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Otter Tail Corporation (OTTR)

USD89.06 +0.10 (+0.11%)
US NASDAQ Utilities Diversified Utilities
Address 215 South Cascade Street 56538-0496
Fergus Falls, MN, US
CEO Charles S. MacFarlane
IPO 1990-03-26
CIK 1466593 ISIN US6896481032

Explore sections of this company profile

Description

Otter Tail Corporation, an entity founded in 1907 and based in Fergus Falls, Minnesota, is a diversified enterprise conducting business in the United States across three primary sectors: an electric utility, manufacturing operations, and the production of plastic pipes. The company adopted its current name in 2001, having previously been known as Otter Tail Power Company. The Electric segment is responsible for generating, transmitting, distributing, and selling electricity. It serves approximately 133,000 residential, industrial, and commercial customers across Minnesota, North Dakota, and South Dakota. This segment draws its power from a mix of sources including coal, wind, hydroelectric, and natural gas, and actively participates in the Midcontinent Independent System Operator, Inc. (MISO) markets. Through its Manufacturing segment, the company offers services such as contract machining, metal parts stamping, fabrication, and painting. It also produces specialized plastic thermoformed products, including containers for horticultural purposes, packaging solutions for the life sciences and industrial sectors, and components for material handling. These products cater to a wide array of industries, such as recreational vehicles, agriculture, construction, lawn and garden, and industrial and energy equipment. Additionally, this segment manufactures custom packaging like clamshells, blister packs, and returnable trays, designed to transport and store unusually shaped or delicate parts for clients in the horticulture, medical, industrial, recreation, and electronics fields. Finally, the Plastics segment focuses on manufacturing polyvinyl chloride (PVC) pipes. These pipes are essential for various water management applications, including municipal water supply, rural water systems, wastewater treatment, storm drainage, and water reclamation projects. The products from this segment are sold to wholesalers and distributors through a combination of independent sales representatives, internal sales personnel, and dedicated customer service teams.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD89.06 +0.10 (+0.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
273.8K
Beta
0.44
Float Shares
41.09M
Free Float %
97.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.60% +0.78% -0.64% +3.12% +4.39% +11.00% +14.59% +15.59% +90.57% +198.11% +1,628.32%
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 (7 ratings, all time) Hold
Price Targets & DCF
Current price
89.06
Low 81.00 -9.1%
Consensus 81.00 -9.1%
Median 81.00 -9.1%
High 81.00 -9.1%
DCF (Unlevered) 92.45 +3.8%
DCF (Levered) 107.52 +20.7%

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) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
81.00
-9.1%
Quality scores
Altman Z-Score
2.13
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Diversified Utilities: +5.3%
    -2.0% Q1'26: +2.9% (vs Q1'25)
  • EPS growth Diversified Utilities: +4.4%
    -8.7% Q1'26: +6.8% (vs Q1'25)
  • FCF margin FCF growth · Diversified Utilities: +8.5%
    +16.4% Q1'26: -33.0% (vs Q1'25)
  • EBIT margin Diversified Utilities: +20.5%
    +26.5% Q1'26: +24.6% (vs Q1'25)
  • ROIC Diversified Utilities: +4.5%
    +11.7% Q1'26: +11.8% (vs Q1'25)
  • Share dilution Diversified Utilities: -0.2%
    +0.1% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Diversified Utilities: 3.55×
    2.38× Q1'26: 2.63× (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 (0.47) × ERP
WACC = 77% × Ke + 23% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 91.56 Current price: 89.06
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 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
1.08B
est: 3.23B (-66.6%)
859.24M
est: 689.42M (+24.6%)
893.31M
est: 726.60M (+22.9%)
799.26M
est: 650.16M (+22.9%)
779.80M
est: 800.30M (-2.6%)
803.54M
est: 800.41M (+0.4%)
849.35M
est: 858.50M (-1.1%)
916.45M
est: 884.00M (+3.7%)
919.50M
est: 936.87M (-1.9%)
890.11M
est: 889.83M (+0.0%)
1.20B
est: 1.19B (+0.9%)
1.46B
est: 1.48B (-1.0%)
1.35B
est: 1.36B (-0.9%)
1.33B
est: 1.34B (-0.9%)
1.30B
est: 1.31B (-0.2%)
1.32B
1.31B – 1.33B
+0.9% YoY
1.36B
1.35B – 1.37B
+3.1% YoY
1.42B
1.41B – 1.43B
+4.3% YoY
1.47B
1.46B – 1.48B
+3.8% YoY
1.54B
1.52B – 1.55B
+4.3% YoY
EBITDA
125.03M
est: 73.06M (+71.1%)
132.77M
est: 65.67M (+102.2%)
150.58M
est: 135.93M (+10.8%)
161.16M
est: 155.30M (+3.8%)
171.75M
est: 172.43M (-0.4%)
187.45M
est: 181.75M (+3.1%)
199.21M
est: 164.08M (+21.4%)
202.01M
est: 172.58M (+17.1%)
213.79M
est: 225.98M (-5.4%)
232.54M
est: 200.60M (+15.9%)
341.95M
est: 312.53M (+9.4%)
486.15M
est: 364.82M (+33.3%)
499.12M
est: 603.41M (-17.3%)
515.83M
est: 594.75M (-13.3%)
463.79M
est: 579.20M (-19.9%)
584.65M
580.25M – 588.38M
+0.9% YoY
602.87M
598.33M – 606.72M
+3.1% YoY
628.59M
623.86M – 632.60M
+4.3% YoY
652.74M
647.83M – 656.91M
+3.8% YoY
680.67M
675.55M – 685.01M
+4.3% YoY
EBIT
55.03M
est: 56.17M (-2.0%)
85.11M
est: 52.02M (+63.6%)
94.24M
est: 84.41M (+11.6%)
99.53M
est: 95.36M (+4.4%)
109.21M
est: 107.84M (+1.3%)
114.43M
est: 107.58M (+6.4%)
126.67M
est: 102.72M (+23.3%)
127.34M
est: 109.22M (+16.6%)
135.70M
est: 142.40M (-4.7%)
150.50M
est: 127.10M (+18.4%)
250.59M
est: 228.22M (+9.8%)
393.55M
est: 288.04M (+36.6%)
401.17M
est: 455.79M (-12.0%)
408.71M
est: 449.24M (-9.0%)
345.68M
est: 437.50M (-21.0%)
441.61M
438.29M – 444.43M
+0.9% YoY
455.38M
451.95M – 458.28M
+3.1% YoY
474.81M
471.24M – 477.84M
+4.3% YoY
493.05M
489.34M – 496.19M
+3.8% YoY
514.15M
510.28M – 517.43M
+4.3% YoY
Net Income
-13.24M
est: -55.30M (+76.1%)
-5.27M
est: -2.18M (-141.4%)
50.87M
est: 44.63M (+14.0%)
57.72M
est: 55.28M (+4.4%)
59.35M
est: 60.94M (-2.6%)
62.32M
est: 60.40M (+3.2%)
72.44M
est: 59.01M (+22.8%)
82.35M
est: 69.25M (+18.9%)
86.85M
est: 91.48M (-5.1%)
95.85M
est: 82.05M (+16.8%)
176.77M
est: 161.63M (+9.4%)
284.18M
est: 206.82M (+37.4%)
294.19M
est: 311.07M (-5.4%)
301.66M
est: 300.52M (+0.4%)
275.89M
est: 280.40M (-1.6%)
239.26M
237.09M – 241.42M
-14.7% YoY
222.53M
220.52M – 224.54M
-7.0% YoY
202.43M
179.52M – 209.30M
-9.0% YoY
208.34M
206.30M – 210.07M
+2.9% YoY
224.48M
222.29M – 226.35M
+7.7% YoY
SGA
est: 142.14M (-100.0%)
est: 30.37M (-100.0%)
est: 32.01M (-100.0%)
est: 28.64M (-100.0%)
est: 35.26M (-100.0%)
5.11M
est: 35.26M (-85.5%)
5.62M
est: 37.82M (-85.1%)
5.51M
est: 38.95M (-85.9%)
4.29M
est: 41.27M (-89.6%)
3.44M
est: 39.20M (-91.2%)
65.39M
est: 52.24M (+25.2%)
69.72M
est: 64.99M (+7.3%)
72.66M
est: 76.19M (-4.6%)
80.07M
est: 75.09M (+6.6%)
82.57M
est: 73.13M (+12.9%)
73.82M
73.26M – 74.29M
+0.9% YoY
76.12M
75.54M – 76.60M
+3.1% YoY
79.37M
78.77M – 79.87M
+4.3% YoY
82.41M
81.79M – 82.94M
+3.8% YoY
85.94M
85.29M – 86.49M
+4.3% YoY
EPS
-0.37
est: 1.08 (-134.4%)
-0.15
est: 0.82 (-118.4%)
1.39
est: 1.24 (+12.1%)
1.58
est: 1.61 (-1.9%)
1.58
est: 1.59 (-0.3%)
1.62
est: 1.59 (+1.9%)
1.84
est: 1.82 (+1.3%)
2.08
est: 2.10 (-0.7%)
2.19
est: 2.17 (+0.8%)
2.35
est: 2.35 (+0.1%)
4.26
est: 4.18 (+2.0%)
6.83
est: 6.62 (+3.2%)
7.06
est: 7.46 (-5.3%)
7.22
est: 7.14 (+1.1%)
6.59
est: 6.65 (-0.8%)
5.69
5.63 – 5.73
-14.4% YoY
5.29
5.24 – 5.33
-7.0% YoY
4.64
4.26 – 4.97
-12.2% YoY
4.95
4.90 – 4.99
+6.5% YoY
5.33
5.28 – 5.37
+7.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-05 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-04 A+ 4/5 4/5 5/5 5/5 3/5 4/5 3/5
2026-05-01 A+ 4/5 4/5 5/5 5/5 3/5 4/5 3/5
2026-04-30 A+ 4/5 4/5 5/5 5/5 3/5 4/5 3/5
2026-04-29 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-04-28 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-04-27 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-04-24 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-04-23 A 4/5 4/5 5/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 4/5 5/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 4/5 5/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 4/5 5/5 5/5 2/5 3/5 3/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-15 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-11.77M
OE per share TTM
-0.29
Owner's Yield
-0.31%
Maintenance CapEx ratio
229.73%
Maint CapEx / Avg PPE
191.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
76
Total invested
66.00M
Insider transactions (90d)
0
Beneficial owners (>5%)
4
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 4.35M 10.47% 33.3K 4.28M 71.2K IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 2.99M 7.20% 2.92M 2.99M HC Delaware 2022-02-03
3 Cascade Investment, L.L.C. 2.97M 7.10% 2.97M 2.97M 10.00 OO State of Washington 2024-10-03
4 William H. Gates III 2.97M 7.10% 2.97M 2.97M 10.00 IN United States of America 2024-10-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
76
-279 vs prev Q
New positions
4
Closed positions
281
Increased
29
Reduced
18
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 6.39M +30.0K (+0.5%) 516.49M -5.0M (-1.0%) 15.26% +0.070 pp 0.01% 0.000 pp USD77.94 +3.7% 6 qtrs
2 VANGUARD GROUP INC 5.06M -36.6K (-0.7%) 408.86M -8.9M (-2.1%) 12.08% -0.088 pp 0.01% 0.000 pp USD59.69 +35.4% 84 qtrs
3 STATE STREET CORP 1.56M -3.9K (-0.3%) 126.18M -2.1M (-1.7%) 3.73% -0.010 pp 0.00% 0.000 pp USD53.65 +50.6% 51 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.02M +4.2K (+0.4%) 82.38M -839.8K (-1.0%) 2.43% +0.010 pp 0.01% 0.000 pp USD50.61 +59.7% 78 qtrs
5 DIMENSIONAL FUND ADVISORS LP 850.7K -8.3K (-1.0%) 68.75M -1.7M (-2.4%) 2.02% -0.030 pp 0.01% -0.001 pp USD31.97 +152.8% 51 qtrs
6 FIRST TRUST ADVISORS LP 810.6K -654.0K (-44.7%) 65.51M -54.5M (-45.4%) 1.93% -1.572 pp 0.05% -0.042 pp USD80.75 +0.1% 39 qtrs
7 MORGAN STANLEY 562.3K +30.6K (+5.8%) 45.44M +1.9M (+4.3%) 1.34% +0.073 pp 0.00% +0.000 pp USD72.81 +11.0% 51 qtrs
8 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 554.7K -1.1K (-0.2%) 44.83M -736.0K (-1.6%) 1.32% -0.003 pp 0.08% -0.006 pp USD77.51 +4.3% 6 qtrs
9 LSV ASSET MANAGEMENT 536.9K +367.9K (+217.6%) 43.39M +29.5M (+213.1%) 1.28% +0.878 pp 0.09% +0.064 pp USD80.63 +0.2% 3 qtrs
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 532.7K -8.8K (-1.6%) 43.05M -1.3M (-3.0%) 1.27% -0.028 pp 0.01% 0.000 pp USD48.84 +65.5% 100 qtrs
11 GABELLI FUNDS LLC 469.1K +— (+0.0%) 37.91M -544.2K (-1.4%) 1.11% -0.006 pp 0.26% -0.004 pp USD25.00 +223.2% 64 qtrs
12 JPMORGAN CHASE & CO 418.9K -186.6K (-30.8%) 33.85M -15.8M (-31.8%) 1.00% -0.451 pp 0.00% -0.001 pp USD76.17 +6.1% 41 qtrs
13 NORTHERN TRUST CORP 414.8K -28.1K (-6.3%) 33.52M -2.8M (-7.7%) 0.99% -0.072 pp 0.00% 0.000 pp USD42.19 +91.5% 51 qtrs
14 BANK OF NEW YORK MELLON CORP 358.6K -12.7K (-3.4%) 28.98M -1.5M (-4.8%) 0.85% -0.035 pp 0.01% -0.001 pp USD47.80 +69.1% 66 qtrs
15 ADAGE CAPITAL PARTNERS GP, L.L.C. 344.1K +179.1K (+108.6%) 27.81M +14.3M (+105.6%) 0.82% +0.428 pp 0.04% +0.021 pp USD80.60 +0.3% 6 qtrs
16 GOLDMAN SACHS GROUP INC 329.2K +6.4K (+2.0%) 26.60M +143.4K (+0.5%) 0.79% +0.015 pp 0.00% +0.000 pp USD78.80 +2.6% 40 qtrs
17 BANK OF AMERICA CORP /DE/ 325.1K -52.1K (-13.8%) 26.27M -4.6M (-15.0%) 0.78% -0.125 pp 0.00% 0.000 pp USD75.68 +6.8% 52 qtrs
18 GAMCO INVESTORS, INC. ET AL 272.4K +— (+0.0%) 22.01M -315.9K (-1.4%) 0.65% -0.003 pp 0.21% -0.005 pp USD29.45 +174.4% 64 qtrs
19 TWO SIGMA INVESTMENTS, LP 271.7K +134.0K (+97.4%) 21.95M +10.7M (+94.6%) 0.65% +0.320 pp 0.03% +0.014 pp USD81.16 -0.4% 10 qtrs
20 D. E. SHAW & CO., INC. 248.2K -11.8K (-4.5%) 20.06M -1.3M (-5.9%) 0.59% -0.031 pp 0.01% -0.001 pp USD79.95 +1.1% 11 qtrs
21 INVESCO LTD. 231.2K -5.5K (-2.3%) 18.68M -716.4K (-3.7%) 0.55% -0.013 pp 0.00% 0.000 pp USD70.67 +14.3% 57 qtrs
22 FEDERATED HERMES, INC. 205.3K +44.2K (+27.4%) 16.59M +3.4M (+25.6%) 0.49% +0.103 pp 0.03% +0.004 pp USD75.24 +7.4% 27 qtrs
23 QUBE RESEARCH & TECHNOLOGIES LTD 201.3K +34.8K (+20.9%) 16.26M +2.6M (+19.2%) 0.48% +0.081 pp 0.02% +0.002 pp USD79.39 +1.8% 7 qtrs
24 PRINCIPAL FINANCIAL GROUP INC 199.6K -2.5K (-1.2%) 16.13M -436.9K (-2.6%) 0.47% -0.009 pp 0.01% 0.000 pp USD72.72 +11.1% 42 qtrs
25 PUBLIC SECTOR PENSION INVESTMENT BOARD 193.9K +11.8K (+6.5%) 15.67M +745.0K (+5.0%) 0.46% +0.026 pp 0.05% -0.002 pp USD78.98 +2.3% 12 qtrs
26 MARSHALL WACE, LLP 173.4K +20.9K (+13.7%) 14.01M +1.5M (+12.1%) 0.41% +0.050 pp 0.01% +0.000 pp USD80.95 -0.2% 10 qtrs
27 TWO SIGMA ADVISERS, LP 161.1K +124.0K (+334.2%) 13.02M +10.0M (+328.1%) 0.38% +0.296 pp 0.03% +0.019 pp USD81.15 -0.4% 9 qtrs
28 NUVEEN, LLC 152.0K -1.6K (-1.0%) 12.28M -308.3K (-2.4%) 0.36% -0.004 pp 0.00% 0.000 pp USD80.37 +0.5% 4 qtrs
29 MILLENNIUM MANAGEMENT LLC 146.5K +16.2K (+12.5%) 11.84M +1.2M (+10.9%) 0.35% +0.039 pp 0.01% +0.000 pp USD78.61 +2.8% 36 qtrs
30 JANE STREET GROUP, LLC 139.1K +101.4K (+268.9%) 11.24M +8.2M (+263.7%) 0.33% +0.242 pp 0.00% +0.001 pp USD80.48 +0.4% 17 qtrs
31 ROYAL BANK OF CANADA 136.2K +5.8K (+4.4%) 11.01M +318.0K (+3.0%) 0.33% +0.014 pp 0.00% +0.000 pp USD77.27 +4.6% 51 qtrs
32 VICTORY CAPITAL MANAGEMENT INC 128.4K +1.5K (+1.2%) 10.38M -25.0K (-0.2%) 0.31% +0.002 pp 0.01% 0.000 pp USD73.96 +9.3% 43 qtrs
33 BANK & TRUST CO 122.0K -47.0 (0.0%) 9.86M -145.4K (-1.5%) 0.29% -0.002 pp 6.96% -0.428 pp USD86.30 -6.4% 7 qtrs
34 CITADEL ADVISORS LLC 115.2K -3.6K (-3.0%) 9.31M -426.8K (-4.4%) 0.28% -0.009 pp 0.00% 0.000 pp USD77.03 +4.9% 16 qtrs
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 112.0K -2.8K (-2.5%) 9.05M -363.2K (-3.9%) 0.27% -0.007 pp 0.03% +0.000 pp USD75.83 +6.6% 5 qtrs
36 HRT FINANCIAL LP 111.9K +49.7K (+80.0%) 9.04M +3.9M (+77.4%) 0.27% +0.119 pp 0.03% +0.010 pp USD79.25 +2.0% 20 qtrs
37 LEGAL & GENERAL GROUP PLC 103.3K -7.0K (-6.4%) 8.35M -695.6K (-7.7%) 0.25% -0.018 pp 0.00% 0.000 pp USD66.15 +22.2% 46 qtrs
38 AMERIPRISE FINANCIAL INC 98.5K -4.8K (-4.6%) 7.96M -506.5K (-6.0%) 0.23% -0.013 pp 0.00% 0.000 pp USD68.84 +17.4% 55 qtrs
39 PHOCAS FINANCIAL CORP. 97.7K -235.0 (-0.2%) 7.89M -132.6K (-1.7%) 0.23% -0.002 pp 1.03% -0.014 pp USD48.42 +66.9% 20 qtrs
40 RHUMBLINE ADVISERS 97.3K -5.5K (-5.4%) 7.86M -566.7K (-6.7%) 0.23% -0.013 pp 0.01% 0.000 pp USD56.71 +42.5% 51 qtrs
41 UBS GROUP AG 95.6K -52.6K (-35.5%) 7.72M -4.4M (-36.4%) 0.23% -0.126 pp 0.00% -0.001 pp USD77.08 +4.8% 45 qtrs
42 UBS ASSET MANAGEMENT AMERICAS INC 93.3K +52.4K (+128.3%) 7.54M +4.2M (+125.1%) 0.22% +0.124 pp 0.00% +0.001 pp USD76.10 +6.2% 52 qtrs
43 PRUDENTIAL FINANCIAL INC 92.5K -7.6K (-7.6%) 7.48M -730.6K (-8.9%) 0.22% -0.018 pp 0.01% -0.001 pp USD66.16 +22.1% 35 qtrs
44 WHITTIER TRUST CO 90.0K +108.0 (+0.1%) 7.37M +202.2K (+2.8%) 0.21% -0.001 pp 0.08% -0.002 pp USD52.37 +54.3% 51 qtrs
45 DENALI ADVISORS LLC 88.7K +2.6K (+3.0%) 7.17M +108.4K (+1.5%) 0.21% +0.005 pp 0.80% -0.002 pp USD79.58 +1.5% 5 qtrs
46 SQUAREPOINT OPS LLC 83.9K +67.1K (+399.7%) 6.78M +5.4M (+392.7%) 0.20% +0.159 pp 0.01% +0.006 pp USD80.55 +0.3% 14 qtrs
47 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 83.6K +226.0 (+0.3%) 6.75M -78.4K (-1.1%) 0.20% +0.001 pp 0.02% -0.001 pp USD57.87 +39.6% 25 qtrs
48 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 82.7K -3.0K (-3.5%) 6.68M -341.4K (-4.9%) 0.20% -0.008 pp 0.04% -0.003 pp USD78.12 +3.4% 6 qtrs
49 PROSHARE ADVISORS LLC 79.6K -1.8K (-2.2%) 6.44M -240.7K (-3.6%) 0.19% -0.005 pp 0.01% -0.003 pp USD77.55 +4.2% 33 qtrs
50 WELLS FARGO & COMPANY/MN 77.7K +16.8K (+27.6%) 6.28M +1.3M (+25.8%) 0.19% +0.040 pp 0.00% +0.000 pp USD71.94 +12.3% 57 qtrs
51 BNP PARIBAS ARBITRAGE, SNC 76.8K -11.1K (-12.7%) 6.20M -1.0M (-13.9%) 0.18% -0.027 pp 0.00% -0.001 pp USD77.21 +4.7% 51 qtrs
52 TUDOR INVESTMENT CORP ET AL 75.0K -66.3K (-46.9%) 6.06M -5.5M (-47.7%) 0.18% -0.159 pp 0.01% -0.009 pp USD81.17 -0.4% 10 qtrs
53 SWISS NATIONAL BANK 74.4K +1.3K (+1.8%) 6.01M +20.3K (+0.3%) 0.18% +0.002 pp 0.00% +0.000 pp USD39.53 +104.4% 51 qtrs
54 BUCK WEALTH STRATEGIES, LLC 72.9K +5.1K (+7.5%) 5.89M +334.8K (+6.0%) 0.17% +0.011 pp 0.75% -0.014 pp USD75.30 +7.3% 5 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 69.3K -101.0 (-0.1%) 5.60M -88.6K (-1.6%) 0.16% -0.001 pp 0.01% +0.000 pp USD56.93 +41.9% 44 qtrs
56 BARCLAYS PLC 65.9K -4.7K (-6.6%) 5.33M -189.0K (-3.4%) 0.16% -0.011 pp 0.00% 0.000 pp USD77.83 +3.8% 51 qtrs
57 LPL FINANCIAL LLC 64.0K -2.1K (-3.2%) 5.18M -246.6K (-4.5%) 0.15% -0.006 pp 0.00% 0.000 pp USD65.96 +22.5% 38 qtrs
58 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 62.9K +34.7K (+123.2%) 5.08M +2.8M (+120.1%) 0.15% +0.082 pp 0.01% +0.004 pp USD81.33 -0.6% 2 qtrs
59 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 56.2K +49.9K (+786.4%) 4.55M +4.0M (+774.9%) 0.13% +0.118 pp 0.01% +0.007 pp USD80.82 0.0% 4 qtrs
60 CBOE VEST FINANCIAL, LLC 54.5K -10.9K (-16.7%) 4.40M -958.7K (-17.9%) 0.13% -0.027 pp 0.06% -0.014 pp USD80.40 +0.5% 4 qtrs
61 WHITTIER TRUST CO OF NEVADA INC 48.2K +721.0 (+1.5%) 3.95M +161.1K (+4.3%) 0.11% +0.001 pp 0.08% +0.001 pp USD61.20 +32.0% 51 qtrs
62 MAN GROUP PLC 47.3K -14.0K (-22.8%) 3.82M -1.2M (-23.9%) 0.11% -0.034 pp 0.01% -0.002 pp USD81.97 -1.4% 13 qtrs
63 ALLIANCEBERNSTEIN L.P. 45.9K +2.2K (+5.1%) 3.71M +130.4K (+3.6%) 0.11% +0.005 pp 0.00% +0.000 pp USD48.92 +65.2% 61 qtrs
64 PRICE T ROWE ASSOCIATES INC /MD/ 44.5K +1.8K (+4.2%) 3.60M +96.0K (+2.7%) 0.11% +0.004 pp 0.00% +0.000 pp USD57.76 +39.9% 66 qtrs
65 MUFG SECURITIES EMEA PLC 44.0K +44.0K (+100.0%) 3.56M +3.6M (+100.0%) 0.10% +0.105 pp 0.04% +0.041 pp USD80.81 +0.0% 1 qtrs NEW
66 RAYMOND JAMES FINANCIAL INC 42.7K -28.0 (-0.1%) 3.45M -51.7K (-1.5%) 0.10% -0.001 pp 0.00% 0.000 pp USD75.41 +7.2% 5 qtrs
67 THRIVENT FINANCIAL FOR LUTHERANS 41.2K +8.7K (+26.6%) 3.33M +662.0K (+24.8%) 0.10% +0.020 pp 0.01% +0.001 pp USD74.79 +8.0% 12 qtrs
68 PALISADES INVESTMENT PARTNERS, LLC 40.9K +700.0 (+1.7%) 3.30M +9.8K (+0.3%) 0.10% +0.001 pp 1.25% -0.045 pp USD85.72 -5.7% 7 qtrs
69 AMERICAN CENTURY COMPANIES INC 39.9K +23.8K (+147.8%) 3.23M +1.9M (+144.3%) 0.09% +0.056 pp 0.00% +0.001 pp USD76.81 +5.2% 18 qtrs
70 CITIGROUP INC 38.5K -2.1K (-5.3%) 3.11M -220.1K (-6.6%) 0.09% -0.006 pp 0.00% 0.000 pp USD79.52 +1.6% 55 qtrs
71 BENJAMIN EDWARDS INC 38.3K -54.0 (-0.1%) 3.09M -48.9K (-1.6%) 0.09% -0.001 pp 0.03% -0.001 pp USD81.97 -1.4% 2 qtrs
72 FIRST MANHATTAN CO. LLC. 38.2K -300.0 (-0.8%) 3.09M -68.9K (-2.2%) 0.09% -0.001 pp 0.01% 0.000 pp USD28.47 +183.8% 51 qtrs
73 FRANKLIN RESOURCES INC 37.0K +5.4K (+17.1%) 2.99M +399.3K (+15.4%) 0.09% +0.012 pp 0.00% +0.000 pp USD80.50 +0.4% 18 qtrs
74 US BANCORP \DE\ 36.7K +4.1K (+12.7%) 2.97M +296.4K (+11.1%) 0.09% +0.009 pp 0.00% +0.000 pp USD60.61 +33.3% 51 qtrs
75 GREAT WEST LIFE ASSURANCE CO /CAN/ 36.3K +1.9K (+5.5%) 2.93M +124.0K (+4.4%) 0.09% +0.004 pp 0.01% +0.001 pp USD74.65 +8.3% 49 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 35.8K +902.0 (+2.6%) 2.89M +32.5K (+1.1%) 0.08% +0.002 pp 0.00% +0.000 pp USD33.91 +138.3% 52 qtrs
77 BRIDGEWAY CAPITAL MANAGEMENT, LLC 35.6K -2.5K (-6.6%) 2.88M -246.2K (-7.9%) 0.09% -0.006 pp 0.06% -0.006 pp USD84.78 -4.7% 9 qtrs
78 WELLINGTON MANAGEMENT GROUP LLP 35.0K +35.0K (+100.0%) 2.83M +2.8M (+100.0%) 0.08% +0.083 pp 0.00% +0.001 pp USD80.81 +0.0% 1 qtrs NEW
79 DEUTSCHE BANK AG\ 35.0K +1.2K (+3.7%) 2.83M +61.7K (+2.2%) 0.08% +0.003 pp 0.00% +0.000 pp USD63.94 +26.4% 50 qtrs
80 ADVISOR GROUP HOLDINGS, INC. 34.5K +2.6K (+8.3%) 2.79M +121.3K (+4.5%) 0.08% +0.006 pp 0.00% +0.000 pp USD65.48 +23.4% 24 qtrs
81 MARTINGALE ASSET MANAGEMENT L P 33.2K +757.0 (+2.3%) 2.69M +23.5K (+0.9%) 0.08% +0.001 pp 0.07% +0.001 pp USD61.09 +32.3% 53 qtrs
82 XTX TOPCO LTD 32.4K +27.4K (+538.3%) 2.62M +2.2M (+529.3%) 0.08% +0.065 pp 0.07% +0.047 pp USD80.23 +0.7% 3 qtrs
83 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 31.9K -900.0 (-2.7%) 2.58M -110.8K (-4.1%) 0.08% -0.003 pp 0.01% -0.002 pp USD80.24 +0.7% 12 qtrs
84 ROYCE & ASSOCIATES LP 31.7K -212.0 (-0.7%) 2.56M -54.2K (-2.1%) 0.08% -0.001 pp 0.03% 0.000 pp USD79.33 +1.9% 11 qtrs
85 FINANCIAL ENGINES ADVISORS L.L.C. 30.6K +600.0 (+2.0%) 2.47M +13.7K (+0.6%) 0.07% +0.001 pp 0.00% +0.000 pp USD83.96 -3.8% 7 qtrs
86 QUEST PARTNERS LLC 30.6K +10.5K (+52.0%) 2.47M +821.7K (+49.9%) 0.07% +0.025 pp 0.14% +0.031 pp USD80.72 +0.1% 8 qtrs
87 STATE OF NEW JERSEY COMMON PENSION FUND D 26.3K +719.0 (+2.8%) 2.13M +28.4K (+1.4%) 0.06% +0.001 pp 0.01% +0.000 pp USD60.37 +33.9% 19 qtrs
88 EXODUSPOINT CAPITAL MANAGEMENT, LP 26.0K +26.0K (+100.0%) 2.10M +2.1M (+100.0%) 0.06% +0.062 pp 0.02% +0.017 pp USD80.81 +0.0% 20 qtrs
89 MARINER, LLC 25.5K +1.7K (+7.1%) 2.06M +109.1K (+5.6%) 0.06% +0.004 pp 0.00% 0.000 pp USD74.73 +8.1% 14 qtrs
90 DARK FOREST CAPITAL MANAGEMENT LP 25.1K +25.1K (+100.0%) 2.03M +2.0M (+100.0%) 0.06% +0.060 pp 0.09% +0.093 pp USD80.81 +0.0% 1 qtrs NEW
91 JOHN G ULLMAN & ASSOCIATES INC 25.0K +4.3K (+20.8%) 2.02M +323.5K (+19.1%) 0.06% +0.010 pp 0.27% +0.041 pp USD77.12 +4.8% 6 qtrs
92 TREXQUANT INVESTMENT LP 23.9K -32.3K (-57.5%) 1.93M -2.7M (-58.1%) 0.06% -0.077 pp 0.02% -0.030 pp USD81.82 -1.2% 10 qtrs
93 COMMONWEALTH EQUITY SERVICES, LLC 23.7K -4.6K (-16.3%) 1.91M -405.1K (-17.5%) 0.06% -0.011 pp 0.00% -0.001 pp USD83.21 -2.9% 8 qtrs
94 ELO MUTUAL PENSION INSURANCE CO 23.1K +23.1K (+100.0%) 1.87M +1.9M (+100.0%) 0.05% +0.055 pp 0.03% +0.029 pp USD80.81 +0.0% 1 qtrs NEW
95 CAPSTONE INVESTMENT ADVISORS, LLC 22.9K +14.4K (+167.7%) 1.85M +1.2M (+163.9%) 0.05% +0.034 pp 0.00% +0.002 pp USD80.46 +0.4% 3 qtrs
96 STATE OF WISCONSIN INVESTMENT BOARD 22.4K -1.6K (-6.8%) 1.81M -160.7K (-8.2%) 0.05% -0.004 pp 0.00% -0.001 pp USD82.70 -2.3% 17 qtrs
97 ILLINOIS MUNICIPAL RETIREMENT FUND 22.2K +305.0 (+1.4%) 1.79M -757.0 (0.0%) 0.05% +0.001 pp 0.02% 0.000 pp USD76.49 +5.6% 10 qtrs
98 ALPS ADVISORS INC 21.7K -1.5K (-6.4%) 1.75M -146.3K (-7.7%) 0.05% -0.004 pp 0.01% 0.000 pp USD74.50 +8.5% 15 qtrs
99 STATE OF ALASKA, DEPARTMENT OF REVENUE 21.3K +251.0 (+1.2%) 1.72M -4.0K (-0.2%) 0.05% +0.000 pp 0.02% +0.001 pp USD72.70 +11.2% 12 qtrs
100 METLIFE INVESTMENT MANAGEMENT, LLC 21.1K -1.5K (-6.8%) 1.70M -150.9K (-8.1%) 0.05% -0.004 pp 0.01% -0.001 pp USD55.76 +44.9% 33 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
3.00
Bullish
Buys
14
Sells
2
Shares acquired
23.6K
Shares disposed
646.00
Cash buys
Cash sales
Net activity
+22,914
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
2026-04-13 Wahlund Todd R Officer A-Award A Restricted Stock Units 300 0.00 300 D
2026-04-13 WEBB THOMAS J Director A-Award A Common Stock 1,500 0.00 17,600 D
2026-04-13 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 5,800 0.00 5,800 D
2026-04-13 Rasche Steven P Director A-Award A Common Stock 1,900 0.00 2,000 D
2026-04-13 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 1,400 0.00 1,400 D
2026-04-13 PARTAIN NATHAN I Director A-Award A Common Stock 2,000 0.00 10,969 D
2026-04-13 Nelson Tyler J Officer Common Stock 0 0.00 4,355 D
2026-04-13 Ludford Mary E Director A-Award A Common Stock 1,500 0.00 7,071 D
2026-04-13 LeBeau Michael E Director A-Award A Common Stock 1,500 0.00 9,300 D
2026-04-13 Johnson Kathryn O Director A-Award A Common Stock 1,500 0.00 29,453 D
2026-04-13 ERICKSON JOHN D Director A-Award A Common Stock 1,500 0.00 3,133 D
2026-04-13 Crain Jeanne H Director A-Award A Common Stock 1,500 0.00 7,071 D
2026-04-13 Clark Christopher B Director A-Award A Common Stock 1,900 0.00 1,900 D
2026-04-08 Wahlund Todd R Officer M-Exempt A Common Stock 460 90.11 41.5K 10,533 D
2026-02-11 Smestad Jennifer O. Officer F-InKind D Common Stock 3,031 86.43 262.0K 19,137 D
2026-02-11 ROGELSTAD TIMOTHY J Officer F-InKind D Common Stock 4,212 86.43 364.0K 61,080 D
2026-02-11 MACFARLANE CHARLES S Officer F-InKind D Common Stock 23,515 86.43 2.03M 251,597 D
2026-02-11 KNUTSON PAUL L Officer F-InKind D Common Stock 1,592 86.43 137.6K 24,983 D
2026-02-11 Abbott John S Officer F-InKind D Common Stock 4,209 86.43 363.8K 50,896 D
2026-02-10 Wahlund Todd R Officer A-Award A Restricted Stock Units 1,400 0.00 1,400 D
2026-02-10 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,100 0.00 1,100 D
2026-02-10 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 1,600 0.00 1,600 D
2026-02-10 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 9,400 0.00 9,400 D
2026-02-10 KNUTSON PAUL L Officer A-Award A Restricted Stock Units 800 0.00 800 D
2026-02-10 Abbott John S Officer A-Award A Restricted Stock Units 1,600 0.00 1,600 D
2026-02-06 Wahlund Todd R Officer F-InKind D Common Stock 119 87.83 10.5K 10,029 D
2026-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 300 0.00 900 D
2026-02-06 ROGELSTAD TIMOTHY J Officer M-Exempt D Restricted Stock Units 350 0.00 700 D
2026-02-06 MACFARLANE CHARLES S Officer M-Exempt D Restricted Stock Units 2,175 0.00 0 D
2026-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 175 0.00 525 D
2026-02-06 Abbott John S Officer M-Exempt D Restricted Stock Units 400 0.00 0 D
2026-01-01 Rasche Steven P Director Common Stock 0 0.00 101 D
2026-01-01 Clark Christopher B Director 0 0.00 0
2025-04-13 WEBB THOMAS J Director A-Award A Common Stock 1,700 0.00 16,100 D
2025-04-13 PARTAIN NATHAN I Director A-Award A Common Stock 2,200 0.00 8,741 D
2025-04-13 Ludford Mary E Director A-Award A Common Stock 1,700 0.00 5,429 D
2025-04-13 LeBeau Michael E Director A-Award A Common Stock 1,700 0.00 7,800 D
2025-04-13 Johnson Kathryn O Director A-Award A Common Stock 1,700 0.00 27,953 D
2025-04-13 FRITZE STEVEN L Director A-Award A Common Stock 1,700 0.00 30,533 D
2025-04-13 ERICKSON JOHN D Director A-Award A Common Stock 1,700 0.00 3,233 D
2025-04-13 Crain Jeanne H Director A-Award A Common Stock 1,700 0.00 5,429 D
2025-04-08 Wahlund Todd R Officer M-Exempt A Common Stock 600 75.39 45.2K 9,346 D
2025-04-08 Nelson Tyler J Officer Restricted Stock Units 550 0.00 0 D
2025-02-12 Smestad Jennifer O. Officer A-Award A Common Stock 5,320 79.62 423.6K 18,189 D
2025-02-12 ROGELSTAD TIMOTHY J Officer F-InKind D Common Stock 3,801 79.62 302.6K 55,998 D
2025-02-12 MACFARLANE CHARLES S Officer A-Award A Common Stock 41,440 79.62 3.30M 241,930 D
2025-02-12 KNUTSON PAUL L Officer F-InKind D Common Stock 1,390 79.62 110.7K 22,530 D
2025-02-12 Abbott John S Officer A-Award A Common Stock 7,560 79.62 601.9K 49,641 D
2025-02-11 Wahlund Todd R Officer A-Award A Restricted Stock Units 1,500 0.00 1,500 D
2025-02-11 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,200 0.00 1,200 D
2025-02-11 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 1,700 0.00 1,700 D
2025-02-11 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 9,900 0.00 9,900 D
2025-02-11 KNUTSON PAUL L Officer A-Award A Restricted Stock Units 700 0.00 700 D
2025-02-11 Abbott John S Officer A-Award A Restricted Stock Units 1,700 0.00 1,700 D
2025-02-06 Wahlund Todd R Officer M-Exempt A Common Stock 300 0.00 8,872 D
2025-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 325 0.00 650 D
2025-02-06 ROGELSTAD TIMOTHY J Officer M-Exempt D Restricted Stock Units 575 0.00 0 D
2025-02-06 MACFARLANE CHARLES S Officer F-InKind D Common Stock 4,464 78.99 352.6K 200,490 D
2025-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 175 0.00 175 D
2025-02-06 Abbott John S Officer M-Exempt D Restricted Stock Units 350 0.00 1,050 D
2024-08-13 Smestad Jennifer O. Officer S-Sale D Common Stock 4,000 88.74 355.0K 12,300
2024-05-24 KNUTSON PAUL L Officer S-Sale D Common Stock 4,000 90.66 362.6K 20,359
2024-04-08 Wahlund Todd R Officer M-Exempt D Restricted Stock Units 550 0.00 0
2024-04-08 WEBB THOMAS J Director A-Award A Common Stock 1,700 87.02 147.9K 14,400
2024-04-08 PARTAIN NATHAN I Director A-Award A Common Stock 2,000 87.02 174.0K 6,389
2024-04-08 Ludford Mary E Director A-Award A Common Stock 1,700 87.02 147.9K 3,643
2024-04-08 LeBeau Michael E Director A-Award A Common Stock 1,700 87.02 147.9K 6,100
2024-04-08 Johnson Kathryn O Director A-Award A Common Stock 1,700 87.02 147.9K 26,253
2024-04-08 FRITZE STEVEN L Director A-Award A Common Stock 1,700 87.02 147.9K 28,833
2024-04-08 ERICKSON JOHN D Director A-Award A Common Stock 1,500 87.02 130.5K 3,132
2024-04-08 Crain Jeanne H Director A-Award A Common Stock 1,700 87.02 147.9K 3,643
2024-03-12 MACFARLANE CHARLES S Officer G-Gift D Common Stock 23,046 0.00 0
2024-02-06 Wahlund Todd R Officer A-Award A Restricted Stock Units 1,200 0.00 1,200
2024-02-06 Smestad Jennifer O. Officer M-Exempt A Common Stock 1,300 93.33 121.3K 16,994
2024-02-06 ROGELSTAD TIMOTHY J Officer A-Award A Common Stock 12,000 93.33 1.12M 56,287
2024-02-06 MACFARLANE CHARLES S Officer M-Exempt D Restricted Stock Units 2,500 0.00 7,500
2024-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 175 0.00 0
2024-02-06 Abbott John S Officer F-InKind D Common Stock 5,977 93.33 557.8K 40,171
2024-01-01 Wahlund Todd R Officer I Common Stock 0 0.00 3
2023-12-31 PARTAIN NATHAN I Director D Common Stock 0 0.00 4,366
2023-12-31 MOUG KEVIN G Officer M-Exempt A Common Stock 5,700 85.28 486.1K 119,401
2023-12-31 MACFARLANE CHARLES S Officer I Common Stock 0 0.00 75,459
2023-11-20 ERICKSON JOHN D Director G-Gift A Common Stock 2,500 0.00 2,500
2023-04-17 WEBB THOMAS J Director A-Award A Common Stock 1,900 73.35 139.4K 12,700
2023-04-17 PARTAIN NATHAN I Director A-Award A Common Stock 2,000 73.35 146.7K 9,209
2023-04-17 Ludford Mary E Director A-Award A Common Stock 1,900 73.35 139.4K 1,900
2023-04-17 LeBeau Michael E Director A-Award A Common Stock 1,900 73.35 139.4K 4,400
2023-04-17 Johnson Kathryn O Director A-Award A Common Stock 1,900 73.35 139.4K 24,553
2023-04-17 FRITZE STEVEN L Director A-Award A Common Stock 1,900 73.35 139.4K 27,133
2023-04-17 ERICKSON JOHN D Director A-Award A Common Stock 1,600 73.35 117.4K 3,400
2023-04-17 Crain Jeanne H Director A-Award A Common Stock 1,900 73.35 139.4K 1,900
2023-04-17 BOHN KAREN Director A-Award A Common Stock 1,900 73.35 139.4K 45,850
2023-04-08 Wahlund Todd R Officer D Restricted Stock Units 600 0.00 0
2023-02-07 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,300 0.00 1,300
2023-02-07 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 1,800 0.00 1,800
2023-02-07 MOUG KEVIN G Officer A-Award A Restricted Stock Units 2,200 0.00 2,200
2023-02-07 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 10,000 0.00 10,000
2023-02-07 KNUTSON PAUL L Officer A-Award A Restricted Stock Units 800 0.00 800
2023-02-07 Abbott John S Officer A-Award A Restricted Stock Units 1,800 0.00 1,800
2023-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 275 0.00 825
2023-02-06 ROGELSTAD TIMOTHY J Officer F-InKind D Common Stock 846 65.34 55.3K 39,751
2023-02-06 MOUG KEVIN G Officer M-Exempt A Common Stock 2,350 0.00 94,524
2023-02-06 MACFARLANE CHARLES S Officer M-Exempt D Restricted Stock Units 1,975 0.00 0
2023-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 250 0.00 500
2023-02-06 Abbott John S Officer F-InKind D Common Stock 846 65.34 55.3K 29,980
2023-01-01 Ludford Mary E 0
2023-01-01 Crain Jeanne H Director 0 0.00 0
2022-12-31 MACFARLANE CHARLES S Officer D Common Stock 0 0.00 112,648
2022-12-31 LeBeau Michael E Director A-Award A Common Stock 161 58.78 9.5K 2,500
2022-11-21 ERICKSON JOHN D Director S-Sale D Common Stock 2,000 56.31 112.6K 0
2022-09-30 LeBeau Michael E Director A-Award A Common Stock 153 61.76 9.4K 2,339
2022-06-30 LeBeau Michael E Director A-Award A Common Stock 8 65.90 527.16 2,186
2022-04-11 WEBB THOMAS J Director A-Award A Common Stock 1,900 0.00 10,800
2022-04-11 STAKE JAMES B Director A-Award A Common Stock 1,900 0.00 46,794
2022-04-11 PARTAIN NATHAN I Director A-Award A Common Stock 2,000 0.00 7,034
2022-04-11 LeBeau Michael E Director A-Award A Common Stock 1,900 0.00 2,042
2022-04-11 Johnson Kathryn O Director A-Award A Common Stock 1,900 63.14 120.0K 22,653
2022-04-11 FRITZE STEVEN L Director A-Award A Common Stock 1,900 0.00 25,233
2022-04-11 ERICKSON JOHN D Director A-Award A Common Stock 1,700 0.00 3,633
2022-04-11 BOHN KAREN Director A-Award A Common Stock 1,900 0.00 43,950
2022-03-31 LeBeau Michael E Director A-Award A Common Stock 142 63.13 9.0K 142
2022-02-07 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,100 0.00 1,100
2022-02-07 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 1,600 0.00 1,600
2022-02-07 MOUG KEVIN G Officer A-Award A Restricted Stock Units 2,000 0.00 2,000
2022-02-07 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 8,700 0.00 8,700
2022-02-07 KNUTSON PAUL L Officer A-Award A Restricted Stock Units 700 0.00 700
2022-02-07 Abbott John S Officer A-Award A Common Stock 9,000 61.37 552.3K 33,546
2022-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 300 0.00 600
2022-02-06 ROGELSTAD TIMOTHY J Officer M-Exempt D Restricted Stock Units 450 0.00 0
2022-02-06 MOUG KEVIN G Officer F-InKind D Common Stock 980 60.90 59.7K 85,503
2022-02-06 MACFARLANE CHARLES S Officer M-Exempt D Restricted Stock Units 2,875 0.00 8,625
2022-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 200 0.00 200
2022-02-06 Abbott John S Officer M-Exempt D Restricted Stock Units 575 0.00 1,725
2022-01-01 LeBeau Michael E Director 0 0.00 0
2021-12-31 PARTAIN NATHAN I Director I Common Stock 0 0.00 1,600
2021-12-31 MACFARLANE CHARLES S Officer I Common Stock 0 0.00 54,884
2021-12-07 O'KEEFE TIMOTHY J Director S-Sale D Common Stock 1,525 67.20 102.5K 0
2021-12-06 O'KEEFE TIMOTHY J Director G-Gift A Common Stock 1,525 0.00 1,525
2021-11-17 ERICKSON JOHN D Director G-Gift A Common Stock 9,500 0.00 9,500
2021-04-12 WEBB THOMAS J Director A-Award A Common Stock 2,400 46.50 111.6K 8,900
2021-04-12 STAKE JAMES B Director A-Award A Common Stock 2,400 46.50 111.6K 44,894
2021-04-12 PARTAIN NATHAN I Director A-Award A Common Stock 2,600 46.50 120.9K 67,462
2021-04-12 O'KEEFE TIMOTHY J Director A-Award A Common Stock 2,400 46.50 111.6K 18,000
2021-04-12 Johnson Kathryn O Director A-Award A Common Stock 2,400 46.50 111.6K 20,753
2021-04-12 FRITZE STEVEN L Director A-Award A Common Stock 2,400 46.50 111.6K 23,333
2021-04-12 ERICKSON JOHN D Director A-Award A Common Stock 2,000 46.50 93.0K 3,733
2021-04-12 BOHN KAREN Director A-Award A Common Stock 2,400 46.50 111.6K 42,050
2021-04-08 Smestad Jennifer O. Officer F-InKind D Common Stock 80 46.09 3.7K 3,821
2021-02-10 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,600 0.00 1,600
2021-02-10 ROGELSTAD TIMOTHY J Officer A-Award A Restricted Stock Units 2,300 0.00 2,300
2021-02-10 MOUG KEVIN G Officer A-Award A Common Stock 9,252 42.35 391.8K 88,037
2021-02-10 MACFARLANE CHARLES S Officer A-Award A Common Stock 27,315 42.35 1.16M 216,496
2021-02-10 KNUTSON PAUL L Officer A-Award A Restricted Stock Units 1,000 0.00 1,000
2021-02-10 Abbott John S Officer A-Award A Restricted Stock Units 2,300 0.00 2,300
2021-02-06 Smestad Jennifer O. Officer M-Exempt A Common Stock 900 0.00 1,874
2021-02-06 ROGELSTAD TIMOTHY J Officer M-Exempt D Restricted Stock Units 400 0.00 1,200
2021-02-06 MOUG KEVIN G Officer F-InKind D Common Stock 940 41.66 39.2K 78,785
2021-02-06 MACFARLANE CHARLES S Officer M-Exempt A Common Stock 7,500 0.00 192,697
2021-02-06 KNUTSON PAUL L Officer M-Exempt D Restricted Stock Units 200 0.00 0
2021-02-06 Abbott John S Officer M-Exempt D Restricted Stock Units 400 0.00 1,200
2020-04-20 WEBB THOMAS J Director A-Award A Common Stock 2,200 44.85 98.7K 6,500
2020-04-20 STAKE JAMES B Director A-Award A Common Stock 2,200 44.85 98.7K 42,494
2020-04-20 PARTAIN NATHAN I Director A-Award A Common Stock 2,400 44.85 107.6K 62,688
2020-04-20 O'KEEFE TIMOTHY J Director A-Award A Common Stock 2,200 44.85 98.7K 15,600
2020-04-20 Johnson Kathryn O Director A-Award A Common Stock 2,200 44.85 98.7K 18,353
2020-04-20 FRITZE STEVEN L Director A-Award A Common Stock 2,200 44.85 98.7K 20,933
2020-04-20 ERICKSON JOHN D Director A-Award A Common Stock 1,800 44.85 80.7K 4,049
2020-04-20 BOHN KAREN Director A-Award A Common Stock 2,200 44.85 98.7K 39,650
2020-04-08 Smestad Jennifer O. Officer M-Exempt A Common Stock 300 44.44 13.3K 1,127
2020-03-12 Abbott John S Officer P-Purchase A Common Stock 5,000 41.21 206.1K 5,000
2020-02-12 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,200 0.00 1,200
2020-02-12 ROGELSTAD TIMOTHY J Officer F-InKind D Common Stock 3,720 54.06 201.1K 28,265
2020-02-12 MOUG KEVIN G Officer A-Award A Restricted Stock Units 2,200 0.00 2,200
2020-02-12 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 8,000 0.00 8,000
2020-02-12 KNUTSON PAUL L Officer F-InKind D Common Stock 1,566 54.06 84.7K 12,182
2020-02-12 Abbott John S Officer F-InKind D Common Stock 4,073 54.06 220.2K 19,276
2020-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 300 0.00 600
2020-02-06 ROGELSTAD TIMOTHY J Officer M-Exempt D Restricted Stock Units 450 0.00 900
2020-02-06 MOUG KEVIN G Officer F-InKind D Common Stock 945 54.42 51.4K 71,199
2020-02-06 MACFARLANE CHARLES S Officer F-InKind D Common Stock 3,336 54.42 181.5K 168,321
2020-02-06 KNUTSON PAUL L Officer M-Exempt A Common Stock 7,275 0.00 12,165
2020-02-06 Abbott John S Officer M-Exempt D Restricted Stock Units 425 0.00 1,275
2019-11-20 ERICKSON JOHN D Director G-Gift D Common Stock 2,100 0.00 151,289
2019-04-08 WEBB THOMAS J Director A-Award A Common Stock 2,000 49.73 99.5K 4,300
2019-04-08 Smestad Jennifer O. Officer F-InKind D Common Stock 89 49.73 4.4K 547
2019-04-08 STAKE JAMES B Director A-Award A Common Stock 2,000 49.73 99.5K 39,173
2019-04-08 PARTAIN NATHAN I Director A-Award A Common Stock 2,100 49.73 104.4K 58,694
2019-04-08 O'KEEFE TIMOTHY J Director A-Award A Common Stock 2,000 49.73 99.5K 13,400
2019-04-08 Johnson Kathryn O Director A-Award A Common Stock 2,000 49.73 99.5K 16,153
2019-04-08 FRITZE STEVEN L Director A-Award A Common Stock 2,000 49.73 99.5K 18,733
2019-04-08 ERICKSON JOHN D Director A-Award A Common Stock 1,600 49.73 79.6K 153,389
2019-04-08 BOHN KAREN Director A-Award A Common Stock 2,000 49.73 99.5K 37,450
2019-02-22 KNUTSON PAUL L Officer S-Sale D Common Stock 3,000 49.77 149.3K 4,427
2019-02-13 Smestad Jennifer O. Officer A-Award A Restricted Stock Units 1,200 0.00 1,200
2019-02-13 ROGELSTAD TIMOTHY J Officer A-Award A Common Stock 12,920 49.62 641.1K 29,816
2019-02-13 MOUG KEVIN G Officer A-Award A Restricted Stock Units 2,300 0.00 2,300
2019-02-13 MACFARLANE CHARLES S Officer A-Award A Restricted Stock Units 7,900 0.00 7,900
2019-02-13 KNUTSON PAUL L Officer A-Award A Common Stock 5,952 49.62 295.4K 10,003
2019-02-13 Abbott John S Officer A-Award A Common Stock 12,920 49.62 641.1K 20,435
2019-02-06 Smestad Jennifer O. Officer M-Exempt D Restricted Stock Units 300 0.00 900

Executive team

Top executives
EBIT / Employee
162.1K
Shares Outstanding
41.95M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Charles S. MacFarlane President and Chief Executive Officer 867.6K 130.1K 3.15M 1.47M 1.17M 6.79M 46.36%
2 2025 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 475.0K 99.8K 533.8K 289.2K 544.1K 1.94M 27.49%
3 2025 Todd R.Wahlund Vice President and Chief Financial Officer 455.0K 32.5K 473.6K 424.4K 378.7K 1.76M 26.84%
4 2025 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 475.0K 79.8K 533.8K 446.6K 107.5K 1.64M 32.49%
5 2025 Jennifer O. Smestad Sr. Vice President, General Counsel and Corporate Secretary 451.3K 74.5K 375.9K 373.5K 234.5K 1.51M 24.90%
6 2024 Charles S. MacFarlane President and Chief Executive Officer 838.2K 146.7K 3.02M 1.47M 906.5K 6.39M 47.32%
7 2024 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 451.4K 94.8K 527.4K 288.7K 344.1K 1.71M 30.91%
8 2024 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 451.4K 89.4K 527.4K 424.3K 101.9K 1.59M 33.08%
9 2024 Todd R.Wahlund Vice President and Chief Financial Officer 415.0K 29.1K 452.0K 364.9K 266.7K 1.53M 29.59%
10 2024 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 425.0K 85.0K 376.7K 331.1K 191.5K 1.41M 26.73%
11 2024 Jennifer O. Smestad Sr. Vice President, General Counsel and Corporate Secretary 425.0K 85.0K 376.7K 331.1K 191.5K 1.41M 26.73%
12 2023 Charles S. MacFarlane President and Chief Executive Officer 806.0K 141.1K 2.61M 1.40M 867.4K 5.82M 44.74%
13 2023 Kevin G. Moug Sr. Vice President and Chief Financial Officer 520.0K 51.5K 594.9K 498.1K 90.0K 1.75M 33.91%
14 2023 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 434.0K 88.5K 461.4K 259.9K 392.1K 1.64M 28.20%
15 2023 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 434.0K 91.1K 461.4K 413.9K 86.2K 1.49M 31.04%
16 2023 Jennifer O. Smestad Sr. Vice President, General Counsel and Corporate Secretary 401.0K 68.2K 330.5K 309.1K 171.9K 1.28M 25.81%
17 2023 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 401.0K 68.2K 330.5K 309.1K 171.9K 1.28M 25.81%
18 2022 Charles S. MacFarlane President and Chief Executive Officer 775.0K 147.3K 2.13M 1.32M 689.6K 5.06M 42.10%
19 2022 Kevin G. Moug Sr. Vice President and Chief Financial Officer 500.0K 44.0K 544.3K 467.5K 9.5K 1.57M 34.77%
20 2022 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 417.0K 100.1K 389.4K 274.9K 182.5K 1.36M 28.55%
21 2022 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 409.0K 93.3K 389.4K 368.1K 82.0K 1.34M 29.02%
22 2022 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 382.0K 66.9K 272.4K 286.5K 62.3K 1.07M 25.46%
23 2021 Charles S. MacFarlane President and Chief Executive Officer 750.0K 142.5K 2.00M 1.28M 566.2K 4.73M 42.23%
24 2021 Kevin G. Moug Sr. Vice President and Chief Financial Officer 485.0K 42.7K 544.1K 453.5K 556.2K 2.08M 26.14%
25 2021 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 397.0K 87.3K 399.7K 327.5K 73.3K 1.28M 31.11%
26 2021 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 405.0K 89.9K 399.7K 165.6K 98.9K 1.16M 34.48%
27 2021 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 371.0K 64.9K 279.4K 278.3K 128.4K 1.12M 24.90%
28 2020 Charles S. MacFarlane President and Chief Executive Officer 679.7K 119.6K 1.73M 939.3K 1.65M 5.13M 33.80%
29 2020 Kevin G. Moug Sr. Vice President and Chief Financial Officer 471.0K 37.6K 505.2K 335.6K 485.6K 1.83M 27.53%
30 2020 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 378.3K 74.7K 350.3K 146.7K 827.2K 1.78M 19.71%
31 2020 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 360.0K 57.6K 262.7K 206.3K 412.4K 1.30M 20.22%
32 2020 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 370.7K 69.9K 350.3K 277.0K 57.6K 1.13M 31.12%
33 2019 Charles S. MacFarlane President and Chief Executive Officer 700.0K 105.0K 1.58M 800.8K 2.58M 5.76M 27.36%
34 2019 Kevin G. Moug Sr. Vice President and Chief Financial Officer 457.3K 32.7K 472.1K 287.7K 734.7K 1.98M 23.79%
35 2019 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 381.1K 57.2K 341.6K 155.9K 1.05M 1.98M 17.23%
36 2019 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 340.0K 54.4K 239.6K 172.3K 330.6K 1.14M 21.08%
37 2019 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 370.0K 61.1K 341.6K 168.4K 67.9K 1.01M 33.86%
38 2018 Charles S. MacFarlane President and Chief Executive Officer 650.0K 97.5K 1.18M 1.04M 370.5K 3.34M 35.42%
39 2018 Kevin G. Moug Sr. Vice President and Chief Financial Officer 444.0K 31.7K 399.3K 390.7K 7.6K 1.27M 31.36%
40 2018 John S. Abbott Sr. Vice President, Manufacturing Platform; President, Varistar Corporation 350.0K 67.4K 295.9K 269.5K 60.3K 1.04M 28.37%
41 2018 Timothy J. Rogelstad Sr. Vice President, Electric Platform; President, Otter Tail Power Company 370.0K 48.1K 295.9K 168.6K 39.9K 922.5K 32.08%
42 2018 Jennifer O. Smestad Vice President, General Counsel and Corporate Secretary 315.0K 39.7K 199.7K 198.5K 85.5K 838.3K 23.82%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-02 DEFA14A
2026-03-02 DEF 14A
2026-02-18 PRE 14A
2025-03-03 DEFA14A
2025-03-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-15 8-K
2026-04-15 4
2026-04-15 4
2026-04-15 4
2026-04-15 4
2026-04-14 8-K
2026-04-14 4

Executive team

NameTitleCompensationGender
Charles S. MacFarlane CEO & Director 3M male
John S. Abbott Senior Vice President of Manufacturing Platform 1M male
Timothy J. Rogelstad President 1M male
Todd R. Wahlund Senior Vice President 994.3K male
Tyler Nelson Vice President & Chief Financial Officer 994.3K male
Jennifer O. Smestad Senior Vice President, General Counsel & Corporate Secretary 980.6K female
Paul L. Knutson Vice President of Human Resources male
Beth Eiken Manager of Investor Relations female
Stephanie A. Hoff Director of Corporate Communications female
ESG Rating
B
DIVERSIFIED UTILITIES
2022
E (Environmental)
79.9 / 71.1
Company / Sector avg.
S (Social)
73.9 / 69.1
Company / Sector avg.
G (Governance)
78.0 / 71.5
Company / Sector avg.
ESG Total
77.3 / 70.6
Company / Sector avg.
ESG Score History DIVERSIFIED UTILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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