Market Cap
$24.5B
OTIS
Otis Worldwide Corp
$64.05 ▼ -0.67%
Prev close $64.48Market cap$24.5B
ConsensusHold
12-mo target$86.54 (+35.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional ExitsCongressional Activity (3) Industrials & Manufacturing
Snapshot
The big-picture read on OTIS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$19.0B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $7.1M sell
Insider Net $
-$7.1M
Social Sentiment
70° Bullish
SEC Reports
5
Congressional
5 trades
Price chart 30d -10.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Sep 15, 2026 SEC Short Volume: OTIS — 57.2% short (1.1M / 2.0M)
Short: 1,141,817 | Exempt: 37 | TRF Vol: 1,995,824 | Short Ratio: 57.2% | Off-exchange volume (dark
Otis announced that CEO Judy Marks will retire upon appointment of her successor, expected in H1 2027, with a transition
8-K — Impact 3/10
Sep 2, 2026 Insider
Gosk Kimberly Shannon acquired via exercise 933 shares
EVP & CPO
Sep 2, 2026 Insider
Gosk Kimberly Shannon surrendered for taxes 274 shares
EVP & CPO @ $70.83 ($19.4K)
Aug 27, 2026 Congress
John Boozman buy
$1,001 - $15,000 — Senate
Aug 23, 2026 Insider
Mendez Echevarria Maria Cristina acquired via exercise 2,137 shares
EVP & CFO
Aug 10, 2026 Congress
Jul 22, 2026 SEC Kevin Hern sell
$1,001 - $15,000 — House
Otis reported Q2 2026 revenue of $3.86B (+7% YoY, +2.9% above consensus) driven by strong Service organic growth of 9%,
8-K — Impact 6/10
Analyst ratings buy % +10.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Underweight | 54% |
| Jul 23, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 23, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 13, 2026 | Evercore ISI Group | INITIATE | Outperform | 59% |
| Apr 8, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 10 | 0 | 0 | 55% | |
| Aug 1, 2026 | 4 | 8 | 10 | 0 | 0 | 55% | |
| Jul 1, 2026 | 4 | 8 | 10 | 0 | 0 | 55% | |
| Jun 1, 2026 | 3 | 8 | 11 | 1 | 0 | 48% | |
| May 1, 2026 | 3 | 8 | 11 | 1 | 0 | 48% | |
| Apr 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% | |
| Mar 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% | |
| Feb 1, 2026 | 4 | 6 | 11 | 1 | 0 | 45% |
Price targets
Where 13 covering analysts think OTIS trades over the next 12 months.
$86.54 +35.1% upside Strong Buy
Current$64.05 Low$73.00 Median$86.00 High$105.00 13 analysts
$73.00$105.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood -26.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
70°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 2 neutral · avg impact 5.0/10.
NEUTRAL8-K3/10
Otis announced that CEO Judy Marks will retire upon appointment of her successor, expected in H1 202
Sep 15, 2026
BEARISH8-K6/10
Otis reported Q2 2026 revenue of $3.86B (+7% YoY, +2.9% above consensus) driven by strong Service or
Jul 22, 2026
MIXED8-K6/10
Otis reported Q1 2026 revenue of $3.57B (6% YoY, 1% organic), beating consensus. GAAP EPS of $0.87 r
Apr 22, 2026
NEUTRALDEFA14A2/10
Otis Worldwide Corp filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: OTIS — 57.2% short (1.1M / 2.0M)
Short: 1,141,817 | Exempt: 37 | TRF Vol: 1,995,824 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: OTIS — 63.2% short (1.1M / 1.7M)
Short: 1,075,758 | Exempt: 816 | TRF Vol: 1,702,109 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: OTIS — 78.6% short (2.3M / 2.9M)
Short: 2,263,126 | Exempt: 106,325 | TRF Vol: 2,879,914 | Short Ratio: 78.6% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: OTIS — 86.7% short (2.5M / 2.9M)
Short: 2,500,645 | Exempt: 189 | TRF Vol: 2,884,774 | Short Ratio: 86.7% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: OTIS — 68.1% short (1.2M / 1.8M)
Short: 1,205,686 | Exempt: 621 | TRF Vol: 1,771,635 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.01 | $0.98–$1.04 | -3.8% | +0.1% | 0↑ 5↓ | $3.9B | 9 |
| Next Q | $1.14 | $1.11–$1.16 | 10.4% | -0.9% | 1↑ 4↓ | $4.0B | 8 |
| Current FY | $4.04 | $4.01–$4.09 | -0.2% | -0.4% | 0↑ 3↓ | $15.3B | 14 |
| Next FY | $4.53 | $4.36–$4.86 | 12.2% | -0.7% | 0↑ 5↓ | $16.0B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.010 | — |
| 7d ago | $1.009 | +0.001 |
| 30d ago | $1.009 | +0.001 |
| 60d ago | $1.019 | -0.009 |
| 90d ago | $1.093 | -0.082 |
Institutional ownership
Which big funds own OTIS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.0B total value (264,397,207 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 31,620,354 | $2.3B | 11.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,061,198 | $1.8B | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,956,721 | $1.4B | 7.5% | — |
| STATE STREET CORP | 16,664,994 | $1.2B | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,589,525 | $906.4M | 4.8% | — |
| FRANKLIN RESOURCES INC | 11,784,188 | $843.7M | 4.5% | — |
| MORGAN STANLEY | 10,964,838 | $785.1M | 4.1% | — |
| FMR LLC | 10,109,592 | $723.8M | 3.8% | ADD +26.7% |
| NORGES BANK | 8,602,119 | $615.9M | 3.2% | NEW |
| Clearbridge Investments, LLC | 7,461,546 | $534.2M | 2.8% | DOUBLED +177.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,979,132 | 10,109,592 | +26.7% | $723.8M |
| NORGES BANK | NEW | — | 8,602,119 | — | $615.9M |
| Clearbridge Investments, LLC | DOUBLED | 2,691,181 | 7,461,546 | +177.3% | $534.2M |
| D. E. Shaw & Co., Inc. | ADD | 3,454,928 | 5,439,203 | +57.4% | $389.4M |
| Independent Franchise Partners LLP | DOUBLED | 1,002,284 | 5,152,104 | +414.0% | $368.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 7,600,270 | 4,103,431 | -46.0% | $303.9M |
| CITADEL ADVISORS LLC | DOUBLED | 786,128 | 1,953,085 | +148.4% | $139.8M |
| UBS Group AG | ADD | 1,240,822 | 1,908,190 | +53.8% | $136.6M |
| ROYAL BANK OF CANADA | DOUBLED | 803,388 | 1,692,479 | +110.7% | $121.2M |
| Man Group plc | ADD | 875,464 | 1,475,345 | +68.5% | $105.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
22 insiders, 50 transactions. Net -$7.1M — $0.00 bought, $7.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Gosk Kimberly Shannon | EVP & CPO | EXERCISE | 933 | — | — |
| Sep 2, 2026 | Gosk Kimberly Shannon | EVP & CPO | TAX W/H | 274 | $70.83 | $19.4K |
| Aug 23, 2026 | Mendez Echevarria Maria Cristina | EVP & CFO | EXERCISE | 2,137 | — | — |
| Aug 23, 2026 | Mendez Echevarria Maria Cristina | EVP & CFO | TAX W/H | 838 | $71.49 | $59.9K |
| Aug 3, 2026 | KEARNEY CHRISTOPHER J | Director | AWARD | 290.899 | $72.19 | $21.0K |
| Jun 2, 2026 | Armas Joseph Jay | President, Otis Americas | EXERCISE | 1,680 | — | — |
| Jun 2, 2026 | Armas Joseph Jay | President, Otis Americas | TAX W/H | 421 | $70.33 | $29.6K |
| May 27, 2026 | Black Jeffrey Harry | Director | AWARD | 2,799.833 | $71.79 | $201.0K |
| May 27, 2026 | Brannon Jill | Director | AWARD | 4,527.093 | $71.79 | $325.0K |
| May 27, 2026 | Hannan Kathy Hopinkah | Director | AWARD | 2,758.044 | $71.79 | $198.0K |
Congressional trades
OTIS trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Otis Worldwide Corp | Sep 11, 2026(16d) |
| Aug 10, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Otis Worldwide Corp | Sep 2, 2026(24d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Otis Worldwide Corp | Aug 12, 2026(37d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Otis Worldwide Corp | Jul 8, 2026(37d) |
| Apr 29, 2026 | William Keating | D | HOUSE | BUY | $1,001 - $15,000 | Otis Worldwide Corp | May 19, 2026(21d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OTIS.
Shares short
15,981,493
Settlement Sep 15, 2026
Change vs prior
+5.5%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All OTIS filing & press-release reports (5)
- 8-K reportSep 15, 2026
- 8-K reportJul 22, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportApr 17, 2026
- INST-CLUSTER reportFeb 28, 2026