Insider Trading February 23, 2026

Itron SVP Sells Shares to Cover Tax Withholding as Company Posts Strong Q4 and Files Convertible Note Offering

General counsel disposes of 4,486 shares tied to RSU vesting; Itron reports better-than-expected Q4 2025 results and announces a $600 million convertible note sale

By Maya Rios ITRI
Itron SVP Sells Shares to Cover Tax Withholding as Company Posts Strong Q4 and Files Convertible Note Offering
ITRI

Itron Inc. senior vice president and general counsel Christopher E. Ware sold 4,486 shares on February 19, 2026, at $99.5385 per share to satisfy tax withholding obligations associated with a performance-based restricted stock unit award. The transaction, disclosed in a Form 4 filing, left Ware with 31,806 shares. Separately, Itron reported fourth-quarter 2025 earnings that topped analyst estimates and disclosed plans to offer $600 million in convertible senior notes due 2032, with an option for purchasers to buy an additional $90 million in notes. Two research firms adjusted their ratings and price targets following the quarter’s results.

Key Points

  • Itron SVP and general counsel Christopher E. Ware sold 4,486 shares on February 19, 2026, at $99.5385 per share, totaling $446,529, to satisfy tax withholding tied to a performance-based RSU vesting; he now directly owns 31,806 shares.
  • Itron reported fourth-quarter 2025 earnings of $2.46 per share on revenue of $572 million, both figures exceeding analyst expectations of $2.19 per share and $561.48 million in revenue.
  • Following the quarterly results, Oppenheimer raised its price target to $133 from $125 while keeping an Outperform rating, and Baird upgraded Itron to Outperform from Neutral, raising its price target to $128 from $118; the company also announced a planned $600 million convertible senior note offering due 2032 with a $90 million purchaser option.

Christopher E. Ware, senior vice president, general counsel and corporate secretary at Itron Inc (NASDAQ:ITRI), disposed of 4,486 shares of company common stock on February 19, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The sale occurred at $99.5385 per share and produced total gross proceeds of $446,529. The filing states the transaction was carried out to meet tax withholding obligations arising from the vesting of a performance-based restricted stock unit award. After the transaction, Ware is reported to directly hold 31,806 shares of Itron common stock.


Those insider disclosures arrived as Itron released its fourth-quarter 2025 financial results. The company posted earnings per share of $2.46 for the quarter, ahead of the consensus estimate of $2.19. Revenue for the period reached $572 million, topping the projected $561.48 million.

Market and analyst responses followed the company’s reported quarterly performance. Oppenheimer raised its price target on Itron shares to $133 from $125 while maintaining an Outperform rating. Baird also moved its rating to Outperform from Neutral and increased its price target to $128 from $118, citing what the firm described as a sizable opportunity related to utility grid modernization.


In addition to earnings and analyst commentary, Itron announced plans to offer $600 million in convertible senior notes due 2032 to qualified institutional buyers. The company said initial purchasers will have an option to acquire up to an additional $90 million in notes.

Combined, the insider filing, quarterly results, analyst revisions and debt offering form the latest corporate developments disclosed by Itron. The Form 4 filing documents the stock sale as a tax-related transaction linked to RSU vesting, while the earnings release and subsequent analyst actions reflect the company’s most recent operating performance. The convertible note offering was presented as part of Itron’s capital market activity.

Details in the SEC filing specify the number of shares sold, the exact sale price and the reason for the sale. Separately reported financial figures and the convertible notes announcement were included in the company’s public disclosures and in subsequent analyst commentary.

No additional claims about motive or future outcomes were indicated in the filings and announcements referenced in this report.

Risks

  • Market interpretation of the insider sale - while the filing states the sale was to meet tax withholding obligations from RSU vesting, how investors interpret insider transactions remains uncertain; this uncertainty can affect investor sentiment in equity markets.
  • Uncertainty regarding investor reception of the announced $600 million convertible senior note offering and the additional $90 million option - the filing discloses the planned offering but does not indicate how markets or purchasers will respond.
  • Analyst views and price targets can change - although Oppenheimer and Baird raised ratings and targets following the quarter, those analyst positions are subject to revision based on future performance and developments.

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