Also trades as: 4PG.DE (XETRA) · $vol 0M
OTIS Smart Money
Otis Worldwide Corporation
1W: +5.9%
1M: +14.1%
3M: +2.2%
YTD: -14.4%
1Y: -18.7%
3Y: -0.0%
5Y: -3.5%
$74.19
-1.08 (-1.43%)
After Hours: $74.39 (+0.20, +0.27%)
Weekly Expected Move ±3.4%
$70
$73
$75
$78
$80
Credit Risk of going bust: lower than 82% of companies Debt: 23.6% of company value Bonds: $248.0M held by 191 funds, 58 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.27 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.65B.
Distance to default 10.04 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.88. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.27 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.65B.
Distance to default 10.04 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.88. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,354
Institutions Holding
-47 vs prior
89.1%
Ownership
-1.11%
135
New
431
Increased
580
Reduced
127
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-02 | Gosk Kimberly Shannon | officer: evp & cpo | F-Tax Withholding | 274 | $70.83 | $19K | Filing |
| 2026-08-23 | Mendez Echevarria Maria Cristina | officer: evp & cfo | F-Tax Withholding | 838 | $71.49 | $60K | Filing |
| 2026-06-02 | Armas Joseph Jay | officer: president, otis americas | F-Tax Withholding | 421 | $70.33 | $30K | Filing |
| 2026-05-07 | Lefebure Thibault Pierre Marie | officer: president, otis emea | S-Sale | 1,628 | $76.89 | $125K | Filing |
| 2026-03-01 | Loh Sally | officer: president, otis greater china | F-Tax Withholding | 264 | $92.56 | $24K | Filing |
| 2026-02-12 | de Montlivault Stephane | officer: president, otis asia pacific | S-Sale | 47,944 | $92.25 | $4.4M | Filing |
| 2026-02-10 | LaFreniere Nora E. | officer: evp, general counsel | D-Sale to Issuer | 3,314 | $90.38 | $300K | Filing |
| 2026-02-10 | LaFreniere Nora E. | officer: evp, general counsel | S-Sale | 1,793 | $90.38 | $162K | Filing |
| 2026-02-10 | LaFreniere Nora E. | officer: evp, general counsel | S-Sale | 25,625 | $90.38 | $2.3M | Filing |
| 2026-02-10 | Ryan Michael Patrick | officer: svp, cao & controller | S-Sale | 1,182 | $90.06 | $106K | Filing |
| 2026-02-07 | Armas Joseph Jay | officer: president, otis americas | F-Tax Withholding | 58 | $89.85 | $5K | Filing |
| 2026-02-07 | Gosk Kimberly Shannon | officer: evp & cpo | F-Tax Withholding | 96 | $89.85 | $9K | Filing |
| 2026-02-07 | Green Neil | officer: evp & chief digital officer | F-Tax Withholding | 184 | $89.85 | $17K | Filing |
| 2026-02-07 | LaFreniere Nora E. | officer: evp, general counsel | F-Tax Withholding | 751 | $89.85 | $67K | Filing |
| 2026-02-07 | Lefebure Thibault Pierre Marie | officer: president, otis emea | F-Tax Withholding | 105 | $89.85 | $9K | Filing |
| 2026-02-07 | Marks Judith Fran | officer: chair, ceo and president | F-Tax Withholding | 5,318 | $89.85 | $478K | Filing |
| 2026-02-07 | Mendez Echevarria Maria Cristina | officer: evp & cfo | F-Tax Withholding | 133 | $89.85 | $12K | Filing |
| 2026-02-07 | Ryan Michael Patrick | officer: svp, cao & controller | F-Tax Withholding | 100 | $89.85 | $9K | Filing |
| 2026-02-07 | Zheng Peiming | officer: evp, chief product, delivery | F-Tax Withholding | 650 | $89.85 | $58K | Filing |
| 2026-02-06 | Marks Judith Fran | officer: chair, ceo and president | F-Tax Withholding | 5,306 | $89.85 | $477K | Filing |
| 2026-02-06 | Zheng Peiming | officer: evp, chief product, delivery | F-Tax Withholding | 974 | $89.85 | $88K | Filing |
| 2026-02-06 | Ryan Michael Patrick | officer: svp, cao & controller | F-Tax Withholding | 102 | $89.85 | $9K | Filing |
| 2026-02-06 | LaFreniere Nora E. | officer: evp, general counsel | F-Tax Withholding | 616 | $89.85 | $55K | Filing |
| 2026-02-06 | Green Neil | officer: evp & chief digital officer | F-Tax Withholding | 207 | $89.85 | $19K | Filing |
| 2026-02-06 | Armas Joseph Jay | officer: president, otis americas | F-Tax Withholding | 70 | $89.85 | $6K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-09-11 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-09-04 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-27 | John Boozman | Senate | Buy | $1,001 - $15,000 | Filing |
| 2026-08-27 | John Boozman | Senate | Buy | $1,001 - $15,000 | Filing |
| 2026-08-27 | John Boozman | Senate | Buy | $1,001 - $15,000 | Filing |
| 2026-08-10 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-10 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-09 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-07 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-06-02 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-29 | William R. Keating | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-30 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-03 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-07-25 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-07-11 | Ritchie Torres | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-11 | Ritchie Torres | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-11 | Ritchie Torres | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-10 | Ritchie Torres | House | Sell | $1,001 - $15,000 | Filing |
| 2024-10-29 | Thomas Hawley Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2024-10-29 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2024-10-29 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,620,354 | $2.3B | -600,486 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,061,198 | $1.8B | -194,807 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,956,721 | $1.4B | +254,829 | 2026-06-30 | Filing |
| STATE STREET CORP | 16,664,994 | $1.2B | +463,491 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 12,589,525 | $906M | +138,195 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 11,784,188 | $844M | +263,232 | 2026-06-30 | Filing |
| MORGAN STANLEY | 10,964,838 | $785M | -1,994,474 | 2026-06-30 | Filing |
| FMR LLC | 10,109,592 | $724M | +2,130,460 | 2026-06-30 | Filing |
| NORGES BANK | 8,602,119 | $616M | +8,602,119 | 2026-06-30 | Filing |
| Clearbridge Investments, LLC | 7,461,546 | $534M | +4,770,365 | 2026-06-30 | Filing |
| Mitsubishi UFJ Asset Management Co., Ltd | 5,918,140 | $424M | +26,119 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 5,439,203 | $389M | +1,984,275 | 2026-06-30 | Filing |
| Independent Franchise Partners LLP | 5,152,104 | $369M | +4,149,820 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 4,625,150 | $331M | +3,107,217 | 2026-06-30 | Filing |
| PineStone Asset Management Inc. | 4,290,454 | $307M | -203,428 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 4,103,431 | $304M | -3,496,839 | 2026-06-30 | Filing |
| Fiera Capital Corp | 4,138,739 | $296M | -728,157 | 2026-06-30 | Filing |
| VAN ECK ASSOCIATES CORP | 3,993,011 | $286M | +24,914 | 2026-06-30 | Filing |
| Invesco Ltd. | 3,953,975 | $283M | -16,154 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 3,900,999 | $279M | -156,906 | 2026-06-30 | Filing |