Otis Worldwide Corp (OTIS)

Sector:
INDUSTRIALS
Industry:
ELECTRICAL EQUIPMENT
SIC:
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
CEO:
Judith F. Marks
Employees:
69,000
ONE CARRIER PLACE, FARMINGTON, CT 06032
8607286410

Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs passenger and freight elevators. The Service segment performs maintenance and repair services.

Data derived from most recent annual or quarterly report
Market Cap 34.129 Billion Shares Outstanding424.96 Million Avg 30-day Volume 1.933 Million
P/E Ratio27.8827 Dividend Yield1.3594 EPS0.76
Price to Revenue2.6737 Debt to Equity-1.4839 EBITDA2.304 Billion
Price to Book Value0.0 Operating Margin15.257399999999999 Enterprise Value42.899 Billion
Current Ratio0.897 EPS Growth0.086 Quick Ratio0.659
1 Yr BETA 0.8597 52-week High/Low 90.97 / 61.55 Profit Margin10.304
Operating Cash Flow Growth-4.1639 Free Cash Flow to Firm (FCFF) TTM 1.213 Billion Free Cash Flow to Equity (FCFE) TTM1.543 Billion
Altman Z-Score3.1371
View SEC Filings from OTIS instead.

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Otis Worldwide Corp YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding OTIS (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding OTIS

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-08-03 by LUERSMAN ABBE
  • 4: filed on 2023-07-28 by CALLEJA FERNANDEZ BERNARDO
  • 4: filed on 2023-07-28 by RYAN MICHAEL PATRICK
  • 4: filed on 2023-07-03 by CALLEJA FERNANDEZ BERNARDO
  • 4: filed on 2023-06-02 by RYAN MICHAEL PATRICK
  • 4: filed on 2023-06-02 by LOH SALLY
  • 4: filed on 2023-06-02 by ZHENG PEIMING
  • 4: filed on 2023-06-02 by MAHESHWARI ANURAG
  • 4: filed on 2023-06-02 by DE MONTLIVAULT STEPHANE
  • 4: filed on 2023-06-02 by LAFRENIERE NORA E.

    • Events (8k)

  • 8-K: filed on 2023-08-16:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-22:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-04-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-10:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 1.02: Termination of a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-27:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 8.01: Other Events
  • 8-K: filed on 2023-02-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-24:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-07-28:
  • 144: filed on 2023-07-28:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    1.2 Thousand total shares from 1 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    LUERSMAN ABBE EVP & CPO

    • Officer
    		 2,465 2023-08-02 2

    RYAN MICHAEL PATRICK VP, CAO & CONTROLLER

    • Officer
    		 0 2023-07-28 4

    CALLEJA FERNANDEZ BERNARDO PRESIDENT, OTIS EMEA

    • Officer
    		 42,097 2023-07-28 5

    MARKS JUDITH FRAN CHAIR, CEO & PRESIDENT

    • Officer
    • Director
    		 134,965 2023-06-01 2

    DE MONTLIVAULT STEPHANE PRESIDENT, OTIS ASIA PAC

    • Officer
    		 41,760 2023-06-01 2

    LAFRENIERE NORA E. EVP, GENERAL COUNSEL

    • Officer
    		 24,927 2023-06-01 3

    ZHENG PEIMING PRESIDENT, OTIS CHINA

    • Officer
    		 17,241 2023-06-01 4

    CRAMER JAMES F. PRESIDENT, OTIS AMERICAS

    • Officer
    		 16,555 2023-06-01 3

    MAHESHWARI ANURAG EVP & CFO

    • Officer
    		 24,698 2023-06-01 4

    LOH SALLY PRESIDENT, OTIS CHINA

    • Officer
    		 20,879 2023-06-01 3

    WALKER JOHN H

    • Director
    		 0 2023-05-18 1

    MCGRAW HAROLD III

    • Director
    		 0 2023-05-18 1

    KEARNEY CHRISTOPHER J

    • Director
    		 0 2023-05-18 1

    PRESTON MARGARET M V

    • Director
    		 0 2023-05-18 1

    STEWART SHELLEY JR

    • Director
    		 0 2023-05-18 1

    CONNORS NELDA J

    • Director
    		 0 2023-05-18 3

    JEJURIKAR SHAILESH

    • Director
    		 0 2023-05-18 1

    HANNAN KATHY HOPINKAH

    • Director
    		 0 2023-05-18 1

    BLACK JEFFREY HARRY

    • Director
    		 0 2023-05-18 1

    GHAI RAHUL EVP, CFO

    • Officer
    		 9,145 2022-08-01 0

    HAVANEC LAURIE P. EVP & CHIEF PEOPLE OFFICER

    • Officer
    		 13,537 2021-01-02 0

    EUBANKS RICHARD M. PRESIDENT, OTIS EMEA

    • Officer
    		 0 2020-06-01 0

    UNITED TECHNOLOGIES CORP /DE/

    • 10% Owner
    		 0 2020-03-19 0

    MOYLAN SEAN P.

    • Director
    		 0 2020-03-16 0

    MARSHALL GREGORY A.

    • Director
    		 0 2020-03-16 0

    WITZKY CHRISTOPHER

    • Director
    		 0 2020-03-16 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    LUERSMAN ABBE - Officer EVP & CPO

    		2023-08-03 18:15:23 -0400 2023-08-02 F 364 $89.39 d 2,465 direct 1.9094 -1.2428 -7.6792 1.9094 2 -7.9855 30

    LUERSMAN ABBE - Officer EVP & CPO

    		2023-08-03 18:15:23 -0400 2023-08-02 M 1,200 a 2,829 direct 1.9094 -1.2428 -7.6792 1.9094 2 -7.9855 30

    LUERSMAN ABBE - Officer EVP & CPO

    		2023-08-03 18:15:23 -0400 2023-08-02 M 1,200 d 1,205 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    OTIS WORLDWIDE CORP OTIS 2023-09-29 22:15:03 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 21:45:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 21:15:03 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 20:45:05 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 20:15:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 19:45:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 19:15:03 UTC 0.0 0.0 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 18:45:03 UTC 0.0 0.0 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 18:15:03 UTC 0.0 0.0 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 17:45:03 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 17:15:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 16:45:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 16:15:03 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 15:45:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 15:15:04 UTC 5.0586 0.2614 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 14:45:04 UTC 5.0584 0.2616 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 14:15:04 UTC 5.0584 0.2616 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 13:45:03 UTC 5.0485 0.2715 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 13:15:04 UTC 5.0485 0.2715 0
    OTIS WORLDWIDE CORP OTIS 2023-09-29 12:45:05 UTC 5.0485 0.2715 0

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund OTIS -47.0 shares, $-2933.74 2020-09-30 N-PORT
    FundVantage Trust- Gotham Master Neutral Fund OTIS -4.0 shares, $-249.68 2020-09-30 N-PORT
    Collaborative Investment Series Trust- Greenwich Ivy Long-Short Fund OTIS -2686.0 shares, $-239080.86 2023-06-30 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund OTIS -2388.0 shares, $-212555.88 2023-06-30 N-PORT
    Managed Portfolio Series- Nuance Concentrated Value Long-Short Fund OTIS -16116.0 shares, $-1465911.36 2023-07-31 N-PORT
    Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund OTIS -1046.0 shares, $-95144.16 2023-07-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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