Otter Tail Corporation (OTTR) — Strategic Asset Allocation Index

Latest as of March 2026: 4.1%

Otter Tail Corporation (OTTR) has a Strategic Asset Allocation Index of 4.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $78.68 Million) total $78.68 Million, measured against net assets of $1.91 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Otter Tail Corporation (OTTR) asset resilience to evaluate the company's liquid asset resilience ratio.

SAAI

4.1%
Strategic Assets / Net Assets

Strategic Assets

$78.68 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.91 Billion
USD

Otter Tail Corporation Strategic Asset Allocation Index (2000–2025)

This chart shows how Otter Tail Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 4.1%, representing strategic assets of $78.68 Million against net assets of $1.91 Billion USD. See how financially flexible is Otter Tail Corporation to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Otter Tail Corporation (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Otter Tail Corporation from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Otter Tail Corporation market cap and net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 4.2% $78.82 Million $- $78.82 Million $1.86 Billion ▼ -3.0 pp
2024 7.3% $121.18 Million $- $121.18 Million $1.67 Billion ▲ +2.9 pp
2023 4.3% $62.52 Million $- $62.52 Million $1.44 Billion ▼ -181.9 pp
2022 186.3% $2.27 Billion $2.21 Billion $54.84 Million $1.22 Billion ▼ -33.9 pp
2021 220.2% $2.18 Billion $2.12 Billion $56.69 Million $990.78 Million ▼ -21.1 pp
2020 241.2% $2.10 Billion $2.05 Billion $51.86 Million $870.97 Million ▲ +15.6 pp
2019 225.7% $1.76 Billion $1.75 Billion $9.89 Million $781.48 Million ▲ +7.5 pp
2018 218.2% $1.59 Billion $1.58 Billion $8.96 Million $728.86 Million ▼ -4.0 pp
2017 222.2% $1.55 Billion $1.54 Billion $8.63 Million $696.89 Million ▲ +0.5 pp
2016 221.7% $1.49 Billion $1.48 Billion $8.42 Million $670.10 Million ▼ -9.0 pp
2015 230.8% $1.40 Billion $1.39 Billion $8.28 Million $605.02 Million ▲ +7.8 pp
2014 223.0% $1.28 Billion $1.27 Billion $8.58 Million $572.77 Million ▲ +3.0 pp
2013 220.0% $1.18 Billion $1.17 Billion $9.36 Million $534.83 Million ▲ +22.9 pp
2012 197.0% $1.06 Billion $1.05 Billion $9.47 Million $537.47 Million ▲ +6.5 pp
2011 190.5% $1.09 Billion $1.08 Billion $11.09 Million $571.45 Million ▲ +15.0 pp
2010 175.5% $1.11 Billion $1.11 Billion $- $631.86 Million ▲ +15.8 pp
2009 159.6% $1.10 Billion $1.10 Billion $- $688.22 Million ▲ +9.6 pp
2008 150.0% $1.04 Billion $1.04 Billion $- $691.52 Million ▼ -8.7 pp
2007 158.7% $854.02 Million $854.02 Million $- $538.15 Million ▲ +17.1 pp
2006 141.6% $718.61 Million $718.61 Million $- $507.52 Million ▼ -3.3 pp
2005 144.9% $697.09 Million $697.09 Million $- $481.19 Million ▼ -8.5 pp
2004 153.4% $682.10 Million $682.10 Million $- $444.71 Million ▼ -27.9 pp
2003 181.3% $633.33 Million $633.33 Million $- $349.39 Million ▲ +2.6 pp
2002 178.7% $587.89 Million $587.89 Million $- $328.96 Million ▼ -5.5 pp
2001 184.2% $542.98 Million $542.98 Million $- $294.81 Million ▲ +8.0 pp
2000 176.2% $515.93 Million $515.93 Million $- $292.88 Million
pp = percentage points