53,486 Shares in Ituran Location and Control Ltd. $ITRN Purchased by GW&K Investment Management LLC

GW&K Investment Management LLC acquired a new position in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 53,486 shares of the industrial products company’s stock, valued at approximately $1,911,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Legato Capital Management LLC boosted its stake in shares of Ituran Location and Control by 8.4% in the third quarter. Legato Capital Management LLC now owns 5,698 shares of the industrial products company’s stock worth $204,000 after acquiring an additional 443 shares during the last quarter. Copeland Capital Management LLC lifted its holdings in Ituran Location and Control by 33.4% in the 3rd quarter. Copeland Capital Management LLC now owns 1,871 shares of the industrial products company’s stock valued at $67,000 after purchasing an additional 468 shares in the last quarter. Atria Investments Inc boosted its stake in Ituran Location and Control by 5.1% during the 2nd quarter. Atria Investments Inc now owns 11,043 shares of the industrial products company’s stock worth $428,000 after purchasing an additional 532 shares during the last quarter. California State Teachers Retirement System grew its holdings in shares of Ituran Location and Control by 3.5% during the second quarter. California State Teachers Retirement System now owns 15,970 shares of the industrial products company’s stock worth $619,000 after buying an additional 536 shares in the last quarter. Finally, ARK Investment Management LLC raised its position in shares of Ituran Location and Control by 1.1% in the third quarter. ARK Investment Management LLC now owns 50,002 shares of the industrial products company’s stock valued at $1,786,000 after buying an additional 562 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Ituran Location and Control Trading Down 1.9%

Ituran Location and Control stock opened at $49.53 on Friday. Ituran Location and Control Ltd. has a fifty-two week low of $30.06 and a fifty-two week high of $51.34. The firm has a 50 day moving average price of $45.65 and a 200 day moving average price of $40.55.

Ituran Location and Control (NASDAQ:ITRN) last released its quarterly earnings results on Thursday, March 5th. The industrial products company reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.76 by $0.01. Ituran Location and Control had a return on equity of 27.79% and a net margin of 16.15%.The company had revenue of $93.50 million for the quarter, compared to analysts’ expectations of $93.30 million.

Ituran Location and Control Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Monday, March 30th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 12.1%. This is an increase from Ituran Location and Control’s previous quarterly dividend of $0.50. The ex-dividend date is Monday, March 30th. Ituran Location and Control’s dividend payout ratio (DPR) is presently 70.42%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ITRN. Barclays upped their price objective on shares of Ituran Location and Control from $50.00 to $55.00 and gave the company an “overweight” rating in a research note on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Ituran Location and Control in a research report on Monday, December 29th. Finally, Wall Street Zen lowered Ituran Location and Control from a “strong-buy” rating to a “buy” rating in a report on Saturday. Two equities research analysts have rated the stock with a Buy rating, According to MarketBeat, Ituran Location and Control presently has an average rating of “Buy” and a consensus price target of $55.00.

Trending Headlines about Ituran Location and Control

Here are the key news stories impacting Ituran Location and Control this week:

• Positive Sentiment: Board approved a large cash dividend — Ituran declared a $1.50 per‑share quarterly dividend (~US$30 million total), a 200% increase versus the prior quarterly payout; record date and payment window set for March 30 / April 16. This materially boosts near‑term cash return to shareholders and supports yield‑focused demand. ITURAN Announces Dividend Distribution of $30 Million
• Positive Sentiment: Additional share buyback announced — Management disclosed a new additional buyback authorization of US$10 million alongside the dividend, a further shareholder‑friendly action that can support EPS/TP if executed. Ituran Presents Fourth Quarter & Full Year 2025 Results
• Positive Sentiment: Q4 results modestly beat expectations — Reported EPS $0.77 vs. $0.76 expected and revenue $93.5M vs. $93.3M expected; company cited record revenue and EBITDA driven by subscriber adds. The print confirms profitable growth and a strong return on equity. Ituran Presents Q4 & Full Year 2025 Results
• Neutral Sentiment: Earnings call / transcripts available — Management commentary from the Q4 call may offer guidance and capital‑allocation details; transcripts have been published but contained no shock items that would clearly re‑rate the stock. Monitor call remarks for commentary on dividend sustainability and buyback timing. Ituran Q4 2025 Earnings Call Transcript
• Negative Sentiment: Uncertainty on sustainability and near‑term price mechanics — The very large one‑quarter payout raises questions whether this is a recurring shift in payout policy or a one‑time distribution of excess cash; if viewed as non‑recurring, the market may penalize the stock’s growth multiple. Also note the upcoming ex‑dividend date (March 30), which typically causes a mechanical reduction in share price on the ex‑date and can prompt short‑term selling ahead of that date. Ituran Declares $30M Q4 2025 Dividend

About Ituran Location and Control

Ituran Location and Control Ltd. is a provider of wireless vehicle tracking and stolen vehicle recovery services. The company leverages a combination of cellular and global positioning system (GPS) technologies to offer real-time monitoring and location-based solutions for private vehicle owners, fleet operators and insurance companies. Its core offerings include subscription-based tracking devices, centralized control centers and software platforms that enable clients to detect unauthorized vehicle use, dispatch recovery teams and manage fleet logistics.

Founded in 1994 in Israel, Ituran pioneered the use of wireless communications for security and telematics applications.