Itron (NASDAQ:ITRI) SVP John Marcolini Sells 6,948 Shares

Itron, Inc. (NASDAQ:ITRI) SVP John Marcolini sold 6,948 shares of the company’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 $691,603.92. Following the completion of the transaction, the senior vice president owned 26,912 shares in the company, valued at approximately $2,678,820.48. This represents a 20.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Itron Trading Down 4.4%

Shares of ITRI stock opened at $95.21 on Tuesday. The company has a market capitalization of $4.28 billion, a PE ratio of 14.63, a price-to-earnings-growth ratio of 0.86 and a beta of 1.48. The company has a quick ratio of 1.56, a current ratio of 1.80 and a debt-to-equity ratio of 0.45. Itron, Inc. has a 12-month low of $88.57 and a 12-month high of $142.00. The firm has a 50 day moving average price of $97.72 and a two-hundred day moving average price of $109.72.

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

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

Hedge Funds Weigh In On Itron

Institutional investors have recently added to or reduced their stakes in the stock. Campbell & CO Investment Adviser LLC acquired a new stake in Itron during the third quarter worth approximately $1,300,000. Robeco Schweiz AG boosted its holdings in shares of Itron by 31.2% during 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 buying an additional 88,504 shares in the last quarter. Schroder Investment Management Group boosted its holdings in shares of Itron by 23.6% during the 2nd quarter. Schroder Investment Management Group now owns 376,087 shares of the scientific and technical instruments company’s stock worth $49,504,000 after buying an additional 71,702 shares in the last quarter. J. Safra Sarasin Holding AG acquired a new stake in shares of Itron during the 3rd quarter worth approximately $4,673,000. Finally, Envestnet Asset Management Inc. increased its stake in shares of Itron by 34.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 148,317 shares of the scientific and technical instruments company’s stock valued at $18,474,000 after acquiring an additional 37,634 shares in the last quarter. 96.19% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have weighed in 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. Stephens upgraded shares of Itron from an “equal weight” rating to an “overweight” rating and set a $130.00 price target for the company in a research report on Monday, November 3rd. Oppenheimer boosted their price target on Itron from $125.00 to $133.00 and gave the company an “outperform” rating in a research note on Wednesday, February 18th. Johnson Rice raised Itron from an “accumulate” rating to a “buy” rating and set a $130.00 price target on the stock in a research report on Monday, January 5th. Finally, Weiss Ratings cut Itron from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Eight analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Itron currently has an average rating of “Moderate Buy” and an average target price of $137.90.

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.