Insider Sell Alert: Reeves Donald L. III Sells Shares of Itron Inc (ITRI)
Reeves Donald L. III, Senior Vice President at Itron Inc (ITRI), sold 255 shares of the company on May 21, 2026, bringing his total ownership to 29,419 shares. This sale is part of a trend of 68 insider sells and zero insider buys at Itron Inc over the past year. The stock is currently trading at $80.88, is considered modestly undervalued with a price-to-GF-Value ratio of 0.81, and has a P/E ratio of 13.21, which is lower than both the industry median and its historical median.
Insider Sell Alert: Reeves Donald L. III Sells Shares of Itron Inc (ITRI)
Reeves Donald L. III, Senior Vice President at Itron Inc (ITRI), sold 255 shares of the company on May 21, 2026. This transaction leaves him with 29,419 shares. The article notes that Itron Inc appears modestly undervalued with a GuruFocus Value of $99.68 against a trading price of $80.88.
Itron (ITRI) SVP sells 255 shares under 10b5-1 plan
Donald L. Reeves III, SVP of Outcomes at Itron (ITRI), reported the sale of 255 shares of common stock on May 21, 2026, at $80.88 per share. This transaction was conducted under a Rule 10b5-1 trading plan established on September 11, 2025. Following the sale, Reeves directly holds 29,419 shares, indicating a pre-planned and relatively small reduction in his overall position.
Itron SVP Marcolini sells $21,252 in stock for tax withholding
John F. Marcolini, SVP of Networked Solutions at Itron, Inc. (NASDAQ:ITRI), sold 267 shares of company stock for $21,252 to cover tax withholding obligations related to a restricted stock unit award. This transaction occurred on May 20, 2026, with shares priced at $79.5976 each. Despite the stock trading near its 52-week low, Itron recently reported Q1 2026 earnings and revenue that surpassed analyst expectations.
Itron CFO Joan Hooper sells $28,257 in shares
Itron CFO Joan Hooper sold 355 shares of company stock worth $28,257 to cover tax obligations. This sale occurred as Itron's shares trade near their 52-week low. Despite recent strong Q1 2026 earnings, an analyst firm adjusted its price target for Itron.
Itron SVP Donald Reeves III sells $22,048 in company stock
Donald L. Reeves III, SVP at Itron, Inc. (NASDAQ:ITRI), sold 277 shares worth $22,048 on May 20, 2026, to cover tax obligations from a restricted stock unit award. This transaction occurred as Itron's shares are near their 52-week low, down 29% over the past year. Despite recent positive Q1 2026 earnings, the company faces mixed investor sentiment and a lowered price target from Roth/MKM due to a subdued near-term revenue growth outlook.
Itron (ITRI) SVP auto-sells 181 shares for RSU tax withholding
Itron, Inc.'s Senior Vice President of HR, Laurie Ann Pulatie-Hahn, automatically sold 181 shares of common stock at $79.5976 per share on May 20, 2026. This transaction was executed to cover tax withholding obligations associated with the vesting of a restricted stock unit award, and not as a discretionary open-market sale. Following this sale, Ms. Pulatie-Hahn directly holds 32,469 Itron shares.
Itron (ITRI) CAO Wright sells 57 shares to cover RSU tax withholding
Itron's VP, Corporate Controller & CAO, David Marshall Wright, sold 57 shares of common stock at $79.5976 per share. This sale was an automatic transaction to cover tax withholding obligations associated with the vesting of a restricted stock unit award. Following this transaction, Wright directly owns 8,879 shares of Itron common stock.
Itron (ITRI) CEO Deitrich sells 760 shares to cover RSU tax obligations
Itron (ITRI) President & CEO Thomas Deitrich automatically sold 760 shares of common stock at $79.5976 per share to meet tax withholding obligations related to a restricted stock unit vesting. After this transaction, Deitrich directly holds 369,541 shares and indirectly holds 25,000 shares through a trust. This was a non-discretionary sale, with a neutral impact and negative sentiment filing summary.
Itron (ITRI) SVP’s 277-share tax sale leaves 29,674 shares held
Itron, Inc. Senior Vice President Donald L. Reeves III reported an automatic sale of 277 common stock shares to cover tax withholding obligations tied to a restricted stock unit award vesting. These shares were priced at approximately $79.60 each. After this transaction, Reeves still directly holds 29,674 shares of Itron common stock, indicating a substantial equity stake.
Laurie A. Hahn proposes sale of 181 shares (NASDAQ: ITRI)
Laurie A. Hahn has submitted a Form 144 to report the proposed sale of 181 shares of Common Stock in Itron Inc. (NASDAQ: ITRI), stemming from a Restricted Stock Vesting event on May 19, 2026. The filing also disclosed three previous sales within the last three months, totaling 1,029 shares. This is a routine Rule 144 notice, indicating a planned insider sale tied to vested compensation, which does not confirm the sale's immediate execution.
ITRI (NASDAQ: ITRI) files Form 144 to sell 57 vested shares
Itron, Inc. (NASDAQ: ITRI) has filed a Form 144 to report the proposed sale of 57 shares of Common Stock stemming from restricted stock vesting on May 19, 2026. The filing also disclosed previous dispositions by David M. Wright, totaling 264 shares on February 20, 2026, and 188 shares on February 24, 2026. This is a routine compliance notice related to the resale of vested restricted shares and small dispositions, with further execution details expected in subsequent transaction confirmations.
ITRI (NASDAQ) insider sales total 3,189 shares; 277 restricted shares vested
An SEC Form 144 filing for Itron, Inc. (NASDAQ: ITRI) reports that 277 restricted shares vested on May 19, 2026, and that insider Don Reeves sold a total of 3,189 shares across four transactions in February 2026. The filing notes Fidelity Brokerage Services LLC as the broker and NASDAQ as the exchange. Analysts view these transactions as routine compensation vesting followed by sales, with no immediate material corporate impact indicated.
Tredje AP fonden Takes $6.68 Million Position in Itron, Inc. $ITRI
Tredje AP fonden initiated a new position in Itron, Inc. (NASDAQ:ITRI) during the fourth quarter, acquiring 71,976 shares valued at approximately $6.68 million, representing 0.16% of the company. Other institutional investors also increased their holdings in Itron, with institutional ownership remaining high at 96.19%. The company holds a "Moderate Buy" consensus rating from analysts with an average price target of $131.22, despite a recent 3.4% dip in stock price.
Handelsbanken Fonder AB Sells 654,711 Shares of Itron, Inc. $ITRI
Handelsbanken Fonder AB significantly cut its stake in Itron, Inc. (NASDAQ:ITRI) by selling 654,711 shares in the fourth quarter, reducing its holdings to 345,171 shares worth approximately $32.1 million. This comes as Itron reported better-than-expected quarterly earnings, although revenue saw a slight year-over-year decline. Analysts generally maintain a "Moderate Buy" rating for Itron with an average price target of $131.22, despite the stock trading near its 52-week low.
Itron Inc (ITRI) Shares Fall 3.4% -- What GF Score of 73 Tells I
Itron Inc (ITRI) shares fell 3.4% to $78.02, trading significantly below its GF Value™ of $99.65, classifying it as "Modestly Undervalued." Despite a GF Score™ of 73/100 indicating above-average quality, the stock has seen a 31.6% decline over the past year, and insiders have sold $11.5 million worth of shares in the last three months, raising concerns about future prospects.
Itron stock hits 52-week low at $78.50 amid challenging year
Itron Inc.'s stock recently hit a 52-week low of $78.50, reflecting a 31.63% decline over the past year despite being considered undervalued with a fair value of $85.60 by InvestingPro. This downturn occurs amid market pressures and comes even after the company surpassed Q1 2026 earnings and revenue expectations. Analysts like Roth/MKM have adjusted price targets downwards due to a subdued near-term growth outlook, highlighting the challenges in the utility sector.
Itron Completes Smart Water Management Project with Thane Municipal Corporation in India
Itron has successfully completed a smart water management project with Thane Municipal Corporation (TMC) in India, enhancing water conservation and service reliability through advanced digital technology. This collaboration, featuring Itron's meter data management solution and smart water meters, aims to improve water conservation, reduce water loss, and increase billing accuracy. The project, executed with partner Ceinsys Tech Ltd., sets a new standard for smart water management in India and demonstrates Itron's commitment to sustainability and innovation in urban living.
Itron Completes Project to Modernize Water Management in Thane, India
Itron, in collaboration with Ceinsys Tech Ltd., has completed a smart water management project with the Thane Municipal Corporation in India. The project utilizes Itron’s Temetra MDM solution and smart water meters to improve leak detection, billing accuracy, water distribution, and conservation efforts. This initiative aims to enhance service reliability for residents and sets a new benchmark for smart water management in India.
Smart meters start cutting water loss and bill errors in Thane
Itron (NASDAQ: ITRI) has completed a smart water management project for Thane Municipal Corporation in India, in partnership with CS TECH Ai. The project deploys Itron's Temetra meter data management solution and smart multi-jet turbine water meters to enable digital data collection, detect leaks, improve billing accuracy, and enhance conservation and service reliability. This initiative aims to significantly reduce water loss and improve billing transparency for Thane residents.
131,281 Shares in Itron, Inc. $ITRI Acquired by DNB Asset Management AS
DNB Asset Management AS has acquired 131,281 shares of Itron, Inc. (NASDAQ:ITRI) totaling approximately $12.2 million, representing a new position for the asset manager. Itron recently surpassed earnings expectations with an EPS of $1.49 against a $1.26 consensus, though revenue saw a slight year-over-year decrease. The company maintains a "Moderate Buy" consensus rating from analysts, despite some recent insider share sales.
Why Itron (ITRI) Fits the Software Layer of AI Grid Modernization
Itron, Inc. (NASDAQ:ITRI) is highlighted as a top stock for AI infrastructure in grid modernization, specifically for its software and grid-edge layer contributions rather than heavy equipment. The company reported strong first-quarter results with $587 million in revenue and $92 million adjusted EBITDA, emphasizing the "structural" trend of adding intelligence to the grid. Itron's technology helps utilities manage increased loads from data centers and distributed energy resources through forecasting, real-time visibility, and demand response.
Laurie Ann Pulatie-Hahn, Itron SVP, HR, sells $10,117 in stock
Laurie Ann Pulatie-Hahn, SVP of HR at Itron, Inc. (NASDAQ:ITRI), sold 124 shares for $10,117 to cover tax obligations from a restricted stock unit award. This transaction occurred on May 11, 2026, with shares priced at $81.5911 each, leaving her with 32,650 shares. The sale comes as Itron's stock trades near its 52-week low despite better-than-expected Q1 2026 earnings, leading Roth/MKM to adjust its price target downward while maintaining a Buy rating.
Itron (ITRI) SVP Pulatie-Hahn logs small tax-withholding share sale
Itron's Senior Vice President of HR, Laurie Ann Pulatie-Hahn, reported a sale of 124 shares of common stock on May 11, 2026, at an average price of $81.5911 per share. This transaction was non-discretionary, as the shares were automatically sold to cover tax withholding obligations related to the vesting of a restricted stock unit award. Following the sale, Pulatie-Hahn directly owns 32,650 shares, indicating the sale represented a minimal portion of her total holdings.
How Itron’s New Buyback and Grid Alliance Role Could Reshape Itron (ITRI) Investors’ Outlook
Itron, Inc. recently announced first-quarter 2026 results, including US$586.98 million in revenue and US$53.46 million in net income, and authorized a new US$200 million share repurchase program. The company also solidified its market position as an anchor member of the Novara Energy Alliance, focusing on grid and energy-efficiency solutions. This article explores how these developments, particularly the buyback, might influence Itron's investment appeal and risk-return profile, noting that fundamental drivers like utility project deployments remain key.
How Itron’s New Buyback and Grid Alliance Role Could Reshape Itron (ITRI) Investors’ Outlook
Itron, Inc. reported its Q1 2026 results, including US$586.98 million in revenue and US$53.46 million in net income, and announced a new US$200 million share repurchase program. The company is also an anchor member of the Novara Energy Alliance, highlighting its commitment to energy efficiency solutions. While the buyback may influence per-share metrics, the primary drivers for Itron remain the pace of utility project deployments and the growth of its higher-margin software offerings.
Laurie Hahn reports share sales at ITRI (NASDAQ: ITRI) in Rule 144 notice
Laurie A. Hahn reported multiple share sales of Itron (NASDAQ: ITRI) common stock in a recent Rule 144 notice. The filing details four open-market sales totaling 4,802 shares in February 2026, with an approximate aggregate value of $478,423. In addition, the notice indicates 124 shares attributed to Restricted Stock Vesting on May 8, 2026.
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
Despite recent price target cuts by TD Cowen and Roth/MKM, analysts remain bullish on Itron, Inc. (NASDAQ: ITRI). The target cuts were attributed to a pull-forward in Q1 results leading to lower Q2 guidance and a soft near-term revenue outlook due to complex projects. However, the company is still considered a strong investment due to its outperforming Q1 results, on-schedule deployment of grid-edge technology, strong backlog, and positive long-term outlook from its asset-light shift.
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
Despite two analyst firms, TD Cowen and Roth/MKM, cutting their price targets for Itron, Inc. (ITRI), both maintained a Buy rating on the stock. Analysts cited Q1 results outperforming expectations due to a pull-forward, leading to Q2 guidance below estimates, and near-term revenue growth softness. However, strong backlog, pipeline clarity, and the company's asset-light shift contribute to a positive long-term outlook.
How Itron’s New Buyback and Grid Alliance Role Could Reshape Itron (ITRI) Investors’ Outlook
Itron, Inc. announced first-quarter 2026 results with revenue of US$586.98 million and net income of US$53.46 million, alongside authorizing a new US$200 million share repurchase program. The company also joined the Novara Energy Alliance as an anchor member, emphasizing its commitment to smart grid and energy-efficiency solutions. This article examines how these developments, particularly the buyback, might influence Itron's investment profile, while noting that fundamental drivers like utility project deployments remain key.
Itron, Inc. (NASDAQ:ITRI) Given Consensus Recommendation of "Moderate Buy" by Analysts
Itron, Inc. (NASDAQ:ITRI) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $131.22. Despite a recent earnings beat and strong institutional ownership at 96.19%, the company has seen notable insider selling totaling $5.09 million over the last 90 days. Itron, a global technology company, specializes in smart energy and water management solutions.
A Look At Itron (ITRI) Valuation After Recent Share Price Weakness
Itron (ITRI) stock has seen recent weakness, prompting a re-evaluation of its fundamentals and valuation. Despite this pullback, some valuation models suggest the stock is undervalued, with a narrative placing its fair value at $135 based on future growth potential in smart grid infrastructure and advanced metering solutions. However, investors are cautioned to consider risks like slower project approvals that could impact revenue momentum.
When Should You Buy Itron, Inc. (NASDAQ:ITRI)?
This article analyzes Itron, Inc. (NASDAQ:ITRI) through the lens of intrinsic value, using the discounted cash flow (DCF) model to estimate its fair value. It identifies that Itron is calculated to be trading at a 33% discount to its fair value, suggesting a potential buying opportunity. The analysis also considers the company's financial health, future growth expectations, and risks, such as market sentiment and interest rates.
Itron Shareholders Approve Proposals at 2026 Annual Meeting
Itron, Inc. shareholders approved all proposals at their 2026 Annual Meeting on May 7, re-electing directors, endorsing executive compensation, and ratifying Deloitte & Touche LLP as auditor. Additionally, Itron's Board of Directors authorized a new $200 million share repurchase program over 18 months, indicating confidence in the company's valuation and providing capital allocation flexibility. Despite improved profitability and strong free cash flow, TipRanks' AI Analyst, Spark, rates ITRI as Neutral due to a weak technical setup, near-term revenue/EPS pressure, and risks from leverage and a recent cyber-incident.
Itron (NASDAQ: ITRI) adds $200M buyback after 2026 shareholder meeting
Itron, Inc. announced a new share repurchase program of up to $200 million for common stock, effective May 8, 2026, and lasting 18 months. This decision followed the 2026 Annual Meeting where shareholders re-elected five directors, approved executive compensation, and ratified Deloitte & Touche LLP as the independent auditor. The buyback aims to return capital to shareholders, with the actual impact depending on its implementation.
Fund Update: 529,324 ITRON (ITRI) shares added to Robeco Schweiz AG portfolio
Robeco Schweiz AG has increased its stake in ITRON (ITRI) by adding 529,324 shares, bringing their total estimated investment to $47,443,310. This move is part of broader institutional trading activity in ITRON, with several firms adding or reducing positions. Insider trading predominantly shows sales, while analysts maintain positive ratings and price targets for ITRI.
Itron anticipates Q2 revenue of $560M-$570M with non-GAAP EPS of $1.25-$1.35 as backlog holds at $4.4B
Itron expects second-quarter revenue to be between $560 million and $570 million, with non-GAAP EPS projected to be in the range of $1.25 to $1.35. The company's backlog has remained stable at $4.4 billion, indicating consistent demand for its products and services.
Two Stocks to Sell and One to Watch: Warner Music, Itron, and Tenet Healthcare Analysis
A StockStory analysis recommends selling Warner Music Group (WMG) and Itron (ITRI) due to concerns about outdated models, eroding returns on capital, and soft growth prospects, respectively. In contrast, Tenet Healthcare (THC) is identified as a stock to watch, praised for its strong share buybacks, significant free cash flow margin improvement, and industry-leading return on capital. The analysis emphasizes that current profitability does not guarantee future success and highlights key financial metrics for each company.
Vanguard Group Inc. Cuts Stock Holdings in Itron, Inc. $ITRI
Vanguard Group Inc. slightly reduced its stake in Itron, Inc. by 0.3% in Q4 2025, selling 14,992 shares but still retaining a significant 12.80% ownership valued at $544.2 million. Despite this, other institutional investors increased their holdings, and Itron reported strong Q1 earnings, beating analyst estimates for both EPS and revenue. Company insiders have also sold a considerable number of shares recently, but analysts maintain a "Moderate Buy" rating with a target price significantly above the current trading price.
Itron anticipates Q2 revenue of $560M-$570M with non-GAAP EPS of $1.25-$1.35 as backlog holds at $4.4B
Itron announced its Q2 2024 financial guidance, projecting revenue between $560 million and $570 million and non-GAAP EPS between $1.25 and $1.35. The company also reported that its backlog remains strong at $4.4 billion. This outlook suggests a stable financial performance for Itron in the upcoming quarter.
Should Itron’s Recurring Revenue Growth and Soft Q2 Outlook Prompt Action From Itron (ITRI) Investors?
Itron, Inc. (ITRI) reported strong Q1 2026 results with rapid recurring revenue growth, but issued softer Q2 revenue guidance below analyst expectations. This discrepancy highlights potential timing pressures on large grid-modernization projects due to regulatory and utility decision cycles. Investors are encouraged to weigh recurring revenue momentum against the risk of project delays impacting near-term reported results.
Should Itron’s Recurring Revenue Growth and Soft Q2 Outlook Prompt Action From Itron (ITRI) Investors?
Itron, Inc. reported first-quarter 2026 results with strong revenue of US$586.98 million and net income of US$53.46 million, highlighting rapid recurring revenue growth and contributions from Resiliency Solutions. Despite this, a Q2 revenue guidance of US$560 million to US$570 million fell short of analyst expectations, suggesting potential short-term delays in large regulatory-dependent grid projects. Investors should consider the balance between Itron's expanding recurring revenue base and the risks associated with project approval timelines impacting near-term reported results.
Itron Cyberattack Tests Operational Resilience And Future Contract Risks
Itron, a key infrastructure device supplier, confirmed a recent cyberattack but reported no disruption to operations or customer data access. The company expects insurance to cover related costs, shifting investor focus to risk management, cybersecurity enhancements, and potential impacts on future contracts. Despite concerns about regulatory scrutiny and compliance costs, the incident is currently viewed as a contained operational event, with the company's strong backlog and financials largely unaffected.
Research Alert: CFRA Maintains A Buy Rating On Shares Of Itron, Inc.
CFRA has reaffirmed its Buy rating on Itron, Inc. shares. This indicates a positive outlook from CFRA on the company's stock performance.
Itron (NASDAQ: ITRI) updates status of April cybersecurity incident
Itron (NASDAQ: ITRI) has provided an update on a cybersecurity incident first identified on April 13, 2026, confirming that an unauthorized third party accessed certain systems. The company, working with external cybersecurity experts, reports no further unauthorized activity and states that operations have continued in all material respects. While there was limited unauthorized access to some customer-hosted systems, Itron believes the incident has not materially impacted, nor is likely to materially impact, its operations, financial condition, or results.
Vanguard reports 5.33% stake in Itron (NASDAQ: ITRI)
Vanguard Capital Management has reported a 5.33% beneficial ownership stake in Itron Inc. (NASDAQ: ITRI), amounting to 2,362,484 shares of Common Stock. This filing indicates that Vanguard holds sole dispositive power over all these shares, with sole voting power over 348,364 shares. The Schedule 13G filing, signed on April 30, 2026, aggregates holdings across Vanguard Capital Management LLC and its affiliates, clarifying the firm's passive investment in Itron.
Itron, Inc. Hits New 52-Week Low at $78.53 Amid Declining Performance
Itron, Inc. (ITRI) has reached a new 52-week low of $78.53, reflecting a 19.89% decline in its stock performance over the past year, contrasting with the S&P 500's gain of 29.12%. The company, a small-cap player in the Electronics & Appliances industry, has a market capitalization of $4,102 million and a P/E ratio of 13.00, with a low debt-to-equity ratio of 0.14. Its financial metrics, including an 18.13% return on equity, are under close scrutiny during this challenging phase.
A Look at Itron Inc (ITRI) After 5.0% Decline -- GF Value $99.46 vs Price $82.69
Itron Inc (ITRI) shares recently dropped by 5.0%, bringing its current price to $82.69, which is 16.9% below its GF Value™ estimate of $99.46, indicating it is "Modestly Undervalued." Despite this, the stock has a GF Score™ of 76/100, largely due to strong valuation, although insider selling worth $11.5 million and a low predictability rating suggest caution for potential investors.
Vanguard (ITRI) reports 3.53M-share stake, 7.97% ownership
Vanguard Portfolio Management has reported a beneficial ownership of 3,534,821 shares of Itron Inc. (ITRI) Common Stock, representing 7.97% of the class. The filing indicates Vanguard's sole dispositive power over all these shares and sole voting power for 28,154 shares. These holdings include securities managed for Vanguard funds and other accounts.
Itron's Q1 Earnings and Sales Surpass Estimates, Down Y/Y
Itron Inc. (ITRI) reported first-quarter 2026 non-GAAP EPS of $1.49 and revenues of $587 million, both surpassing Zacks Consensus Estimates, despite a year-over-year decline in both metrics. The company highlighted strong execution and early project progress, leading to a record gross profit and emphasized the ongoing trend of utility customers investing in grid intelligence. Itron provided Q2 revenue guidance of $560-$570 million and non-GAAP EPS between $1.25 and $1.35.
