Otis Worldwide (OTIS)

• Market cap: $40.5B
• 1 day: -0.87%
• 5 days: 0.53%
• 1 month: 2.34%
• 3 months: 10.31%
• 6 months: -1.76%
• Year to date: 10.70%
• 1 year: 2.86%
• 5 years: 104.22%
• 10 years: 125.66%
• Sector: Industrials
• Industry: Electronic & Other Electrical Equipment, Except Computer Equipment

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

243% more call options, than puts

Call options by funds: $186M | Put options by funds: $54.1M

31% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 108

1% more funds holding

Funds holding: 1,180 [Q3] → 1,195 (+15) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 414

4.28% less ownership

Funds ownership: 94.94% [Q3] → 90.67% (-4.28%) [Q4]

15% less capital invested

Capital invested by funds: $39.8B [Q3] → $33.8B (-$6.01B) [Q4]

38% less funds holding in top 10

Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $92 10% downside
• Avg. target: $97 5% downside
• High target: $105 3% upside

3 analyst ratings

• positive: 0 0%
• neutral: 2 67%
• negative: 1 33%

Barclays Julian Mitchell 50% 1-year accuracy 66 / 132 met price target	10% downside $92	Underweight Maintained	26 Mar 2025
JP Morgan Stephen Tusa 41% 1-year accuracy 11 / 27 met price target	3% upside $105	Neutral Maintained	30 Jan 2025
Wells Fargo Joseph O'Dea 47% 1-year accuracy 17 / 36 met price target	7% downside $95	Equal-Weight Maintained	30 Jan 2025