Stock events for Itron, Inc. (ITRI)
In the past six months, Itron's stock experienced several notable events. Itron held its Third Quarter 2025 Earnings Conference Call and announced its Fourth Quarter and Full Year 2025 financial results, reporting Q4 2025 earnings of $2.46 per share, beating estimates, but revenue of $571.66 million was down 6.7% year-over-year. Itron provided its 2026 revenue outlook, anticipating a range of $2.35 billion to $2.45 billion. The acquisition of Locusview closed, and Itron also acquired Urbint Inc., leading to the introduction of the new Resiliency Solutions segment. Itron announced and priced an upsized $700.0 million 0.00% Convertible Senior Notes offering. Itron expanded its collaboration with PG&E and teamed up with a Southern California utility. Analysts have issued diverse ratings, with an average price target of $128.00. Itron's stock had a 52-week range between $88.57 and $142.00.
Demand Seasonality affecting Itron, Inc.’s stock price
Itron's business is generally not considered highly seasonal. While there can be fluctuations due to the timing of large project deployments and portfolio changes, the underlying demand for its solutions is consistent. The company's focus is shifting from hardware sales to recurring software and services, which inherently reduces seasonality.
Overview of Itron, Inc.’s business
Itron, Inc. specializes in energy and water resource management, providing products and services to utility companies and municipalities. The company's offerings are categorized into Device Solutions, Networked Solutions, Outcomes, and Resiliency Solutions. Itron is a leader in foundational technology for the Industrial Internet of Things (IIoT) within the utility sector and holds a top-tier position in North America for smart meter deployments. Device Solutions include hardware products for measurement, control, or sensing. Networked Solutions offers communicating devices, network infrastructure, and software for advanced metering infrastructure and IoT applications. Outcomes provides value-added software and services, including AI, machine learning, and cloud-based SaaS. Resiliency Solutions supports customers throughout the asset lifecycle.
ITRI’s Geographic footprint
Itron has a significant global presence, serving over 2,000 utilities in more than 100 countries. The company has manufacturing facilities across North America, Europe, and Asia, with a total of 49 sites worldwide, including 27 manufacturing locations.
ITRI Corporate Image Assessment
Itron has a strong brand reputation, built on industry experience, and is synonymous with innovation and reliability in energy and water management. Acquisitions like Urbint Inc. and Locusview have enhanced its product offerings. Itron's commitment to research and development strengthens its market position. Collaborations with utilities and smart city projects demonstrate its ability to deliver tailored solutions. Itron's Corporate Sustainability Report underscores its efforts to boost efficiency, reduce emissions, and foster climate-resilient communities.
Ownership
Itron's ownership is primarily dominated by institutional investors. Key institutional shareholders include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF (IJR), Invesco Ltd., State Street Corp, and Impax Asset Management Group plc. Insider ownership accounts for approximately 1.13% to 3.06% of the shares. Scopia Capital Management LP is noted as a significant individual shareholder. Over the past six months, Itron insiders have primarily sold shares.
