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The company

Otis Worldwide Corporation

OTIS · NYSE

IndustrialsElectrical Equipment & GridAbove a falling average

OTIS stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 4.0% above that average now. Electrical Equipment & Grid: 22% of its 50 stocks in an uptrend (−8 points in four weeks); Industrials: 26% (−5 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 52
Industry in uptrend
22% -8 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$34.2M
Officials’ trades on record
42
Institutions holding
1,145 (-12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

23 Apr – 22 Oct
21%35%49%Apr 26Jun 26Jul 26Sep 26Oct 26

Electrical Equipment & Grid: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$32.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

42 disclosed lines: House 21, Senate 7, executive 14; 20 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k28 Aug 2026filed 8 Oct 2026
John Boozman Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k27 Aug 2026filed 11 Sep 2026
Kevin Hern House: U.S. House ClerkOK01soldjoint$1k–$15k10 Aug 2026filed 1 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k24 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k12 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k3 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k18 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k11 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k28 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$100k–$250k17 Apr 2026filed 1 Jul 2026
Alan Armstrong Senate: U.S. Senate eFDSenatorbought$1k–$15k27 Mar 2026filed 21 Jul 2026

Insiders

Buy orders, 12 months0
Sale orders, 12 months8
Buyers · sellers0 · 6
WhoDidSharesTraded
Thibault Pierre Marie LefeburePresident, Otis EMEAsold1,628at $76.897 May 2026filed 7 May 2026
Montlivault Stephane DePresident, Otis Asia Pacificsold47,944at $92.2512 Feb 2026filed 13 Feb 2026
Nora E. LafreniereEVP, General Counselsold1,793at $90.3810 Feb 2026filed 10 Feb 2026
Nora E. LafreniereEVP, General Counselsold25,625at $90.3810 Feb 2026filed 10 Feb 2026
Michael Patrick RyanSVP, CAO & Controllersold1,182at $90.0610 Feb 2026filed 10 Feb 2026
Judith Fran MarksChair, CEO and Presidentsold56,107at $90.895 Feb 2026filed 5 Feb 2026
Judith Fran MarksChair, CEO and Presidentsold46,780at $89.574 Feb 2026filed 5 Feb 2026
Neil GreenEVP & Chief Digital Officersold6,000at $86.452 Feb 2026filed 3 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders1,145-12 on the quarter
New · exited132 · 146
Reported value$24.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 202631,620,354$2.3B-600,486−1.9%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 202625,061,198$1.8B-194,807−0.8%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 202619,956,721$1.4B+254,829+1.3%
STATE STREET CORPadded · filed 7 Aug 202616,664,994$1.2B+463,491+2.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 202612,589,525$906.4M+138,195+1.1%
FRANKLIN RESOURCES INCadded · filed 13 Aug 202611,784,188$843.7M+263,232+2.3%
MORGAN STANLEYreduced · filed 13 Aug 202610,964,838$785.1M-1,994,474−15.4%
FMR LLCadded · filed 13 Aug 202610,109,592$723.8M+2,130,460+26.7%
NORGES BANKnew · filed 12 Aug 20268,602,119$615.9M+8,602,119
Clearbridge Investments, LLCadded · filed 13 Aug 20267,461,546$534.2M+4,770,365+177.3%
31 Mar 2023 – 30 Jun 2026
92210631204Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Kimberly Shannon Gosk Company insiderEVP & CPO · last 2 Sep 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 28 Aug 20265 · 7
John Boozman SenateSenator · last 27 Aug 20261 · 0
Echevarria Maria Cristina Mendez Company insiderEVP & CFO · last 23 Aug 20260 · 0
Kevin Hern HouseOK01 · last 10 Aug 20260 · 2
Christopher J. Kearney Company insiderDirector · last 3 Aug 20261 · 0
Joseph Jay Armas Company insiderPresident, Otis Americas · last 2 Jun 20260 · 0
Jeffrey Harry Black Company insiderDirector · last 27 May 20260 · 0
Jill Brannon Company insiderDirector · last 27 May 20260 · 0
John H. Walker Company insiderDirector · last 27 May 20260 · 0
Kathy Hopinkah Hannan Company insiderDirector · last 27 May 20260 · 0
Margaret M. Preston V Company insiderDirector · last 27 May 202610 · 1

Same industry

SN SharkNinjaLeading+35%
PCLA PicoCELAIn trend+19%
SONY Sony GroupIn trend+18%
SONO SonosIn trend+16%

Distance from each stock’s own 150-day average.

Government contracts

Awards5
Total$238K
Latest22 Sep 2026
2020$7,776
2021$207K
2022$9,640
2026$14K

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202514.8%
Free cash flow marginFY 2025 · to 31 Dec 202510.0%
Return on capital employedFY 2025 · to 31 Dec 202571.2%
Cash conversionFY 2025 · to 31 Dec 2025115%
Interest coverFY 2025 · to 31 Dec 20259.83×
Research spendFY 2025 · to 31 Dec 20251.1%
Share count trendFY 2025 · to 22 Jan 2026-1.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.1B
Free cash flowFY 2025 · to 31 Dec 2025$1.4B

Analyst forecasts

No analyst forecasts yet.