Otter Tail (OTTR) Stock Insights
OTTR$89.64-0.83 -0.92%
$3.76B
Market Cap
19.41
P/E
14.76
Forward P/E
32
Score
Otter Tail (OTTR) Stock Insights
OTTR price $89.64 -0.83 -0.92%
- Ticker
- OTTR
- Price
- $89.64
- Change
- -0.83 -0.92%
- Market cap ?
- $3.76B
- P/E ?
- 19.41
- Forward P/E ?
- 14.76
- Dividend yield ?
- 2.50%
- Beta ?
- 0.45
- Sector
- Industrials
- Industry
- Conglomerates
- Stocklytics score
- 32
- Value
- 32
- Quality
- 40
- Growth
- 25
Stocklytics score rationale: value 32, quality 40, growth 25.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 803539000 | 849350000 | 916447000 | 919503000 | 890107000 | 1196844000 | 1460209000 | 1349166000 | 1330548000 | 1304058000 |
Otter Tail Corporation, an entity founded in 1907 and based in Fergus Falls, Minnesota, is a diversified enterprise conducting business in the United States across three primary sectors: an electric utility, manufacturing operations, and the production of plastic pipes. The company adopted its current name in 2001, having previously been known as Otter Tail Power Company. The Electric segment is responsible for…
Fair value
OTTR fair value $103.98. Price $89.64. Price is 14% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 86% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 267.88M. Growth 1.24%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 41.99M. Net debt 717.57M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Free cash flow adds back growth capex above depreciation.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-02 | — | 1.55 | — | 327.87M |
| 2026-08-03 | 1.66 | 1.51 | 334.38M | 326.13M |
| 2026-05-04 | 1.73 | 1.42 | 347.03M | 339.10M |
| 2026-02-16 | 1.23 | 1.16 | 308.10M | 311.15M |
| 2025-11-03 | 1.86 | 1.80 | 325.56M | 311.15M |
| 2025-08-04 | 1.85 | 1.71 | 333.04M | 336.85M |
| 2025-05-05 | 1.62 | 1.53 | 337.35M | 342.25M |
| 2025-02-17 | 1.30 | 1.26 | 303.11M | 314.75M |
| 2024-11-04 | 2.03 | 1.98 | 338.03M | 309.69M |
| 2024-08-05 | 2.07 | 1.69 | 342.34M | 367.71M |
| 2024-05-06 | 1.77 | 1.45 | 347.07M | 335.30M |
| 2024-02-12 | 1.37 | 1.25 | 314.31M | 319.48M |
| 2023-10-30 | 2.19 | 1.62 | 358.06M | 335.73M |
| 2023-07-31 | 1.95 | 1.45 | 337.72M | 314.09M |
| 2023-05-01 | 1.49 | 1.01 | 339.08M | 320.37M |
| 2023-02-13 | 1.00 | 0.84 | 301.41M | 316.60M |
| 2022-10-31 | 2.01 | 1.82 | 383.86M | 357.76M |
| 2022-08-01 | 2.05 | 1.55 | 400.04M | 336.88M |
| 2022-05-02 | 1.72 | 1.18 | 374.90M | 324.70M |
| 2022-02-14 | 1.23 | 1.19 | 333.23M | 322.23M |
| 2021-11-01 | 1.26 | 1.13 | 316.29M | 315.44M |
| 2021-08-02 | 1.01 | 0.54 | 285.61M | 260.26M |
| 2021-05-03 | 0.73 | 0.67 | 261.71M | 248.78M |
| 2021-02-15 | 0.45 | 0.45 | 226.85M | 231.78M |
| 2020-11-02 | 0.87 | 0.65 | 235.75M | 178.85M |
| 2020-08-03 | 0.42 | 0.32 | 192.76M | 146.86M |
| 2020-05-05 | 0.60 | 0.67 | 234.75M | 262.13M |
| 2020-02-17 | 0.51 | 0.51 | 215.68M | 215.68M |
| 2019-11-04 | 0.62 | 0.65 | 228.65M | 239.72M |
| 2019-08-05 | 0.39 | 0.46 | 229.20M | 270.34M |
| 2019-05-06 | 0.66 | 0.69 | 245.97M | 257.15M |
| 2019-02-18 | 0.35 | 0.39 | 221.17M | 246.45M |
| 2018-11-05 | 0.58 | 0.43 | 227.66M | 168.78M |
| 2018-08-06 | 0.47 | 0.47 | 226.35M | 226.30M |
| 2018-05-07 | 0.66 | 0.53 | 241.27M | 193.77M |
| 2018-02-12 | 0.50 | 0.36 | 206.69M | 148.82M |
| 2017-11-01 | 0.45 | 0.39 | 216.46M | 187.63M |
| 2017-08-07 | 0.42 | 0.40 | 212.09M | 202.00M |
| 2017-05-01 | 0.49 | 0.43 | 214.12M | 187.88M |
| 2017-02-06 | 0.44 | 0.44 | 196.64M | 196.60M |
Dividends
Yield 2.52%. Payout ratio 47.45%. Frequency Quarterly.
Safety score 95/100 · Safe. Payout ratio is 47% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 40 separate years. Yield is 2.5%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-14 | $0.58 | 2026-08-14 | 2026-09-10 | Quarterly |
| 2026-05-15 | $0.58 | 2026-05-15 | 2026-06-10 | Quarterly |
| 2026-02-13 | $0.58 | 2026-02-13 | 2026-03-10 | Quarterly |
| 2025-11-14 | $0.53 | 2025-11-14 | 2025-12-10 | Quarterly |
| 2025-08-15 | $0.53 | 2025-08-15 | 2025-09-10 | Quarterly |
| 2025-05-15 | $0.53 | 2025-05-15 | 2025-06-10 | Quarterly |
| 2025-02-14 | $0.53 | 2025-02-14 | 2025-03-10 | Quarterly |
| 2024-11-15 | $0.47 | 2024-11-15 | 2024-12-10 | Quarterly |
| 2024-08-15 | $0.47 | 2024-08-15 | 2024-09-10 | Quarterly |
| 2024-05-14 | $0.47 | 2024-05-15 | 2024-06-10 | Quarterly |
| 2024-02-14 | $0.47 | 2024-02-15 | 2024-03-08 | Quarterly |
| 2023-11-14 | $0.44 | 2023-11-15 | 2023-12-08 | Quarterly |
| 2023-08-14 | $0.44 | 2023-08-15 | 2023-09-08 | Quarterly |
| 2023-05-12 | $0.44 | 2023-05-15 | 2023-06-09 | Quarterly |
| 2023-02-13 | $0.44 | 2023-02-14 | 2023-03-10 | Quarterly |
| 2022-11-14 | $0.41 | 2022-11-15 | 2022-12-09 | Quarterly |
| 2022-08-12 | $0.41 | 2022-08-15 | 2022-09-09 | Quarterly |
| 2022-05-12 | $0.41 | 2022-05-13 | 2022-06-10 | Quarterly |
| 2022-02-14 | $0.41 | 2022-02-15 | 2022-03-10 | Quarterly |
| 2021-11-12 | $0.39 | 2021-11-15 | 2021-12-10 | Quarterly |
| 2021-08-12 | $0.39 | 2021-08-13 | 2021-09-10 | Quarterly |
| 2021-05-13 | $0.39 | 2021-05-14 | 2021-06-10 | Quarterly |
| 2021-02-11 | $0.39 | 2021-02-12 | 2021-03-10 | Quarterly |
| 2020-11-12 | $0.37 | 2020-11-13 | 2020-12-10 | Quarterly |
| 2020-08-13 | $0.37 | 2020-08-14 | 2020-09-10 | Quarterly |
| 2020-05-14 | $0.37 | 2020-05-15 | 2020-06-10 | Quarterly |
| 2020-02-13 | $0.37 | 2020-02-14 | 2020-03-10 | Quarterly |
| 2019-11-14 | $0.35 | 2019-11-15 | 2019-12-10 | Quarterly |
| 2019-08-14 | $0.35 | 2019-08-15 | 2019-09-10 | Quarterly |
| 2019-05-14 | $0.35 | 2019-05-15 | 2019-06-10 | Quarterly |
| 2019-02-14 | $0.35 | 2019-02-15 | 2019-03-09 | Quarterly |
| 2018-11-14 | $0.34 | 2018-11-15 | 2018-12-10 | Quarterly |
| 2018-08-14 | $0.34 | 2018-08-15 | 2018-09-10 | Quarterly |
| 2018-05-14 | $0.34 | 2018-05-15 | 2018-06-09 | Quarterly |
| 2018-02-14 | $0.34 | 2018-02-15 | 2018-03-10 | Quarterly |
| 2017-11-14 | $0.32 | 2017-11-15 | 2017-12-09 | Quarterly |
| 2017-08-11 | $0.32 | 2017-08-15 | 2017-09-09 | Quarterly |
| 2017-05-11 | $0.32 | 2017-05-15 | 2017-06-10 | Quarterly |
| 2017-02-13 | $0.32 | 2017-02-15 | 2017-03-10 | Quarterly |
| 2016-11-10 | $0.31 | 2016-11-15 | 2016-12-10 | Quarterly |
| 2016-08-11 | $0.31 | 2016-08-15 | 2016-09-10 | Quarterly |
| 2016-05-11 | $0.31 | 2016-05-13 | 2016-06-10 | Quarterly |
| 2016-02-10 | $0.31 | 2016-02-12 | 2016-03-10 | Quarterly |
| 2015-11-10 | $0.31 | 2015-11-13 | 2015-12-10 | Quarterly |
| 2015-08-12 | $0.31 | 2015-08-14 | 2015-09-10 | Quarterly |
| 2015-05-13 | $0.31 | 2015-05-15 | 2015-06-10 | Quarterly |
| 2015-02-11 | $0.31 | 2015-02-13 | 2015-03-10 | Quarterly |
| 2014-11-12 | $0.30 | 2014-11-14 | 2014-12-10 | Quarterly |
| 2014-08-13 | $0.30 | 2014-08-15 | 2014-09-10 | Quarterly |
| 2014-05-13 | $0.30 | 2014-05-15 | 2014-06-10 | Quarterly |
| 2014-02-12 | $0.30 | 2014-02-14 | 2014-03-10 | Quarterly |
| 2013-11-13 | $0.30 | 2013-11-15 | 2013-12-10 | Quarterly |
| 2013-08-13 | $0.30 | 2013-08-15 | 2013-09-10 | Quarterly |
| 2013-05-13 | $0.30 | 2013-05-15 | 2013-06-10 | Quarterly |
| 2013-02-13 | $0.30 | 2013-02-15 | 2013-03-09 | Quarterly |
| 2012-11-13 | $0.30 | 2012-11-15 | 2012-12-10 | Quarterly |
| 2012-08-13 | $0.30 | 2012-08-15 | 2012-09-10 | Quarterly |
| 2012-05-11 | $0.30 | 2012-05-15 | 2012-06-09 | Quarterly |
| 2012-02-13 | $0.30 | 2012-02-15 | 2012-03-10 | Quarterly |
| 2011-11-10 | $0.30 | 2011-11-15 | 2011-12-10 | Quarterly |
| 2011-08-11 | $0.30 | 2011-08-15 | 2011-09-10 | Quarterly |
| 2011-05-11 | $0.30 | 2011-05-13 | 2011-06-10 | Quarterly |
| 2011-02-11 | $0.30 | 2011-02-15 | 2011-03-10 | Quarterly |
| 2010-11-10 | $0.30 | 2010-11-15 | 2010-12-10 | Quarterly |
| 2010-08-11 | $0.30 | 2010-08-13 | 2010-09-10 | Quarterly |
| 2010-05-12 | $0.30 | 2010-05-14 | 2010-06-10 | Quarterly |
| 2010-02-10 | $0.30 | 2010-02-15 | 2010-03-10 | Quarterly |
| 2009-11-10 | $0.30 | 2009-11-13 | 2009-12-10 | Quarterly |
| 2009-08-12 | $0.30 | 2009-08-14 | 2009-09-10 | Quarterly |
| 2009-05-13 | $0.30 | 2009-05-15 | 2009-06-10 | Quarterly |
| 2009-02-11 | $0.30 | 2009-02-13 | 2009-03-10 | Quarterly |
| 2008-11-12 | $0.30 | 2008-11-14 | 2008-12-10 | Quarterly |
| 2008-08-13 | $0.30 | 2008-08-15 | 2008-09-10 | Quarterly |
| 2008-05-13 | $0.30 | 2008-05-15 | 2008-06-10 | Quarterly |
| 2008-02-13 | $0.30 | 2008-02-15 | 2008-03-10 | Quarterly |
| 2007-11-13 | $0.29 | 2007-11-15 | 2007-12-10 | Quarterly |
| 2007-08-13 | $0.29 | 2007-08-15 | 2007-09-10 | Quarterly |
| 2007-05-11 | $0.29 | 2007-05-15 | 2007-06-09 | Quarterly |
| 2007-02-13 | $0.29 | 2007-02-15 | 2007-03-10 | Quarterly |
| 2006-11-13 | $0.29 | 2006-11-15 | 2006-12-09 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-11 | KNUTSON PAUL L | Sell | 475 | $94.63 | 44.95K |
| 2026-08-10 | KNUTSON PAUL L | Sell | 250 | $92.84 | 23.21K |
| 2026-08-07 | KNUTSON PAUL L | Sell | 3.50K | $93.11 | 325.88K |
| 2026-08-07 | KNUTSON PAUL L | Sell | 725 | — | — |
| 2026-08-07 | KNUTSON PAUL L | Buy | 475 | — | — |
| 2026-08-07 | KNUTSON PAUL L | Buy | 250 | — | — |
| 2026-04-13 | Wahlund Todd R | Buy | 300 | — | — |
| 2026-04-13 | ROGELSTAD TIMOTHY J | Buy | 1.40K | — | — |
| 2026-04-13 | Smestad Jennifer O. | Buy | 5.80K | — | — |
| 2026-04-13 | Nelson Tyler J | Buy | 800 | — | — |
| 2026-04-13 | Nelson Tyler J | Other | 0 | — | — |
| 2026-04-13 | Johnson Kathryn O | Buy | 1.50K | — | — |
| 2026-04-13 | Ludford Mary E | Buy | 1.50K | — | — |
| 2026-04-13 | ERICKSON JOHN D | Buy | 1.50K | — | — |
| 2026-04-13 | Crain Jeanne H | Buy | 1.50K | — | — |
| 2026-04-13 | WEBB THOMAS J | Buy | 1.50K | — | — |
| 2026-04-13 | Rasche Steven P | Buy | 1.90K | — | — |
| 2026-04-13 | Clark Christopher B | Buy | 1.90K | — | — |
| 2026-04-13 | LeBeau Michael E | Buy | 1.50K | — | — |
| 2026-04-13 | PARTAIN NATHAN I | Buy | 2.00K | — | — |
| 2026-04-08 | Wahlund Todd R | Buy | 460 | $90.11 | 41.45K |
| 2026-04-08 | Wahlund Todd R | Sell | 186 | $90.11 | 16.76K |
| 2026-04-08 | Wahlund Todd R | Sell | 460 | — | — |
| 2026-02-11 | Abbott John S | Buy | 8.40K | $86.43 | 726.01K |
| 2026-02-11 | Abbott John S | Sell | 4.21K | $86.43 | 363.78K |
| 2026-02-11 | ROGELSTAD TIMOTHY J | Buy | 8.40K | $86.43 | 726.01K |
| 2026-02-11 | ROGELSTAD TIMOTHY J | Sell | 4.21K | $86.43 | 364.04K |
| 2026-02-11 | MACFARLANE CHARLES S | Buy | 47.70K | $86.43 | 4.12M |
| 2026-02-11 | MACFARLANE CHARLES S | Sell | 23.52K | $86.43 | 2.03M |
| 2026-02-11 | KNUTSON PAUL L | Buy | 3.60K | $86.43 | 311.15K |
| 2026-02-11 | KNUTSON PAUL L | Sell | 1.59K | $86.43 | 137.60K |
| 2026-02-11 | Smestad Jennifer O. | Buy | 6.00K | $86.43 | 518.58K |
| 2026-02-11 | Smestad Jennifer O. | Sell | 3.03K | $86.43 | 261.97K |
| 2026-02-10 | Abbott John S | Buy | 1.60K | — | — |
| 2026-02-10 | ROGELSTAD TIMOTHY J | Buy | 1.60K | — | — |
| 2026-02-10 | MACFARLANE CHARLES S | Buy | 9.40K | — | — |
| 2026-02-10 | KNUTSON PAUL L | Buy | 800 | — | — |
| 2026-02-10 | Smestad Jennifer O. | Buy | 1.10K | — | — |
| 2026-02-10 | Wahlund Todd R | Buy | 1.40K | — | — |
| 2026-02-06 | Wahlund Todd R | Buy | 675 | — | — |
| 2026-02-06 | Wahlund Todd R | Sell | 119 | $87.83 | 10.45K |
| 2026-02-06 | Wahlund Todd R | Sell | 375 | — | — |
| 2026-02-06 | Wahlund Todd R | Sell | 300 | — | — |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Buy | 1.62K | — | — |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Sell | 763 | $87.83 | 67.01K |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Sell | 425 | — | — |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Sell | 350 | — | — |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Sell | 450 | — | — |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Sell | 400 | — | — |
| 2026-02-06 | MACFARLANE CHARLES S | Buy | 9.12K | — | — |
| 2026-02-06 | MACFARLANE CHARLES S | Sell | 4.28K | $87.83 | 375.65K |
| 2026-02-06 | MACFARLANE CHARLES S | Sell | 2.48K | — | — |
| 2026-02-06 | MACFARLANE CHARLES S | Sell | 1.98K | — | — |
| 2026-02-06 | MACFARLANE CHARLES S | Sell | 2.50K | — | — |
| 2026-02-06 | MACFARLANE CHARLES S | Sell | 2.17K | — | — |
| 2026-02-06 | Abbott John S | Buy | 1.62K | — | — |
| 2026-02-06 | Abbott John S | Sell | 763 | $87.83 | 67.01K |
| 2026-02-06 | Abbott John S | Sell | 425 | — | — |
| 2026-02-06 | Abbott John S | Sell | 350 | — | — |
| 2026-02-06 | Abbott John S | Sell | 450 | — | — |
| 2026-02-06 | Abbott John S | Sell | 400 | — | — |
| 2026-02-06 | KNUTSON PAUL L | Buy | 700 | — | — |
| 2026-02-06 | KNUTSON PAUL L | Sell | 279 | $87.83 | 24.50K |
| 2026-02-06 | KNUTSON PAUL L | Sell | 175 | — | — |
| 2026-02-06 | KNUTSON PAUL L | Sell | 150 | — | — |
| 2026-02-06 | KNUTSON PAUL L | Sell | 200 | — | — |
| 2026-02-06 | KNUTSON PAUL L | Sell | 175 | — | — |
| 2026-02-06 | Smestad Jennifer O. | Buy | 1.15K | — | — |
| 2026-02-06 | Smestad Jennifer O. | Sell | 541 | $87.83 | 47.52K |
| 2026-02-06 | Smestad Jennifer O. | Sell | 300 | — | — |
| 2026-02-06 | Smestad Jennifer O. | Sell | 250 | — | — |
| 2026-02-06 | Smestad Jennifer O. | Sell | 325 | — | — |
| 2026-02-06 | Smestad Jennifer O. | Sell | 275 | — | — |
| 2026-01-01 | Rasche Steven P | Other | 0 | — | — |
| 2026-01-01 | Clark Christopher B | Other | 0 | — | — |
| 2025-04-13 | FRITZE STEVEN L | Buy | 1.70K | — | — |
| 2025-04-13 | Johnson Kathryn O | Buy | 1.70K | — | — |
| 2025-04-13 | Crain Jeanne H | Buy | 1.70K | — | — |
| 2025-04-13 | PARTAIN NATHAN I | Buy | 2.20K | — | — |
| 2025-04-13 | ERICKSON JOHN D | Buy | 1.70K | — | — |
| 2025-04-13 | LeBeau Michael E | Buy | 1.70K | — | — |
| 2025-04-13 | Ludford Mary E | Buy | 1.70K | — | — |
| 2025-04-13 | WEBB THOMAS J | Buy | 1.70K | — | — |
| 2025-04-08 | Nelson Tyler J | Other | 550 | — | — |
| 2025-04-08 | Wahlund Todd R | Buy | 600 | $75.39 | 45.23K |
| 2025-04-08 | Wahlund Todd R | Sell | 308 | $75.39 | 23.22K |
| 2025-04-08 | Wahlund Todd R | Sell | 600 | — | — |
| 2025-02-12 | MACFARLANE CHARLES S | Buy | 41.44K | $79.61 | 3.30M |
| 2025-02-12 | MACFARLANE CHARLES S | Sell | 20.43K | $79.61 | 1.63M |
| 2025-02-12 | ROGELSTAD TIMOTHY J | Buy | 7.56K | $79.61 | 601.89K |
| 2025-02-12 | ROGELSTAD TIMOTHY J | Sell | 3.80K | $79.61 | 302.62K |
| 2025-02-12 | Abbott John S | Buy | 7.56K | $79.61 | 601.89K |
| 2025-02-12 | Abbott John S | Sell | 3.80K | $79.61 | 302.38K |
| 2025-02-12 | KNUTSON PAUL L | Buy | 3.08K | $79.61 | 245.21K |
| 2025-02-12 | KNUTSON PAUL L | Sell | 1.39K | $79.61 | 110.66K |
| 2025-02-12 | Smestad Jennifer O. | Buy | 5.32K | $79.61 | 423.55K |
| 2025-02-12 | Smestad Jennifer O. | Sell | 2.63K | $79.61 | 209.63K |
| 2025-02-11 | MACFARLANE CHARLES S | Buy | 9.90K | — | — |
| 2025-02-11 | ROGELSTAD TIMOTHY J | Buy | 1.70K | — | — |
| 2025-02-11 | Abbott John S | Buy | 1.70K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 370, holders +19 vs prior quarter. Ownership 71.47%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 6.56M | 133.22K | +2.07% | 590.05M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.00M | 49.14K | +1.67% | 269.61M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.89M | 25.53K | +1.37% | 170.17M |
| STATE STREET CORP | 1.65M | 76.43K | +4.87% | 148.09M |
| LSV ASSET MANAGEMENT | 1.19M | 143.55K | +13.76% | 106.76M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.11M | 58.00K | +5.50% | 100.16M |
| MORGAN STANLEY | 885.38K | 230.94K | +35.29% | 79.67M |
| DIMENSIONAL FUND ADVISORS LP | 828.02K | 12.78K | +1.57% | 74.50M |
| TWO SIGMA INVESTMENTS, LP | 725.77K | 62.84K | +9.48% | 65.30M |
| FIRST TRUST ADVISORS LP | 637.04K | 30.54K | +5.04% | 57.32M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 539.87K | -30.06K | -5.27% | 48.58M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 519.76K | -4.37K | -0.83% | 46.77M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 519.76K | 519.76K | New | 46.77M |
| GABELLI FUNDS LLC | 462.20K | -5.00K | -1.07% | 41.59M |
| NORTHERN TRUST CORP | 453.45K | 21.43K | +4.96% | 40.80M |
| D. E. SHAW & CO., INC. | 447.02K | 47.59K | +11.92% | 40.22M |
| BANK OF NEW YORK MELLON CORP | 358.27K | 7.67K | +2.19% | 32.24M |
| JPMORGAN CHASE & CO | 315.98K | -23.66K | -6.96% | 28.25M |
| BANK OF AMERICA CORP /DE/ | 312.59K | -23.89K | -7.10% | 28.13M |
| VANGUARD FIDUCIARY TRUST CO | 278.78K | 6.37K | +2.34% | 25.08M |
| VICTORY CAPITAL MANAGEMENT INC | 276.06K | 23.68K | +9.38% | 24.84M |
| NUVEEN, LLC | 268.46K | 79.23K | +41.87% | 24.16M |
| GAMCO INVESTORS, INC. ET AL | 264.80K | -2 | -0.00% | 23.83M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 260.05K | 127.58K | +96.31% | 23.40M |
| GOLDMAN SACHS GROUP INC | 249.29K | -236.06K | -48.64% | 22.43M |
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