Vulcan Value Partners LLC Has $23.43 Million Position in Ituran Location and Control Ltd. $ITRN

Vulcan Value Partners LLC lowered its holdings in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN) by 10.3% during the fourth quarter, HoldingsChannel reports. The firm owned 540,059 shares of the industrial products company’s stock after selling 62,305 shares during the quarter. Vulcan Value Partners LLC’s holdings in Ituran Location and Control were worth $23,430,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Global Retirement Partners LLC raised its position in shares of Ituran Location and Control by 50.1% during the fourth quarter. Global Retirement Partners LLC now owns 656 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 219 shares during the period. Advisory Services Network LLC acquired a new stake in shares of Ituran Location and Control during the third quarter worth about $28,000. Jones Financial Companies Lllp raised its position in shares of Ituran Location and Control by 327.2% during the first quarter. Jones Financial Companies Lllp now owns 1,226 shares of the industrial products company’s stock worth $43,000 after purchasing an additional 939 shares during the period. Covestor Ltd acquired a new stake in shares of Ituran Location and Control during the third quarter worth about $47,000. Finally, National Bank of Canada FI acquired a new stake in shares of Ituran Location and Control during the third quarter worth about $53,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Ituran Location and Control Stock Performance

Shares of Ituran Location and Control stock opened at $63.87 on Thursday. The business’s 50 day simple moving average is $55.18 and its 200 day simple moving average is $47.89. Ituran Location and Control Ltd. has a 52-week low of $32.71 and a 52-week high of $66.44. The firm has a market cap of $1.27 billion, a PE ratio of 21.08 and a beta of 0.73.

Ituran Location and Control (NASDAQ:ITRN) last announced its earnings results on Tuesday, May 26th. The industrial products company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.05. Ituran Location and Control had a return on equity of 27.56% and a net margin of 16.03%.The business had revenue of $102.67 million for the quarter, compared to analyst estimates of $95.32 million.

Ituran Location and Control Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 8th. Shareholders of record on Wednesday, June 24th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Wednesday, June 24th. Ituran Location and Control’s dividend payout ratio (DPR) is currently 206.19%.

Key Headlines Impacting Ituran Location and Control

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

• Positive Sentiment: Ituran reported Q1 2026 EPS of $0.85, ahead of estimates, while revenue of $102.67 million also topped expectations; the company said revenue rose 19% year over year and subscription revenue increased 21%, signaling solid operating momentum. ITURAN PRESENTS FIRST QUARTER 2026 RESULTS
• Positive Sentiment: The company announced a quarterly cash dividend of $0.50 per share, totaling about $10 million, which reinforces its shareholder-friendly capital return strategy. ITURAN LOCATION AND CONTROL LTD Announces Dividend Distribution of $10 Million for the First Quarter of 2026
• Positive Sentiment: Management also expanded share buybacks and highlighted strong cash generation, with roughly $108 million in net cash, supporting the view that the balance sheet remains healthy. Why Ituran Location and Control (ITRN) Is Up 7.8% After Dividend Hike And Buyback Expansion
• Positive Sentiment: Investor commentary after the earnings release noted that Ituran’s subscriber base grew by 40,000 in the quarter, helped by OEM partnerships and new initiatives such as IturanMob and Big Data analytics, suggesting room for continued growth. Ituran’s Strong Q1 Results Keep The Buy Case Alive

Analyst Ratings Changes

A number of equities research analysts have recently commented on ITRN shares. Loop Capital set a $57.00 price target on Ituran Location and Control in a research report on Monday, March 9th. UBS Group reissued a “buy” rating on shares of Ituran Location and Control in a research report on Wednesday. Maxim Group started coverage on Ituran Location and Control in a research report on Thursday, March 12th. They issued a “buy” rating and a $70.00 target price on the stock. Barclays lifted their target price on Ituran Location and Control from $50.00 to $55.00 and gave the company an “overweight” rating in a research report on Thursday, March 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ituran Location and Control in a research report on Friday, March 27th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $60.67.

Ituran Location and Control Company Profile

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.