Otter Tail Corporation (OTTR)

In the past six months, Otter Tail Corp.'s stock has trended down by 0.73%. The company reported Q2 2025 diluted EPS of $1.85, exceeding analysts' consensus estimates, despite a 2.7% year-over-year revenue decline. Otter Tail Corp. recently declared a quarterly dividend of $0.525, which was paid on September 10th, 2025. Weiss Ratings upgraded Otter Tail to a "buy (b-)" rating in October 2025, while Zacks Research raised shares to a "hold" rating. Moody's lowered the credit rating of Otter Tail Power Company, the utility subsidiary of Otter Tail Corporation, in September 2025. The company secured regulatory approval from Minnesota and South Dakota Commissions for two solar projects and filed a South Dakota rate case, and the North Dakota rate case was successfully concluded, resulting in a $13.1 million net revenue increase.

Demand for electricity is influenced by weather conditions, with the company promoting demand-response and demand flexibility practices to manage consumption during peak periods. The Manufacturing segment is generally considered cyclical, with demand for manufactured products fluctuating with overall economic activity. Sales volumes for horticulture products have returned to more normal seasonal buying patterns after previous volatility, and demand for PVC pipe was lower in Q4 2022 due to distributors managing inventory levels, but sales volumes increased in Q2 2025 due to strong demand and increased production capacity, despite declining sales prices. The company anticipates that Plastics segment earnings will normalize to between $45 million and $50 million annually by 2028.

Otter Tail Corporation is a diversified holding company with operations in electric utility, manufacturing, and plastics. It operates primarily in the Utilities sector, with its Electric segment falling under the Electric Utilities: Central industry, and its diversified nature also placing it within the Diversified Utilities industry. The Electric segment focuses on the generation, transmission, distribution, and sale of electric energy using a diversified portfolio of power generation facilities. The Manufacturing segment is involved in contract machining, metal parts stamping, fabrication and painting, and the production of plastic thermoformed horticultural containers, life science and industrial packaging, material handling components, and extruded raw material stock. The Plastics segment produces polyvinyl chloride (PVC) pipe.

Otter Tail Corp.'s Electric segment serves customers in western Minnesota, eastern North Dakota, and northeastern South Dakota. The Manufacturing segment has facilities in Georgia, Illinois, and Minnesota, with products sold primarily across the United States. The Plastics segment produces PVC pipe at plants located in North Dakota and Arizona, primarily selling these products in the western half of the United States and Canada.

In the past year, there have been no specific public events or reports directly detailing significant positive or negative impacts on Otter Tail Corp.'s overall brand reputation or public image. The company's reputation is generally associated with its operational performance as a utility and diversified company. Moody's lowering the credit rating of its utility subsidiary, Otter Tail Power Company, in September 2025 could indirectly influence perception.

Institutional shareholders hold approximately 61.32% to 65.88% of the stock, insiders own between 1.87% and 3.95%, and retail investors hold around 30.18% to 44.98%. Major institutional owners include BlackRock Inc., Vanguard Group Inc., and State Street Corp. The largest individual shareholder is Charles S. MacFarlane, who owns 438,644 shares, representing 1.05% of the company.