ITRI

ITRON, INC.

Nasdaq · Instruments For Meas & Testing of Electricity & Elec Signals · Inc. WA · CIK 0000780571
$80.07 -1.21% $3.6B
Insider Selling Cluster (8 insiders)High Impact Filing (8/10)
Vol
Market Cap$3.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$853.5M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 43S
Insider Net $-$11.4M
Reddit Sentiment50° Neutral
SEC Reports14
Press Releases4
Exchange Nasdaq·Sector Instruments For Meas & Testing of Electricity & Elec Signals·Inc. WA·CIK 0000780571·Prev Close $81.05

Recent Activity

Jun 4, 2026 SEC
Two ITRI insiders sold a total of $971K in shares over a one-week window, with the bulk ($946K) from SVP Marcolini at $8
CLUSTER — Impact 2/10
Jun 3, 2026 other
Itron Publishes 2025 Corporate Sustainability Report
The 2026 report highlights Itron’s progress across customer impact, operational emissions reductions
Jun 3, 2026 Insider
Marcolini John F. sold 11,400 shares
SVP, Networked Solutions @ $82.99 ($946.1K)
Jun 2, 2026 Press
Itron announced a collaboration with Corsica's water authority OEHC to deploy 10,000 Intelis wSource ultrasonic water me
Impact 3/10
May 28, 2026 SEC
Eight Itron insiders, including the CEO and CFO, sold a total of $218K in open-market sales over a two-day window (May 2
CLUSTER — Impact 2/10
May 27, 2026 SEC
Eight Itron insiders, including the CEO and CFO, sold a total of $193K in open-market sales over a one-week window. The
CLUSTER — Impact 2/10
May 27, 2026 Insider
Reeves Donald L. III sold 293 shares
SVP, Outcomes @ $84.50 ($24.8K)
May 26, 2026 Insider
Deitrich Thomas sold 862 shares
President & CEO @ $84.37 ($72.7K)

Price Targets

$126.70 +58.2% upside Strong Buy
Current $80.07 Low $112.00 Median $130.00 High $145.00 10 analysts
$112.00 $145.00

Analyst Ratings

Strong Buy80% buy · 20 analysts
5Strong Buy
11Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 20, 2026 Stephens & Co. REITERATE Overweight → Overweight
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 16, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Mar 6, 2026 Needham INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.29 ▼ -12.7% $1.26 — $1.34 -20% YoY 11
Next Q $1.56 ▼ -4.6% $1.43 — $1.74 1% YoY 11
Current FY $5.97 ▼ -1.3% $5.73 — $6.21 -16% YoY 11
Next FY $6.61 ▼ -3.9% $5.36 — $7.49 11% YoY 12

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$544.2M
MORGAN STANLEY$81.7MADD
NORGES BANK$64.0MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$53.9MNEW
RENAISSANCE TECHNOLOGIES LLC$39.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Marcolini JohnSELL$946.1K
May 27, 2026Reeves DonaldSELL$24.8K
May 26, 2026Deitrich ThomasSELL$72.7K
May 26, 2026Hooper JoanSELL$37.3K
May 26, 2026Marcolini JohnSELL$27.2K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
5 mentions 0 bullish 0 bearish
9 institutional holders with $853.5M total value (9,190,967 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,860,161$544.2M63.8%
2MORGAN STANLEY880,118$81.7M9.6%ADD +52.8%
3NORGES BANK689,097$64.0M7.5%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC580,803$53.9M6.3%NEW
5RENAISSANCE TECHNOLOGIES LLC419,461$39.0M4.6%
6FMR LLC418,039$38.8M4.5%DOUBLED +324.7%
7BANK OF AMERICA CORP /DE/228,861$21.3M2.5%
8WELLS FARGO & COMPANY/MN91,201$8.5M1.0%TRIM -59.0%
9TWO SIGMA INVESTMENTS, LP23,226$2.2M0.3%TRIM -27.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW689,097$64.0M2025-Q4
WELLS FARGO & COMPANY/MNTRIM222,47191,201-59.0%$8.5M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM31,81923,226-27.0%$2.2M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT237,24331,819-86.6%$4.0M2025-Q3
NORGES BANKEXIT544,9130-100.0%$0.002025-Q3
NORGES BANKNEW544,913$71.7M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED26,764237,243+786.4%$31.2M2025-Q2
WELLS FARGO & COMPANY/MNADD159,489209,068+31.1%$27.5M2025-Q2
FMR LLCDOUBLED72,076306,113+324.7%$32.1M2025-Q1
CITADEL ADVISORS LLCDOUBLED27,596114,378+314.5%$12.0M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW26,764$2.8M2025-Q1
NORGES BANKEXIT595,0940-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM67,73627,596-59.3%$3.0M2024-Q4
MORGAN STANLEYADD676,6341,033,657+52.8%$110.4M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW562,549$60.1M2024-Q3
15 unique insiders with 43 transactions. Net insider value: -$11.4M ($0.00 bought, $11.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Marcolini John F.SVP, Networked SolutionsSELL11,400$82.99$946.1K
May 27, 2026Reeves Donald L. IIISVP, OutcomesSELL293$84.50$24.8K
May 26, 2026Deitrich ThomasPresident & CEOSELL862$84.37$72.7K
May 26, 2026Hooper Joan SSVP & CFOSELL442$84.37$37.3K
May 26, 2026Marcolini John F.SVP, Networked SolutionsSELL322$84.37$27.2K
May 26, 2026Patrick Justin KSVP, Device SolutionsSELL216$84.37$18.2K
May 26, 2026Pulatie-Hahn Laurie AnnSVP, HRSELL174$84.37$14.7K
May 26, 2026Reeves Donald L. IIISVP, OutcomesSELL319$84.37$26.9K
May 26, 2026Ware Christopher E.SVP, GC & Corp. SecretarySELL195$84.37$16.5K
May 26, 2026Wright David MarshallVP, Corp. Controller & CAOSELL74$84.37$6.2K
May 21, 2026Reeves Donald L. IIISVP, OutcomesSELL255$80.88$20.6K
May 20, 2026Ware Christopher E.SVP, GC & Corp. SecretarySELL189$79.60$15.0K
May 20, 2026Deitrich ThomasPresident & CEOSELL760$79.60$60.5K
May 20, 2026Hooper Joan SSVP & CFOSELL355$79.60$28.3K
May 20, 2026Marcolini John F.SVP, Networked SolutionsSELL267$79.60$21.3K
May 20, 2026Patrick Justin KSVP, Device SolutionsSELL206$79.60$16.4K
May 20, 2026Pulatie-Hahn Laurie AnnSVP, HRSELL181$79.60$14.4K
May 20, 2026Reeves Donald L. IIISVP, OutcomesSELL277$79.60$22.0K
May 20, 2026Wright David MarshallVP, Corp. Controller & CAOSELL57$79.60$4.5K
May 11, 2026Pulatie-Hahn Laurie AnnSVP, HRSELL124$81.59$10.1K
Apr 1, 2026Savage SheriDirectorA580$0.00$0.00
Apr 1, 2026Perez SantiagoDirectorA580$0.00$0.00
Apr 1, 2026JAEHNERT FRANK MDirectorA580$0.00$0.00
Apr 1, 2026LEYDEN TIMOTHY MDirectorA232$0.00$0.00
Apr 1, 2026Mirchandani SanjayDirectorA580$0.00$0.00
Apr 1, 2026Drury Scott D.DirectorA580$0.00$0.00
Apr 1, 2026Lande Jerome J.DirectorA580$0.00$0.00
Feb 26, 2026Hooper Joan SSVP & CFOSELL3,533$95.92$338.9K
Feb 25, 2026Reeves Donald L. IIISVP, OutcomesSELL220$97.84$21.5K
Feb 24, 2026Reeves Donald L. IIISVP, OutcomesSELL544$94.81$51.6K
Feb 24, 2026Deitrich ThomasPresident & CEOSELL1,772$94.81$168.0K
Feb 24, 2026Hooper Joan SSVP & CFOSELL962$94.81$91.2K
Feb 24, 2026Ware Christopher E.SVP, GC & Corp. SecretarySELL348$94.81$33.0K
Feb 24, 2026Wright David MarshallVP, Corp. Controller & CAOSELL188$94.81$17.8K
Feb 24, 2026Patrick Justin KSVP, Device SolutionsSELL385$94.81$36.5K
Feb 24, 2026Marcolini John F.SVP, Networked SolutionsSELL560$94.81$53.1K
Feb 24, 2026Pulatie-Hahn Laurie AnnSVP, HRSELL176$94.81$16.7K
Feb 23, 2026Reeves Donald L. IIISVP, OutcomesSELL1,055$96.25$101.5K
Feb 20, 2026Wright David MarshallVP, Corp. Controller & CAOSELL264$100.17$26.4K
Feb 20, 2026Hooper Joan SSVP & CFOSELL1,426$100.17$142.8K
Feb 20, 2026Reeves Donald L. IIISVP, OutcomesSELL1,071$100.17$107.3K
Feb 20, 2026Ware Christopher E.SVP, GC & Corp. SecretarySELL763$100.17$76.4K
Feb 20, 2026Pulatie-Hahn Laurie AnnSVP, HRSELL729$100.17$73.0K
Feb 20, 2026Marcolini John F.SVP, Networked SolutionsSELL1,074$100.17$107.6K
Feb 20, 2026Deitrich ThomasPresident & CEOSELL3,061$100.17$306.6K
Feb 20, 2026Patrick Justin KSVP, Device SolutionsSELL828$100.17$82.9K
Feb 19, 2026Deitrich ThomasPresident & CEOSELL56,095$99.54$5.6M
Feb 19, 2026Reeves Donald L. IIISVP, OutcomesSELL5,419$99.54$539.4K
Feb 19, 2026Patrick Justin KSVP, Device SolutionsSELL4,930$99.54$490.7K
Feb 19, 2026Hooper Joan SSVP & CFOSELL15,293$99.54$1.5M
14 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 1 mixed, 10 neutral. Avg impact: 3.9/10.
NEUTRAL CLUSTER 2/10
Two ITRI insiders sold a total of $971K in shares over a one-week window, with the bulk ($946K) from
Jun 4, 2026
NEUTRAL CLUSTER 2/10
Eight Itron insiders, including the CEO and CFO, sold a total of $218K in open-market sales over a t
May 28, 2026
NEUTRAL CLUSTER 2/10
Eight Itron insiders, including the CEO and CFO, sold a total of $193K in open-market sales over a o
May 27, 2026
NEUTRAL 144 2/10
Officer David Marshall Wright filed a Form 144 to sell 74 shares (estimated ~$6,243) solely to cover
May 26, 2026
NEUTRAL CLUSTER 3/10
Eight ITRI insiders, including the CEO, CFO, and multiple SVPs, made open-market sales totaling $181
May 22, 2026
NEUTRAL CLUSTER 2/10
ITRI's CEO and CFO sold a combined $89K in open-market sales on May 20, 2026, representing ~0.0025%
May 21, 2026
MIXED PRESS-RELEASE 6/10
Itron reported Q1 2026 non-GAAP diluted EPS of $1.49, beating the $1.24 consensus by 20.2%, but tota
Apr 28, 2026
NEUTRAL 8-K 5/10
Itron, Inc. disclosed a cybersecurity incident on April 13, 2026, in which an unauthorized third par
Apr 24, 2026
BULLISH PRESS-RELEASE 8/10
Itron reported Q4 2025 EPS of $2.46, a 99.2% beat versus $1.23 consensus, signaling a major earnings
Apr 7, 2026
NEUTRAL DEFA14A 3/10
ITRON, INC. filed a Definitive Proxy Statement (DEFA14A) for its upcoming annual shareholder meeting
Mar 23, 2026
BEARISH CLUSTER 5/10
Seven executives at Itron, Inc. conducted open-market share sales over a 3-day period, including CEO
Mar 2, 2026
BEARISH CLUSTER 6/10
Seven executives at Itron, Inc. conducted open-market share sales over a 3-day period, including CEO
Feb 27, 2026
NEUTRAL 8-K 5/10
Itron issued $805 million in 0.00% convertible senior notes due 2032 and entered into capped call tr
Feb 26, 2026
NEUTRAL CLUSTER 3/10
Two SVPs at Itron, Inc. sold shares in the past week, including CFO Joan Hooper who sold $91,212 wor
Feb 26, 2026
Current analyst consensus: Strong Buy (80% buy). Based on 20 analysts: 5 strong buy, 11 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$126.70 mean target +58.2% upside Strong Buy (1.77)
$112.00 Low $145.00 High
MetricValue
Current Price$80.07
Target Low$112.00
Target Mean$126.70
Target Median$130.00
Target High$145.00
# Analysts10
RecommendationStrong Buy (1.77)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.29 $1.26 $1.34 -20.2% -12.7% 0↑ 8↓ $0.6B -6.7% 11
Next Q
2026-09-30
$1.56 $1.43 $1.74 1.0% -4.6% 0↑ 7↓ $0.6B 4.7% 11
Current FY
2026-12-31
$5.97 $5.73 $6.21 -16.3% -1.3% 3↑ 5↓ $2.4B 0.9% 11
Next FY
2027-12-31
$6.61 $5.36 $7.49 10.7% -3.9% 2↑ 6↓ $2.5B 6.5% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.293
7d ago$1.293
30d ago$1.482-0.189
60d ago$1.478-0.185
90d ago$1.455-0.162
8 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 20, 2026 Stephens & Co. REITERATE Overweight Overweight
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 6, 2026 Needham INITIATE Buy
Feb 18, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 18, 2026 Baird UPGRADE Neutral Outperform
Feb 17, 2026 Guggenheim DOWNGRADE Buy Neutral
Feb 13, 2026 Guggenheim DOWNGRADE Buy Neutral
Jan 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 5, 2026 Johnson Rice UPGRADE Accumulate Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651131080%
May 1, 202651231081%
Apr 1, 202651230085%
Mar 1, 202651130084%
Feb 1, 202651130084%
Jan 1, 202651130084%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
5 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026250° Neutral002
Jun 2, 2026150° Neutral001
May 19, 2026150° Neutral001
May 19, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 17d 3h ago
$SVCO one for your watchlist, insane partnerships and micron has a stake
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3d 4h ago
ITRI - A Hidden AI Power Play
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3d 4h ago
ITRI - A Hidden AI Power Play
▲ 1 💬 0 ⚡ 0.5
Jun 3, 2026
other
Itron Publishes 2025 Corporate Sustainability Report
The 2026 report highlights Itron’s progress across customer impact, operational emissions reductions, governance, workplace safety & community engagem
Jun 2, 2026
contract
Corsica Utility to Support Its Conservation Goals With Itron’s Smart Water Solution
Itron is working with OEHC in France to support its efforts to preserve water resources and save 5 million cubic meters of water per year by 2035.
May 27, 2026
other
Itron Releases Locusview Connector for SAP S/4HANA to Enhance Utility Resiliency
Itron has released the Locusview Connector for SAP S/4HANA, a new capability within the Locusview Digital Construction Management (DCM) platform.
May 26, 2026
contract
Hunter Water Expands Collaboration with Itron to Advance Digital Metering Program
Itron is expanding its collaboration with Hunter Water to support the utility’s digital water journey as part of its Digital Metering Pilot Program.
May 19, 2026
other
Itron Completes Project to Modernize Water Management in Thane, India
Itron has completed the deployment of a smart water management project with TMC, the governing body of the city of Thane in western India.
May 14, 2026
short_interest
FTD: ITRI — 17,080 shares ($1.4M) failed to deliver
Settlement: 20260514, Price: $82.22, FTD Value: $1,404,317.6, ITRON INC
May 13, 2026
short_interest
FTD: ITRI — 8,801 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $81.26, FTD Value: $715,169.26, ITRON INC
Apr 30, 2026
short_volume
Short Volume: ITRI — 70.1% short (0.4M / 0.6M)
Short: 395,467 | Exempt: 0 | TRF Vol: 564,452 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: ITRI — 84.4% short (0.7M / 0.8M)
Short: 651,256 | Exempt: 68 | TRF Vol: 771,821 | Short Ratio: 84.4% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings
Itron Announces First Quarter 2026 Financial Results
Itron Announces First Quarter 2026 Financial Results
Apr 28, 2026
earnings_calendar
ITRI Q1 2026 Earnings Before Market Open — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: ITRI — 70.3% short (1.2M / 1.7M)
Short: 1,192,858 | Exempt: 4,000 | TRF Vol: 1,697,255 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: ITRI — 74.7% short (0.7M / 1.0M)
Short: 722,824 | Exempt: 18 | TRF Vol: 967,147 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: ITRI — 55.9% short (0.4M / 0.7M)
Short: 381,954 | Exempt: 0 | TRF Vol: 683,402 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
earnings
Itron to Announce First Quarter Results on Apr. 28, 2026
Itron to Announce First Quarter Results on Apr. 28, 2026