Market Cap
$3.8B
ITRI
ITRON, INC.
$86.51 ▲ +0.31%
Prev close $86.24Market cap$3.8B
ConsensusStrong Buy
12-mo target$129.60 (+49.8%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (8 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits Software & IT
Snapshot
The big-picture read on ITRI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$3.6B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $3.3M sell
Insider Net $
-$3.3M
Social Sentiment
70° Bullish
SEC Reports
20
Press Releases
5
Price chart 30d -9.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 other
Itron Launches Riva IEC Grid Edge Portfolio as a Practical Foundation for Edge Intelligence in Asia Pacific Region
Itron announced the availability of its grid edge portfolio, including Itron Riva S and Itron Riva T
Sep 3, 2026 Insider
Patrick Justin K sold 1,153 shares
SVP, Device Solutions @ $97.36 ($112.3K)
Sep 3, 2026 Insider
Patrick Justin K sold 581 shares
SVP, Device Solutions @ $97.36 ($56.6K)
Sep 3, 2026 Insider
Aug 26, 2026 SEC Patrick Justin K sold 593 shares
SVP, Device Solutions @ $97.36 ($57.7K)
Eight Itron insiders, including the CEO and CFO, sold a total of ~$260K in open-market shares over a 5-day window (Aug 2
CLUSTER — Impact 2/10
A cluster of 8 Itron insiders, including the CEO and CFO, sold shares totaling ~$239K in open-market transactions over a
CLUSTER — Impact 2/10
A cluster of 8 ITRI insiders, including the CEO and CFO, sold a total of ~$229K in open-market shares over a 5-day windo
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
1,214,181 shares ($105.1M)
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 20, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 16, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 3 | 0 | 0 | 85% | |
| Aug 1, 2026 | 5 | 12 | 3 | 1 | 0 | 81% | |
| Jul 1, 2026 | 5 | 11 | 3 | 1 | 0 | 80% | |
| Jun 1, 2026 | 5 | 11 | 3 | 1 | 0 | 80% | |
| May 1, 2026 | 5 | 12 | 3 | 1 | 0 | 81% | |
| Apr 1, 2026 | 5 | 12 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Feb 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% |
Price targets
Where 10 covering analysts think ITRI trades over the next 12 months.
$129.60 +49.8% upside Strong Buy
Current$86.51 Low$115.00 Median$130.00 High$150.00 10 analysts
$115.00$150.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
70°
Bullish
BearishNeutralBullish
Recent posts
Smoltek Nanotech Holding (OTC: SMLTF) – DD on a Swedish Deep-Tech Microcap Entering Commercialization
▲ 1 · 💬 1· ⚡ 0.5
YMAT did some DD and here’s what I found
▲ 1 · 💬 1· ⚡ 0.5
YMAT reasons why I’m bullish! I did some DD
▲ 1 · 💬 1· ⚡ 0.5
YMAT potential run next week Monday 06/29
▲ 1 · 💬 1· ⚡ 0.5
ITRI - A Hidden AI Power Play
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 2 bearish, 3 mixed, 14 neutral · avg impact 3.4/10.Plus 5 press releases.
NEUTRALCLUSTER2/10
Eight Itron insiders, including the CEO and CFO, sold a total of ~$260K in open-market shares over a
Aug 26, 2026
NEUTRALCLUSTER2/10
A cluster of 8 Itron insiders, including the CEO and CFO, sold shares totaling ~$239K in open-market
Aug 26, 2026
NEUTRALCLUSTER2/10
A cluster of 8 ITRI insiders, including the CEO and CFO, sold a total of ~$229K in open-market share
Aug 25, 2026
NEUTRALCLUSTER2/10
Seven Itron insiders, including the CEO and CFO, sold shares in a cluster on August 20, 2026, totali
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
other
Itron Launches Riva IEC Grid Edge Portfolio as a Practical Foundation for Edge Intelligence in Asia Pacific Region
Itron announced the availability of its grid edge portfolio, including Itron Riva S and Itron Riva T IEC electricity meters, for utilities in APAC.
Sep 22, 2026
contract
Itron and Crytica Security Collaborate to Advance Rapid Threat Detection for Grid Edge Intelligence
Itron & Crytica Security are collaborating to advance rapid cyber threat detection & operational visibility across its intelligent grid-edge infrastru
Sep 21, 2026
contract
Consorcio de Aguas de Bilbao Bizkaia in Northern Spain Receives Itron’s 3 Millionth Cyble 5 Module
Itron has shipped its three millionth Itron Cyble 5 communication module, which was received by CABB, a public water utility consortium in Spain.
Sep 17, 2026
other
Itron Unveils Itron Inspire 2026 Lineup Focused on Proven Approaches to Utility Challenges
Itron revealed the speaker lineup for its premier customer-focused event, Itron Inspire 2026. The event will take place in Houston, Oct. 16-21, 2026.
Sep 16, 2026
other
Itron Introduces IEE Cloud AI, Enabling Grid Edge Use Cases from a Trusted Data Foundation
Itron launches IEE Cloud AI, the next evolution of IEE MDM. The solution unlocks greater value from grid edge investments and AMI.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.56 | $1.53–$1.60 | 1.4% | +0.4% | 6↑ 2↓ | $0.6B | 9 |
| Next Q | $1.79 | $1.73–$1.83 | -27.3% | +7.7% | 8↑ 1↓ | $0.6B | 9 |
| Current FY | $6.42 | $6.37–$6.49 | -9.9% | +7.5% | 11↑ 0↓ | $2.4B | 10 |
| Next FY | $6.92 | $6.21–$8.10 | 7.7% | +5.5% | 9↑ 1↓ | $2.5B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.562 | — |
| 7d ago | $1.581 | -0.020 |
| 30d ago | $1.556 | +0.006 |
| 60d ago | $1.556 | +0.006 |
| 90d ago | $1.556 | +0.006 |
Institutional ownership
Which big funds own ITRI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.6B total value (41,440,708 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,131,562 | $617.1M | 17.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,497,943 | $302.7M | 8.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,000,004 | $173.1M | 4.8% | — |
| Impax Asset Management Group plc | 1,926,905 | $166.7M | 4.7% | — |
| STATE STREET CORP | 1,810,117 | $156.6M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,768,271 | $153.0M | 4.3% | — |
| Invesco Ltd. | 1,531,300 | $132.5M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,242,308 | $107.5M | 3.0% | — |
| UBS Group AG | 1,226,800 | $106.2M | 3.0% | — |
| FIRST TRUST ADVISORS LP | 1,214,181 | $105.1M | 2.9% | ADD +25.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 969,228 | 1,214,181 | +25.3% | $105.1M |
| SOROS FUND MANAGEMENT LLC | ADD | 777,335 | 1,137,853 | +46.4% | $98.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 579,938 | 785,332 | +35.4% | $68.0M |
| MACKENZIE FINANCIAL CORP | ADD | 334,225 | 619,540 | +85.4% | $53.6M |
| NORGES BANK | NEW | — | 618,152 | — | $53.5M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 191,024 | 612,609 | +220.7% | $53.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 161,228 | 541,454 | +235.8% | $46.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 570,502 | 414,783 | -27.3% | $35.9M |
| Assenagon Asset Management S.A. | DOUBLED | 129,294 | 336,710 | +160.4% | $29.1M |
| Capital World Investors | DOUBLED | 112,638 | 328,819 | +191.9% | $28.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$3.3M — $0.00 bought, $3.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Patrick Justin K | SVP, Device Solutions | SELL | 1,153 | $97.36 | $112.3K |
| Sep 3, 2026 | Patrick Justin K | SVP, Device Solutions | SELL | 581 | $97.36 | $56.6K |
| Sep 3, 2026 | Patrick Justin K | SVP, Device Solutions | SELL | 593 | $97.36 | $57.7K |
| Sep 3, 2026 | Patrick Justin K | SVP, Device Solutions | SELL | 7,883 | $97.36 | $767.5K |
| Aug 25, 2026 | Reeves Donald L. III | SVP, Outcomes | SELL | 283 | $99.99 | $28.3K |
| Aug 24, 2026 | Wright David Marshall | VP, Corp. Controller & CAO | SELL | 76 | $98.79 | $7.5K |
| Aug 24, 2026 | Ware Christopher E. | SVP, GC & Corp. Secretary | SELL | 200 | $98.79 | $19.8K |
| Aug 24, 2026 | Hooper Joan S | SVP & CFO | SELL | 455 | $98.79 | $44.9K |
| Aug 24, 2026 | Deitrich Thomas | President & CEO | SELL | 887 | $98.79 | $87.6K |
| Aug 24, 2026 | Reeves Donald L. III | SVP, Outcomes | SELL | 329 | $98.79 | $32.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ITRI.
Shares short
6,112,622
Settlement Sep 15, 2026
Change vs prior
-1.9%
Semi-monthly cycle
Days to cover
13.5
At avg daily volume
Of shares outstanding
≈14.0%
Estimate — not % of float
All ITRI filing & press-release reports (27)
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 24, 2026
- CLUSTER reportAug 24, 2026
- PRESS-RELEASE reportJul 28, 2026
- INST-CLUSTER reportJul 9, 2026
- PRESS-RELEASE reportJun 16, 2026
- CLUSTER reportJun 4, 2026
- PRESS-RELEASE reportJun 2, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 27, 2026
- 144 reportMay 26, 2026
- PRESS-RELEASE reportMay 26, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 21, 2026
- PRESS-RELEASE reportApr 28, 2026
- 8-K reportApr 24, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportApr 7, 2026
- DEFA14A reportMar 23, 2026
- PRESS-RELEASE reportMar 3, 2026
- CLUSTER reportMar 2, 2026
- CLUSTER reportFeb 27, 2026
- 8-K reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026