Itron’s (ITRI) Neutral Rating Reiterated at Guggenheim

Guggenheim reaffirmed their neutral rating on shares of Itron (NASDAQ:ITRI) in a research note issued to investors on Friday, Marketbeat Ratings reports.

ITRI has been the subject of several other research reports. Argus reiterated a “hold” rating on shares of Itron in a report on Tuesday, November 4th. JPMorgan Chase & Co. raised their price target on Itron from $145.00 to $155.00 and gave the stock an “overweight” rating in a research report on Thursday, October 16th. Stephens upgraded Itron from an “equal weight” rating to an “overweight” rating and set a $130.00 price objective on the stock in a report on Monday, November 3rd. Johnson Rice raised 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. Finally, Wall Street Zen cut Itron from a “buy” rating to a “hold” rating in a report on Wednesday, January 14th. Seven analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $136.10.

Itron Stock Performance

NASDAQ ITRI opened at $89.36 on Friday. The stock has a fifty day simple moving average of $97.75 and a 200-day simple moving average of $110.91. The company has a current ratio of 2.17, a quick ratio of 1.91 and a debt-to-equity ratio of 0.46. The stock has a market cap of $4.09 billion, a PE ratio of 16.07, a P/E/G ratio of 0.51 and a beta of 1.48. Itron has a twelve month low of $88.57 and a twelve month high of $142.00.

Insider Transactions at Itron

In other news, SVP Justin K. Patrick sold 379 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $96.51, for a total value of $36,577.29. Following the sale, the senior vice president directly owned 20,382 shares in the company, valued at approximately $1,967,066.82. This trade represents a 1.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP John F. Marcolini sold 553 shares of Itron stock in a transaction on Monday, November 24th. The stock was sold at an average price of $96.51, for a total transaction of $53,370.03. Following the sale, the senior vice president directly owned 13,843 shares of the company’s stock, valued at approximately $1,335,987.93. This trade represents a 3.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,113 shares of company stock valued at $301,678 over the last quarter. Insiders own 1.51% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Campbell & CO Investment Adviser LLC purchased a new position in Itron in the third quarter valued at about $1,300,000. Robeco Schweiz AG grew its holdings in shares of Itron by 31.2% in the 3rd quarter. Robeco Schweiz AG now owns 372,176 shares of the scientific and technical instruments company’s stock worth $46,358,000 after acquiring an additional 88,504 shares during the period. Schroder Investment Management Group increased its stake in Itron by 23.6% in the 2nd quarter. Schroder Investment Management Group now owns 376,087 shares of the scientific and technical instruments company’s stock valued at $49,504,000 after purchasing an additional 71,702 shares in the last quarter. J. Safra Sarasin Holding AG acquired a new position in Itron during the third quarter worth $4,673,000. Finally, Arvin Capital Management LP purchased a new stake in Itron during the second quarter worth $8,331,000. Hedge funds and other institutional investors own 96.19% of the company’s stock.

Trending Headlines about Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Itron announced a partnership with Toumetis and a Southern California utility to reduce wildfire risk and speed outage restoration — a commercial win that validates demand for its wildfire-analytics and grid-resiliency offerings and could support future recurring revenue in high-growth, regulatory-driven markets. Itron and Toumetis Team Up with Southern California Utility
• Positive Sentiment: Coverage highlights California grid projects that tie Itron’s wildfire analytics to longer-term growth, reinforcing the company’s exposure to utility modernization and resilience spending. This narrative supports a multi-year revenue opportunity even if near-term results fluctuate. Itron’s California Grid Projects Tie Wildfire Analytics To Long Term Growth
• Positive Sentiment: Industry pieces argue Itron is repositioning as a grid-edge intelligence leader in wildfire-prone markets — a strategic shift that, if executed, could improve margins and create higher-value service opportunities. Is Itron Quietly Repositioning as a Grid-Edge Intelligence Leader?
• Neutral Sentiment: Q4 2025 earnings previews are circulating ahead of results — these create a near-term catalyst (earnings beat/miss) but are currently informational rather than directional. Itron Q4 2025 earnings preview
• Neutral Sentiment: An Itron senior VP sold a small block (142 shares) on Feb. 11 — disclosed insider selling but immaterial in size relative to holdings and market cap. SEC Form 4 — Insider Sale
• Neutral Sentiment: Published short-interest figures in recent feeds appear inconsistent (showing zeros/NaN) and should be treated cautiously — no clear, reliable short-interest signal from these entries.
• Negative Sentiment: Guggenheim turned more bearish on Itron (downgrade/neutral action reported), which likely pressured the stock and increased trading activity today; analyst downgrades often trigger re-rating and higher near-term volatility. Guggenheim downgrades Itron (ITRI)

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.