERS GATE MANAGER LP 727.4K +630.9K (+654.2%) 63.54M +54.7M (+620.5%) 0.18% +0.160 pp 0.75% +0.653 pp USD88.90 -1.7% 23 qtrs
76 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 724.1K +136.4K (+23.2%) 63.25M +9.5M (+17.7%) 0.18% +0.035 pp 0.04% +0.003 pp USD98.44 -11.3% 4 qtrs
77 EXODUSPOINT CAPITAL MANAGEMENT, LP 718.9K +208.8K (+40.9%) 62.79M +16.2M (+34.6%) 0.18% +0.054 pp 0.49% +0.016 pp USD94.53 -7.6% 5 qtrs
78 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 704.9K +4.6K (+0.7%) 61.57M -2.5M (-3.8%) 0.18% +0.002 pp 0.04% -0.003 pp USD80.12 +9.0% 23 qtrs
79 HIGHTOWER ADVISORS, LLC 703.2K -40.5K (-5.4%) 61.42M -6.6M (-9.7%) 0.18% -0.010 pp 0.07% -0.010 pp USD80.27 +8.8% 23 qtrs
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 643.8K -23.7K (-3.6%) 56.24M -4.8M (-7.9%) 0.16% -0.005 pp 0.06% -0.006 pp USD60.43 +44.5% 23 qtrs
81 GFI INVESTMENT COUNSEL LTD. 641.0K -4.5K (-0.7%) 55.99M -3.0M (-5.1%) 0.16% -0.001 pp 5.97% -0.173 pp USD91.43 -4.5% 2 qtrs
82 FISHER ASSET MANAGEMENT, LLC 624.0K -24.9K (-3.8%) 54.51M -4.8M (-8.1%) 0.16% -0.006 pp 0.02% -0.003 pp USD61.04 +43.1% 23 qtrs
83 NATIONAL PENSION SERVICE 616.1K -18.8K (-3.0%) 53.82M -4.2M (-7.3%) 0.16% -0.004 pp 0.04% -0.005 pp USD77.64 +12.5% 23 qtrs
84 CANADA PENSION PLAN INVESTMENT BOARD 599.0K -152.1K (-20.2%) 52.32M -16.3M (-23.8%) 0.15% -0.038 pp 0.04% -0.013 pp USD93.29 -6.4% 23 qtrs
85 CLEAN ENERGY TRANSITION LLP 595.6K -74.1K (-11.1%) 52.03M -9.2M (-15.0%) 0.15% -0.018 pp 4.34% -0.156 pp USD95.16 -8.2% 3 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 592.0K -7.9K (-1.3%) 51.71M -3.1M (-5.7%) 0.15% -0.002 pp 0.01% 0.000 pp USD69.00 +26.6% 23 qtrs
87 WELLS FARGO & COMPANY/MN 591.5K -35.6K (-5.7%) 51.67M -5.7M (-9.9%) 0.15% -0.009 pp 0.01% -0.002 pp USD68.89 +26.8% 23 qtrs
88 BNP PARIBAS ARBITRAGE, SNC 586.7K +92.6K (+18.7%) 51.25M +6.1M (+13.4%) 0.15% +0.024 pp 0.02% -0.001 pp USD91.78 -4.8% 5 qtrs
89 TWO SIGMA INVESTMENTS, LP 574.1K -256.4K (-30.9%) 50.15M -25.8M (-34.0%) 0.15% -0.064 pp 0.07% -0.042 pp USD99.54 -12.2% 23 qtrs
90 NEUBERGER BERMAN GROUP LLC 564.4K -25.8K (-4.4%) 49.35M -4.6M (-8.6%) 0.14% -0.006 pp 0.04% -0.003 pp USD65.14 +34.1% 23 qtrs
91 557.4K +557.4K (+100.0%) 49.06M +49.1M (+100.0%) 0.14% +0.142 pp 0.14% +0.139 pp USD87.35 +0.0% 1 qtrs NEW
92 ANCHOR CAPITAL ADVISORS LLC 543.9K -18.1K (-3.2%) 47.51M -3.9M (-7.5%) 0.14% -0.004 pp 1.38% -0.110 pp USD88.46 -1.3% 15 qtrs
93 GREAT LAKES ADVISORS, LLC 533.6K +180.4K (+51.1%) 46.61M +14.3M (+44.3%) 0.14% +0.046 pp 0.38% +0.111 pp USD90.12 -3.1% 11 qtrs
94 HRT FINANCIAL LP 531.4K +136.2K (+34.5%) 46.42M +10.3M (+28.5%) 0.14% +0.035 pp 0.15% +0.014 pp USD96.33 -9.3% 7 qtrs
95 SEI INVESTMENTS CO 521.3K +112.3K (+27.5%) 45.54M +8.1M (+21.8%) 0.13% +0.029 pp 0.05% +0.005 pp USD89.72 -2.6% 23 qtrs
96 ARTISAN PARTNERS LIMITED PARTNERSHIP 511.9K -48.2K (-8.6%) 44.71M -6.5M (-12.7%) 0.13% -0.012 pp 0.07% -0.006 pp USD70.38 +24.1% 23 qtrs
97 SG AMERICAS SECURITIES, LLC 499.2K +495.2K (+12,345.2%) 43.60M +43.2M (+11,780.9%) 0.13% +0.126 pp 0.06% +0.054 pp USD87.48 -0.1% 23 qtrs
98 FIRST TRUST ADVISORS LP 492.9K -21.6K (-4.2%) 43.05M -4.0M (-8.5%) 0.13% -0.005 pp 0.03% -0.004 pp USD89.37 -2.3% 23 qtrs
99 JUMP FINANCIAL, LLC 477.8K +232.8K (+95.0%) 41.74M +19.3M (+86.3%) 0.12% +0.059 pp 0.51% +0.245 pp USD92.07 -5.1% 11 qtrs
100 J. STERN & CO. LLP 38.62M +38.2M (+8,654.2%) 38.62M -1.7M (-4.3%) 9.81% +9.698 pp 3.29% +0.239 pp USD87.42 -0.1% 9 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 494 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Leatherback Long/Short Alternative Yield ETF LBAY 3.06% 623.4K 1.27%
2 Franklin ClearBridge Enhanced Income ETF YLDE 2.44% 4.01M 0.47%
3 VanEck Morningstar US ESG Wide Moat UCITS ETF MOAT.L 2.39% 8.82M 0.49%
4 VanEck - Morningstar Wide Moat ETF MOAT.AX 2.24% 13.62M 0.49%
5 VanEck Morningstar Wide Moat ETF MOAT 2.23% 262.97M 0.46%
6 SmartETFs Dividend Builder ETF DIVS 2.23% 880.0K 0.98%
7 Amundi EURO STOXX 50 Daily (-2x) Inverse UCITS ETF Acc BXX.PA 2.13% 558.6K 0.60%
8 Invesco Bloomberg Pricing Power ETF POWA 2.00% 3.50M 0.40%
9 Impax Global Infrastructure ETF BLDX 1.98% 2.07M 0.60%
10 Invesco Bloomberg Analyst Rating Improvers ETF UPGD 1.95% 2.33M 0.40%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
9.00
Bullish
Ratio by volume
3.00
Bullish
Buys
9
Sells
1
Shares acquired
30.1K
Shares disposed
1.6K
Cash buys
Cash sales
1.00
Net activity
+28,474
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 WALKER JOHN H Director A-Award A Deferred Stock Units 4,806 0.00 34,457 D
2026-05-27 Stewart Shelley JR Director A-Award A Deferred Stock Units 2,591 0.00 18,601 D
2026-05-27 PRESTON MARGARET M V Director A-Award A Deferred Stock Units 4,597 0.00 25,777 D
2026-05-27 KEARNEY CHRISTOPHER J Director A-Award A Deferred Stock Units 2,591 0.00 19,544 D
2026-05-27 Hannan Kathy Hopinkah Director A-Award A Deferred Stock Units 2,758 0.00 18,958 D
2026-05-27 Connors Nelda J Director A-Award A Deferred Stock Units 2,716 0.00 14,414 D
2026-05-27 Brannon Jill Director A-Award A Deferred Stock Units 4,527 0.00 13,624 D
2026-05-27 Black Jeffrey Harry Director A-Award A Deferred Stock Units 2,800 0.00 19,498 D
2026-05-27 Bartlett Thomas A Director A-Award A Deferred Stock Units 2,716 0.00 8,174 D
2026-05-07 Lefebure Thibault Pierre Marie Officer S-Sale D Common Stock 1,628 76.89 125.2K 4,008 D
2026-03-02 Lopez Nicolas Eduardo Officer A-Award A Restricted Stock Units 4,685 0.00 4,685 D
2026-03-01 Lopez Nicolas Eduardo Officer Common Stock 0 0.00 4,444 D
2026-03-01 Loh Sally Officer M-Exempt A Common Stock 1,256 0.00 45,771 D
2026-02-12 de Montlivault Stephane Officer S-Sale D Common Stock 47,944 92.25 4.42M 29,176 D
2026-02-10 Ryan Michael Patrick Officer S-Sale D Common Stock 1,182 90.06 106.4K 3,504 D
2026-02-10 LaFreniere Nora E. Officer D-Return D Common Stock 3,314 90.38 299.5K 41,298 D
2026-02-07 de Montlivault Stephane Officer M-Exempt A Common Stock 1,620 0.00 77,120 D
2026-02-07 Zheng Peiming Officer M-Exempt D Restricted Stock Units 1,476 0.00 0 D
2026-02-07 Ryan Michael Patrick Officer M-Exempt A Common Stock 344 0.00 4,786 D
2026-02-07 Mendez Echevarria Maria Cristina Officer M-Exempt D Restricted Stock Units 340 0.00 0 D
2026-02-07 Marks Judith Fran Officer F-InKind D Common Stock 5,318 89.85 477.8K 244,063 D
2026-02-07 Loh Sally Officer M-Exempt A Common Stock 330 0.00 44,515 D
2026-02-07 Lefebure Thibault Pierre Marie Officer M-Exempt A Common Stock 254 0.00 5,741 D
2026-02-07 LaFreniere Nora E. Officer M-Exempt D Restricted Stock Units 1,620 0.00 0 D
2026-02-07 Green Neil Officer F-InKind D Common Stock 184 89.85 16.5K 7,466 D
2026-02-07 Gosk Kimberly Shannon Officer M-Exempt A Common Stock 322 0.00 7,549 D
2026-02-07 Armas Joseph Jay Officer M-Exempt D Restricted Stock Units 232 0.00 0 D
2026-02-06 de Montlivault Stephane Officer M-Exempt A Common Stock 1,472 0.00 75,500 D
2026-02-06 Zheng Peiming Officer M-Exempt A Common Stock 2,213 0.00 22,603 D
2026-02-06 Ryan Michael Patrick Officer M-Exempt A Common Stock 349 0.00 4,544 D
2026-02-06 Minarro Viseras Enrique Officer M-Exempt D Restricted Stock Units 2,453 0.00 2,462 D
2026-02-06 Mendez Echevarria Maria Cristina Officer M-Exempt A Common Stock 302 0.00 9,169 D
2026-02-06 Marks Judith Fran Officer M-Exempt D Restricted Stock Units 11,787 0.00 11,797 D
2026-02-06 Loh Sally Officer M-Exempt D Restricted Stock Units 1,570 0.00 1,579 D
2026-02-06 Lefebure Thibault Pierre Marie Officer M-Exempt D Restricted Stock Units 224 0.00 232 D
2026-02-06 LaFreniere Nora E. Officer F-InKind D Common Stock 616 89.85 55.3K 38,636 D
2026-02-06 Green Neil Officer M-Exempt D Restricted Stock Units 685 0.00 694 D
2026-02-06 Gosk Kimberly Shannon Officer F-InKind D Common Stock 88 89.85 7.9K 7,227 D
2026-02-06 Armas Joseph Jay Officer M-Exempt A Common Stock 283 0.00 1,627 D
2026-02-05 Marks Judith Fran Director / Officer S-Sale D Common Stock 56,107 90.89 5.10M 231,072 D
2026-02-04 de Montlivault Stephane Officer M-Exempt A Common Stock 2,166 0.00 74,028 D
2026-02-04 Zheng Peiming Officer M-Exempt A Common Stock 3,250 0.00 21,897 D
2026-02-04 Ryan Michael Patrick Officer F-InKind D Common Stock 167 90.37 15.1K 4,195 D
2026-02-04 Minarro Viseras Enrique Officer M-Exempt D Restricted Stock Units 3,973 0.00 7,952 D
2026-02-04 Mendez Echevarria Maria Cristina Officer F-InKind D Common Stock 1,699 90.37 153.5K 8,867 D
2026-02-04 Marks Judith Fran Director / Officer M-Exempt A Common Stock 191,799 63.92 12.26M 422,871 D
2026-02-04 Loh Sally Officer M-Exempt A Common Stock 2,528 0.00 42,615 D
2026-02-04 Lefebure Thibault Pierre Marie Officer M-Exempt D Restricted Stock Units 315 0.00 639 D
2026-02-04 LaFreniere Nora E. Officer F-InKind D Common Stock 793 90.37 71.7K 37,635 D
2026-02-04 Green Neil Officer M-Exempt D Restricted Stock Units 1,155 0.00 2,314 D
2026-02-04 Gosk Kimberly Shannon Officer M-Exempt A Common Stock 445 0.00 7,149 D
2026-02-04 Armas Joseph Jay Officer M-Exempt D Restricted Stock Units 431 0.00 870 D
2026-02-03 de Montlivault Stephane Officer A-Award A Common Stock 7,931 0.00 71,862 D
2026-02-03 Zheng Peiming Officer A-Award A Common Stock 7,931 0.00 20,147 D
2026-02-03 Ryan Michael Patrick Officer A-Award A Restricted Stock Units 1,657 0.00 1,657 D
2026-02-03 Minarro Viseras Enrique Officer F-InKind D Common Stock 6,357 87.16 554.1K 29,017 D
2026-02-03 Mendez Echevarria Maria Cristina Officer A-Award A Restricted Stock Units 14,771 0.00 14,771 D
2026-02-03 Marks Judith Fran Director / Officer A-Award A Common Stock 58,169 0.00 279,781 D
2026-02-03 Loh Sally Officer A-Award A Common Stock 6,156 0.00 40,087 D
2026-02-03 Lefebure Thibault Pierre Marie Officer F-InKind D Common Stock 499 87.16 43.5K 5,040 D
2026-02-03 LaFreniere Nora E. Officer A-Award A Restricted Stock Units 8,057 0.00 8,057 D
2026-02-03 Green Neil Officer F-InKind D Common Stock 976 87.16 85.1K 5,758 D
2026-02-03 Gosk Kimberly Shannon Officer F-InKind D Common Stock 543 87.16 47.3K 6,704 D
2026-02-03 Armas Joseph Jay Officer F-InKind D Common Stock 333 87.16 29.0K 1,037 D
2026-02-02 Green Neil Officer S-Sale D Common Stock 6,000 86.45 518.7K 3,773 D
2026-01-16 Lefebure Thibault Pierre Marie Officer Stock Appreciation Rights 883 81.85 72.3K 0 D
2025-12-03 Zheng Peiming Officer F-InKind D Common Stock 185 86.94 16.1K 12,216 D
2025-12-03 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 23 0.00 664 D
2025-11-05 Ryan Michael Patrick Officer M-Exempt A Common Stock 10,000 63.92 639.2K 12,628 D
2025-11-01 Minarro Viseras Enrique Officer M-Exempt A Common Stock 2,732 0.00 14,207 D
2025-10-02 Mendez Echevarria Maria Cristina Officer M-Exempt A Common Stock 1,099 0.00 5,665 D
2025-09-02 Gosk Kimberly Shannon Officer A-Award A Restricted Stock Units 2,750 0.00 2,750 D
2025-08-23 Mendez Echevarria Maria Cristina Officer M-Exempt A Common Stock 2,092 0.00 5,386 D
2025-08-01 Gosk Kimberly Shannon Officer Stock Appreciation Rights 3,287 91.94 302.2K 0 D
2025-07-23 LaFreniere Nora E. Officer M-Exempt A Common Stock 10,435 0.00 35,362 D
2025-06-02 Armas Joseph Jay Officer A-Award A Restricted Stock Units 4,947 0.00 4,947 D
2025-05-15 WALKER JOHN H Director A-Award A Deferred Stock Units 3,525 0.00 29,091 D
2025-05-15 Stewart Shelley JR Director A-Award A Deferred Stock Units 1,901 0.00 15,707 D
2025-05-15 PRESTON MARGARET M V Director A-Award A Deferred Stock Units 3,372 0.00 20,781 D
2025-05-15 KEARNEY CHRISTOPHER J Director A-Award A Deferred Stock Units 1,901 0.00 16,634 D
2025-05-15 Jejurikar Shailesh Director A-Award A Deferred Stock Units 3,372 0.00 26,838 D
2025-05-15 Hannan Kathy Hopinkah Director A-Award A Deferred Stock Units 1,993 0.00 15,894 D
2025-05-15 Connors Nelda J Director A-Award A Deferred Stock Units 3,321 0.00 11,477 D
2025-05-15 Brannon Jill Director A-Award A Deferred Stock Units 3,321 0.00 8,925 D
2025-05-15 Black Jeffrey Harry Director A-Award A Deferred Stock Units 2,054 0.00 16,383 D
2025-05-15 Bartlett Thomas A Director A-Award A Deferred Stock Units 1,993 0.00 5,355 D
2025-05-01 Armas Joseph Jay Officer Stock Appreciation Rights 2,625 91.94 241.3K 0 D
2025-03-10 de Montlivault Stephane Officer M-Exempt A Common Stock 16,250 81.85 1.33M 83,218 D
2025-03-01 Zheng Peiming Officer F-InKind D Common Stock 137 99.78 13.7K 6,801 D
2025-03-01 Mendez Echevarria Maria Cristina Officer M-Exempt D Restricted Stock Units 838 0.00 0 D
2025-03-01 Loh Sally Officer M-Exempt A Common Stock 1,228 0.00 32,345 D
2025-02-13 de Montlivault Stephane Officer D-Return D Common Stock 29,108 97.24 2.83M 84,438 D
2025-02-10 Marks Judith Fran Officer S-Sale D Common Stock 28,440 95.77 2.72M 230,153 D
2025-02-10 LaFreniere Nora E. Officer S-Sale D Common Stock 1,700 95.91 163.0K 24,927 D
2025-02-07 de Montlivault Stephane Officer M-Exempt A Common Stock 1,580 0.00 78,588 D
2025-02-07 Zheng Peiming Officer F-InKind D Common Stock 700 94.83 66.4K 6,628 D
2025-02-07 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 373 0.00 337 D
2025-02-07 Mendez Echevarria Maria Cristina Officer M-Exempt D Restricted Stock Units 323 0.00 334 D
2025-02-07 Marks Judith Fran Officer M-Exempt A Common Stock 11,612 0.00 263,841 D
2025-02-07 Luersman Abbe Officer M-Exempt D Restricted Stock Units 1,370 0.00 1,378 D
2025-02-07 Loh Sally Officer M-Exempt D Restricted Stock Units 313 0.00 324 D
2025-02-07 LaFreniere Nora E. Officer F-InKind D Common Stock 733 94.83 69.5K 26,627 D
2025-02-07 Green Neil Officer F-InKind D Common Stock 178 94.83 16.9K 9,773 D
2025-02-06 de Montlivault Stephane Officer M-Exempt A Common Stock 1,445 0.00 77,008 D
2025-02-06 Zheng Peiming Officer M-Exempt A Common Stock 2,170 0.00 6,747 D
2025-02-06 Ryan Michael Patrick Officer M-Exempt A Common Stock 335 0.00 2,489 D
2025-02-06 Minarro Viseras Enrique Officer M-Exempt D Restricted Stock Units 2,411 0.00 4,828 D
2025-02-06 Mendez Echevarria Maria Cristina Officer M-Exempt A Common Stock 295 0.00 2,704 D
2025-02-06 Marks Judith Fran Officer M-Exempt A Common Stock 11,580 0.00 257,463 D
2025-02-06 Luersman Abbe Officer M-Exempt A Common Stock 1,445 0.00 16,763 D
2025-02-06 Loh Sally Officer M-Exempt D Restricted Stock Units 1,540 0.00 3,093 D
2025-02-06 LaFreniere Nora E. Officer M-Exempt A Common Stock 1,590 0.00 26,517 D
2025-02-06 Green Neil Officer M-Exempt A Common Stock 672 0.00 9,565 D
2025-02-06 Embree Tracy A Officer M-Exempt D Restricted Stock Units 2,411 0.00 4,828 D
2025-02-05 Marks Judith Fran Director / Officer M-Exempt D Stock Appreciation Right 101,096 67.83 6.86M 0 D
2025-02-05 LaFreniere Nora E. Officer S-Sale D Common Stock 4,775 94.41 450.8K 24,927 D
2025-02-04 de Montlivault Stephane Officer A-Award A Restricted Stock Units 6,390 0.00 6,390 D
2025-02-04 Zheng Peiming Officer F-InKind D Common Stock 3,192 94.43 301.4K 4,577 D
2025-02-04 Ryan Michael Patrick Officer A-Award A Common Stock 1,785 0.00 2,790 D
2025-02-04 Minarro Viseras Enrique Officer A-Award A Restricted Stock Units 11,715 0.00 11,715 D
2025-02-04 Mendez Echevarria Maria Cristina Officer A-Award A Restricted Stock Units 12,780 0.00 12,780 D
2025-02-04 Marks Judith Fran Director / Officer F-InKind D Common Stock 12,087 94.43 1.14M 255,455 D
2025-02-04 Luersman Abbe Officer A-Award A Restricted Stock Units 6,390 0.00 6,390 D
2025-02-04 Loh Sally Officer A-Award A Restricted Stock Units 7,455 0.00 7,455 D
2025-02-04 LaFreniere Nora E. Officer A-Award A Restricted Stock Units 7,455 0.00 7,455 D
2025-02-04 Green Neil Officer F-InKind D Common Stock 913 94.43 86.2K 8,893 D
2025-02-04 Embree Tracy A Officer A-Award A Restricted Stock Units 10,650 0.00 10,650 D
2025-02-03 de Montlivault Stephane Officer M-Exempt D Restricted Stock Units 1,405 0.00 0 D
2025-02-03 Zheng Peiming Officer M-Exempt A Common Stock 1,280 0.00 1,449 D
2025-02-03 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 352 0.00 0 D
2025-02-03 Mendez Echevarria Maria Cristina Officer M-Exempt D Restricted Stock Units 293 0.00 0 D
2025-02-03 Marks Judith Fran Director / Officer M-Exempt D Restricted Stock Units 10,372 0.00 0 D
2025-02-03 Luersman Abbe Officer F-InKind D Common Stock 451 94.55 42.6K 10,843 D
2025-02-03 Loh Sally Officer M-Exempt A Common Stock 297 0.00 27,836 D
2025-02-03 LaFreniere Nora E. Officer M-Exempt D Restricted Stock Units 1,509 0.00 0 D
2025-02-03 Green Neil Officer M-Exempt D Restricted Stock Units 587 0.00 0 D
2025-01-31 Zheng Peiming Officer S-Sale D Common Stock 17,293 95.74 1.66M 15,570 D
2024-12-03 Zheng Peiming Officer A-Award A Restricted Stock Units 29,810 0.00 29,810 D
2024-12-02 Zheng Peiming Officer M-Exempt D Restricted Stock Units 26 0.00 587 D
2024-12-02 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 16 0.00 351 D
2024-11-08 Ryan Michael Patrick Officer F-InKind D Common Stock 9,977 100.95 1.01M 6,394 D
2024-11-07 Luersman Abbe Officer S-Sale D Common Stock 9,000 101.02 909.2K 9,992 D
2024-11-01 Minarro Viseras Enrique Officer M-Exempt A Common Stock 2,687 0.00 2,687 D
2024-11-01 Embree Tracy A Officer F-InKind D Common Stock 1,071 99.44 106.5K 1,616 D
2024-08-23 Mendez Echevarria Maria Cristina Officer D RSUs 290 0.00 0
2024-08-02 Luersman Abbe Officer F-InKind D Common Stock 4,669 94.29 440.2K 18,992
2024-07-23 Marks Judith Fran Director / Officer A-Award A Restricted Stock Units 102,691 0.00 102,691
2024-07-23 LaFreniere Nora E. Officer A-Award A Restricted Stock Units 30,808 0.00 30,808
2024-06-01 Loh Sally Officer M-Exempt A Common Stock 1,120 0.00 27,539
2024-05-16 WALKER JOHN H Director A-Award A Deferred Stock Units 3,573 0.00 25,164
2024-05-16 Stewart Shelley JR Director A-Award A Deferred Stock Units 1,926 0.00 13,590
2024-05-16 PRESTON MARGARET M V Director A-Award A Deferred Stock Units 3,418 0.00 17,135
2024-05-16 KEARNEY CHRISTOPHER J Director A-Award A Deferred Stock Units 3,210 0.00 14,501
2024-05-16 Jejurikar Shailesh Director A-Award A Deferred Stock Units 3,418 0.00 23,097
2024-05-16 Hannan Kathy Hopinkah Director A-Award A Deferred Stock Units 2,019 0.00 13,683
2024-05-16 Connors Nelda J Director A-Award A Deferred Stock Units 3,366 0.00 8,028
2024-05-16 Brannon Jill Director A-Award A Deferred Stock Units 3,366 0.00 5,516
2024-05-16 Black Jeffrey Harry Director A-Award A Deferred Stock Units 2,082 0.00 14,104
2024-05-16 Bartlett Thomas A Director A-Award A Deferred Stock Units 2,019 0.00 3,309
2024-05-07 Zheng Peiming Officer D-Return D Stock Appreciation Rights 23,620 67.83 1.60M 0
2024-03-01 Zheng Peiming Officer M-Exempt A Common Stock 301 0.00 32,782
2024-03-01 Loh Sally Officer M-Exempt D Restricted Stock Units 1,207 0.00 2,424
2024-02-21 de Montlivault Stephane Officer M-Exempt A Common Stock 44,406 63.92 2.84M 131,521
2024-02-20 Ryan Michael Patrick Officer S-Sale D Common Stock 3,522 90.77 319.7K 756
2024-02-20 LaFreniere Nora E. Officer M-Exempt D Stock Appreciation Rights 8,938 50.58 452.1K 0
2024-02-07 de Montlivault Stephane Officer M-Exempt A Common Stock 1,556 0.00 67,274
2024-02-07 Zheng Peiming Officer F-InKind D Common Stock 722 91.77 66.3K 32,481
2024-02-07 Ryan Michael Patrick Officer M-Exempt A Common Stock 361 0.00 4,392
2024-02-07 Marks Judith Fran Director / Officer M-Exempt A Common Stock 11,433 0.00 203,752
2024-02-07 Maheshwari Anurag Officer M-Exempt A Common Stock 2,701 0.00 33,813
2024-02-07 Luersman Abbe Officer M-Exempt A Common Stock 1,349 0.00 13,892
2024-02-07 Loh Sally Officer M-Exempt D Restricted Stock Units 309 0.00 627
2024-02-07 LaFreniere Nora E. Officer M-Exempt A Common Stock 1,556 0.00 41,850
2024-02-07 Green Neil Officer M-Exempt D Restricted Stock Units 578 0.00 1,168
2024-02-06 de Montlivault Stephane Officer A-Award A Stock Appreciation Rights 16,164 91.94 1.49M 16,164
2024-02-06 Zheng Peiming Officer A-Award A Stock Appreciation Rights 24,246 91.94 2.23M 24,246
2024-02-06 Ryan Michael Patrick Officer A-Award A Common Stock 5,210 0.00 5,719
2024-02-06 Minarro Viseras Enrique Officer A-Award A Stock Appreciation Rights 26,940 91.94 2.48M 26,940
2024-02-06 Marks Judith Fran Director / Officer A-Award A Common Stock 136,278 0.00 262,060
2024-02-06 Maheshwari Anurag Officer A-Award A Stock Appreciation Rights 31,250 91.94 2.87M 31,250
2024-02-06 Luersman Abbe Officer A-Award A Common Stock 14,536 0.00 17,830
2024-02-06 Loh Sally Officer A-Award A Restricted Stock Units 4,562 0.00 4,562
2024-02-06 LaFreniere Nora E. Officer A-Award A Stock Appreciation Rights 17,781 91.94 1.63M 17,781
2024-02-06 Green Neil Officer A-Award A Common Stock 7,696 0.00 8,480
2024-02-06 Embree Tracy A Officer A-Award A Restricted Stock Units 7,128 0.00 7,128
2024-02-05 de Montlivault Stephane Officer M-Exempt A Common Stock 1,741 0.00 44,876
2024-02-05 Zheng Peiming Officer F-InKind D Common Stock 461 90.89 41.9K 19,349
2024-02-05 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 402 0.00 0
2024-02-05 Marks Judith Fran Director / Officer M-Exempt A Common Stock 11,363 0.00 130,923
2024-02-05 Maheshwari Anurag Officer M-Exempt A Common Stock 573 0.00 26,560
2024-02-05 Loh Sally Officer M-Exempt A Common Stock 294 0.00 21,455
2024-02-05 LaFreniere Nora E. Officer F-InKind D Common Stock 497 90.89 45.2K 27,094
2024-02-05 Green Neil Officer M-Exempt A Common Stock 647 0.00 1,014
2024-02-03 de Montlivault Stephane Officer M-Exempt A Common Stock 1,375 0.00 43,135
2024-02-03 Zheng Peiming Officer M-Exempt D Restricted Stock Units 1,382 0.00 1,260
2024-02-03 Ryan Michael Patrick Officer M-Exempt D Restricted Stock Units 354 0.00 363
2024-02-03 Marks Judith Fran Director / Officer F-InKind D Common Stock 3,107 90.97 282.6K 119,560
2024-02-03 Maheshwari Anurag Officer M-Exempt D Restricted Stock Units 457 0.00 465
2024-02-03 Luersman Abbe Officer M-Exempt D Restricted Stock Units 1,273 0.00 1,282
2024-02-03 Loh Sally Officer M-Exempt A Common Stock 282 0.00 21,161

Executive team

Top executives
EBIT / Employee
29.6K
Shares Outstanding
383.72M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer 1.40M 13.18M 1.97M 429.4K 16.98M 77.65%
2 2025 Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer 912.5K 3.10M 707.4K 1.41M 6.13M 50.56%
3 2025 ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 762.4K 2.84M 518.2K 199.1K 4.32M 65.77%
4 2025 Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 715.0K 2.33M 505.0K 626.8K 4.17M 55.75%
5 2024 Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer 1.39M 34.65M 3.15M 2.50M 414.4K 42.10M 89.77%
6 2024 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 694.3K 4.84M 589.8K 701.0K 985.8K 7.81M 69.51%
7 2024 Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 694.3K 4.84M 589.8K 701.0K 985.8K 7.81M 69.51%
8 2024 Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 680.0K 4.37M 432.6K 644.0K 244.3K 6.37M 75.39%
9 2024 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel 523.4K 2.00M 663.7K 750.4K 537.6K 4.48M 59.57%
10 2024 Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer 523.4K 2.00M 663.7K 750.4K 537.6K 4.48M 59.57%
11 2024 ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 656.9K 2.03M 655.4K 920.5K 167.7K 4.43M 60.61%
12 2023 Judy Marks Chair, Chief Executive Officer and President 1.37M 8.85M 2.82M 2.45M 432.8K 15.92M 73.30%
13 2023 Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer 1.37M 8.85M 2.82M 2.45M 432.8K 15.92M 73.30%
14 2023 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer 175.0K 470.0K 5.27M 610.3K 137.0K 18.1K 6.69M 88.03%
15 2023 ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 173.0K 365.2K 4.36M 610.3K 147.7K 43.4K 5.70M 87.21%
16 2023 Tracy Embree President, Americas 173.0K 365.2K 4.36M 610.3K 147.7K 43.4K 5.70M 87.21%
17 2023 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 671.7K 1.45M 461.4K 574.0K 2.02M 5.18M 36.88%
18 2023 Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer ​ Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas 671.7K 1.45M 461.4K 574.0K 2.02M 5.18M 36.88%
19 2023 Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer 671.7K 1.45M 461.4K 574.0K 2.02M 5.18M 36.88%
20 2023 Anurag Maheshwari Executive Vice President & Chief Financial Officer 748.3K 2.09M 667.7K 840.0K 395.5K 4.74M 58.17%
21 2023 Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 642.5K 1.21M 385.2K 578.0K 173.5K 2.99M 53.31%
22 2022 Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer 1.30M 7.59M 2.45M 2.61M 527.1K 14.48M 69.33%
23 2022 Judy Marks Chair, Chief Executive Officer and President 1.30M 7.59M 2.45M 2.61M 527.1K 14.48M 69.33%
24 2022 Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer 1.30M 7.59M 2.45M 2.61M 527.1K 14.48M 69.33%
25 2022 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 635.0K 1.02M 330.3K 493.0K 1.42M 3.91M 34.69%
26 2022 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 635.0K 1.02M 330.3K 493.0K 1.42M 3.91M 34.69%
27 2022 Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer 635.0K 1.02M 330.3K 493.0K 1.42M 3.91M 34.69%
28 2022 Anurag Maheshwari Executive Vice President & Chief Financial Officer 545.0K 152.0K 1.42M 466.9K 664.0K 383.1K 3.63M 51.97%
29 2022 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel 545.0K 152.0K 1.42M 466.9K 664.0K 383.1K 3.63M 51.97%
30 2022 Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 610.0K 1.10M 354.7K 630.0K 214.8K 2.91M 50.01%
31 2022 Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer 610.0K 1.10M 354.7K 630.0K 214.8K 2.91M 50.01%
32 2021 Judy Marks Chair, Chief Executive Officer and President 1.23M 6.46M 2.09M 3.55M 440.0K 13.77M 62.10%
33 2021 Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer 1.23M 6.46M 2.09M 3.55M 440.0K 13.77M 62.10%
34 2021 Rahul Ghai Executive Vice President & Chief Financial Officer 787.5K 2.28M 738.9K 1.50M 229.9K 5.54M 54.53%
35 2021 Perry Zheng President, Otis China & Chief Customer Product Officer 618.8K 987.8K 320.2K 750.0K 2.37M 5.05M 25.92%
36 2021 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 618.8K 987.8K 320.2K 750.0K 1.48M 4.15M 31.49%
37 2021 Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer 618.8K 987.8K 320.2K 750.0K 1.48M 4.15M 31.49%
38 2021 Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 587.5K 1.06M 344.8K 828.0K 296.9K 3.12M 45.13%
39 2021 Perry Zheng President, Otis China & Chief Customer Product Officer Nora LaFreniere Executive Vice President & Chief General Counsel 587.5K 1.06M 344.8K 828.0K 296.9K 3.12M 45.13%
40 2021 Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific 577.2K 987.8K 320.2K 673.6K 456.3K 3.01M 43.38%
41 2020 Judy Marks Chair, Chief Executive Officer and President 1.01M 2.70M 5.80M 2.13M 346.3K 11.99M 66.14%
42 2020 Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer 1.01M 2.70M 5.80M 2.13M 346.3K 11.99M 66.14%
43 2020 Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer 1.01M 2.70M 5.80M 2.13M 346.3K 11.99M 66.14%
44 2020 Rahul Ghai Executive Vice President & Chief Financial Officer 674.7K 1.20M 2.33M 1.07M 133.6K 5.40M 62.80%
45 2020 Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 539.8K 655.0K 1.72M 538.5K 1.38M 4.83M 46.72%
46 2020 Peiming (Perry) Zheng President, Otis China Stephane de Montlivault President, Otis Asia Pacific 539.8K 655.0K 1.72M 538.5K 1.38M 4.83M 46.72%
47 2020 Perry Zheng President, Otis China & Chief Customer Product Officer 539.8K 655.0K 1.72M 538.5K 1.38M 4.83M 46.72%
48 2020 Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific 531.0K 435.6K 1.59M 433.1K 1.17M 4.16M 48.70%
49 2020 Perry Zheng President, Otis China & Chief Customer Product Officer Nora LaFreniere Executive Vice President & Chief General Counsel 488.5K 650.0K 1.78M 585.3K 275.2K 3.78M 62.62%
50 2020 Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer 488.5K 650.0K 1.78M 585.3K 275.2K 3.78M 62.62%
51 2020 Nora E. LaFreniere Executive Vice President, Chief General Counsel & Corporate Secretary Richard M. Eubanks, Jr. President, Otis EMEA (Former) 488.5K 650.0K 1.78M 585.3K 275.2K 3.78M 62.62%
52 2019 Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer 956.3K 1.50M 2.15M 2.07M 283.1K 6.96M 60.62%
53 2019 Judy Marks Chair, Chief Executive Officer and President 956.3K 1.50M 2.15M 2.07M 283.1K 6.96M 60.62%
54 2019 Peiming (Perry) Zheng President, Otis China Stephane de Montlivault President, Otis Asia Pacific 311.9K 875.0K 1.88M 815.5K 202.5K 4.08M 65.95%
55 2019 Rahul Ghai Executive Vice President & Chief Financial Officer 311.9K 875.0K 1.88M 815.5K 202.5K 4.08M 65.95%
56 2019 Nora E. LaFreniere Executive Vice President, Chief General Counsel & Corporate Secretary Richard M. Eubanks, Jr. President, Otis EMEA (Former) 493.7K 433.9K 505.4K 478.5K 1.04M 2.95M 33.30%
57 2019 Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific 493.7K 433.9K 505.4K 478.5K 1.04M 2.95M 33.30%
58 2018 Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer 868.8K 1.40M 2.95M 1.05M 241.6K 6.51M 61.46%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-07 DEFA14A
2026-04-17 DEFA14A
2026-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4

Executive team

NameTitleCompensationGender
Judith F. Marks Chair, President & Chief Executive Officer 4M female
Cristina Mendez Executive Vice President & Chief Financial Officer 3M female
Sally A. Loh President of Otis Greater China 2M female
Peiming Zheng Executive Vice President and Chief Product, Delivery & Customer Officer 2M male
Thibault Pierre-Marie Lefébure President of Otis Europe, Middle East & Africa 2M
Nora E. LaFreniere Executive Vice President & General Counsel 1M female
Enrique Minarro Viseras EVP & Chief Operating Officer 1M male
Joseph Jay Armas President of Otis Americas 800.1K male
Haran Vela Executive Vice President of Engineering male
Randi Tanguay Senior Vice President & Chief Communications Officer female
Rina Leonard Senior Vice President & Global Chief Information Officer female
Robert Quartaro Vice President of Investor Relations male
ESG Rating
B
INDUSTRIAL - MACHINERY
Rank: 53 out of 75
2026
E (Environmental)
57.4 / 62.9
Company / Sector avg.
S (Social)
76.3 / 67.9
Company / Sector avg.
G (Governance)
82.2 / 67.6
Company / Sector avg.
ESG Total
72.0 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2024-07-17 2024-08-05 Gary Peters MI Self Sale (Full) $1,001 - $15,000
2022-01-06 2022-02-17 Susan M. Collins ME Spouse Sale (Full) $1,001 - $15,000
2020-12-31 2021-01-12 Shelley Moore Capito WV Spouse Sale (Full) $1,001 - $15,000
2020-04-07 2020-05-27 Sheldon Whitehouse RI Joint Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-29 2026-05-19 William R. Keating MA09 Purchase $1,001 - $15,000
2025-07-25 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
2024-09-26 2025-08-20 Ritchie Torres NY15 Purchase $1,001 - $15,000
2024-09-04 2024-09-06 John James MI10 Sale (Full) $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-11-10 2024-09-02 John James MI10 Purchase $1,001 - $15,000
2023-11-03 2023-12-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-10-02 2023-11-08 Ro Khanna CA17 Sale $1,001 - $15,000
2023-08-03 2023-09-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-05-23 2023-06-12 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-11-03 2022-12-06 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-09-06 2022-10-07 Ro Khanna CA17 Sale $1,001 - $15,000
2022-08-23 2022-09-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-08-01 2022-09-08 Ro Khanna CA17 Sale $1,001 - $15,000
2022-07-19 2022-08-09 Ro Khanna CA17 Spouse Sale $15,001 - $50,000
2022-07-07 2022-07-28 Diana Harshbarger TN01 Joint Purchase $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-05-10 2022-06-10 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-04-21 2022-05-06 Ro Khanna CA17 Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits