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 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
Cash flow from operating activities was strong at
Otter Tail Corporation is soliciting proxies for its virtual 2026 Annual Meeting on
The company reported 2025 results including
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
Otter Tail Corp President & CEO Charles S. MacFarlane reported equity awards and related tax withholding. He acquired 47,700 shares of common stock on February 11, 2026 at
On February 10, 2026, he was granted 9,400 restricted stock units, each representing one future share, bringing his RSU holdings to 9,400 units plus existing tranches of 2,500, 3,950 and 7,425 units that vest in four equal annual installments beginning on the dates shown. He also indirectly holds 3,051 shares through an ESOP and 75,459 shares through a Spousal Lifetime Access Trust.
Otter Tail Corp VP of Human Resources Paul L. Knutson reported equity awards and related tax withholding. He acquired 3,600 shares of common stock at
Otter Tail Corp VP and General Counsel Jennifer O. Smestad reported equity awards and related share movements in company stock. On February 11, 2026, she acquired 6,000 shares of common stock at $86.43 per share upon vesting of a 2023 performance share award, then had 3,031 shares withheld at the same price to cover taxes. After these transactions, she directly owned 19,137 common shares and indirectly held 488 shares through an ESOP.
On February 10, 2026, she was granted 1,100 restricted stock units at a conversion price of $0, each representing one share of Otter Tail common stock. These RSUs vest in four equal annual installments beginning February 6, 2027, and she also reported existing RSU positions of 325, 500, and 900 units with earlier vesting schedules.
Otter Tail Corporation’s Chief Financial Officer Todd R. Wahlund reported an equity compensation grant on a Form 4. On February 10, 2026, he acquired 1,400 restricted stock units (RSUs), with no cash price shown for the award.
Each RSU represents a contingent right to receive one share of Otter Tail Corporation common stock. These RSUs are scheduled to vest in four equal annual installments beginning on February 6, 2027. The filing also lists existing RSU awards and common stock positions that he holds directly, through an ESOP, and via his spouse.