Itron, Inc.
At today's price, Itron, Inc. (ITRI) is priced for +0.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Itron makes the metering and grid-edge hardware and software that utilities use to run their networks, spanning ⟦"data management, grid planning and operations, AMI operations, gas distribution safety, non-revenue water reduction"⟧ and distributed energy management. • The most decisive number is backlog: it sits around $4.4 billion against roughly $2.4 billion of annual revenue, with bookings of $476 million in the first quarter and a pipeline management calls near all-time highs [Source: Itro
Is ITRI overvalued? See what's priced in →
414 institutional managers reported holding ITRI in 13F filings for the quarter ended 2026-03-31. 44 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 5.8M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (10.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ITRI has cut its share count 0.9% over the past five years, spending $325.00M on repurchases. It pays no dividend. Cash returned over the past three years: $300.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ITRI over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ITRI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -6.5% | -18.1% |
| 2023-11-03 | +13.1% | +10.3% |
| 2024-02-27 | +21.5% | +1.2% |
| 2024-05-03 | +16.9% | -7.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ITRI's latest 8-K filings: 2026-05-08 (items 5.07, 8.01); 2026-04-28 (items 2.02, 9.01); 2026-04-24 (items 8.01); 2026-02-26 (items 1.01, 2.03, 3.02, 8.01, 9.01); 2026-02-17 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.