{"filings":[{"id":2034200,"accession_number":"0001466593-26-000068","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-08-04T12:29:49+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail posts Q2 loss of $0.18/share on $103.5M antitrust settlement; cuts EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 diluted loss per share $0.18; adjusted diluted EPS $1.66.","Updated 2026 diluted EPS guidance to $3.84-$4.24 from $5.22-$5.62 due to $103.5M settlement charge.","Initiated 2026 adjusted diluted EPS guidance $5.68-$6.08, above original guidance.","Agreed to pay $103.5M to settle PVC pipe antitrust class actions; no admission of wrongdoing.","Quarterly dividend $0.5775 per share, payable Sept 10, 2026 to holders of record Aug 14, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1120796,"accession_number":"0001466593-26-000063","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-06-18T12:02:31+00:00","items":["1.01"],"status":"ready","headline":"Otter Tail settles PVC pipe antitrust class action for $30M with End-User Class","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Otter Tail subsidiaries to pay $30M to settle End-User Class claims in PVC Pipe Antitrust Litigation.","Settlement subject to court preliminary and final approval; payment due ~21 days after preliminary approval.","Company does not admit wrongdoing; settlement reduces uncertainty and costs of protracted litigation.","Settlement expected to be funded from available cash; not expected to materially affect financial position.","If settlement not finalized, company will continue defending with strong defenses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":873236,"accession_number":"0001466593-26-000061","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-06-05T13:52:28+00:00","items":["2.03"],"status":"ready","headline":"Otter Tail Power issues $70M 6.04% senior notes due 2056","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$70M aggregate principal of Series 2026B Notes at 6.04% due June 4, 2056.","Proceeds to fund capital expenditures, refinance existing debt, and general corporate purposes.","Covenant limits: Interest-bearing Debt ≤65% of Total Capitalization; Priority Indebtedness ≤20%.","Notes are senior unsecured obligations of Otter Tail Power Company, a wholly owned subsidiary.","Issuance under Note Purchase Agreement previously reported on March 23, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":736516,"accession_number":"0001466593-26-000057","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-05-29T14:47:20+00:00","items":["1.01"],"status":"ready","headline":"Otter Tail settles two class claims in PVC pipe antitrust litigation for $73.5M","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Will pay $39.5M to Direct Purchaser Class and $34.0M to Non-Converter Seller Purchaser Class.","EUP claims remain pending; company will continue to defend those.","Settlement does not admit wrongdoing; company denies liability.","Payments to be made ~21 days after court preliminary approval; expects to use available cash.","Company says settlement not expected to materially affect financial position or liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":465196,"accession_number":"0001466593-26-000054","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-05-15T17:57:25+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail files 2026 IRP with MN PUC; plans 50MW gas, 100MW wind, solar, battery","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Filed 2026 Integrated Resource Plan with Minnesota PUC; includes a 50MW natural gas plant expected in 2031 or 2032.","Two 50MW wind generation facilities planned for 2035 and 2040.","Ongoing projects: 50MW Solway Solar (2026), 295MW Abercrombie Solar (2028), 75MW battery storage.","Coyote Station coal plant to be designated AME starting June 1, 2026; to stop serving MN customers by Dec 31, 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92997,"accession_number":"0001466593-26-000049","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q1 EPS $1.73, reaffirms FY26 guidance $5.22-$5.62, declares $0.5775 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 diluted EPS $1.73; FY2026 guidance affirmed at $5.22-$5.62 per share.","Electric segment net income $35.3M (+42.7% YoY); Manufacturing $4.3M (+179.6%); Plastics $32.9M (-24.2%).","Quarterly dividend $0.5775/share, payable June 10, 2026 to holders of record May 15, 2026.","Cash from operations $70.6M (vs $39.5M); issued $100M long-term debt by Otter Tail Power.","Plastics revenue down 13.5% on 19% lower average sales price, partially offset by 7% volume increase."],"consensus_eps_estimate":null,"consensus_eps_actual":1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":342859000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92996,"accession_number":"0001466593-26-000040","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Otter Tail shareholders re-elect directors, approve say-on-pay, ratify auditor, adopt exclusive forum bylaw","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three directors re-elected: Crain, Erickson, Partain, each receiving >27 million votes for.","Advisory say-on-pay passed with 27,362,072 for (96.8% of votes cast), 672,105 against.","Ratification of Deloitte & Touche as auditor for 2025 passed with 34,240,352 for (98.8% of votes cast).","Amendment to Bylaws adding exclusive forum provision approved with 24,816,084 for (86.2% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92995,"accession_number":"0001466593-26-000037","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Otter Tail elects Tim Rogelstad President, Tyler Nelson CFO; Wahlund moves to utility president","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim Rogelstad elected President of Otter Tail Corp effective April 13, 2026; reports to CEO Chuck MacFarlane.","Todd Wahlund steps down as CFO, elected Senior VP and President of Otter Tail Power Company.","Tyler Nelson elected VP & CFO; previously VP of Finance and Treasurer; CPA.","Rogelstad compensation: base $540K, annual cash incentive 70%, LTIP $1M. Nelson: base $465K, cash 50%, LTIP $250K.","Jennifer Smestad received $500K in restricted stock units vesting April 8, 2031, as retention award."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104270,"accession_number":"0001466593-26-000034","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Otter Tail Power issues $170M senior unsecured notes (5.33% and 6.04%)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $100M 5.33% Series 2026A Notes due 2036 and $70M 6.04% Series 2026B Notes due 2056.","Series 2026A closed March 19, 2026; Series 2026B expected to close June 4, 2026.","Proceeds to fund capital expenditures, refinance existing debt, and for general corporate purposes.","Covenants limit Interest-bearing Debt to 65% of Total Capitalization and Priority Indebtedness to 20%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104269,"accession_number":"0001466593-26-000002","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail reports FY2025 diluted EPS of $6.55; initiates 2026 guidance $5.22-$5.62","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 net income $276M; diluted EPS $6.55; consolidated ROE 16% with 63% equity ratio.","2026 EPS guidance range $5.22-$5.62; midpoint $5.42 implies ~17% decline from FY2025.","Electric segment net income $97.6M (+7.3% YoY); rate base growth 14% expected in 2026.","Plastics segment net income $170.4M (-15.1% YoY); 2026 guidance expects 36% decline due to price erosion.","Five-year capex plan $2.05B; Electric segment average rate base CAGR 10% through 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":6.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1299640000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120561,"accession_number":"0001466593-25-000128","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Otter Tail appoints Clark and Rasche to board; Fritze retiring at April 2026 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven L. Fritze to retire from board at the 2026 Annual Meeting in April after 12 years of service.","Chris Clark (former Xcel Energy President) and Steve Rasche (former Spire CFO) join board effective Jan 1, 2026.","Clark appointed to Audit and Governance Committees; Rasche to Audit and Compensation Committees.","New directors receive $80k annual retainer, $10.5k per committee, and ~$130k in restricted stock vesting over 3 years.","Neither Clark nor Rasche has a material interest in any proposed or past transaction with Otter Tail."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120560,"accession_number":"0001466593-25-000119","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q3 EPS $1.86; raises FY25 guidance midpoint to $6.47, long-term EPS growth target to 7-9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.86 for Q3 2025; FY25 guidance raised to $6.32-$6.62 from $6.06-$6.46.","Electric segment revenue up 6.3% to $138.6M; net income down 4.3% to $27.3M on lower pension income and weather.","Plastics segment net income fell 20.2% to $43.5M on 17% lower sales prices, partly offset by 4% volume increase.","Board declared $0.525 quarterly dividend, payable Dec 10, 2025 to holders of record Nov 14, 2025.","New $1.9B five-year electric capex plan; utility rate base CAGR raised to 10%; filed $44.8M Minnesota rate hike."],"consensus_eps_estimate":null,"consensus_eps_actual":5.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":995654000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137151,"accession_number":"0001466593-25-000102","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q2 EPS $1.85; raises FY2025 guidance range to $6.06-$6.46","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 diluted EPS of $1.85; increases FY2025 EPS guidance from $5.68-$6.08 to $6.06-$6.46.","Plastics segment net income $53.1M, down 12.4% YoY, but volumes up 11% on strong demand.","Manufacturing net income falls 49.1% to $3.5M on 9% volume decline across ag, RV, lawn & garden.","Electric segment net income up 3.8% to $19.2M; revenues up 14.1% on fuel recovery and weather.","Quarterly dividend $0.525/share declared, payable Sept 10, 2025 to holders of record Aug 15."],"consensus_eps_estimate":null,"consensus_eps_actual":3.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":669768000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154435,"accession_number":"0001466593-25-000097","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Otter Tail Power subsidiary issues $50M 5.98% senior notes due 2055","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Otter Tail Power Company issued $50M 5.98% Series 2025B Senior Notes due June 5, 2055.","Proceeds will fund capital expenditures, refinance existing debt, and general corporate purposes.","Debt covenants cap Interest-bearing Debt at 65% and Priority Indebtedness at 20% of Total Capitalization.","Notes are privately placed; prepayment allowed with make-whole amount except near maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154434,"accession_number":"0001466593-25-000091","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail Power files $5.7M annual revenue increase request with South Dakota PUC","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Requested net annual revenue increase of $5.7M (12.5%) from South Dakota general rates, filed June 4, 2025.","Proposed rate of return on rate base 8.29%, ROE 10.8%, equity ratio 53.54% of total capital.","Changes include moving cost/investment recovery from riders into base rates.","Rates effective upon SDPUC final disposition or 180 days from filing, subject to refunds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154433,"accession_number":"0001466593-25-000080","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q1 EPS $1.62; reaffirms FY2025 guidance; manufacturing net income down 71%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2025 diluted EPS $1.62, net income $68.1M; prior year net income $74.4M.","FY2025 EPS guidance reaffirmed at $5.68–$6.08, implying ROE 13.8%–14.6%.","Electric segment net income up 10% to $24.7M on favorable weather; Manufacturing down 71% to $1.5M.","Plastics net income down 7.1% to $43.4M on lower prices, offset by 13% volume increase.","Quarterly dividend raised 12% to $0.525/share; payable June 10, record May 15."],"consensus_eps_estimate":null,"consensus_eps_actual":1.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":337335000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154432,"accession_number":"0001466593-25-000075","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Otter Tail shareholders re-elect three directors, approve compensation and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders re-elected Steven L. Fritze, Kathryn O. Johnson, and Michael E. LeBeau as directors for three-year terms.","Advisory vote on named executive officer compensation approved with 26,315,793 for, 673,258 against, 257,635 abstain.","Ratification of Deloitte & Touche LLP as independent auditor for 2025 approved with 33,541,491 for, 367,017 against, 104,204 abstain.","Total shares voted: 34,012,712 out of 41,870,355 outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172999,"accession_number":"0001466593-25-000054","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Otter Tail Power issues $100M in senior notes at 5.49% and 5.98%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$50M 5.49% Series 2025A Notes due 2035 issued March 27; $50M 5.98% Series 2025B Notes due 2055 expected June 5.","Proceeds to fund capital expenditures, refinance existing debt, and for general corporate purposes.","Covenants limit Interest-bearing Debt to ≤65% of Total Capitalization and Priority Indebtedness to ≤20%.","Notes are unsecured senior obligations of Otter Tail Power Company, a wholly owned subsidiary.","Prepayment at 100% plus make-whole; change-of-control triggers offer to prepay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172998,"accession_number":"0001466593-25-000027","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail posts record annual EPS of $7.17; raises long-term EPS growth target to 6-8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record diluted EPS of $7.17 in 2024; consolidated ROE of 19.3% on equity ratio of 62.2%.","Electric segment net income $91.0M (+7.7%); North Dakota rate case approved with $13.1M revenue increase.","Plastics segment record earnings $200.7M (+6.9%) on 27% sales volume growth; Manufacturing down 36%.","2025 EPS guidance $5.68-$6.08; long-term EPS growth target raised to 6-8% from 5-7%.","Five-year capex plan $1.6B; electric rate base CAGR raised to 9.0% from 7.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":7.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1329973000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190020,"accession_number":"0001466593-24-000149","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-12-31T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail Power gets $13.1M rate increase in North Dakota settlement","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NDPSC approved settlement on Dec 30, 2024 granting $13.1M (6.18%) annual base rate revenue increase.","Allowed return on equity of 10.10% on 53.5% equity ratio; revenue requirement cut $3M for tax credits and load adjustments.","Earnings-sharing provision: above 10.20% ROE, 70% refunded to customers, OTP retains 30%.","New base rates expected to be implemented in Q1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190019,"accession_number":"0001466593-24-000147","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Otter Tail enters new $170M corp revolver & $220M OTP revolver, both due Dec 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Unsecured $170M Otter Tail Corp revolver (expandable to $290M), replacing Oct 2022 facility, expires Dec 11, 2029.","Unsecured $220M Otter Tail Power revolver (expandable to $300M), replacing Oct 2022 facility, expires Dec 11, 2029.","No amounts outstanding on parent revolver; $31.1M drawn on OTP revolver plus $8.8M in LOCs as of Dec 11, 2024.","Interest rate based on benchmark plus margin tied to borrower's credit rating; max leverage covenant: interest-bearing debt to total capitalization ≤0.65.","Both facilities provide for letters of credit (parent $40M, OTP $50M) and general corporate purposes including capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190018,"accession_number":"0001466593-24-000136","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q3 EPS $2.03, down 7% YoY; raises FY2024 guidance to $6.97-$7.17","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Electric segment net income +16% to $28.5M on ND interim rates and FERC ruling; Plastics -8% to $54.5M on lower PVC prices.","Manufacturing net income -71% to $2.2M on 13% lower sales volumes in RV, agriculture, construction end markets.","Quarterly dividend declared $0.4675/share, payable Dec 10, record Nov 15.","Total available liquidity $544M as of Sept 30; nine-month capex $259.8M, mainly in Electric segment."],"consensus_eps_estimate":null,"consensus_eps_actual":5.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1027024000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206528,"accession_number":"0001466593-24-000125","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail reports record Q2 EPS $2.07, up 6% YoY; raises 2024 EPS guidance to $6.77-$7.07","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.07, up 6% from Q2 2023; net income driven by Plastics segment up 9% on higher volumes.","FY2024 EPS guidance raised to $6.77-$7.07 (previous $6.23-$6.53) due to Plastics strength and slower price decline.","Quarterly dividend $0.4675/share declared, payable Sept 10, 2024 to holders of record Aug 15, 2024.","Electric segment net income down 6% due to unfavorable weather; Manufacturing up 15% but expects softening in H2.","Minnesota PUC approved Integrated Resource Plan: 200-300 MW solar by 2027, wind/battery by 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":3.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":689638000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223688,"accession_number":"0001466593-24-000121","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"MPUC approves Otter Tail IRP; orders 200-300MW solar by 2027, coal phase-out by 2031","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["MPUC directed Otter Tail Power to procure 200-300MW solar by Nov 2027, 150-200MW wind by Dec 2029, and 20-75MW battery storage by Dec 2029.","Approved on-site LNG storage at Astoria Station by 2027, subject to North Dakota approval.","Designate Minnesota share of Coyote Station coal plant as AME resource from June 2026 to no later than Dec 2031; if not feasible, stop after 2028.","Otter Tail must cease serving Minnesota customers with Coyote Station capacity or energy by December 31, 2031.","Next IRP due May 2026; will include analysis of Big Stone Plant continued operation with AME."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223687,"accession_number":"0001466593-24-000109","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q1 EPS $1.77 (+19% YoY); raises 2024 guidance to $6.23–$6.53","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.77 vs $1.49 in Q1 2023; Plastics segment net income +38.8% to $46.7M.","2024 EPS guidance raised to $6.23–$6.53 (midpoint $6.38) from $5.13–$5.43 on Plastics strength.","Electric net income $22.5M (-3.2%) as warmer weather reduced retail sales; interim ND rate increase effective Jan 1, 2024.","Manufacturing net income $5.3M (-23.3%) due to lower sales volumes in horticulture and lawn/garden.","Quarterly dividend $0.4675/share declared, payable June 10, 2024; issued $120M long-term debt to repay short-term borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":1.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":347241000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223686,"accession_number":"0001466593-24-000085","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-04-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Otter Tail shareholders elect three directors, approve executive pay, and ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mary E. Ludford re-elected with 27,346,252 votes for, 649,371 withheld.","Charles S. MacFarlane re-elected with 27,691,784 votes for, 303,839 withheld.","Thomas J. Webb re-elected with 27,548,873 votes for, 446,750 withheld.","Non-binding advisory vote on named executive officer compensation passed with 26,863,245 for, 749,226 against.","Appointment of Deloitte & Touche LLP as auditor for 2024 ratified with 33,836,435 for, 400,517 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223685,"accession_number":"0001466593-24-000064","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-04-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail subsidiary reaches settlement on IRP with 200-300 MW solar and 150-200 MW wind additions","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Settlement recommends MPUC approve 200-300 MW solar by Nov 2027 and 150-200 MW wind by Dec 2029 for Minnesota customers.","Proposes operating Coyote Station coal plant as AME resource from March 2026, with costs borne by Minnesota customers.","Authorizes OTP to begin withdrawing from Minnesota share of Coyote Station if material non-routine capital required.","File next Minnesota resource plan by May 2026, assuming withdrawal from Coyote Station by Dec 2031.","Settlement not yet approved by MPUC; other parties have not joined."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223684,"accession_number":"0001466593-24-000061","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-04-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Otter Tail Power Co. issues $120M in senior notes: 5.48% Series 2024A (2034) and 5.77% Series 2024B (2054)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$120M total: $60M Series 2024A at 5.48% due 2034, $60M Series 2024B at 5.77% due 2054.","Proceeds to fund capital expenditures, refinance existing debt, and general corporate purposes.","Covenant: Interest-bearing Debt ≤60% of Total Capitalization; Priority Indebtedness ≤20% of Total Capitalization.","Prepayment allowed with make-whole; no make-whole after Jan 1, 2034 (2024A) or after Oct 1, 2053 (2024B)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243101,"accession_number":"0001466593-24-000034","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail reports record FY2023 EPS of $7.00; guides 2024 EPS $5.13-$5.43","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023: revenue $314.3M, net income $57.8M, diluted EPS $1.37 (vs $1.00 a year ago).","Full year 2023: revenue $1.349B (-8% YoY); net income $294.2M (+4%); EPS $7.00 (+3% from $6.78).","Quarterly dividend raised 7% to $0.4675 ($1.87 annual); payable Mar 12, 2024 to holders Feb 26.","Electric segment net income $84.4M (+5.6%); Plastics segment net income $187.7M (-3.9%) on lower volumes/prices.","2024 EPS guidance: $5.13-$5.43; expects Plastics earnings decline but Electric +7%."],"consensus_eps_estimate":null,"consensus_eps_actual":7.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":1353476000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243100,"accession_number":"0001466593-24-000010","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Karen M. Bohn to retire from Otter Tail Board at 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Karen M. Bohn notified Otter Tail on Jan 26, 2024, of her decision not to stand for reelection.","Her retirement is effective at the conclusion of her current term at the 2024 Annual Meeting of Shareholders.","Ms. Bohn's decision is not the result of any disagreement with the Company's operations, policies, or procedures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260481,"accession_number":"0001466593-23-000165","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail Power proposes bifurcated resource plan, Coyote Station as emergency resource by 2029","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Otter Tail Power submitted a supplemental IRP to the MN PUC proposing bifurcated resource planning between Minnesota and other jurisdictions.","Preferred Minnesota plan includes repowering four wind facilities in 2025, adding ~200 MW solar in 2025 and ~150 MW wind in 2026/2032.","Requests designation of Coyote Station coal plant as Available Maximum Emergency Resource from 2029; OTP may withdraw if major non-routine capital needed.","New plan adjusts timing and amount of renewable additions vs. March 2023 filing; MPUC hearing scheduled for January 4, 2024.","Bifurcated planning would serve Minnesota with dedicated resources, diverging from historical integrated approach; future filings for ND and SD planned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260480,"accession_number":"0001466593-23-000159","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail reports record Q3 EPS of $2.19; raises FY2023 guidance to $6.76-$6.96","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net income $92M, EPS $2.19 (+9% YoY); revenue $358M (-7%).","Plastics segment net income $59.2M (+6%) driven by wider resin spreads; Manufacturing net income $7.4M (+20%) on higher volumes.","Board declares Q4 dividend of $0.4375/share, payable Dec 8 to record Nov 15.","Hoot Lake Solar (49 MW) became operational in August; Otter Tail Power to file for ~$17M rate increase in ND on Nov 2.","FY2023 EPS guidance raised to $6.76-$6.96 (from $5.70-$6.00), driven by Plastics outperformance."],"consensus_eps_estimate":null,"consensus_eps_actual":5.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":1034853000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260479,"accession_number":"0001466593-23-000154","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-10-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Otter Tail CFO Kevin Moug to retire Dec 31, 2023; Todd Wahlund named successor effective Jan 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Kevin Moug retiring after 27 years; effective Dec 31, 2023.","Todd Wahlund, currently CFO of Otter Tail Power Company, becomes CFO Jan 1, 2024.","Wahlund's compensation: base $415K, 50% cash incentive target, $400K LTI target.","Wahlund has 31 years at Otter Tail; planned internal succession.","No family relationships with directors or executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277789,"accession_number":"0001466593-23-000146","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q2 EPS $1.95 (-5% YoY), raises 2023 guidance to $5.70-$6.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2023: diluted EPS $1.95 (-5% YoY), revenue $338M (-16%), net income $82M (-5%).","2023 EPS guidance raised to $5.70-$6.00 from $4.55-$4.85, driven by stronger Plastics margins.","Plastics segment net income $55.4M (-13.4%) on 27% lower volume; margins remain elevated.","Electric segment net income $19.6M (+4.1%); 49MW Hoot Lake Solar on track for Q3 2023.","Quarterly dividend of $0.4375/share declared, payable Sept 8, 2023 to holders of record Aug 15."],"consensus_eps_estimate":null,"consensus_eps_actual":3.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":676797000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295781,"accession_number":"0001466593-23-000140","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K/A","filed_at":"2023-06-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Otter Tail Board sets annual advisory vote on executive compensation after shareholder recommendation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["At April 17, 2023 annual meeting, shareholders recommended via advisory vote that future say-on-pay votes be held annually.","On June 15, 2023, Board of Directors determined to hold advisory votes on executive compensation every year until next required vote on frequency.","Decision aligns with previous Board recommendation and shareholder advisory vote results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295783,"accession_number":"0001466593-23-000124","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q1 EPS $1.49 (-13% YoY); raises FY2023 guidance to $4.55-$4.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $62M ($1.49 diluted EPS), down 13% YoY; revenues $339M (-10%).","Electric segment earnings +21% to $23.2M; Manufacturing +68% to $6.9M; Plastics -34% to $33.7M.","FY2023 EPS guidance raised to $4.55-$4.85 from $3.76-$4.06 on higher Plastics and Manufacturing expectations.","Quarterly dividend declared $0.4375 per share, payable June 9, 2023; unchanged.","Completed $50.6M purchase of Ashtabula III wind farm; 5-year capex plan totals $1,281M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":339081000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295782,"accession_number":"0001466593-23-000118","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["5.07","5.02","9.01"],"status":"ready","headline":"Otter Tail shareholders elect directors, approve advisory votes and 2023 stock plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders re-elected John D. Erickson, Nathan I. Partain, and Jeanne H. Crain as directors for three-year terms.","Advisory vote approved executive compensation with 26,134,940 for and 696,211 against.","Shareholders voted for a one-year frequency for future say-on-pay votes (25,511,046 for one year).","Adopted the 2023 Stock Incentive Plan with 26,075,218 votes for and 895,106 against.","Ratified Deloitte & Touche as independent auditor for 2023 (33,237,781 for, 543,757 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316320,"accession_number":"0001466593-23-000089","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-03-31T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail Power files supplemental IRP; plans 200 MW solar, 200 MW wind, potential Coyote Station exit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plans to add ~200 MW solar (2027-2028) and ~200 MW wind (2029) plus LNG storage at Astoria Station in 2026.","Repowering four existing wind facilities in 2024-2025; seeks to create regulatory asset for potential Coyote Station exit.","Potential withdrawal from 35% ownership in Coyote Station coal plant if major non-routine capital needed; estimated costs $68.5M at end-2028.","Filing updates 2022 IRP; cites MISO reserve margins, Inflation Reduction Act tax credits, Minnesota Clean Energy Bill, market volatility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316319,"accession_number":"0001466593-23-000050","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail posts record FY 2022 EPS of $6.78, guides FY 2023 EPS $3.76-$4.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY 2022 diluted EPS $6.78 (+60% YoY); net income $284.2M (+61%); operating revenue $1.46B (+22%).","Q4 2022 diluted EPS $1.00 (-18.7% YoY) on lower Plastics segment earnings.","FY 2023 EPS guidance $3.76-$4.06, a 40-44% decline from 2022, as Plastics normalizes.","Quarterly dividend raised 6.1% to $0.4375/share ($1.75 annualized).","Electric segment plans ~$1B capex over 5 years for 6.4% rate base CAGR; Ashtabula III wind farm acquired."],"consensus_eps_estimate":null,"consensus_eps_actual":6.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1469475000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334613,"accession_number":"0001466593-22-000084","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-12-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Otter Tail appoints Jeanne Crain and Mary Ludford to board; James Stake to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeanne Crain, CEO of a $16B financial services firm, appointed to Audit and Compensation Committees.","Mary Ludford, 39-year energy industry veteran, appointed to Audit and Corporate Governance Committees.","James Stake, board member since 2008, will retire after April 2023 annual meeting.","New directors receive $76K annual retainer and restricted stock grants vesting over three years.","Appointments effective January 1, 2023; Crain stands for election at 2023 meeting, Ludford at 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334612,"accession_number":"0001466593-22-000070","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-11-01T23:59:59+00:00","items":["1.01","2.03","2.02","9.01"],"status":"ready","headline":"Otter Tail posts record Q3 EPS $2.01, up 60% YoY; cuts FY2022 guidance to $6.42-$6.72","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $84M, diluted EPS $2.01 (up 60% YoY); revenues $384M, up 21%.","Plastics segment net income $56M (up 97%) on elevated PVC margins; demand softening due to resin price declines.","FY2022 EPS guidance lowered to $6.42-$6.72 from $6.83-$7.13; midpoint still 55% above 2021 EPS of $4.23.","Board declares quarterly dividend $0.4125/share, payable Dec 9, 2022, record Nov 15, 2022.","Otter Tail Corp and OTP each entered new $170M revolving credit facilities, maturing Oct 2027; no amounts drawn initially."],"consensus_eps_estimate":null,"consensus_eps_actual":5.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1158800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334611,"accession_number":"0001466593-22-000060","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-10-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Otter Tail subsidiary updates IRP; cites FERC, MISO changes; dual fuel project details revised.","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Otter Tail Power filed supplemental IRP update with Minnesota PUC on Oct 14, 2022, requesting procedural schedule amendment.","Cites FERC-approved MISO seasonal resource adequacy construct and Inflation Reduction Act as factors requiring revised modeling.","Updated modeling results and IRP revisions expected by March 31, 2023.","Dual fuel capability at Astoria Station remains on track for 2026; secondary fuel source may shift from fuel oil to LNG.","Filed similar letters with North Dakota and South Dakota public utility commissions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352035,"accession_number":"0001466593-22-000054","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-09-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director James Stake not standing for reelection, will retire at 2023 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James B. Stake notified Otter Tail on Sept 21, 2022, of his intention to retire from the board.","His current term expires at the 2023 Annual Meeting of Shareholders; he will not stand for reelection.","Stake's decision is not the result of any disagreement with the company's operations, policies, or procedures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352034,"accession_number":"0001466593-22-000048","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q2 EPS $2.05, up 103% YoY; Raises FY2022 EPS guidance to $6.83-$7.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenues $400M (+40% YoY); net income $86M (+104%); diluted EPS $2.05 (+103%).","Plastics segment net income $64M (+184%) on 86% higher PVC prices; manufacturing net income $7.6M (+32%).","Electric segment net income $18.9M (+22%) from new commercial load and rate case finalization.","FY2022 EPS guidance raised to $6.83-$7.13 from $5.15-$5.45; quarterly dividend $0.4125/sh declared.","Exercised option to purchase Ashtabula III wind farm for $49.7M; close expected Jan 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":3.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":774944000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369516,"accession_number":"0001466593-22-000035","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-05-23T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Otter Tail subsidiary closes $90M of 3.77% senior notes due 2052","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["OTP issued $90M Series 2022A Notes at 3.77% due May 20, 2052, completing a $230M private placement.","Proceeds to refinance existing debt, fund capex, and for general corporate purposes.","Series 2021A ($40M at 2.74% due 2031) and 2021B ($100M at 3.69% due 2051) were issued Nov 29, 2021.","Note Purchase Agreement includes financial covenants: Interest-bearing Debt ≤60% of Total Capitalization, Priority Indebtedness ≤20%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369515,"accession_number":"0001466593-22-000027","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail Q1 EPS $1.72 (+136% YoY); raises 2022 guidance to $5.15-$5.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.72, net income $72M, revenue $375M (+43% YoY); all records for Q1.","Plastics segment net income $50.8M (+456% YoY) on 125% PVC pipe price increase vs 52% resin cost increase.","Electric segment net income $19.2M (+9.4%) on favorable weather and C&I load; new 100 MW data center customer began ops.","2022 EPS guidance raised to $5.15-$5.45 from $3.78-$4.08; midpoint implies 25% growth over 2021's $4.23.","Quarterly dividend $0.4125/sh, payable June 10 to shareholders of record May 13."],"consensus_eps_estimate":null,"consensus_eps_actual":1.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":374904000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369514,"accession_number":"0001466593-22-000023","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-04-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Otter Tail shareholders elect three directors, approve say-on-pay, ratify auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Steven L. Fritze, Kathryn O. Johnson, and Michael E. LeBeau to three-year board terms with ~25–26M votes each.","Non-binding advisory vote on executive compensation passed: 25,085,022 for, 766,358 against, 356,936 abstain.","Ratification of Deloitte & Touche as independent auditor for 2022 approved: 32,740,682 for, 526,743 against.","Approximately 33.4M shares voted out of 41.6M entitled (~80% turnout)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388668,"accession_number":"0001466593-22-000006","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Otter Tail reports record 2021 EPS $4.23; raises dividend 5.8%; guides 2022 EPS $3.78-$4.08","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["2021 diluted EPS $4.23 vs $2.34 in 2020; Q4 EPS $1.23 vs $0.45 a year ago. Revenue $1.20B (+34.5% YoY).","Quarterly dividend increased to $0.4125/share ($1.65 annual), a 5.8% increase from $1.56 in 2021.","2022 EPS guidance $3.78-$4.08; electric segment net income expected +7%; plastics earnings to decline from 2021 record.","Electric segment net income +8.5% to $72.5M; plastics segment net income +255% to $97.8M; manufacturing +55.6% to $17.2M.","Minnesota PUC approved 9.48% ROE in rate case; final rates expected mid-2022. Capex guidance $182M for 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":4.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1196844000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406610,"accession_number":"0001466593-21-000080","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2021-12-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Otter Tail director O'Keefe to retire; Dr. LeBeau appointed to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Timothy J. O'Keefe to retire at end of current term at 2022 annual meeting due to mandatory retirement age.","Dr. Michael E. LeBeau appointed as director effective January 1, 2022, filling the vacancy.","LeBeau will serve on Compensation and Governance Committees; compensation includes $72,000 annual retainer.","Upon election at 2022 meeting, LeBeau receives restricted stock valued at ~$90,000 plus committee grants.","Restricted stock grants vest over three years at 33.3% annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406609,"accession_number":"0001466593-21-000076","cik":1466593,"company_name":"Otter Tail Corp","ticker":"OTTR","form_type":"8-K","filed_at":"2021-12-01T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Otter Tail Power issues $140M of senior notes; remaining $90M due May 2022","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $40M 2.74% Series 2021A notes due Nov 2031 and $100M 3.69% Series 2021B notes due Nov 2051.","Proceeds will be used to refinance existing indebtedness.","Remaining $90M Series 2022A notes at 3.77% due May 2052 expected to close in May 2022.","Covenants limit interest-bearing debt to 60% of total capitalization and priority indebtedness to 20%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3685263848.745883,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-12-01T23:59:59+00:00|406609"}