OTIS NYSE Week ended 31 Jul 2026

Weekly Investor Report

Otis Worldwide Corp · Industrials · Specialty Industrial Machinery

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Latest close 71.95 USD
0.0% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -9.0% below the Trend Line and sits at 11.2% of its 52-week range. The latest completed week returned 0.0%, after a -1.6% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 27/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: earnings are due in 88d.

Setup score 36 out of 100
Latest Close 71.95 USD 31 Jul 2026
1W Return 0.0% latest completed week
4W Return -1.6% short-term follow-through
12W Return -3.2% quarterly tape
Trend Breadth 7.7% 4 of 52 weeks active
Volume Ratio 1.0x vs 13-week average
What is working
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 55.34% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • 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 0.0% Latest completed week; four-week move -1.6%. Indicator stack 4/62 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 Recent Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 55.34% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Mixed 27/100 conviction; expected move 5.3%. News sentiment 56/100 51 relevant articles in the latest sentiment read. Event risk 88d Next report is scheduled for 28 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -9.0% below the Trend Line and sits at 11.2% of its 52-week range. The latest completed week returned 0.0%, after a -1.6% 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 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
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 31 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 0.0812-week average 0.04

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure2/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.08Current proprietary activity-pressure read.
Buy signals1Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -1.6% over four weeks, -3.2% over 12 weeks, and -13.5% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W0.0%
4W-1.6%
12W-3.2%
26W-14.9%
52W-13.5%
Active trend streak0 weeks
Active weeks in one year4
Trend breadth7.7%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.13Latest activity-pressure read.
Pressure change121.6%Four-week change in activity pressure.
Leadership-20.47Latest relative-leadership reading.
RS change4.4%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 neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 30 Jun 2026 Field coverage 94% Model confidence 94%

Relative factor standing

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

Overall factor strength26/100Blend of value, momentum, and quality. Underlying universe rank 75; rank 1 is best.
Value35/100Relative valuation strength. Underlying universe rank 66; rank 1 is best.
Quality69/100Profitability and accounting quality. Underlying universe rank 32; rank 1 is best.
Momentum17/100Medium-term price momentum. Underlying universe rank 84; rank 1 is best.
Growth24/100Revenue and earnings growth. Underlying universe rank 77; 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.

Valuation

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

P/E
18.1x
Price divided by trailing earnings.
Price / sales
1.8x
Market value relative to trailing revenue.
EV / EBITDA
14.8x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
5.7%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
30.2%
Gross profit retained from each unit of revenue.
Operating margin
15.3%
Operating profit retained from revenue.
Free-cash-flow margin
13.6%
Free cash flow generated from revenue.
Return on invested capital
76.1%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
5.2%
Latest one-year revenue growth.
EPS growth
0.2%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
24.5%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
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
3.9%
Net share repurchases relative to market value.
Shareholder yield
6.2%
Dividend yield plus net buyback yield.
Net debt / EBITDA
3.3x
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 positioningMixed

OTIS shows mixed options pressure with a 27/100 conviction score, put-call volume ratio of 1.16, expected move of 5.3%, and Sharemaestro trend signal inactive.

Conviction27/100
Expected move5.3%
Put/call volume1.16
Pressure-3
Speculation10
Volatility47
Trend agreement71
Open options detail
Insider activity10 / 3

10 acquisitions and 3 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 sentiment56/100

Weighted news tone is neutral across 51 relevant articles.

20 positive · 26 neutral · 5 negative
Patient CapitalRecent

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

Recent buy signal in the last 8 weeks
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 earnings88dNext report is scheduled for 28 Oct 2026; event risk rises as the date approaches.
Options expected move5.3%Nearest-chain priced movement where available.
52-week drawdown-23.4%Distance below the 52-week high.
13-week volatility2.1%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 higher11 of 2615 weeks finished lower.
Best week+5.2%Week of 6 Feb.
Worst week-6.8%Week of 13 Mar.
Latest week+0.0%Week of 31 Jul.

Shape of recent returns

Strong gains1
Modest gains10
Flat weeks0
Modest losses10
Sharp losses5
Recent vol2.1%13-week weekly-return volatility.
Base vol2.5%52-week weekly-return volatility.
Up/down split28/24Count of positive and negative weeks in the 52-week window.
Average skew1.6% / -2.4%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 tape33/100

Trend, activity pressure, participation, and risk combine to a 33/100 tape read.

 Indicator analysis13/100

Latest 12-week confirmation: trend 0/12, activity pressure 2/12, relative leadership 0/12.

Activity pressure 0.08; No reversal markers Next-Week ExpectancyPositive 55.34%

Next-week expectancy is positive with a 55.34% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors36/100

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

Buyback Yield rank 15 Patient CapitalRecent

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

Recent buy signal in the last 8 weeks Options49/100

OTIS shows mixed options pressure with a 27/100 conviction score, put-call volume ratio of 1.16, expected move of 5.3%, and Sharemaestro trend signal inactive.

Mixed · Options-market disagreement · Expected move 5.3% Sentiment56/100

Weighted news tone is neutral across 51 relevant articles.

Otis Worldwide Corp. stock falls Thursday, underperforms market Insiders10 / 3

10 acquisitions and 3 disposals in the latest 180-day insider tape.

 Earnings88d

Next report is scheduled for 28 Oct 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202671.95 USD0.0%79.10 USD87.98 USD0.13-20.4718.5MOff
24 Jul 202671.93 USD-2.1%79.62 USD88.06 USD0.05-20.1127.1MOff
17 Jul 202673.45 USD0.5%80.11 USD88.15 USD-0.08-19.4418.5MOff
10 Jul 202673.09 USD-0.1%80.53 USD88.21 USD-0.24-21.7914.9MOff
3 Jul 202673.14 USD-0.1%81.00 USD88.28 USD-0.58-21.4112.9MOff
26 Jun 202673.19 USD-0.1%81.41 USD88.34 USD-0.88-20.3818.8MOff
19 Jun 202673.27 USD3.6%81.90 USD88.41 USD-1.20-22.8622.8MOff
12 Jun 202670.75 USD0.6%82.36 USD88.46 USD-1.35-25.4816.6MOff
5 Jun 202670.34 USD-0.7%82.93 USD88.55 USD-1.31-26.2015.9MOff
29 May 202670.84 USD-2.7%83.58 USD88.62 USD-1.15-28.2111.8MOff
22 May 202672.77 USD2.5%84.26 USD88.69 USD-1.05-25.9120.4MOff
15 May 202671.01 USD-4.5%84.85 USD88.72 USD-0.98-27.7918.2MOff
8 May 202674.36 USD-2.9%85.48 USD88.78 USD-0.91-24.9725.6MOff
1 May 202676.61 USD-1.1%85.94 USD88.81 USD-1.04-21.6618.2MOff
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.