OTTR NASDAQ Week ended 24 Jul 2026

Weekly Investor Report

Otter Tail Corporation · Industrials · Conglomerates

Open interactive chart View report data
Latest close 92.34 USD
-0.5% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 5.5% above the Trend Line and sits at 88.1% of its 52-week range. The latest completed week returned -0.5%, after a 1.9% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers. Options positioning is bullish with 41/100 conviction, while the latest news-sentiment score is 53/100. Near-term considerations: volume confirmation is below normal; earnings are due in 2d.

Setup score 65 out of 100
Latest Close 92.34 USD 24 Jul 2026
1W Return -0.5% latest completed week
4W Return 1.9% short-term follow-through
12W Return 2.4% quarterly tape
Trend Breadth 88.5% 46 of 52 weeks active
Volume Ratio 0.7x vs 13-week average
What is working
  • The trend backdrop is active with a 38-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 3 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.5% Latest completed week; four-week move 1.9%. Indicator stack 94/89 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Bullish 41/100 conviction; expected move 5.4%. News sentiment 53/100 52 relevant articles in the latest sentiment read. Event risk 2d Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 5.5% above the Trend Line and sits at 88.1% of its 52-week range. The latest completed week returned -0.5%, after a 1.9% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.7x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.7312-week average 0.75

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure5/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.73Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers33 reversal markers

No recent accumulation markers. 3 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 1.9% over four weeks, 2.4% over 12 weeks, and 20.7% over one year. The current trend has remained active for 38 consecutive weeks.

Performance by holding period

1W-0.5%
4W1.9%
12W2.4%
26W7.9%
52W20.7%
Active trend streak38 weeks
Active weeks in one year46
Trend breadth88.5%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.51Latest activity-pressure read.
Pressure change374.2%Four-week change in activity pressure.
Leadership0.35Latest relative-leadership reading.
RS change107.0%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength93/100Blend of value, momentum, and quality. Underlying universe rank 8; rank 1 is best.
Value84/100Relative valuation strength. Underlying universe rank 17; rank 1 is best.
Quality78/100Profitability and accounting quality. Underlying universe rank 23; rank 1 is best.
Momentum70/100Medium-term price momentum. Underlying universe rank 31; rank 1 is best.
Growth35/100Revenue and earnings growth. Underlying universe rank 66; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework59/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
12.9x
Price divided by trailing earnings.
Price / sales
2.9x
Market value relative to trailing revenue.
EV / EBITDA
9.1x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
20.0%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
39.0%
Gross profit retained from each unit of revenue.
Operating margin
28.2%
Operating profit retained from revenue.
Free-cash-flow margin
67.8%
Free cash flow generated from revenue.
Return on invested capital
12.5%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
2.4%
Latest one-year revenue growth.
EPS growth
2.0%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
30.0%
Latest one-year free-cash-flow growth.
Piotroski F-score
5/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.4%
Cash dividends relative to market value.
Buyback yield
0.1%
Net share repurchases relative to market value.
Shareholder yield
2.5%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.4x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

OTTR shows bullish options pressure with a 41/100 conviction score, put-call volume ratio of 0.20, expected move of 5.4%, and Sharemaestro trend signal active.

Conviction41/100
Expected move5.4%
Put/call volume0.20
Pressure76
Speculation3
Volatility40
Trend agreement16
Open options detail
Insider activity14 / 2

14 acquisitions and 2 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment53/100

Weighted news tone is neutral across 52 relevant articles.

13 positive · 35 neutral · 4 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings2dNext report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
Options expected move5.4%Nearest-chain priced movement where available.
52-week drawdown-2.8%Distance below the 52-week high.
13-week volatility2.4%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher14 of 2612 weeks finished lower.
Best week+5.8%Week of 6 Mar.
Worst week-4.0%Week of 20 Mar.
Latest week-0.5%Week of 24 Jul.

Shape of recent returns

Strong gains2
Modest gains12
Flat weeks0
Modest losses12
Sharp losses0
Recent vol2.4%13-week weekly-return volatility.
Base vol3.0%52-week weekly-return volatility.
Up/down split26/26Count of positive and negative weeks in the 52-week window.
Average skew2.8% / -2.0%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape68/100

Trend, activity pressure, participation, and risk combine to a 68/100 tape read.

 Indicator analysis51/100

Latest 12-week confirmation: trend 12/12, activity pressure 5/12, relative leadership 1/12.

Activity pressure 0.73; 3 reversal markers Factors81/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 41; Small Cap Core rank 32 SVQF59/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 299.0 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options46/100

OTTR shows bullish options pressure with a 41/100 conviction score, put-call volume ratio of 0.20, expected move of 5.4%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 5.4% Sentiment53/100

Weighted news tone is neutral across 52 relevant articles.

Do Softer EPS Forecasts Change The Bull Case For Otter Tail (OTTR)? Insiders14 / 2

14 acquisitions and 2 disposals in the latest 180-day insider tape.

 Earnings2d

Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202692.34 USD-0.5%87.52 USD80.11 USD0.510.35893.8KOn
17 Jul 202692.83 USD4.4%87.15 USD80.00 USD0.56-0.741.8MOn
10 Jul 202688.96 USD-2.7%86.76 USD79.91 USD0.09-8.84876.1KOn
3 Jul 202691.39 USD0.8%86.56 USD79.83 USD0.12-4.89992.0KOn
26 Jun 202690.63 USD3.6%86.22 USD79.70 USD-0.19-5.032.0MOn
19 Jun 202687.50 USD-2.3%85.90 USD79.59 USD-0.63-12.581.2MOn
12 Jun 202689.59 USD3.2%85.67 USD79.47 USD-0.63-8.411.2MOn
5 Jun 202686.77 USD0.1%85.41 USD79.35 USD-0.60-9.501.3MOn
29 May 202686.66 USD-0.8%85.28 USD79.26 USD-0.52-13.92856.9KOn
22 May 202687.35 USD-0.5%84.92 USD79.15 USD-0.29-11.081.1MOn
15 May 202687.80 USD0.4%84.57 USD79.04 USD-0.08-9.841.4MOn
8 May 202687.45 USD-3.0%84.17 USD78.93 USD0.02-10.811.5MOn
1 May 202690.19 USD3.0%83.71 USD78.84 USD0.16-3.381.0MOn
24 Apr 202687.57 USD-0.0%83.31 USD78.72 USD0.19-5.081.9MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.