Key facts, as of
As of October 8, 2026, Otis Worldwide (OTIS) trades at $65.74, down 27.3% over the past year. Its 52-week range runs from $63.58 to $94.57; the price is 30.5% below that high. It is 38.5% below its all-time high of $106.83, reached in March 2025. It sits 15.4% below its 200-day average of $77.74, the usual sign of a long-term downtrend. Its 30-day volatility is 25.0% annualized, which we rate medium risk. It has a trailing P/E of 16.9 and a dividend yield of 2.68%.
Cite: Portfolio Terminal, "Otis Worldwide (OTIS) stock analysis", 2026-10-08. https://portfolio-terminal.com/analyse/otis
Where it trades today
trading 7% of the way up its 52-week range
How the price has moved
How far it is from its record
Otis Worldwide (OTIS) is 38.5% below its all-time high of $106.83, reached in March 2025.
What to weigh before acting
What Matters Now
- Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
- OTIS is valued near its sector range at 16.9x earnings versus 18.5x for peers, so the next move likely needs a real earnings or guidance catalyst.
- OTIS carries a beta of 0.86, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- OTIS remains in a bearish short-term trend and sits 30.5% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- OTIS is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
- The view would need revisiting if peers such as CAT, HON start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for OTIS come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for OTIS. Last refresh: Oct 8, 2026, 10:10 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as CAT, HON.
What Otis Worldwide does
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as…
Employees
72,000
Industry
Specialty Industrial Machinery
Headquarters
Farmington, United States
What analysts expect
OTIS carries a buy consensus from 13 analysts, with an average price target of $86.54 versus $65.74 today (+31.6%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
OTIS generated $14.91B in trailing revenue (7.3% year over year), with a 10.2% net margin, and $1.44B of free cash flow, against $8.03B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $14.43B | $4.37B | $2.22B | $1.38B | $3.52 | $1.44B |
| 2024 | $14.26B | $4.26B | $2.05B | $1.65B | $4.10 | $1.44B |
| 2023 | $14.21B | $4.19B | $2.25B | $1.41B | $3.42 | $1.49B |
| 2022 | $13.69B | $3.92B | $2.07B | $1.25B | $2.98 | $1.45B |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
Which ETFs hold it
OTIS is in 7 of the 30 ETFs we track. It weighs most in XLI: 0.47% of the fund, holding #53 of 83.
Famous investors who hold it
OTIS is in the latest 13F of 2 of the 15 famous investors we follow. Renaissance Technologies (Founded by Jim Simons) holds the most of it: 0.16% of the portfolio, position #136 of 2,931, as of Q2 2026.
How it sits in industrials
Manufacturing, aerospace, defense, and infrastructure companies.
The companies it competes with
OTIS beside the industrials names it is usually measured against.
What the chart is saying
In a downtrend, below both moving averages.
downtrend- Price is 6.1% below its 50-day average and 15.4% below its 200-day.
- RSI at 41 is neither stretched nor washed out.
- The nearest ceiling is $69.54 (+5.8%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is OTIS a good investment in 2026?
Otis Worldwide trades at a P/E ratio of 16.9, with medium volatility (25.0% annualized). Recent trend shows weakness.
What is the risk level of OTIS?
Based on 30-day volatility of 25.0%, OTIS has MEDIUM risk. Beta of 0.86 indicates lower sensitivity to market movements than average.
Does OTIS pay dividends?
Yes, Otis Worldwide has a dividend yield of 2.68%.
How far is OTIS from its all-time high?
Otis Worldwide is 38.5% below its all-time high of $106.83, reached in March 2025.
Which ETFs hold OTIS?
7 of the 30 popular ETFs we track hold Otis Worldwide. The largest weights: XLI (0.47%), VYM (0.11%), VTV (0.10%), VOO (0.04%) and SPY (0.04%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.
How much of VOO is OTIS?
0.04%, as of August 31, 2026: OTIS is holding #329 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.41 in Otis Worldwide.
Which famous investors own OTIS?
Renaissance Technologies (0.16% of Founded by Jim Simons's 13F) and Ray Dalio (0.11% of Bridgewater Associates's 13F), according to their latest Form 13F filings with the SEC (Q2 2026). A 13F lists US long positions 45 days after the quarter ends, so it can be out of date.
What is the analyst price target for OTIS?
The average analyst price target for Otis Worldwide (OTIS) is $86.54 based on 13 analyst estimates, about 31.6% above the current price of $65.74. The published range runs from $73.00 to $105.00.
How much revenue does OTIS generate?
Otis Worldwide reported $14.91B in trailing twelve-month revenue. Revenue growth is running at 7.3% year over year. Net margin sits at 10.2%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare OTIS with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.