Itron, Inc. (NASDAQ:ITRI) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Itron, Inc. (NASDAQ:ITRI) have been given an average rating of “Moderate Buy” by the thirteen analysts that are covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, four have issued a hold rating and eight have given a buy rating to the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $137.90.

Several analysts have commented on the stock. Zacks Research cut shares of Itron from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 28th. Oppenheimer lifted their price objective on Itron from $125.00 to $133.00 and gave the company an “outperform” rating in a research report on Wednesday, February 18th. Guggenheim set a $155.00 target price on Itron in a research report on Friday, February 13th. Weiss Ratings cut Itron from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Finally, Wall Street Zen downgraded shares of Itron from a “buy” rating to a “hold” rating in a research note on Wednesday, January 14th.

Itron Trading Down 4.4%

Itron stock opened at $95.21 on Tuesday. The stock has a 50-day moving average price of $97.72 and a 200 day moving average price of $109.72. Itron has a 52 week low of $88.57 and a 52 week high of $142.00. The stock has a market cap of $4.28 billion, a PE ratio of 14.63, a P/E/G ratio of 0.86 and a beta of 1.48. The company has a current ratio of 1.80, a quick ratio of 1.56 and a debt-to-equity ratio of 0.45.

Itron (NASDAQ:ITRI) last released its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.19 by $0.27. The company had revenue of $571.66 million for the quarter, compared to analyst estimates of $561.31 million. Itron had a net margin of 12.72% and a return on equity of 20.04%. The firm’s quarterly revenue was down 6.7% on a year-over-year basis. During the same period in the prior year, the firm earned $1.35 EPS. 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 research analysts predict that Itron will post 5.33 earnings per share for the current fiscal year.

Insider Activity

In other Itron news, CFO Joan S. Hooper sold 15,293 shares of Itron stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $99.54, for a total value of $1,522,265.22. Following the transaction, the chief financial officer owned 124,196 shares in the company, valued at $12,362,469.84. This trade represents a 10.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Christopher E. Ware sold 4,486 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $99.54, for a total transaction of $446,536.44. Following the sale, the senior vice president directly owned 31,806 shares of the company’s stock, valued at $3,165,969.24. This represents a 12.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 47,128 shares of company stock valued at $4,695,811 in the last ninety days. 1.51% of the stock is owned by company insiders.

Institutional Trading of Itron

A number of institutional investors have recently added to or reduced their stakes in the business. Mercer Global Advisors Inc. ADV lifted its position in shares of Itron by 18.8% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 2,787 shares of the scientific and technical instruments company’s stock worth $259,000 after purchasing an additional 441 shares in the last quarter. XTX Topco Ltd purchased a new stake in Itron during the 4th quarter worth $1,032,000. Voloridge Investment Management LLC lifted its holdings in Itron by 164.1% in the 4th quarter. Voloridge Investment Management LLC now owns 197,536 shares of the scientific and technical instruments company’s stock worth $18,343,000 after buying an additional 122,733 shares in the last quarter. Symmetry Investments LP purchased a new position in Itron in the 4th quarter valued at about $3,334,000. Finally, Tudor Investment Corp ET AL grew its stake in shares of Itron by 2.7% during the fourth quarter. Tudor Investment Corp ET AL now owns 282,102 shares of the scientific and technical instruments company’s stock valued at $26,196,000 after acquiring an additional 7,458 shares in the last quarter. 96.19% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Recent quarterly results and forward guidance beat expectations — Itron reported a meaningful EPS beat and set Q1 and FY2026 EPS guidance that suggests continued profitability, which supports valuation metrics and earnings expectations for the year.
• Neutral Sentiment: Heavy trading activity — intraday volume is well above the stock’s average, indicating that today’s moves are driven by newsflow (insider transactions and debt issuance) rather than thin trading.
• Negative Sentiment: Large, clustered insider selling by multiple senior executives — over Feb. 19–20 several SVPs, the CFO and the CAO sold shares (sales concentrated around ~$99.50–$100.17), totaling roughly 46–48k shares across the filings. Executives who trimmed positions include the CFO Joan Hooper, John Marcolini, Donald Reeves III, Justin K. Patrick, Laurie Ann Pulatie‑Hahn and others. Large insider sales can be read negatively by the market (potential signaling or increased supply).
• Negative Sentiment: Itron announced $600 million of convertible senior notes — while this raises capital and may be used for corporate purposes, convertible debt introduces potential future dilution and can be viewed as a negative near-term catalyst until use of proceeds and conversion terms are clearer. Itron Announces $600.0 Million Convertible Senior Notes

Itron Company Profile

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.