$ITRI

Marcolini John F. sold $27K of ITRI

Marcolini John F. (SVP, Networked Solutions) sold 322 shares of ITRON, INC. (ITRI) at $84.37 on 2026-05-26.

Original reporting
SEC EDGAR · Marcolini John F.
Published May 27, 2026, 9:39 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI May 27, 2026, 9:41 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$ITRI
Bearish
medium confidence
Mentioned
$ITRI
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$ITRIBearishLow
01

Why it matters

Treat as a low-signal sentiment datapoint unless corroborated by other insider selling, earnings/guidance changes, or material company events.

02

Market read

A modest insider sale can slightly affect short-term sentiment, but the absence of fundamental news keeps trading impact low.

03

What to watch

No information on total insider ownership changes beyond this transaction, nor any offsetting buys by other insiders/institutions.

Relevance 6/10Timing: Immediate (new SEC Form 4 disclosure dated 2026-05-27, transaction on 2026-05-26).

Background

SEC Form 4 reports insider transactions; this filing shows an officer open-market sale with no pre-arranged 10b5-1 plan.

Company-level read

Ticker impact

$ITRIBearishMedium confidence
Context

ITRON disclosed an officer (SVP Networked Solutions) open-market sale of 322 shares at $84.3667 on 2026-05-26 via SEC Form 4.

Expected impact

Near-term impact likely limited; any move would be more sentiment-driven than fundamentals.

Evidence & confidence

Insider selling can reflect diversification or liquidity needs; the article provides no earnings/guidance/contract catalyst and the sale size is modest relative to typical institutional flows.

Market effects

Minimal; this is company-specific insider activity without sector-wide catalyst.

None indicated.

None indicated.

Counterpoint

The sale may be routine diversification or tax-related rather than a bearish view on business prospects, especially without a stated 10b5-1 plan.

Key entities

  • ITRON, INC.

    Company whose officer sale was disclosed on SEC Form 4 (ITRI).

  • Marcolini John F.

    SVP, Networked Solutions who sold 322 shares open-market at $84.3667.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$ITRIMed

Oppenheimer reiterates Itron stock rating on earnings beat

Oppenheimer maintained an Outperform rating and $135 price target for Itron (ITRI) after its Q3 earnings beat. The stock trades at $94.55 with a $4.15B market cap. Itron reported non-GAAP EPS of $1.94, above estimates, and revenue of $599.3M. Analysts expect mid-single-digit topline growth by FY2027, with a consensus Buy rating and targets ranging from $105 to $150.

$ITRIMed

Needham maintains Buy rating on Itron, $137 price target

Needham kept its Buy rating on Itron (ITRI) with a $137 price target, suggesting a 44.9% upside from the Oct 27 close. The firm cited Itron's strong 3Q2026 results, including adjusted EPS of $1.94, and a 25% year-over-year increase in annual recurring revenue, according to the analyst note.

$ITRIHighAI 8/10

Itron reports strong Q3 earnings

Itron Inc. reported Q3 earnings exceeding expectations, with revenue of $599M and raised full-year profit outlook. Shares rose 7% to $94.50. The company beat EPS estimates by $0.38 and expects annual EPS of $6.72-$6.82. Q4 revenue estimates were below consensus at $621M-$636M. Annual recurring revenue grew 25% to $423M, according to the company.

$ITRIMed

Itron Inc (ITRI) (Q3 2026) Earnings Call Highlights: Record Adjusted EBITDA

Itron Inc (ITRI) reported Q3 2026 earnings with record adjusted EBITDA but saw revenue declines in Device and Networked Solutions. Free cash flow dropped to $96M from $96M a year ago. CEO Tom Deitrich highlighted OpenWay Forward as a competitive advantage, while noting potential margin pressures from rising component costs. The gas market opportunity remains uncertain. AI is being deployed across various solutions, and the company sees potential in expanding grid anomaly detection.

$ITRIMedAI 8/10

Itron, Inc. Q3 2026 Earnings Call Summary

Itron, Inc. reported 20% operating income growth on 3% revenue growth in Q3 2026, driven by structural improvements. Annual Recurring Revenue (ARR) grew 25% year-over-year. The company raised its full-year earnings outlook and provided Q4 revenue guidance of $621M-$636M. Management highlighted growth opportunities in gas distribution and Grid Edge Intelligence, with a total backlog of $4.3B.