Insider and congress filings
Otis Worldwide Corporation (OTIS)
About Otis Worldwide Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Judith F. Marks
- Employees
- 72,000
- Listed since
- Mar 19, 2020
- Market value
- $26.4B
- Price to earnings
- 17.7
- Earnings per share
- $3.94
- Dividend yield
- 2.48%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 22, 2026 | $1.01 | $1.01 | $3.9B | $3.8B | EPS in lineRevenue beat |
| Q1 FY2026reported Apr 22, 2026 | $0.89 | $0.90 | $3.6B | $3.5B | EPS in lineRevenue beat |
| Q4 FY2025reported Jan 28, 2026 | $1.03 | $1.04 | $3.8B | $3.9B | EPS in lineRevenue miss |
| Q3 FY2025reported Oct 29, 2025 | $1.05 | $1.01 | $3.7B | $3.7B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $1.05 | $1.03 | $3.6B | $3.7B | EPS beatRevenue miss |
| Q1 FY2025reported Apr 23, 2025 | $0.92 | $0.90 | $3.4B | $3.4B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 17, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Judy MarksChair, Chief Executive Officer and President Cristina | $1.4M | $13.2M | $2.4M | $17.0M |
The summary compensation table from the 2025 proxy statement, current executives only. 3 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $2.3B | 31,620,354 | -1.9% | 8.21% |
| Vanguard Capital Management LLC | $1.8B | 25,061,198 | -0.8% | 6.51% |
| Vanguard Portfolio Management LLC | $1.4B | 19,956,721 | +1.3% | 5.18% |
| State Street Corp | $1.2B | 16,664,994 | +2.9% | 4.33% |
| Geode Capital Management, LLC | $906.4M | 12,589,525 | +1.1% | 3.27% |
| Franklin Resources Inc | $843.7M | 11,784,188 | +2.3% | 3.06% |
| Morgan Stanley | $785.1M | 10,964,838 | -15.4% | 2.85% |
| FMR LLC | $723.8M | 10,109,592 | +26.7% | 2.62% |
| Norges Bank | $615.9M | 8,602,119 | +100.0% | 2.23% |
| Clearbridge Investments, LLC | $534.2M | 7,461,546 | +177.3% | 1.94% |
| Price T Rowe Associates Inc | $437.1M | 6,104,625 | -30.9% | 1.58% |
| Mitsubishi Ufj Kokusai Asset Management Co., Ltd. | $423.7M | 5,918,140 | +0.4% | 1.54% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
4 filings of 300 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Thibault Pierre Marie LefeburePresident, Otis Emea | Sold | 1,628 | $76.89 | $125K | May 7, 2026 | 0d |
| Stephane de MontlivaultPresident, Otis Asia Pacific | Sold | 47,944 | $92.25 | $4.4M | Feb 12, 2026 | 1d |
| Nora E. LaFreniereEVP, General Counsel | Sold · 2 lines | 27,418 | $90.38 | $2.5M | Feb 10, 2026 | 0d |
| Michael Patrick RyanSVP, CAO & Controller | Sold | 1,182 | $90.06 | $106K | Feb 10, 2026 | 0d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in OTIS
20 disclosures of 56 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | -4.9%S&P -1.4% · vs S&P 500 -3.5% | Aug 10, 2026 | Sep 1, 2026 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -5.6%S&P +2.0% · vs S&P 500 -7.6% | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -8.8%S&P +20.2% · vs S&P 500 -29.0% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -2.1%S&P +2.5% · vs S&P 500 -4.7% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.5%S&P +0.4% · vs S&P 500 -1.8% | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.4%S&P +3.2% · vs S&P 500 -5.6% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.5%S&P +1.6% · vs S&P 500 -5.0% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -10.1%S&P +5.8% · vs S&P 500 -15.9% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -11.1%S&P +6.8% · vs S&P 500 -17.9% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -12.9%S&P +12.3% · vs S&P 500 -25.2% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -8.2%S&P +21.2% · vs S&P 500 -29.4% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -23.8%S&P +10.6% · vs S&P 500 -34.4% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -20.5%S&P +9.8% · vs S&P 500 -30.3% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -25.9%S&P +12.3% · vs S&P 500 -38.1% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -26.1%S&P +12.0% · vs S&P 500 -38.0% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -25.9%S&P +12.3% · vs S&P 500 -38.1% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -23.3%S&P +13.9% · vs S&P 500 -37.3% | Oct 7, 2025 | Nov 6, 2025 | 30d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -19.7%S&P +21.0% · vs S&P 500 -40.7% | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Ritchie TorresFiled late | Stock | Purchase | $1,001 - $15,000 | -33.0%S&P +32.8% · vs S&P 500 -65.8% | Sep 26, 2024 | Aug 20, 2025 | 328d |
| Ritchie Torres | Stock | Sale | $1,001 - $15,000 | -30.3%S&P +22.3% · vs S&P 500 -52.6% | Jul 11, 2025 | Aug 20, 2025 | 40d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Kimberly Shannon GoskEVP & CPO | Option exercise | 933 | Sep 2, 2026 |
| Kimberly Shannon GoskEVP & CPO | Tax withholding | 274 | Sep 2, 2026 |
| Echevarria Maria Cristina MendezEVP & CFO | Option exercise | 2,137 | Aug 23, 2026 |
| Echevarria Maria Cristina MendezEVP & CFO | Tax withholding | 838 | Aug 23, 2026 |
| Christopher J. KearneyDirector | Stock award | 291 | Aug 3, 2026 |
| Joseph Jay ArmasPresident, Otis Americas | Option exercise | 1,680 | Jun 2, 2026 |
| Joseph Jay ArmasPresident, Otis Americas | Tax withholding | 421 | Jun 2, 2026 |
| John H. WalkerDirector | Stock award | 4,806 | May 27, 2026 |
| Christopher J. KearneyDirector | Stock award | 2,591 | May 27, 2026 |
| Thomas A. BartlettDirector | Stock award | 2,716 | May 27, 2026 |
| Margaret M. V. PrestonDirector | Stock award | 4,597 | May 27, 2026 |
| Kathy Hopinkah HannanDirector | Stock award | 2,758 | May 27, 2026 |
| Shelley Stewart Jr.Director | Stock award | 2,591 | May 27, 2026 |
| Nelda J. ConnorsDirector | Stock award | 2,716 | May 27, 2026 |
| Jill BrannonDirector | Stock award | 4,527 | May 27, 2026 |
| Jeffrey Harry BlackDirector | Stock award | 2,800 | May 27, 2026 |
| Sally LohPresident, Otis Greater China | Tax withholding | 264 | Mar 1, 2026 |
| Nicolas Eduardo LopezPresident, Otis Asia Pacific | Stock award | 4,685 | Mar 2, 2026 |
| Sally LohPresident, Otis Greater China | Option exercise | 1,256 | Mar 1, 2026 |
| Nicolas Eduardo LopezPresident, Otis Asia Pacific | Form 4 | 4,098 | Mar 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling OTIS?
Across the 4 most recent open-market filings shown here, 0 were purchases and 4 were sales.
Which members of Congress have traded OTIS?
Kevin Hern, Ro Khanna, Alan Armstrong, Lisa C. McClain, Ritchie Torres disclosed OTIS transactions in the filings shown here.
Which members of Congress hold OTIS?
1 member of Congress reports a position in OTIS in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is OTIS in the S&P 500 or the Nasdaq 100?
Otis Worldwide Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are OTIS trades disclosed?
Insider filings on this page reached the public a median of 0 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.