Vanguard Personalized Indexing Management LLC Sells 6,687 Shares of Otis Worldwide Corporation $OTIS

Vanguard Personalized Indexing Management LLC decreased its position in shares of Otis Worldwide Corporation (NYSE:OTIS) by 14.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,841 shares of the company’s stock after selling 6,687 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Otis Worldwide were worth $3,560,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Otis Worldwide by 8.3% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 18,929 shares of the company’s stock worth $1,733,000 after acquiring an additional 1,444 shares during the period. Oxbow Advisors LLC lifted its stake in Otis Worldwide by 3.1% during the third quarter. Oxbow Advisors LLC now owns 31,466 shares of the company’s stock worth $2,877,000 after purchasing an additional 934 shares during the last quarter. Dash Acquisitions Inc. lifted its stake in Otis Worldwide by 6.6% during the third quarter. Dash Acquisitions Inc. now owns 14,592 shares of the company’s stock worth $1,363,000 after purchasing an additional 902 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp boosted its holdings in shares of Otis Worldwide by 48.2% in the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 422,400 shares of the company’s stock valued at $38,620,000 after purchasing an additional 137,458 shares in the last quarter. Finally, UniSuper Management Pty Ltd increased its stake in shares of Otis Worldwide by 2.5% in the 3rd quarter. UniSuper Management Pty Ltd now owns 291,997 shares of the company’s stock valued at $26,697,000 after purchasing an additional 7,097 shares during the last quarter. 88.03% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

OTIS has been the subject of several recent analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Otis Worldwide in a research report on Monday, December 29th. BNP Paribas Exane upgraded shares of Otis Worldwide from a “neutral” rating to an “outperform” rating and set a $105.00 price target on the stock in a research note on Tuesday, December 9th. Wolfe Research set a $109.00 price target on shares of Otis Worldwide and gave the company an “outperform” rating in a report on Wednesday, October 8th. JPMorgan Chase & Co. upped their price objective on shares of Otis Worldwide from $111.00 to $116.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, Wall Street Zen lowered shares of Otis Worldwide from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Otis Worldwide has a consensus rating of “Hold” and an average price target of $104.13.

More Otis Worldwide News

Here are the key news stories impacting Otis Worldwide this week:

• Positive Sentiment: Service-driven recovery — Service net sales grew ~8% in Q4 with maintenance & repair up ~7%, Service operating margin expanded (100 bps) and modernization orders and backlog rose sharply, supporting higher-margin recurring revenue. OTIS REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Positive Sentiment: Strong cash flow and shareholder returns — Otis generated sizable operating & adjusted free cash flow (Q4 operating cash flow $817M; FY ~ $1.6B) and repurchased roughly $800M of stock, which supports capital allocation and EPS conversion. Otis Worldwide Corp (OTIS) Q4 2025 Earnings Call Highlights: Record Cash Flow and Modernization …
• Positive Sentiment: 2026 outlook calls for growth — Management guided to organic sales up low-to-mid single digits, adjusted EPS up mid-to-high single digits and FCF roughly $1.6–1.7B, signaling continued confidence in the Service strategy. Otis 4Q Net Up, Sees 2026 Sales Growth on Strong Service Demand
• Neutral Sentiment: EPS in line — Adjusted EPS of $1.03 matched consensus, showing year-over-year improvement but not an upside surprise. Otis Worldwide (OTIS) Q4 Earnings Match Estimates
• Neutral Sentiment: Full materials available — The company hosted an earnings call and provided a slide deck and transcript for details on segment trends and backlog evolution. Otis Worldwide Corporation (OTIS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue shortfall — Q4 revenue came in at $3.80B versus ~$3.88B expected, which prompted the modest selloff as investors focused on top-line softness despite margin wins. Otis misses Q4 estimates, shares dip as revenue falls short
• Negative Sentiment: New Equipment & China weakness — New Equipment sales were softer and management noted weaker demand in China, which impacts short-term top-line momentum and investor sentiment. Otis Worldwide shares slide after Q4 revenue miss, softer sales in China

Otis Worldwide Price Performance

Otis Worldwide stock opened at $88.49 on Thursday. The business has a 50 day moving average of $88.44 and a 200-day moving average of $89.45. The company has a market capitalization of $34.49 billion, a P/E ratio of 26.10, a P/E/G ratio of 2.62 and a beta of 1.02. Otis Worldwide Corporation has a 1 year low of $84.00 and a 1 year high of $106.83.

Otis Worldwide (NYSE:OTIS) last posted its earnings results on Wednesday, January 28th. The company reported $1.03 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.03. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $3.88 billion. Otis Worldwide had a net margin of 9.41% and a negative return on equity of 30.67%. The company’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.93 EPS. Equities analysts anticipate that Otis Worldwide Corporation will post 4.04 EPS for the current year.

Insider Buying and Selling at Otis Worldwide

In related news, CAO Michael Patrick Ryan sold 3,028 shares of the stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $91.69, for a total value of $277,637.32. Following the completion of the sale, the chief accounting officer directly owned 2,628 shares in the company, valued at $240,961.32. This represents a 53.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.23% of the stock is currently owned by corporate insiders.

Otis Worldwide Company Profile

Otis Worldwide Corporation is a manufacturer, installer and servicer of vertical transportation systems, including elevators, escalators and moving walkways. The company designs and supplies new equipment for commercial, residential and industrial buildings, and provides ongoing maintenance and repair services aimed at maximizing equipment availability and safety. Otis also offers modernization solutions to upgrade aging systems and improve performance, accessibility and energy efficiency.

In addition to new equipment sales, a significant portion of Otis’s business derives from long-term service contracts and responsive maintenance work.