Itron (NASDAQ:ITRI) Receives Neutral Rating from Guggenheim

Guggenheim reiterated their neutral rating on shares of Itron (NASDAQ:ITRI) in a research report released on Friday, MarketBeat Ratings reports.

A number of other analysts have also weighed in on ITRI. Wall Street Zen lowered shares of Itron from a “buy” rating to a “hold” rating in a research note on Wednesday, January 14th. Argus reissued a “hold” rating on shares of Itron in a research report on Tuesday, November 4th. Weiss Ratings cut Itron from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Robert W. Baird reissued a “neutral” rating and issued a $118.00 target price (down previously from $137.00) on shares of Itron in a report on Friday, October 31st. Finally, Zacks Research downgraded Itron from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 28th. Seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Itron presently has an average rating of “Hold” and an average price target of $136.10.

Itron Trading Down 6.7%

Itron stock opened at $89.36 on Friday. Itron has a 12 month low of $88.57 and a 12 month high of $142.00. The company has a market capitalization of $4.09 billion, a price-to-earnings ratio of 16.07, a price-to-earnings-growth ratio of 0.55 and a beta of 1.48. The business’s fifty day simple moving average is $97.75 and its two-hundred day simple moving average is $111.28. The company has a current ratio of 2.17, a quick ratio of 1.91 and a debt-to-equity ratio of 0.46.

Insider Transactions at Itron

In other Itron news, SVP John F. Marcolini sold 553 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $96.51, for a total value of $53,370.03. Following the transaction, the senior vice president directly owned 13,843 shares of the company’s stock, valued at approximately $1,335,987.93. This trade represents a 3.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Joan S. Hooper sold 948 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $96.51, for a total transaction of $91,491.48. Following the sale, the chief financial officer directly owned 87,446 shares of the company’s stock, valued at $8,439,413.46. The trade was a 1.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 3,113 shares of company stock worth $301,678. Company insiders own 1.45% of the company’s stock.

Institutional Trading of Itron

Several large investors have recently added to or reduced their stakes in ITRI. Kestra Advisory Services LLC increased its holdings in Itron by 6.3% during the fourth quarter. Kestra Advisory Services LLC now owns 6,319 shares of the scientific and technical instruments company’s stock valued at $587,000 after buying an additional 374 shares during the last quarter. Marshall Wace LLP grew its position in shares of Itron by 34.2% during the 4th quarter. Marshall Wace LLP now owns 250,778 shares of the scientific and technical instruments company’s stock valued at $23,287,000 after acquiring an additional 63,905 shares during the period. Soros Fund Management LLC purchased a new stake in shares of Itron in the 4th quarter worth $34,843,000. Segall Bryant & Hamill LLC raised its holdings in Itron by 4.7% in the 4th quarter. Segall Bryant & Hamill LLC now owns 89,112 shares of the scientific and technical instruments company’s stock worth $8,275,000 after purchasing an additional 4,020 shares during the period. Finally, UMB Bank n.a. lifted its position in Itron by 271.6% during the fourth quarter. UMB Bank n.a. now owns 732 shares of the scientific and technical instruments company’s stock valued at $68,000 after purchasing an additional 535 shares in the last quarter. 96.19% of the stock is currently owned by institutional investors.

Key Headlines Impacting Itron

Here are the key news stories impacting Itron this week:

• Positive Sentiment: Itron announced a partnership with Toumetis and a Southern California utility to reduce wildfire risk and speed outage restoration — a commercial win that validates demand for its wildfire-analytics and grid-resiliency offerings and could support future recurring revenue in high-growth, regulatory-driven markets. Itron and Toumetis Team Up with Southern California Utility
• Positive Sentiment: Coverage highlights California grid projects that tie Itron’s wildfire analytics to longer-term growth, reinforcing the company’s exposure to utility modernization and resilience spending. This narrative supports a multi-year revenue opportunity even if near-term results fluctuate. Itron’s California Grid Projects Tie Wildfire Analytics To Long Term Growth
• Positive Sentiment: Industry pieces argue Itron is repositioning as a grid-edge intelligence leader in wildfire-prone markets — a strategic shift that, if executed, could improve margins and create higher-value service opportunities. Is Itron Quietly Repositioning as a Grid-Edge Intelligence Leader?
• Neutral Sentiment: Q4 2025 earnings previews are circulating ahead of results — these create a near-term catalyst (earnings beat/miss) but are currently informational rather than directional. Itron Q4 2025 earnings preview
• Neutral Sentiment: An Itron senior VP sold a small block (142 shares) on Feb. 11 — disclosed insider selling but immaterial in size relative to holdings and market cap. SEC Form 4 — Insider Sale
• Neutral Sentiment: Published short-interest figures in recent feeds appear inconsistent (showing zeros/NaN) and should be treated cautiously — no clear, reliable short-interest signal from these entries.
• Negative Sentiment: Guggenheim turned more bearish on Itron (downgrade/neutral action reported), which likely pressured the stock and increased trading activity today; analyst downgrades often trigger re-rating and higher near-term volatility. Guggenheim downgrades Itron (ITRI)

Itron Company Profile

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.