Otis Worldwide Corporation (OTIS)
OTIS price $75.37 +3.02 +4.17%
- Ticker
- OTIS
- Price
- $75.37
- Change
- +3.02 +4.17%
- Market cap ?
- $28.69B
- P/E ?
- 18.50
- Forward P/E ?
- 18.66
- Dividend yield ?
- 2.38%
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Stocklytics score
- 53
- Value
- 52
- Quality
- 62
- Growth
- 45
Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of…
Fair value
OTIS fair value $54.22 versus price $75.37 (-28.06%).
Assumptions: 5-year discounted cash flow. Growth 7.03% (Analyst revenue growth, capped between -5% and 25%), discount 10.00%, terminal growth 2.50%. Analyst revenue or earnings growth is capped between -5% and 25%. Equity value is the present value of free cash flow minus net debt, divided by shares. A result below the trading price can still match those inputs. FMP's DCF ($75.68) is a separate model and only a cross-check.
Financial Modeling Prep DCF cross-check: $75.68.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-28 | — | 1.01 | — | 3.85B |
| 2026-07-22 | 1.01 | 1.01 | 3.86B | 3.76B |
| 2026-04-22 | 0.89 | 0.90 | 3.57B | 3.50B |
| 2026-01-28 | 1.03 | 1.04 | 3.80B | 3.89B |
| 2025-10-29 | 1.05 | 1.01 | 3.69B | 3.66B |
| 2025-07-23 | 1.05 | 1.03 | 3.60B | 3.67B |
| 2025-04-23 | 0.92 | 0.90 | 3.35B | 3.38B |
| 2025-01-29 | 0.93 | 0.95 | 3.67B | 3.64B |
| 2024-10-30 | 0.96 | 0.97 | 3.55B | 3.59B |
| 2024-07-24 | 1.06 | 1.03 | 3.60B | 3.74B |
| 2024-04-24 | 0.88 | 0.87 | 3.44B | 3.46B |
| 2024-01-31 | 0.87 | 0.86 | 3.62B | 3.57B |
| 2023-10-25 | 0.95 | 0.87 | 3.52B | 3.52B |
| 2023-07-26 | 0.92 | 0.86 | 3.72B | 3.58B |
| 2023-04-26 | 0.80 | 0.76 | 3.35B | 3.26B |
| 2023-02-01 | 0.75 | 0.74 | 3.44B | 3.36B |
| 2022-10-26 | 0.80 | 0.78 | 3.34B | 3.44B |
| 2022-07-27 | 0.86 | 0.78 | 3.49B | 3.55B |
| 2022-04-25 | 0.77 | 0.74 | 3.41B | 3.45B |
| 2022-01-31 | 0.72 | 0.68 | 3.57B | 3.59B |
| 2021-10-25 | 0.77 | 0.73 | 3.62B | 3.56B |
| 2021-07-26 | 0.79 | 0.72 | 3.70B | 3.56B |
| 2021-04-26 | 0.72 | 0.63 | 3.41B | 2.92B |
| 2021-02-01 | 0.66 | 0.59 | 3.49B | 3.08B |
| 2020-10-26 | 0.69 | 0.56 | 3.27B | 2.51B |
| 2020-07-28 | 0.56 | 0.44 | 3.03B | 2.38B |
| 2020-05-06 | 0.60 | 0.47 | 2.97B | 2.27B |
| 2020-02-07 | 0.73 | — | 3.31B | — |
| 2019-12-31 | 0.50 | — | 3.35B | — |
| 2019-06-30 | 0.71 | — | 3.35B | — |
| 2019-03-31 | 0.63 | — | 3.10B | — |
Dividends
Yield 2.28%. Payout ratio 43.40%. Frequency Quarterly.
Dividend safety is 88/100 (Safe). The score adds four parts worth 25 points each: Payout ratio is 43% of earnings.; Dividends use less than 40% of free cash flow.; Dividends were paid in 7 separate years.; Yield is 2.3%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-14 | $0.44 | 2026-08-14 | 2026-09-11 | Quarterly |
| 2026-05-15 | $0.44 | 2026-05-15 | 2026-06-12 | Quarterly |
| 2026-02-13 | $0.42 | 2026-02-13 | 2026-03-13 | Quarterly |
| 2025-11-14 | $0.42 | 2025-11-14 | 2025-12-05 | Quarterly |
| 2025-08-15 | $0.42 | 2025-08-15 | 2025-09-05 | Quarterly |
| 2025-05-16 | $0.42 | 2025-05-16 | 2025-06-06 | Quarterly |
| 2025-02-14 | $0.39 | 2025-02-14 | 2025-03-07 | Quarterly |
| 2024-11-15 | $0.39 | 2024-11-15 | 2024-12-06 | Quarterly |
| 2024-08-16 | $0.39 | 2024-08-16 | 2024-09-06 | Quarterly |
| 2024-05-16 | $0.39 | 2024-05-17 | 2024-06-07 | Quarterly |
| 2024-02-15 | $0.34 | 2024-02-16 | 2024-03-08 | Quarterly |
| 2023-11-16 | $0.34 | 2023-11-17 | 2023-12-08 | Quarterly |
| 2023-08-17 | $0.34 | 2023-08-18 | 2023-09-08 | Quarterly |
| 2023-05-18 | $0.34 | 2023-05-19 | 2023-06-09 | Quarterly |
| 2023-02-16 | $0.29 | 2023-02-17 | 2023-03-10 | Quarterly |
| 2022-11-17 | $0.29 | 2022-11-18 | 2022-12-10 | Quarterly |
| 2022-08-18 | $0.29 | 2022-08-19 | 2022-09-10 | Quarterly |
| 2022-05-19 | $0.29 | 2022-05-20 | 2022-06-10 | Quarterly |
| 2022-02-17 | $0.24 | 2022-02-18 | 2022-03-10 | Quarterly |
| 2021-11-18 | $0.24 | 2021-11-19 | 2021-12-10 | Quarterly |
| 2021-08-19 | $0.24 | 2021-08-20 | 2021-09-10 | Quarterly |
| 2021-05-20 | $0.24 | 2021-05-21 | 2021-06-10 | Quarterly |
| 2021-02-11 | $0.20 | 2021-02-12 | 2021-03-10 | Quarterly |
| 2020-11-19 | $0.20 | 2020-11-20 | 2020-12-10 | Quarterly |
| 2020-08-20 | $0.20 | 2020-08-21 | 2020-09-10 | Quarterly |
| 2020-05-21 | $0.20 | 2020-05-22 | 2020-06-10 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Gosk Kimberly Shannon | Buy | 933 | — | — |
| 2026-09-02 | Gosk Kimberly Shannon | Sell | 274 | $70.83 | 19.41K |
| 2026-09-02 | Gosk Kimberly Shannon | Sell | 933 | — | — |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Buy | 2.14K | — | — |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Sell | 838 | $71.49 | 59.91K |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Sell | 2.14K | — | — |
| 2026-08-03 | KEARNEY CHRISTOPHER J | Sell | 291 | — | — |
| 2026-06-02 | Armas Joseph Jay | Buy | 1.68K | — | — |
| 2026-06-02 | Armas Joseph Jay | Sell | 1.68K | — | — |
| 2026-06-02 | Armas Joseph Jay | Sell | 421 | $70.33 | 29.61K |
| 2026-05-27 | Bartlett Thomas A | Buy | 2.72K | — | — |
| 2026-05-27 | KEARNEY CHRISTOPHER J | Buy | 2.59K | — | — |
| 2026-05-27 | Stewart Shelley JR | Buy | 2.59K | — | — |
| 2026-05-27 | WALKER JOHN H | Buy | 4.81K | — | — |
| 2026-05-27 | PRESTON MARGARET M V | Buy | 4.60K | — | — |
| 2026-05-27 | Hannan Kathy Hopinkah | Buy | 2.76K | — | — |
| 2026-05-27 | Connors Nelda J | Buy | 2.72K | — | — |
| 2026-05-27 | Brannon Jill | Buy | 4.53K | — | — |
| 2026-05-27 | Black Jeffrey Harry | Buy | 2.80K | — | — |
| 2026-05-07 | Lefebure Thibault Pierre Marie | Sell | 1.63K | $76.89 | 125.18K |
| 2026-03-02 | Lopez Nicolas Eduardo | Buy | 4.68K | — | — |
| 2026-03-01 | Loh Sally | Buy | 1.26K | — | — |
| 2026-03-01 | Loh Sally | Sell | 264 | $92.56 | 24.44K |
| 2026-03-01 | Loh Sally | Sell | 1.26K | — | — |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 0 | — | — |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 682 | $83.63 | 57.04K |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 3.12K | $91.94 | 287.31K |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 291 | — | — |
| 2026-02-12 | de Montlivault Stephane | Sell | 47.94K | $92.25 | 4.42M |
| 2026-02-10 | Ryan Michael Patrick | Sell | 1.18K | $90.06 | 106.45K |
| 2026-02-10 | LaFreniere Nora E. | Buy | 5.11K | $58.66 | 299.58K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 3.31K | $90.38 | 299.52K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 1.79K | $90.38 | 162.05K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 25.62K | $90.38 | 2.32M |
| 2026-02-10 | LaFreniere Nora E. | Sell | 5.11K | $58.66 | 299.58K |
| 2026-02-07 | Zheng Peiming | Buy | 1.48K | — | — |
| 2026-02-07 | Zheng Peiming | Sell | 650 | $89.85 | 58.40K |
| 2026-02-07 | Zheng Peiming | Sell | 1.48K | — | — |
| 2026-02-07 | Ryan Michael Patrick | Buy | 344 | — | — |
| 2026-02-07 | Ryan Michael Patrick | Sell | 100 | $89.85 | 8.98K |
| 2026-02-07 | Ryan Michael Patrick | Sell | 344 | — | — |
| 2026-02-07 | de Montlivault Stephane | Buy | 1.62K | — | — |
| 2026-02-07 | de Montlivault Stephane | Sell | 1.62K | — | — |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Buy | 340 | — | — |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Sell | 133 | $89.85 | 11.95K |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Sell | 340 | — | — |
| 2026-02-07 | Marks Judith Fran | Buy | 11.83K | — | — |
| 2026-02-07 | Marks Judith Fran | Sell | 5.32K | $89.85 | 477.82K |
| 2026-02-07 | Marks Judith Fran | Sell | 11.83K | — | — |
| 2026-02-07 | Loh Sally | Buy | 330 | — | — |
| 2026-02-07 | Loh Sally | Sell | 330 | — | — |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Buy | 254 | — | — |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Sell | 105 | $89.85 | 9.43K |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Sell | 254 | — | — |
| 2026-02-07 | LaFreniere Nora E. | Buy | 1.62K | — | — |
| 2026-02-07 | LaFreniere Nora E. | Sell | 751 | $89.85 | 67.48K |
| 2026-02-07 | LaFreniere Nora E. | Sell | 1.62K | — | — |
| 2026-02-07 | Green Neil | Buy | 608 | — | — |
| 2026-02-07 | Green Neil | Sell | 184 | $89.85 | 16.53K |
| 2026-02-07 | Green Neil | Sell | 608 | — | — |
| 2026-02-07 | Gosk Kimberly Shannon | Buy | 322 | — | — |
| 2026-02-07 | Gosk Kimberly Shannon | Sell | 96 | $89.85 | 8.63K |
| 2026-02-07 | Gosk Kimberly Shannon | Sell | 322 | — | — |
| 2026-02-07 | Armas Joseph Jay | Buy | 232 | — | — |
| 2026-02-07 | Armas Joseph Jay | Sell | 58 | $89.85 | 5.21K |
| 2026-02-07 | Armas Joseph Jay | Sell | 232 | — | — |
| 2026-02-06 | Zheng Peiming | Buy | 2.21K | — | — |
| 2026-02-06 | Zheng Peiming | Sell | 974 | $89.85 | 87.51K |
| 2026-02-06 | Zheng Peiming | Sell | 2.21K | — | — |
| 2026-02-06 | Ryan Michael Patrick | Buy | 349 | — | — |
| 2026-02-06 | Ryan Michael Patrick | Sell | 102 | $89.85 | 9.16K |
| 2026-02-06 | Ryan Michael Patrick | Sell | 349 | — | — |
| 2026-02-06 | de Montlivault Stephane | Buy | 1.47K | — | — |
| 2026-02-06 | de Montlivault Stephane | Sell | 1.47K | — | — |
| 2026-02-06 | Minarro Viseras Enrique | Buy | 2.45K | — | — |
| 2026-02-06 | Minarro Viseras Enrique | Sell | 1.15K | $89.85 | 103.60K |
| 2026-02-06 | Minarro Viseras Enrique | Sell | 2.45K | — | — |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Buy | 302 | — | — |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Sell | 119 | $89.85 | 10.69K |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Sell | 302 | — | — |
| 2026-02-06 | Marks Judith Fran | Buy | 11.79K | — | — |
| 2026-02-06 | Marks Judith Fran | Sell | 5.31K | $89.85 | 476.74K |
| 2026-02-06 | Marks Judith Fran | Sell | 11.79K | — | — |
| 2026-02-06 | Loh Sally | Buy | 1.57K | — | — |
| 2026-02-06 | Loh Sally | Sell | 1.57K | — | — |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Buy | 224 | — | — |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Sell | 92 | $89.85 | 8.27K |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Sell | 224 | — | — |
| 2026-02-06 | LaFreniere Nora E. | Buy | 1.62K | — | — |
| 2026-02-06 | LaFreniere Nora E. | Sell | 616 | $89.85 | 55.35K |
| 2026-02-06 | LaFreniere Nora E. | Sell | 1.62K | — | — |
| 2026-02-06 | Green Neil | Buy | 685 | — | — |
| 2026-02-06 | Green Neil | Sell | 207 | $89.85 | 18.60K |
| 2026-02-06 | Green Neil | Sell | 685 | — | — |
| 2026-02-06 | Gosk Kimberly Shannon | Buy | 297 | — | — |
| 2026-02-06 | Gosk Kimberly Shannon | Sell | 88 | $89.85 | 7.91K |
| 2026-02-06 | Gosk Kimberly Shannon | Sell | 297 | — | — |
| 2026-02-06 | Armas Joseph Jay | Buy | 283 | — | — |
| 2026-02-06 | Armas Joseph Jay | Sell | 70 | $89.85 | 6.29K |
| 2026-02-06 | Armas Joseph Jay | Sell | 283 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.25K, holders -18 vs prior quarter. Ownership 92.54%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 31.62M | -600.49K | -1.86% | 2.26B |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.06M | -194.81K | -0.77% | 1.79B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.96M | 254.83K | +1.29% | 1.43B |
| STATE STREET CORP | 16.66M | 463.49K | +2.86% | 1.19B |
| GEODE CAPITAL MANAGEMENT, LLC | 12.59M | 138.19K | +1.11% | 906.43M |
| FRANKLIN TEMPLETON INC | 11.78M | 263.23K | +2.28% | 843.75M |
| MORGAN STANLEY | 10.96M | -1.99M | -15.39% | 785.08M |
| FMR LLC | 10.11M | 2.13M | +26.70% | 723.85M |
| NORGES BANK | 8.60M | 8.60M | New | 615.91M |
| CLEARBRIDGE INVESTMENTS, LLC | 7.46M | 4.77M | +177.26% | 534.25M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.10M | -2.73M | -30.94% | 437.09M |
| MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. | 5.92M | 26.12K | +0.44% | 423.74M |
| D. E. SHAW & CO., INC. | 5.44M | 1.98M | +57.43% | 389.45M |
| INDEPENDENT FRANCHISE PARTNERS LLP | 5.15M | 4.15M | +414.04% | 368.89M |
| AQR CAPITAL MANAGEMENT LLC | 4.63M | 3.11M | +204.70% | 331.16M |
| PINESTONE ASSET MANAGEMENT INC. | 4.29M | -203.43K | -4.53% | 307.20M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.10M | -3.50M | -46.01% | 303.90M |
| FIERA CAPITAL CORP | 4.14M | -728.16K | -14.96% | 296.33M |
| VAN ECK ASSOCIATES CORP | 3.99M | 24.91K | +0.63% | 285.90M |
| INVESCO LTD. | 3.95M | -16.15K | -0.41% | 283.10M |
| NORTHERN TRUST CORP | 3.90M | -156.91K | -3.87% | 279.31M |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 3.89M | -502.60K | -11.45% | 278.20M |
| WELLINGTON MANAGEMENT GROUP LLP | 3.34M | -185.52K | -5.27% | 238.85M |
| GOLDMAN SACHS GROUP INC | 3.17M | 213.73K | +7.24% | 226.64M |
| TWO SIGMA INVESTMENTS, LP | 3.14M | 1.20M | +62.01% | 224.74M |