ITRON, INC.(ITRI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,220 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ITRI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ITRON, INC. (ITRI), a Technology sector company. 13F Pro's AI-powered ranking engine scores ITRI at 55.8/100 on a 32-signal composite quality model, placing it at rank #1,220 of 2,961 stocks — the top half of the AI-ranked universe. ITRI scores in the top quartile across balance sheet strength (78.0). Areas of concern include revenue growth (23.7) and institutional flow (28.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 35.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ITRON, INC. reports quarterly revenue of $562.9M, net income of $53.3M, an operating margin of 13.5%. Top institutional holders of ITRI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ITRI trades on the Nasdaq exchange and files with the SEC under CIK 780571. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ITRI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ITRON, INC. directly from SEC EDGAR. ITRON, INC.'s 13F Pro composite quality score has ranged between 33 and 73 since 2021, currently 55.8 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$562.9M
Net Income
Q2 2026
$53.3M
Free Cash Flow
Q2 2026
$81.5M
Operating Margin
Q2 2026
13.5%
ROIC
Q2 2026
9.4%
D/E Ratio
Q2 2026
1.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-3.0% YoYNet Income
+25.9% YoYOperating Income
+18.5% YoYEPS (Diluted)
+25.5% YoYTotal Assets
+9.2% YoYTotal Debt
+36.3% YoYOp. Cash Flow
+70.4% YoYFree Cash Flow
+84.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.37B -3.0% | $2.44B +12.3% | $2.17B +21.1% | $1.80B -9.4% | $1.98B -8.8% | $2.17B |
| Net Income | $301.1M +25.9% | $239.1M +146.7% | $96.9M +1095.9% | $-9.7M +88.0% | $-81.3M -40.2% | $-58.0M |
| Operating Income | $313.1M +18.5% | $264.1M +104.9% | $128.9M +1832.3% | $-7.4M +90.6% | $-79.3M -662.9% | $-10.4M |
| EPS (Diluted) | $6.50 +25.5% | $5.18 +145.5% | $2.11 +1059.1% | $-0.22 +88.0% | $-1.83 -27.1% | $-1.44 |
| Total Assets | $3.72B +9.2% | $3.41B +30.8% | $2.60B +9.5% | $2.38B -0.7% | $2.39B -8.2% | $2.61B |
| Total Debt | $1.72B +36.3% | $1.26B +175.0% | $460.0M +0.0% | $460.0M +0.0% | $460.0M -51.8% | $954.5M |
| Operating Cash Flow | $406.0M +70.4% | $238.2M +90.6% | $125.0M +410.1% | $24.5M -84.2% | $154.8M +41.3% | $109.5M |
| Free Cash Flow | $383.1M +84.5% | $207.6M +111.7% | $98.1M +1963.7% | $4.8M -96.0% | $120.1M +89.7% | $63.3M |
Get alerted when ITRI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for ITRON, INC. including:
Top Institutional Holders of ITRI
BlackRock, Inc.
$617.1M7,131,562 shVANGUARD PORTFOLIO MANAGEMENT LLC
$302.7M3,497,943 shVANGUARD CAPITAL MANAGEMENT LLC
$173.1M2,000,004 shImpax Asset Management Group plc
$166.7M1,926,905 shSTATE STREET CORP
$156.6M1,810,117 shDIMENSIONAL FUND ADVISORS LP
$153.0M1,768,271 shInvesco Ltd.
$132.5M1,531,300 shGEODE CAPITAL MANAGEMENT, LLC
$107.5M1,242,308 shUBS Group AG
$106.2M1,226,800 shFIRST TRUST ADVISORS LP
$105.1M1,214,181 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $617.1M | 7,131,562 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $302.7M | 3,497,943 |
| VANGUARD CAPITAL MANAGEMENT LLC | $173.1M | 2,000,004 |
| Impax Asset Management Group plc | $166.7M | 1,926,905 |
| STATE STREET CORP | $156.6M | 1,810,117 |
| DIMENSIONAL FUND ADVISORS LP | $153.0M | 1,768,271 |
| Invesco Ltd. | $132.5M | 1,531,300 |
| GEODE CAPITAL MANAGEMENT, LLC | $107.5M | 1,242,308 |
| UBS Group AG | $106.2M | 1,226,800 |
| FIRST TRUST ADVISORS LP | $105.1M | 1,214,181 |
Companies Similar to ITRI
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
Enphase Energy, Inc.
PARSONS CORP
ON SEMICONDUCTOR CORP
Nutanix, Inc.
Alarm.com Holdings, Inc.
OSI SYSTEMS INC
BADGER METER INC
BENTLEY SYSTEMS INC
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Technology Companies
View all Technology →Put ITRI on your watchlist
Track score changes the day ITRON, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is ITRI a good stock to buy?
13F Pro's AI-powered analysis of ITRON, INC. (ITRI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ITRI are available on the ITRI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ITRI is classified as a mid company.
Which hedge funds own ITRI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ITRI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ITRON, INC.'s investment landscape.