$ITRI

Reeves Donald L. III sold $27K of ITRI

Reeves Donald L. III (SVP, Outcomes) sold 319 shares of ITRON, INC. (ITRI) at $84.37 on 2026-05-26.

Original reporting
SEC EDGAR · Reeves Donald L. III
Published May 27, 2026, 9:49 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI May 27, 2026, 9:51 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
Neutral
medium confidence
Mentioned
$ITRI
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$ITRINeutralLow
01

Why it matters

A single officer open-market sale may create minor bearish sentiment, but there is no evidence of a broader change in company prospects.

02

Market read

Traders may briefly monitor for insider-selling patterns, but this specific disclosure is unlikely to drive a sustained repricing without additional catalysts.

03

What to watch

The article provides only one small sale; without a pattern of multiple insider sales or concurrent positive/negative company news, signal quality is low.

Relevance 6/10Timing: Immediate (same-day disclosure), but effect likely fades quickly absent follow-on news.

Background

The article reports a Form 4 insider transaction for Itron, Inc. (ITRI) filed on SEC EDGAR.

Company-level read

Ticker impact

$ITRINeutralMedium confidence
Context

ITRI disclosed an officer (SVP, Outcomes) open-market sale of 319 shares at ~$84.37 on 2026-05-26 via SEC Form 4.

Expected impact

Low near-term impact; any reaction is likely limited to intraday sentiment around insider selling.

Evidence & confidence

Insider transactions on Form 4 often reflect diversification or personal liquidity; the disclosed size (~$27K) is small relative to typical daily liquidity, and there is no accompanying operational or financial catalyst in the article.

Market effects

Minimal—this is company-specific insider activity with no sector-wide signal described.

None indicated.

None indicated.

Counterpoint

The sale could be diversification or tax-related; absence of a 10b5-1 plan does not necessarily imply negative outlook.

Key entities

  • ITRI

    Itron, Inc.; subject of the Form 4 insider sale disclosure.

  • Reeves Donald L. III

    SVP, Outcomes; sold 319 shares in an open-market transaction.

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.