XNYS • Technology

Otis Worldwide Corporation (OTIS)

ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP) · ONE CARRIER PLACE, FARMINGTON, CT, 06032

XNYSstockActive listing
71.04
-0.29 (-0.41%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close71.33
Open71.11
Day range70.74 – 71.63
52-week range63.58 – 94.57
Volume4,739,272
Market cap25.48B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$96$87$79$70$62Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Otis Worldwide Corporation (OTIS): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Otis Worldwide Corporation (OTIS) is 71.04, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Otis is the largest global elevator and escalator supplier by revenue with around 18% global market share. In 1854 Otis' founder and namesake Elisha Graves Otis, invented a safety mechanism that prevented elevators from falling if the hoisting cable failed. The company's product and service lifecycle begins with installations of elevator units in new buildings, later selling maintenance services on the units, and eventually replacement of the units after the average 15- to 20-year useful life of an elevator. As the largest global OEM, Otis has amassed an installed base under service that exceeds 2 million elevators. Its business model is similar to that of its closest competitors Kone, Schindler, and TK Elevator. Stored fundamentals include 36 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 59.22. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +7.34%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +0.00% and operating margin is +14.90%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 59.22. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (67.01, 69.29, and 76.98). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The stored snapshot combines positive revenue growth with positive free cash flow. If future reports sustain both, it would support—but not guarantee—the case for durable business momentum.

Bear case

The stored P/E of 59.22 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H71.22+0.26%neutral82
7D71.73+0.97%neutral82
30D72.89+2.61%bullish82
90D74.68+5.13%bullish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202765.2965.1866.16-0.68%63long-term-neutral
203067.8266.2471.620.78%62long-term-positive
203580.5173.6191.282.28%60long-term-positive
2040100.5084.84122.473.08%58long-term-positive
2050158.53113.74223.253.74%54long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue3.86BTotal sales reported for the period; compare growth across several periods.
Revenue growth+7.34%How quickly sales are expanding or contracting versus the comparison period.
Gross profit0Interpret alongside the company’s history, sector peers, reporting period and data source.
Operating income575MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income449MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)1.12Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth+13.13%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+0.00%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+14.90%Share of revenue left after operating expenses, before interest and taxes.
Net margin+11.64%Share of revenue that remains as profit after expenses and taxes.
EBITDA1.2BInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT1.11BInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents813MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets11.16BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities16.61BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity-5.45BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets6.84BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities8.23BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow267MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure44MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow223MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+5.78%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity-8.23%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+4.02%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on capital employed+38.01%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
PEG ratio0.91Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / sales6.62Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / revenue6.39Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / EBITDA20.61Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / FCF114.93Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+8.35%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding386,400,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share-14.11Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share0.58Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap25.48BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio59.22Share price relative to earnings per share; interpret alongside growth and peers.
52-week high94.57Highest stored price over the rolling year; not a fair-value estimate.
52-week low63.58Lowest stored price over the rolling year; not a support guarantee.
Average volume4,739,272Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)63.33Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2067.01Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5069.29Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10070.71Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20076.98Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2068.09Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5069.04Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20076.35Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.3Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.52Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.83Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper71.14Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle67.01Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower62.88Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic92.68Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal95.05359110025154Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-7.32Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI173.35Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI62.9Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+10.17%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-72.22MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum7.83Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+22.24%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.38Average true range estimates recent price movement size, not direction.
ADX35.43Measures trend strength, not whether the trend is bullish or bearish.
Support level63.58Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level71.63Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————813M11.16B16.61B0-5.45B———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————680M77M603M3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————267M44M223M3spread
Jun 30, 2026income statementFY-2026-Q2annual7.43B-5.21B01.11B802M1.991.99————————3spread
Jun 30, 2026income statementFY-2026-Q2quarterly3.86B—0575M449M1.121.12————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————834M10.54B15.98B0-5.44B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————413M33M380M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly3.57B—0539M353M0.880.87————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————1.1B10.65B15.92B0-5.27B———3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————817M45M772M3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————1.6B152M1.44B3spread
Dec 31, 2025income statementFY-2025-Q4quarterly3.8B—0589M384M0.950.95————————3spread
Dec 31, 2025income statementFY-2025-Q4annual14.43B—02.13B1.46B3.523.50————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————840M10.77B16.06B0-5.29B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————779M107M672M3spread
Sep 30, 2025income statementFY-2025-Q3quarterly3.69B—0586M392M0.960.95————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————688M10.5B15.7B0-5.2B———3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————405M70M335M3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————215M36M179M3spread
Jun 30, 2025income statementFY-2025-Q2annual6.95B—0958M679M1.611.60————————3spread
Jun 30, 2025income statementFY-2025-Q2quarterly3.6B—0547M423M1.000.99————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————1.92B11.18B16.17B0-4.99B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————190M34M156M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly3.35B—0411M256M0.610.61————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————2.3B11.32B16.04B0-4.73B———3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————1.56B126M1.44B3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————690M39M651M3spread
Dec 31, 2024income statementFY-2024-Q4annual14.26B—02.01B1.73B4.104.07————————3spread
Dec 31, 2024income statementFY-2024-Q4quarterly3.68B—0531M353M0.840.83————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————827M10.26B15.04B0-4.78B———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————873M87M786M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly3.55B—0363M557M1.351.34————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————942M9.86B14.74B0-4.88B———3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————479M55M424M3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————308M24M284M3spread
Jun 30, 2024income statementFY-2024-Q2quarterly3.6B—0570M450M1.031.02————————3spread
Jun 30, 2024income statementFY-2024-Q2annual7.04B—01.11B824M1.901.89————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————884M9.79B14.61B0-4.82B———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————171M31M140M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly3.44B—0544M374M0.870.86————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————1.27B10.12B14.84B0-4.72B———3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————597M42M555M3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————1.63B138M1.49B3spread
Dec 31, 2023income statementFY-2023-Q4quarterly3.62B—0522M344M0.790.78————————3spread
Dec 31, 2023income statementFY-2023-Q4annual14.21B—02.19B1.5B3.423.39————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————1.64B10.39B15B0-4.61B———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————1.03B96M934M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly3.52B—0571M395M0.920.91————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————1.22B10.14B14.76B0-4.63B———3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————724M62M662M3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————446M37M409M3spread
Jun 30, 2023income statementFY-2023-Q2quarterly3.72B—0580M407M0.910.90————————3spread
Jun 30, 2023income statementFY-2023-Q2annual7.07B—01.09B759M1.711.70————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————1.12B9.85B14.48B0-4.64B———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————278M25M253M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly3.35B—0513M352M0.800.79————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————1.19B9.82B14.48B0-4.66B———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————1.56B115M1.45B3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————464M34M430M3spread
Dec 31, 2022income statementFY-2022-Q4quarterly3.44B—0491M318M0.710.70————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026+7.34%+0.00%+14.90%+11.64%-8.23%—

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Jul 23, 2026Q21.12—3.86B—
Apr 23, 2026Q10.87—3.57B—
Feb 5, 2026FY3.50—14.43B—
Oct 30, 2025Q30.95—3.69B—
Jul 24, 2025Q20.99—3.6B—
Apr 24, 2025Q10.61—3.35B—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio59.22
Price / sales6.62
PEG ratio0.91
Enterprise value24.67B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Jul 23, 2026330,000,000.0000USDSEC_XBRL_BULK
Jul 23, 2026319,000,000.0000USDSEC_XBRL_BULK
Apr 23, 2026155,000,000.0000USDSEC_XBRL_BULK
Apr 23, 2026163,000,000.0000USDSEC_XBRL_BULK
Feb 5, 2026606,000,000.0000USDSEC_XBRL_BULK
Feb 5, 2026539,000,000.0000USDSEC_XBRL_BULK
Feb 5, 2026647,000,000.0000USDSEC_XBRL_BULK
Oct 30, 2025483,000,000.0000USDSEC_XBRL_BULK
Oct 30, 2025450,000,000.0000USDSEC_XBRL_BULK
Jul 24, 2025295,000,000.0000USDSEC_XBRL_BULK
Jul 24, 2025319,000,000.0000USDSEC_XBRL_BULK
Apr 24, 2025138,000,000.0000USDSEC_XBRL_BULK
Apr 24, 2025155,000,000.0000USDSEC_XBRL_BULK
Feb 4, 2025539,000,000.0000USDSEC_XBRL_BULK
Feb 4, 2025465,000,000.0000USDSEC_XBRL_BULK
Feb 4, 2025606,000,000.0000USDSEC_XBRL_BULK
Oct 31, 2024450,000,000.0000USDSEC_XBRL_BULK
Oct 31, 2024400,000,000.0000USDSEC_XBRL_BULK
Jul 25, 2024295,000,000.0000USDSEC_XBRL_BULK
Jul 25, 2024261,000,000.0000USDSEC_XBRL_BULK
Apr 25, 2024120,000,000.0000USDSEC_XBRL_BULK
Apr 25, 2024138,000,000.0000USDSEC_XBRL_BULK
Feb 2, 2024539,000,000.0000USDSEC_XBRL_BULK
Feb 2, 2024393,000,000.0000USDSEC_XBRL_BULK
Feb 2, 2024465,000,000.0000USDSEC_XBRL_BULK
Oct 26, 2023400,000,000.0000USDSEC_XBRL_BULK
Oct 26, 2023345,000,000.0000USDSEC_XBRL_BULK
Jul 27, 2023224,000,000.0000USDSEC_XBRL_BULK
Jul 27, 2023261,000,000.0000USDSEC_XBRL_BULK
Apr 27, 2023120,000,000.0000USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+23.76%
Beta0.28
ATR1.5
Maximum drawdown-31.59%
Sharpe ratio-1.36
Sortino ratio-1.31
Debt / equity0
Current ratio0.83
Interest coverage13.11
1-day return-0.24%
5-day return+2.64%
1-month return-7.68%
3-month return-10.55%
6-month return-15.84%
YTD return-24.74%
1-year return-27.62%
All-time return-24.31%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Sep 30, 2026Oct 5, 2026Tompkins Financial Corporation100581780Withheld: value fails validation———SEC_13F_HR
Sep 30, 2026Oct 13, 2026First Financial Corporation Common Stock71456291258.66K———SEC_13F_HR
Sep 30, 2026Oct 13, 2026First Financial Corporation71456291258.66K———SEC_13F_HR
Jun 30, 2026Aug 12, 2026Advisory Services Network, LLC15738763,605258.14K———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026CARY STREET PARTNERS FINANCIAL LLC14750454,836346.26K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026TOTH FINANCIAL ADVISORY CORP86678050035.8K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Shelter Ins Retirement Plan145529016,0001.15M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Employees Retirement System of Texas13987394,478Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026HAZLETT, BURT & WATSON, INC.463922,311Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Volterra Technologies LP18335678,300594.28K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026AMERICAN CENTURY COMPANIES INC748054111,5897.99M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Signature Resources Capital Management, LLC1940917211.5K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026TRUST CO OF TOLEDO NA /OH/10089378,390600.72K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Chevy Chase Trust Holdings, LLC1462020180,67512.94M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026TOMPKINS FINANCIAL CORP1005817805.73K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Gates Capital Management, Inc.1312908867,27362.1M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Security National Bank1719739211.5K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Janney Montgomery Scott LLC1329948191,498Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026FIRST NATIONAL BANK OF OMAHA366442,750200.53K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BRADLEY FOSTER & SARGENT INC/CT101508642,2893.03M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Pacifica Partners Inc.179990074154.17K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Orion Porfolio Solutions, LLC136053311,170799.73K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Independence Bank of Kentucky173047940128.71K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026UniSuper Management Pty Ltd1989400168,48012.06M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026MONTAG A & ASSOCIATES INC8294074,749340.05K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026TEALWOOD ASSET MANAGEMENT INC116406219,194Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Bank of New Hampshire187076157941.46K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026INGALLS & SNYDER LLC10418854,771Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026MQS Management LLC17593954,404315.33K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026BALDWIN WEALTH PARTNERS LLC/MA102125897,6156.99M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MAI Capital Management104019741,9943.01M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026AMICA MUTUAL INSURANCE CO85750864,106Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026NORDEA INVESTMENT MANAGEMENT AB1218210208,90114.96M———SEC_13F_DATASET
Jun 30, 2026Jul 7, 2026DMKC Advisory Services, LLC190133738,3872.75M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Fiera Capital Corp15058173,455,000247.38M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026SHEETS SMITH WEALTH MANAGEMENT115743625,8011.85M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026MCF Advisors LLC160290542130.14K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026PRINCIPAL FINANCIAL GROUP INC1126328578,66141.43M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026SITTNER & NELSON, LLC18461381379.81K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026DAVENPORT & Co LLC88777713,162942.39K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CREDIT AGRICOLE S A1191672108,3737.76M———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026TD PRIVATE CLIENT WEALTH LLC15510175,669405.9K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026ARMSTRONG ADVISORY GROUP, INC19329521117.95K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HRT FINANCIAL LP1475597891,285Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Hudson Bay Capital Management LP139382514,0761.01M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Nvest Wealth Strategies, Inc.210694211788———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026Tannin Capital LLC21108343,205229.48K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026ALGERT GLOBAL LLC127521883,7896M———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026Fisher Asset Management, LLC850529587,01842.03M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Legacy Capital Wealth Partners, LLC17662286,247447.29K———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Sep 30, 2026386,400,000+0.00%—
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Sep 15, 2026—8-K8-KSep 13, 20260001140361-26-036566View filing
Sep 4, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESSep 2, 20260001781335-26-000119View filing
Aug 25, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESAug 23, 20260001781335-26-000117View filing
Aug 4, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESAug 3, 20260001781335-26-000115View filing
Jul 23, 2026—10-Q10-QJun 30, 20260001781335-26-000113View filing
Jul 22, 2026—8-K8-KJul 22, 20260001781335-26-000110View filing
Jun 3, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESJun 2, 20260001781335-26-000106View filing
May 29, 2026—4—May 27, 20260001140361-26-023348View filing
May 29, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 27, 20260001781335-26-000104View filing
May 29, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 27, 20260001781335-26-000097View filing
May 29, 2026—4—May 27, 20260001140361-26-023351View filing
May 29, 2026—4—May 27, 20260001140361-26-023350View filing
May 29, 2026—4—May 27, 20260001140361-26-023349View filing
May 29, 2026—8-K8-KMay 27, 20260001781335-26-000102View filing
May 29, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 27, 20260001781335-26-000101View filing
May 29, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 27, 20260001781335-26-000100View filing
May 29, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 27, 20260001781335-26-000099View filing
May 7, 2026—DEFA14ADEFA14A—0001140361-26-019556View filing
May 7, 2026—8-K8-KMay 4, 20260001140361-26-019547View filing
May 7, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 7, 20260001781335-26-000077View filing
May 7, 2026—144——0001969223-26-000509View filing
Apr 23, 2026—10-Q10-QMar 31, 20260001781335-26-000075View filing
Apr 22, 2026—8-K8-KApr 22, 20260001781335-26-000072View filing
Apr 17, 2026—DEFA14ADEFA14A—0001140361-26-015392View filing
Apr 17, 2026—DEF 14ADEF 14AMay 27, 20260001140361-26-015389View filing
Mar 3, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMar 2, 20260001781335-26-000067View filing
Mar 3, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMar 1, 20260001781335-26-000066View filing
Mar 2, 2026—3INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIESMar 1, 20260001781335-26-000063View filing
Feb 13, 2026—4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESFeb 12, 20260001781335-26-000061View filing
Feb 12, 2026—144——0001969223-26-000163View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $3859000000. Revenue growth: 7.34%. EPS: $1.120. EPS growth: 13.13%. Gross margin: 0.00%. Operating margin: 14.90%. Net margin: 11.64%. Free cash flow: $223000000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262quarterlypension_non_service_cost-2,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyresearch_and_development-39,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyselling_general_and_administrative-520,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfx_effect-4,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_short_term_borrowings-62,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_financing_activities18,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_investing_activities-13,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_operating_activities-59,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyrepurchases_of_stock-407,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable2,099,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net3,985,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyacquisitions_net_of_cash-190,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-44,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period844,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period849,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accounts_payable128,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accrued_liabilities49,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_inventory-21,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_assets-70,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables-71,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_working_capital_combined-148,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycost_of_revenue-2,723,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydeferred_income_taxes-42,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization42,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydistributions_to_noncontrolling_interests-4,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydividends_and_distributions_paid-167,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_basic1.12USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_diluted1.12USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_before_taxes547,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_tax_expense-98,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_expense-26,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_financing73,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_investing-331,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_operating267,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_cash5,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income449,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_starting_line449,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_noncontrolling_interests-21,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_parent428,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyoperating_income575,000,000USDUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.35+80.96%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio0.1+24.43%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct6.92+45.43%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income0.59+33.56%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio0.83+22.20%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets1.49+89.77%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda26.92+76.34%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity-3.05+6.57%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct15.99+60.31%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier-2.05+7.80%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow223,000,000+80.33%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover3.97+88.00%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct11.64+73.50%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0.03+38.88%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct14.9+71.90%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio0.75+33.82%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover0.97+7.78%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct4.02+89.69%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct-8.23+12.00%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital-1,386,000,000+4.96%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.34+76.09%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio0.11+25.27%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct11.58+48.74%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income1.17+53.91%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio0.84+21.84%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets1.52+87.47%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda27.55+76.07%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity-2.94+4.99%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct16.26+63.02%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier-1.94+6.08%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow380,000,000+82.11%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover3.71+88.43%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct9.9+66.83%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0.05+41.45%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct15.12+72.22%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio0.75+35.12%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1781335stocks.cik
tickerOTISstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is OTIS stock's current price?

The latest stored quote for OTIS is 71.04. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the OTIS stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the OTIS stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the OTIS stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on OTIS?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the OTIS stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is OTIS stock overvalued or undervalued?

The latest stored trailing P/E is 59.22. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is OTIS's P/E ratio?

The latest stored trailing P/E ratio is 59.22. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is OTIS's 52-week high and low?

The stored 52-week range is 63.58 to 94.57. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does OTIS pay a dividend, and what is its dividend history?

The database contains 30 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is OTIS's next earnings report?

The latest SEC filing/observation date in this database is Jul 23, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has OTIS stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is OTIS stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in OTIS?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find OTIS's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed OTIS price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer