Otter Tail (NASDAQ:OTTR) Updates FY 2026 Earnings Guidance

Otter Tail (NASDAQ:OTTR) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 5.220-5.620 for the period, compared to the consensus EPS estimate of 5.640. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reissued a “buy (b-)” rating on shares of Otter Tail in a research note on Thursday, January 22nd. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, Otter Tail has a consensus rating of “Moderate Buy” and a consensus target price of $83.00.

Otter Tail Trading Down 1.7%

OTTR opened at $86.68 on Wednesday. The firm has a market cap of $3.63 billion, a P/E ratio of 13.07 and a beta of 0.55. Otter Tail has a 12 month low of $71.79 and a 12 month high of $90.11. The company has a current ratio of 3.57, a quick ratio of 2.82 and a debt-to-equity ratio of 0.57. The stock has a 50-day moving average of $85.36 and a 200 day moving average of $82.84.

Otter Tail (NASDAQ:OTTR) last posted its quarterly earnings results on Monday, February 16th. The utilities provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. Otter Tail had a return on equity of 15.96% and a net margin of 21.48%.The business had revenue of $308.10 million for the quarter, compared to the consensus estimate of $311.15 million. During the same quarter in the prior year, the company earned $1.30 EPS. The business’s revenue was up 1.6% compared to the same quarter last year. Otter Tail has set its FY 2026 guidance at 5.220-5.620 EPS. As a group, research analysts forecast that Otter Tail will post 5.88 EPS for the current year.

Otter Tail Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $0.5775 dividend. This is a boost from Otter Tail’s previous quarterly dividend of $0.53. This represents a $2.31 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, February 13th. Otter Tail’s dividend payout ratio is currently 34.84%.

Key Otter Tail News

Here are the key news stories impacting Otter Tail this week:

• Positive Sentiment: Management outlined a $1.9 billion capital plan and reaffirmed a long-term ~10% rate-base CAGR, prioritizing battery storage, solar buildout and dividend growth — a positive structural growth driver for the regulated utility business. Otter Tail outlines $1.9B capital plan
• Positive Sentiment: Q4 EPS beat expectations ($1.23 vs. $1.16 consensus) and the company delivered strong profitability metrics (net margin ~21.5%, ROE ~16%); full-year 2025 diluted EPS was $6.55 — supporting cash generation and the payout profile. Business Wire: Annual results & guidance
• Neutral Sentiment: The company posted its Q4 results, slide deck and earnings presentation are available for review — useful for investors who want segment-level and regulatory detail. Earnings call presentation
• Neutral Sentiment: Full earnings-call transcripts and recaps are published (useful to hear management on rate case timing, capital cadence and plastics exposure). Earnings call transcript
• Negative Sentiment: FY2026 EPS guidance was set at $5.22–$5.62, below the current sell‑side consensus (~$5.64 at the time of release) — the softer guidance is the main near-term headwind for the stock. Guidance announcement
• Negative Sentiment: Management flagged continued weakness in the plastics segment on the call; analysts and investors are worried that non-utility volatility could pressure near-term results. TipRanks: Utility strength vs plastics weakness
• Negative Sentiment: Revenue for the quarter modestly missed consensus ($308.1M vs. ~$311M) and Q4 EPS was slightly below last year’s Q4 on a per‑share basis — mixed execution that tempers enthusiasm despite the EPS beat. Earnings call highlights

Hedge Funds Weigh In On Otter Tail

Several hedge funds and other institutional investors have recently made changes to their positions in OTTR. Adage Capital Partners GP L.L.C. boosted its holdings in shares of Otter Tail by 108.6% in the fourth quarter. Adage Capital Partners GP L.L.C. now owns 344,149 shares of the utilities provider’s stock valued at $27,811,000 after acquiring an additional 179,149 shares during the period. Two Sigma Investments LP grew its position in Otter Tail by 465.2% during the 3rd quarter. Two Sigma Investments LP now owns 137,624 shares of the utilities provider’s stock worth $11,281,000 after purchasing an additional 113,276 shares during the last quarter. Jane Street Group LLC grew its position in Otter Tail by 244.2% during the 4th quarter. Jane Street Group LLC now owns 139,137 shares of the utilities provider’s stock worth $11,244,000 after purchasing an additional 98,719 shares during the last quarter. Bank of America Corp DE increased its stake in Otter Tail by 31.6% in the second quarter. Bank of America Corp DE now owns 409,157 shares of the utilities provider’s stock valued at $31,542,000 after purchasing an additional 98,243 shares during the period. Finally, Marshall Wace LLP raised its holdings in shares of Otter Tail by 158.5% in the third quarter. Marshall Wace LLP now owns 152,566 shares of the utilities provider’s stock valued at $12,506,000 after buying an additional 93,549 shares during the last quarter. Hedge funds and other institutional investors own 61.32% of the company’s stock.

Otter Tail Company Profile

Otter Tail Corporation, through its primary subsidiary Otter Tail Power Company, is a regulated electric utility engaged in the generation, transmission and distribution of electricity. The company operates a diversified portfolio of owned and contracted power generation facilities, including coal, natural gas, wind and hydroelectric units, supplemented by long-term power purchase agreements. In addition to utility operations, Otter Tail provides related engineering, construction and maintenance services to support grid reliability and efficiency.

The company’s service territory covers a predominantly rural footprint in the Upper Midwest, including communities in west-central Minnesota, eastern North Dakota, northwest Wisconsin and small portions of South Dakota.