Seaport Res Ptn Issues Optimistic Outlook for Itron Earnings

Itron, Inc. (NASDAQ:ITRI) – Research analysts at Seaport Res Ptn boosted their Q3 2025 earnings estimates for shares of Itron in a report released on Tuesday, February 25th. Seaport Res Ptn analyst S. Graham now anticipates that the scientific and technical instruments company will post earnings of $1.47 per share for the quarter, up from their prior estimate of $1.35. The consensus estimate for Itron’s current full-year earnings is $5.33 per share. Seaport Res Ptn also issued estimates for Itron’s Q4 2025 earnings at $1.51 EPS, Q1 2026 earnings at $1.39 EPS, Q2 2026 earnings at $1.34 EPS, Q3 2026 earnings at $1.61 EPS and Q4 2026 earnings at $1.61 EPS.

ITRI has been the topic of a number of other reports. Canaccord Genuity Group boosted their price objective on shares of Itron from $130.00 to $132.00 and gave the company a “buy” rating in a research report on Wednesday. Piper Sandler increased their price objective on shares of Itron from $119.00 to $124.00 and gave the company a “neutral” rating in a research report on Thursday. Robert W. Baird increased their price objective on shares of Itron from $123.00 to $132.00 and gave the company an “outperform” rating in a research report on Friday, November 1st. TD Cowen increased their price objective on shares of Itron from $125.00 to $136.00 and gave the company a “buy” rating in a research report on Friday, November 1st. Finally, Roth Mkm increased their price objective on shares of Itron from $125.00 to $130.00 and gave the company a “buy” rating in a research report on Friday, November 1st. Three research analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $127.64.

Itron Stock Down 0.8 %

Shares of Itron stock opened at $106.89 on Thursday. The company has a current ratio of 3.36, a quick ratio of 2.83 and a debt-to-equity ratio of 0.91. The company’s fifty day simple moving average is $104.98 and its two-hundred day simple moving average is $106.85. The company has a market cap of $4.82 billion, a P/E ratio of 21.90, a PEG ratio of 0.81 and a beta of 1.46. Itron has a 12-month low of $86.13 and a 12-month high of $124.90.

Insider Activity

In other news, CFO Joan S. Hooper sold 2,322 shares of Itron stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $92.90, for a total transaction of $215,713.80. Following the sale, the chief financial officer now owns 92,076 shares in the company, valued at $8,553,860.40. This trade represents a 2.46 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Christopher E. Ware sold 648 shares of Itron stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $92.90, for a total transaction of $60,199.20. Following the sale, the senior vice president now owns 20,326 shares in the company, valued at approximately $1,888,285.40. The trade was a 3.09 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 3,287 shares of company stock valued at $305,362 in the last 90 days. 1.45% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Itron

Several institutional investors and hedge funds have recently modified their holdings of ITRI. Norges Bank bought a new stake in shares of Itron during the fourth quarter valued at approximately $64,615,000. Erste Asset Management GmbH purchased a new position in shares of Itron in the third quarter valued at $38,534,000. Bowen Hanes & Co. Inc. purchased a new position in shares of Itron in the fourth quarter valued at $27,486,000. Raiffeisen Bank International AG purchased a new position in shares of Itron in the fourth quarter valued at $27,619,000. Finally, Franklin Resources Inc. grew its holdings in shares of Itron by 611.9% in the third quarter. Franklin Resources Inc. now owns 282,828 shares of the scientific and technical instruments company’s stock valued at $31,128,000 after purchasing an additional 243,102 shares in the last quarter. Institutional investors own 96.19% of the company’s stock.

Itron Company Profile

Itron, Inc, a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in three segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and communicating meters, as well as heat and allocation products.