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OTIS

OTIS WORLDWIDE CORPORATION

In the published model solve dated 2026-Q2, anchored at $73.12, OTIS WORLDWIDE CORPORATION (OTIS) is priced for -1.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 8, 2026 from SEC EDGAR filings.

Published model solve
-1.1% growth
Priced In
within-range

Key Takeaways

• Otis maintains about 2.5 million elevators and escalators, and that book, not the machine sale, is where the money is: in the June quarter the Service segment earned 599 million dollars of segment operating profit against 40 million from New Equipment [Source: Q2 2026 earnings release, July 22, 2026]. • The equipment side is where the damage is visible. New Equipment orders fell 5% at constant currency in that quarter, held down by a decline of more than 20% across Asia Pacific and a high-teen

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Institutional ownership

1,201 institutional managers reported holding OTIS in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 42%. 84 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 14.7M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

OTIS has cut its share count 9.3% over the past five years, spending $4.10B on repurchases. It pays a dividend, and has paid one every year in our records (6 and counting), raised 5 years straight; the current rate is $1.65 a share annually. Cash returned over the past three years: $1.69B in dividends and $2.68B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at OTIS over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

OTIS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-28+2.4%-10.8%
2023-10-27-2.3%+17.5%
2024-02-03-0.5%+7.5%
2024-04-26-4.6%+4.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

OTIS's latest 8-K filings: 2026-07-22 (items 2.02, 9.01); 2026-05-29 (items 5.07); 2026-05-07 (items 8.01, 9.01); 2026-04-22 (items 2.02, 9.01); 2026-01-28 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: August 8, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.