Laurie Ann Pulatie-Hahn Sells 3,755 Shares of Itron (NASDAQ:ITRI) Stock

Itron, Inc. (NASDAQ:ITRI) SVP Laurie Ann Pulatie-Hahn sold 3,755 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $99.54, for a total transaction of $373,772.70. Following the completion of the sale, the senior vice president directly owned 33,679 shares of the company’s stock, valued at $3,352,407.66. This trade represents a 10.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Laurie Ann Pulatie-Hahn also recently made the following trade(s):

• On Friday, February 20th, Laurie Ann Pulatie-Hahn sold 729 shares of Itron stock. The shares were sold at an average price of $100.17, for a total transaction of $73,023.93.
• On Wednesday, February 11th, Laurie Ann Pulatie-Hahn sold 142 shares of Itron stock. The shares were sold at an average price of $105.26, for a total transaction of $14,946.92.

Itron Stock Up 2.8%

ITRI stock opened at $97.84 on Wednesday. The company has a 50 day moving average of $97.77 and a two-hundred day moving average of $109.53. The company has a market cap of $4.40 billion, a price-to-earnings ratio of 15.03, a PEG ratio of 0.82 and a beta of 1.48. Itron, Inc. has a 12-month low of $88.57 and a 12-month high of $142.00. 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 (NASDAQ:ITRI) last posted its quarterly earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.27. Itron had a net margin of 12.72% and a return on equity of 20.04%. The business had revenue of $571.66 million for the quarter, compared to the consensus estimate of $561.31 million. During the same period in the prior year, the business posted $1.35 earnings per share. Itron’s revenue for the quarter 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. On average, equities analysts anticipate that Itron, Inc. will post 5.33 earnings per share for the current fiscal year.

Trending Headlines about Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Q4 earnings beat and forward guidance — Itron reported an EPS beat and provided Q1 and FY‑2026 EPS guidance that supported the outlook after the Feb. 17 earnings call. This underpins the rally in shares and analyst engagement. Read More.
• Positive Sentiment: Upsized $700M convertible notes offering with buyback and capped‑call structure — Itron increased the offering to $700M, plans ~$100M of concurrent share repurchases and capped calls to limit dilution, and will use proceeds also to repay existing convertible notes. The size bump and use of proceeds can strengthen the balance sheet and support buyback-driven EPS accretion. Read More.
• Neutral Sentiment: Street positioning remains constructive — broker consensus is a “Moderate Buy” and several analysts maintain targets above the current price, supporting upside case despite recent volatility. Read More.
• Negative Sentiment: Clustered insider selling across senior management — multiple SVPs, the CFO and CAO disclosed coordinated sales over Feb. 19–20 (tens of thousands of shares across filings). Large, concentrated insider sales often create negative signaling and add near‑term supply pressure. Read More.
• Negative Sentiment: Convertible notes carry dilution risk despite mitigants — although capped calls and a ~30% conversion premium reduce immediate dilution concerns, the convertible structure can still dilute equity if shares rise or convert, leaving uncertainty for shareholders until conversions/repurchases occur. Read More.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Stephens raised shares of Itron from an “equal weight” rating to an “overweight” rating and set a $130.00 target price on the stock in a research report on Monday, November 3rd. Guggenheim set a $155.00 price objective on Itron in a report on Friday, February 13th. Robert W. Baird set a $128.00 price objective on Itron and gave the company an “outperform” rating in a research note on Wednesday, February 18th. Oppenheimer upped their target price on Itron from $125.00 to $133.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Finally, Zacks Research downgraded Itron from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 28th. Eight research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Itron currently has a consensus rating of “Moderate Buy” and a consensus price target of $137.90.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Pacer Advisors Inc. acquired a new position in shares of Itron during the fourth quarter worth approximately $12,864,000. Mercer Global Advisors Inc. ADV raised its holdings in Itron by 18.8% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,787 shares of the scientific and technical instruments company’s stock valued at $259,000 after acquiring an additional 441 shares in the last quarter. XTX Topco Ltd acquired a new stake in shares of Itron during the 4th quarter worth approximately $1,032,000. Voloridge Investment Management LLC grew its holdings in shares of Itron by 164.1% during 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 purchasing an additional 122,733 shares in the last quarter. Finally, Symmetry Investments LP bought a new stake in shares of Itron during the fourth quarter valued at approximately $3,334,000. 96.19% of the stock is owned by institutional investors.

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.