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Overview
Smart money at a glance
Filings to Oct 5, 2026Net selling: insiders sold $1.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$1.9M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 1 added, 2 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 10+ awardsAwards on record
Market overview
Fundamentals Oct 5- 52-wk high
- $142.00
- 52-wk low
- $77.77
- Prev close
- $86.51
- Mkt cap
- $3.79B
- P/E
- 14.5x
- Fwd P/E
- 13.4x
- Beta
- 1.32
- P/S
- 1.6x
- P/B
- 2.5x
- Profit margin
- +11.9%
- Op margin
- +13.5%
- ROE
- +16.9%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ITRI filings
Are insiders buying or selling Itron Inc (ITRI) stock?
Net selling: insiders sold $1.9M and bought $0 of ITRI stock on the open market in the 90 days to Oct 5, 2026, according to SEC Form 4 filings. $1M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Patrick, Justin K (SVP, Device Solutions), who sold $1M. The latest filing was on Sep 4, 2026.
Which members of Congress have traded ITRI recently?
None. No member of Congress disclosed a ITRI trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ITRI smart-money data?
This summary uses filings available on Oct 5, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- AQ
AQR
$5.0M
added
Sells/Trims (2)
- CI
Citadel
$18.3M
trimmed
- JC
JPMorgan Chase
$10.7M
trimmed
What insiders are doing
How top traders are positioned
No tracked top-trader positions in ITRI right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 22.3% above what analysts expected.
Last report
Jul 28, 2026
Period ending
Jun 30, 2026
Earnings per share
$1.30 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 28, 2026 | $1.59 / $1.30Alpha Vantage | +22.31% beat | Unavailable | Unavailable |
| Mar 31, 2026 | Apr 28, 2026 | $1.49 / $1.24Alpha Vantage | +20.16% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 17, 2026 | $2.46 / $2.19Alpha Vantage | +12.33% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | $1.54 / $1.48Alpha Vantage | +4.05% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 31, 2025 | $1.62 / $1.33Alpha Vantage | +21.80% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 1, 2025 | $1.52 / $1.32Alpha Vantage | +15.15% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 25, 2025 | $1.35 / $1.05Alpha Vantage | +29.03% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 31, 2024 | $1.84 / $1.13Alpha Vantage | +62.83% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Oct 29, 2026, in 24 days
Financials
What it sold, what it cost, what was left.
| USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $606.8M | $581.6M | $571.7M | $587.0M |
| Cost of what it sold | $383.1M | $362.1M | $339.9M | $350.7M |
| Gross profit | $223.6M | $219.5M | $231.7M | $236.3M |
| What it spent | ||||
| Research and development | $53.8M | $50.0M | $53.1M | $55.0M |
| Sales and admin | $87.6M | $83.1M | $95.3M | $105.4M |
| Other operating costs | $4.5M | $4.4M | $4.6M | $8.2M |
| Total operating expenses | $146.0M | $137.6M | $153.0M | $168.5M |
| What was left | ||||
| Operating profit | $77.7M | $82.0M | $78.7M | $67.8M |
| Interest on debt | $5.6M | $3.8M | $11.0M | $5.8M |
| Profit before tax | $83.5M | $90.7M | $85.8M | $67.2M |
| Tax | $14.7M | $24.5M | -$17.2M | $13.6M |
| Net profit | $68.3M | $65.6M | $101.6M | $53.5M |
| EBITDA | $101.2M | $106.6M | $110.1M | $91.5M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Are Investors Undervaluing Itron (ITRI) Right Now?
BullishSep 29Netmore and Itron validate LoRaWAN relay for hard-to-reach water meters
BullishSep 29ITRI6108504 Bond Profile: Coupon and Redemption
NeutralSep 28ITRI5833883 Bond Profile: Coupon and Redemption
NeutralSep 25Itron Launches Riva S and Riva T IEC Electricity Meters in Asia-Pacific to Advance Grid Edge Intelligence
BullishSep 23Itron Launches Riva IEC Grid Edge Portfolio as a Practical Foundation for Edge Intelligence in Asia Pacific Region
BullishSep 23Itron Launches Riva IEC Grid Edge Portfolio as a Practical Foundation for Edge Intelligence in Asia Pacific Region
BullishSep 23Itron, Inc. Announces Availability Of Its Grid Edge Portfolio, Including Itron Riva S And Itron Riva T IEC Electricity Meters, For Utilities In The Asia-Pacific Region
BullishSep 23
Macro
21 macro signals shaping ITRI right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results