Welcome to our dedicated page for Otter Tail SEC filings (Ticker: OTTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Otter Tail Corporation (NASDAQ: OTTR) files a range of documents with the U.S. Securities and Exchange Commission as a Minnesota-incorporated public company listed on The Nasdaq Stock Market LLC. This page provides access to those SEC filings, along with AI-powered tools that help explain the content of lengthy reports and highlight key points for investors following OTTR.
Core filings for Otter Tail include annual reports on Form 10-K, which describe the structure and performance of its Electric, Manufacturing, and Plastics segments, outline risk factors, and provide detailed financial statements. Quarterly reports on Form 10-Q update segment results, cash flows, and capital expenditure plans, including utility rate base investments, manufacturing capacity expansions, and plastics operations.
The company also submits current reports on Form 8-K to disclose material events. Recent 8-K filings have covered topics such as consolidated financial results for specific quarters and changes to the Board of Directors, including director retirements and the appointment of new board members with utility and finance experience. These filings help investors track significant developments between periodic reports.
In addition, Otter Tail’s SEC record may include proxy statements related to executive and director compensation and corporate governance matters, as well as Form 4 insider transaction reports when officers and directors buy or sell OTTR shares. Monitoring these documents can provide insight into governance practices and insider activity.
Stock Titan’s platform enhances this information by offering AI-generated summaries of Otter Tail’s 10-K and 10-Q filings, clarifying complex sections and calling out items such as segment performance drivers, regulatory updates, and capital spending plans. Real-time EDGAR updates ensure new OTTR filings appear promptly, while structured access to Form 4 and other documents helps investors quickly locate the specific information they need.
Otter Tail Corp (OTTR) Schedule 13G/A amendment filed by The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on January 12, 2026 and certain subsidiaries will report disaggregated holdings per SEC Release No. 34-39538 (January 12, 1998).
The filing is signed by Ashley Grim on 03/27/2026 and indicates Vanguard and its managed accounts retain rights to dividends or proceeds for reported securities where applicable.
Otter Tail Power Company, a wholly owned subsidiary of Otter Tail Corporation, entered into a private note purchase agreement for $170,000,000 of senior unsecured notes. The deal includes $100,000,000 of 5.33% Series 2026A Notes due March 19, 2036 and $70,000,000 of 6.04% Series 2026B Notes due June 4, 2056.
The Series 2026A Notes were issued immediately, while the Series 2026B Notes are expected to be issued on June 4, 2026, subject to customary closing conditions. The agreement imposes covenants limiting mergers, asset sales, liens, guarantees, affiliate transactions, and sets financial tests capping interest-bearing debt at 65% of total capitalization and priority indebtedness at 20% of total capitalization.
The notes may be prepaid, generally with a make-whole amount, although specified dates near maturity allow prepayment at par without make-whole. A change of control triggers an offer to prepay at par plus accrued interest. The company plans to use proceeds for capital expenditures, debt refinancing, and general corporate purposes.
Otter Tail Corporation reported full-year 2025 earnings of $275,893,000, or $6.55 diluted earnings per share, and generated $385,985,000 of cash from operations. The company recorded a utility-sector leading return on equity of 16 and announced an indicated annual dividend of $2.31 per share after a 10 increase in early 2026.
The company plans significant Electric-segment investment with a $1.9B capital plan for 2026-2030, including solar projects (Solway $80M, 50 MW; Abercrombie ~$450M, 295 MW) and a 75 MW battery storage project (~$120M). Plastics produced strong earnings of $170,400,000 while Manufacturing earned $11,517,000. Shares outstanding were ~41.9 million.
Otter Tail Corporation is asking shareholders to vote at its virtual 2026 annual meeting on electing three directors, approving executive pay on an advisory basis, ratifying Deloitte & Touche as auditor, and adding an exclusive forum provision to its bylaws.
The company highlights strong 2025 performance, including diluted earnings per share of $6.55, revenue of $1.3 billion and net income of $276 million. It reports a 16% return on equity on a 63% equity layer and a five-year total shareholder return of 158% through September 30, 2025, the highest among Edison Electric Institute members.
Otter Tail notes 87 consecutive years of dividend payments in 2025, with a 2025 dividend of $2.10 per share and a 10% dividend increase leading to an indicated $2.31 per share. A five-year capital spending plan for 2026–2030 totals $2.0 billion, with $1.9 billion devoted to its Otter Tail Power utility. The proxy also emphasizes a largely independent board, separate chair and CEO roles, majority voting in uncontested director elections, stock ownership guidelines, clawback policies and a strong focus on risk oversight, human capital and cybersecurity.
Otter Tail Corporation filed a 10-K/A to amend its 2025 annual report solely to correct the date of Deloitte’s audit opinion from February 19, 2025 to February 18, 2026; no other information has been updated.
For 2025, Otter Tail reported total operating revenue of $1,304,058,000 versus $1,330,548,000 in 2024 and net income of $275,893,000 compared with $301,662,000 a year earlier. Diluted earnings per share were $6.55, down from $7.17. The Electric segment generated revenue of $566,756,000 and net income of $97,586,000, Manufacturing delivered revenue of $314,547,000 and net income of $11,517,000, and Plastics produced revenue of $422,755,000 with net income of $170,400,000.
Cash flow from operating activities was strong at $385,985,000, funding capital expenditures of $288,068,000. Year-end cash and cash equivalents were $386,193,000. Total assets reached $3,964,279,000, long-term debt (net of current maturities and issuance costs) was $963,566,000, and shareholders’ equity was $1,861,760,000.
Otter Tail Corporation is soliciting proxies for its virtual 2026 Annual Meeting on April 13, 2026 to elect three directors, hold a non-binding advisory vote on named executive officer compensation, ratify Deloitte & Touche as auditor, and approve an amendment to the Bylaws adding an exclusive forum provision.
The company reported 2025 results including $1.3 billion revenue, $276 million net income, diluted earnings per share of $6.55, a utility-sector return on equity of 16%, a five-year total shareholder return of 158% through September 30, 2025, and an indicated annual dividend increase to $2.31 per share.
Otter Tail Corporation details its diversified portfolio spanning regulated electric utility, manufacturing and PVC pipe plastics businesses. The company targets long-term earnings per share growth of 7 to 9%, with about 70% of earnings from its Electric segment and 30% from its Manufacturing Platform, and dividend growth of 6 to 8% annually.
Otter Tail plans substantial capital investments in wind, solar and battery storage, plus major MISO transmission projects, while retiring coal over time and aiming for a 90% reduction in owned-generation CO2 emissions by 2050 from 2005 levels. The 10-K also highlights regulatory, environmental, climate, supply-chain and customer-concentration risks.
Otter Tail Corporation reported 2025 diluted earnings per share of $6.55, with a consolidated return on equity of 16% on an equity ratio of 63%. The Electric segment grew operating revenue 8.1% and net income 7.3%, helped by higher sales volumes, fuel recovery and favorable weather, partly offset by higher depreciation and interest costs.
The Manufacturing segment saw operating revenue decline 8.2% and net income fall 15.8% as softer demand in key end markets weighed on volumes, though cost actions improved margins. Plastics segment operating revenue declined 8.8% and net income decreased 15.1% as PVC pipe prices fell from 2024 peaks, partly offset by higher volumes and lower resin costs.
Operating cash flow was $386.0 million, funding $288.1 million of capital expenditures, mainly in the Electric segment. For 2026, the company guides diluted EPS to $5.22–$5.62, with an expected return on equity of 11.5%–12.3% and a roughly balanced earnings mix between Electric and non‑electric businesses. A five‑year, $2.05 billion capital plan is expected to drive about 10% average annual growth in the Electric segment rate base.
Otter Tail Corp senior vice president John S. Abbott reported equity awards and related share movements. On February 11, 2026, he acquired 8,400 shares of common stock at $86.43 per share through a grant tied to performance share vesting. The company simultaneously withheld 4,209 shares at the same price to cover taxes due on the vesting.
After these transactions, Abbott directly owned 50,896 shares of Otter Tail common stock, plus 5,000 shares held indirectly by a trust. On February 10, 2026, he also received a grant of 1,600 restricted stock units, each representing a contingent right to one share, which vest in four equal annual installments beginning February 6, 2027 alongside existing RSU awards of 450, 700, and 1,275 units.
Otter Tail Corp senior vice president Timothy J. Rogelstad reported equity compensation and related share movements. On February 11, 2026, he acquired 8,400 shares of common stock at $86.43 per share upon vesting of a 2023 performance share award, then had 4,212 shares withheld by the company at the same price to cover taxes. After these transactions he directly owned 61,080 common shares, plus 3,337 shares held indirectly through an ESOP. On February 10, 2026, he also received a grant of 1,600 restricted stock units, each representing one future share, which vest in four equal annual installments starting February 6, 2027, alongside previously reported RSU balances scheduled to vest in 2024, 2025, and 2026.