Insider Selling: Itron (NASDAQ:ITRI) SVP Sells $107,282.07 in Stock

Itron, Inc. (NASDAQ:ITRI) SVP Donald Reeves III sold 1,071 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $100.17, for a total value of $107,282.07. Following the completion of the transaction, the senior vice president owned 32,069 shares of the company’s stock, valued at $3,212,351.73. This trade represents a 3.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Itron Stock Down 0.7%

Itron stock opened at $97.15 on Thursday. The business’s 50-day simple moving average is $97.82 and its two-hundred day simple moving average is $109.44. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.56 and a current ratio of 1.80. The company has a market cap of $4.37 billion, a PE ratio of 14.92, a PEG ratio of 0.85 and a beta of 1.48. Itron, Inc. has a fifty-two week low of $88.57 and a fifty-two week high of $142.00.

Itron (NASDAQ:ITRI) last released its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.46 EPS for the quarter, topping analysts’ consensus estimates of $2.19 by $0.27. Itron had a return on equity of 20.04% and a net margin of 12.72%.The firm had revenue of $571.66 million during the quarter, compared to the consensus estimate of $561.31 million. During the same quarter in the previous year, the company posted $1.35 earnings per share. The company’s revenue was down 6.7% compared to the same quarter last year. Itron has set its Q1 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 5.750-6.250 EPS. Equities analysts anticipate that Itron, Inc. will post 5.33 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on ITRI shares. Robert W. Baird set a $128.00 target price on shares of Itron and gave the company an “outperform” rating in a research report on Wednesday, February 18th. Zacks Research cut Itron from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 28th. Johnson Rice upgraded Itron from an “accumulate” rating to a “buy” rating and set a $130.00 target price on the stock in a research note on Monday, January 5th. Guggenheim set a $155.00 price target on Itron in a research report on Friday, February 13th. Finally, Oppenheimer upped their price objective on Itron from $125.00 to $133.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Seven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $138.56.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. EverSource Wealth Advisors LLC grew its stake in Itron by 25.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 401 shares of the scientific and technical instruments company’s stock valued at $53,000 after acquiring an additional 81 shares during the period. Amalgamated Bank lifted its holdings in Itron by 0.7% during the third quarter. Amalgamated Bank now owns 13,060 shares of the scientific and technical instruments company’s stock valued at $1,627,000 after purchasing an additional 86 shares in the last quarter. PFG Investments LLC grew its position in shares of Itron by 4.8% in the third quarter. PFG Investments LLC now owns 2,059 shares of the scientific and technical instruments company’s stock valued at $256,000 after purchasing an additional 94 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of Itron by 29.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 443 shares of the scientific and technical instruments company’s stock worth $41,000 after purchasing an additional 101 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC raised its position in shares of Itron by 3.5% during the 2nd quarter. Elevation Point Wealth Partners LLC now owns 3,398 shares of the scientific and technical instruments company’s stock worth $447,000 after purchasing an additional 115 shares during the last quarter. 96.19% of the stock is owned by institutional investors and hedge funds.

Itron News Summary

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Itron’s Q4 results and guidance surprised to the upside — the company reported an EPS beat and set Q1 and FY2026 EPS guidance that supports continued profitability, which is a constructive fundamental datapoint for valuation and near‑term earnings expectations. 5 Insightful Analyst Questions From Itron’s Q4 Earnings Call
• Neutral Sentiment: Itron priced an upsized $700M 0.00% convertible senior notes offering due 2032; proceeds will fund a $100M concurrent repurchase, capped‑call hedges, repayment of existing 2026 convertible notes and general corporate purposes. The structure (conversion price ≈ $123.77, capped call cap ≈ $190.42) reduces immediate cash interest but introduces conversion/dilution mechanics and near‑term hedging activity that may create volatility. Itron Prices Upsized $700.0 Million Convertible Senior Notes Offering
• Negative Sentiment: A concentrated cluster of insider stock sales by multiple senior executives (including the CFO and several SVPs) occurred around Feb. 19–20 at prices near $99–$100 — the volume and timing (many filings disclosed in the same window) can be read negatively by the market as increased supply or reduced insider conviction. Wave of Insider Moves as Itron’s Top Brass Cash In on Company Stock
• Negative Sentiment: Institutional rebalancing reported in recent datasets shows several large asset managers materially reducing ITRI positions in the latest quarter — such outflows from big holders can amplify downward pressure if sustained. Quiver Quant Summary (includes institutional and insider activity)

About Itron

Itron, Inc (NASDAQ: ITRI) is a global technology company that develops innovative solutions to measure, manage and analyze the use of energy and water. Its comprehensive portfolio includes smart meters, data collection devices, communication networks and advanced software applications designed to optimize utility operations and foster sustainable resource management. The company’s offerings enable utilities and cities to accurately monitor consumption patterns, streamline billing processes and improve grid reliability.

Itron’s product lineup spans a range of hardware and software solutions, from residential and commercial smart meters to meter data management systems (MDMS), networked communication platforms and analytics tools.