Recent 8-K filings for OTTR

• June 5, 2026, 9:52 AM ET debt materiality 0.50 neutral item 2.03 ◈ Debt Financings

  Otter Tail Power issues $70M 6.04% senior notes due 2056

  $70M aggregate principal of Series 2026B Notes at 6.04% due June 4, 2056.

• May 29, 2026, 10:47 AM ET litigation materiality 0.55 neutral item 1.01

  Otter Tail settles two class claims in PVC pipe antitrust litigation for $73.5M

  Will pay $39.5M to Direct Purchaser Class and $34.0M to Non-Converter Seller Purchaser Class.

• May 15, 2026, 1:57 PM ET regulatory materiality 0.65 neutral item 8.01

  Otter Tail files 2026 IRP with MN PUC; plans 50MW gas, 100MW wind, solar, battery

  Filed 2026 Integrated Resource Plan with Minnesota PUC; includes a 50MW natural gas plant expected in 2031 or 2032.

• May 5, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Otter Tail Q1 EPS $1.73, reaffirms FY26 guidance $5.22-$5.62, declares $0.5775 dividend

  Q1 2026 diluted EPS $1.73; FY2026 guidance affirmed at $5.22-$5.62 per share.

• April 15, 2026, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Otter Tail shareholders re-elect directors, approve say-on-pay, ratify auditor, adopt exclusive forum bylaw

  Three directors re-elected: Crain, Erickson, Partain, each receiving >27 million votes for.

• April 14, 2026, 7:59 PM ET leadership materiality 0.65 neutral item 5.02item 7.01item 9.01

  Otter Tail elects Tim Rogelstad President, Tyler Nelson CFO; Wahlund moves to utility president

  Tim Rogelstad elected President of Otter Tail Corp effective April 13, 2026; reports to CEO Chuck MacFarlane.

• March 23, 2026, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Otter Tail Power issues $170M senior unsecured notes (5.33% and 6.04%)

  Issued $100M 5.33% Series 2026A Notes due 2036 and $70M 6.04% Series 2026B Notes due 2056.

• February 17, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Otter Tail reports FY2025 diluted EPS of $6.55; initiates 2026 guidance $5.22-$5.62

  FY2025 net income $276M; diluted EPS $6.55; consolidated ROE 16% with 63% equity ratio.

• December 18, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 7.01item 9.01

  Otter Tail appoints Clark and Rasche to board; Fritze retiring at April 2026 meeting

  Steven L. Fritze to retire from board at the 2026 Annual Meeting in April after 12 years of service.

• November 4, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Otter Tail Q3 EPS $1.86; raises FY25 guidance midpoint to $6.47, long-term EPS growth target to 7-9%

  Diluted EPS $1.86 for Q3 2025; FY25 guidance raised to $6.32-$6.62 from $6.06-$6.46.

• August 5, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Otter Tail Q2 EPS $1.85; raises FY2025 guidance range to $6.06-$6.46

  Q2 diluted EPS of $1.85; increases FY2025 EPS guidance from $5.68-$6.08 to $6.06-$6.46.

• June 6, 2025, 7:59 PM ET debt materiality 0.40 neutral item 2.03 ◈ Debt Financings

  Otter Tail Power subsidiary issues $50M 5.98% senior notes due 2055

  Otter Tail Power Company issued $50M 5.98% Series 2025B Senior Notes due June 5, 2055.

• June 5, 2025, 7:59 PM ET regulatory materiality 0.55 neutral item 8.01

  Otter Tail Power files $5.7M annual revenue increase request with South Dakota PUC

  Requested net annual revenue increase of $5.7M (12.5%) from South Dakota general rates, filed June 4, 2025.

• May 6, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Otter Tail Q1 EPS $1.62; reaffirms FY2025 guidance; manufacturing net income down 71%

  Q1 2025 diluted EPS $1.62, net income $68.1M; prior year net income $74.4M.

• April 17, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Otter Tail shareholders re-elect three directors, approve compensation and auditor

  Shareholders re-elected Steven L. Fritze, Kathryn O. Johnson, and Michael E. LeBeau as directors for three-year terms.

• March 31, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Otter Tail Power issues $100M in senior notes at 5.49% and 5.98%

  $50M 5.49% Series 2025A Notes due 2035 issued March 27; $50M 5.98% Series 2025B Notes due 2055 expected June 5.

• February 18, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Otter Tail posts record annual EPS of $7.17; raises long-term EPS growth target to 6-8%

  Record diluted EPS of $7.17 in 2024; consolidated ROE of 19.3% on equity ratio of 62.2%.

• December 31, 2024, 6:59 PM ET regulatory materiality 0.75 positive item 8.01

  Otter Tail Power gets $13.1M rate increase in North Dakota settlement

  NDPSC approved settlement on Dec 30, 2024 granting $13.1M (6.18%) annual base rate revenue increase.

• December 16, 2024, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Otter Tail enters new $170M corp revolver & $220M OTP revolver, both due Dec 2029

  Unsecured $170M Otter Tail Corp revolver (expandable to $290M), replacing Oct 2022 facility, expires Dec 11, 2029.

• November 5, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Otter Tail Q3 EPS $2.03, down 7% YoY; raises FY2024 guidance to $6.97-$7.17

  Electric segment net income +16% to $28.5M on ND interim rates and FERC ruling; Plastics -8% to $54.5M on lower PVC prices.

• August 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Otter Tail reports record Q2 EPS $2.07, up 6% YoY; raises 2024 EPS guidance to $6.77-$7.07

  Diluted EPS $2.07, up 6% from Q2 2023; net income driven by Plastics segment up 9% on higher volumes.

• June 5, 2024, 7:59 PM ET regulatory materiality 0.65 neutral item 8.01

  MPUC approves Otter Tail IRP; orders 200-300MW solar by 2027, coal phase-out by 2031

  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.

• May 7, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Otter Tail Q1 EPS $1.77 (+19% YoY); raises 2024 guidance to $6.23–$6.53

  Diluted EPS $1.77 vs $1.49 in Q1 2023; Plastics segment net income +38.8% to $46.7M.

• April 10, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  Otter Tail shareholders elect three directors, approve executive pay, and ratify auditor

  Mary E. Ludford re-elected with 27,346,252 votes for, 649,371 withheld.

• April 5, 2024, 7:59 PM ET regulatory materiality 0.55 neutral item 8.01

  Otter Tail subsidiary reaches settlement on IRP with 200-300 MW solar and 150-200 MW wind additions

  Settlement recommends MPUC approve 200-300 MW solar by Nov 2027 and 150-200 MW wind by Dec 2029 for Minnesota customers.

• April 2, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2◈ Material Agreements

  Otter Tail Power Co. issues $120M in senior notes: 5.48% Series 2024A (2034) and 5.77% Series 2024B (2054)

  $120M total: $60M Series 2024A at 5.48% due 2034, $60M Series 2024B at 5.77% due 2054.

• February 13, 2024, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Otter Tail reports record FY2023 EPS of $7.00; guides 2024 EPS $5.13-$5.43

  Q4 2023: revenue $314.3M, net income $57.8M, diluted EPS $1.37 (vs $1.00 a year ago).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event earnings

6 positive 2 negative 19 neutral

source · OTTR on sec.gov