Insider Selling: Itron (NASDAQ:ITRI) SVP Sells $18,294.21 in Stock

Itron, Inc. (NASDAQ:ITRI) SVP Laurie Ann Pulatie-Hahn sold 187 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $97.83, for a total value of $18,294.21. Following the transaction, the senior vice president directly owned 32,108 shares in the company, valued at $3,141,125.64. This trade represents a 0.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Monday, August 24th, Laurie Ann Pulatie-Hahn sold 178 shares of Itron stock. The shares were sold at an average price of $98.79, for a total transaction of $17,584.62.
• On Tuesday, May 26th, Laurie Ann Pulatie-Hahn sold 174 shares of Itron stock. The shares were sold at an average price of $84.37, for a total transaction of $14,680.38.

Itron Price Performance

Shares of ITRI stock opened at $98.86 on Thursday. The company has a market capitalization of $4.33 billion, a PE ratio of 16.50, a price-to-earnings-growth ratio of 1.18 and a beta of 1.30. The firm has a fifty day simple moving average of $91.62 and a 200-day simple moving average of $90.06. The company has a current ratio of 2.75, a quick ratio of 2.29 and a debt-to-equity ratio of 0.96. Itron, Inc. has a twelve month low of $77.77 and a twelve month high of $142.00.

Itron (NASDAQ:ITRI) last released its quarterly earnings results on Tuesday, July 28th. The scientific and technical instruments company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.30. Itron had a net margin of 11.90% and a return on equity of 19.26%. The firm had revenue of $562.90 million for the quarter, compared to the consensus estimate of $566.34 million. During the same quarter in the previous year, the firm posted $1.62 EPS. The firm’s quarterly revenue was down 7.2% on a year-over-year basis. Itron has set its Q3 2026 guidance at 1.500-1.600 EPS and its FY 2026 guidance at 6.300-6.500 EPS. Equities research analysts anticipate that Itron, Inc. will post 6.41 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Itron

Large investors have recently modified their holdings of the stock. EverSource Wealth Advisors LLC lifted its holdings in Itron by 25.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 401 shares of the scientific and technical instruments company’s stock worth $53,000 after buying an additional 81 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Itron by 29.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 443 shares of the scientific and technical instruments company’s stock valued at $41,000 after acquiring an additional 101 shares during the last quarter. Impact Partnership Wealth LLC increased its holdings in shares of Itron by 4.7% in the 1st quarter. Impact Partnership Wealth LLC now owns 2,661 shares of the scientific and technical instruments company’s stock valued at $239,000 after acquiring an additional 119 shares during the last quarter. Xponance LLC raised its position in shares of Itron by 3.2% during the 4th quarter. Xponance LLC now owns 3,877 shares of the scientific and technical instruments company’s stock valued at $360,000 after acquiring an additional 120 shares in the last quarter. Finally, Maryland State Retirement & Pension System raised its position in shares of Itron by 2.2% during the 4th quarter. Maryland State Retirement & Pension System now owns 6,718 shares of the scientific and technical instruments company’s stock valued at $624,000 after acquiring an additional 146 shares in the last quarter. Institutional investors own 96.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on ITRI shares. Roth Capital reissued a “buy” rating and issued a $136.00 price target on shares of Itron in a report on Wednesday, April 29th. Weiss Ratings restated a “hold (c)” rating on shares of Itron in a report on Wednesday, August 5th. Seaport Research Partners reaffirmed a “buy” rating and issued a $150.00 target price on shares of Itron in a research report on Wednesday, July 29th. Robert W. Baird set a $125.00 target price on Itron in a research note on Wednesday, July 29th. Finally, TD Cowen decreased their price target on shares of Itron from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, April 29th. Eight equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Itron presently has an average rating of “Moderate Buy” and a consensus target price of $131.33.

Trending Headlines about Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Analysts remain generally optimistic about ITRI: eight rate the shares Buy, four rate them Hold and one rates them Sell. The consensus price target is $131.33, with recent Buy ratings and target increases from Needham, Seaport Research Partners and Roth Capital supporting the bullish case. Itron analyst ratings
• Positive Sentiment: Institutional ownership is high at 96.19%, and several large investors—including California State Teachers’ Retirement System, Norges Bank, Jupiter Topco, Soros Fund Management and Millennium Management—have reported new or expanded positions. This could provide support for the stock.
• Neutral Sentiment: Reported short interest was listed at zero shares, but the accompanying percentage-change data was invalid. As a result, the report provides little insight into bearish positioning or potential short-covering demand.
• Negative Sentiment: Multiple executives sold shares recently, including CFO Joan S. Hooper and several senior vice presidents. Most transactions were explicitly made to cover tax-withholding obligations tied to vested equity awards, and the executives retained substantial holdings, reducing the negative signal. However, the concentration of sales may still weigh on sentiment. Itron SEC insider-sale filing
• Negative Sentiment: Itron’s latest quarterly results were mixed: EPS of $1.59 exceeded the $1.29 consensus estimate, but revenue declined 7.2% year over year to $562.9 million and fell slightly short of expectations. The company maintained 2026 guidance of $6.30–$6.50 in EPS, but the softer revenue trend remains a fundamental risk.

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.