Ituran Location and Control (NASDAQ:ITRN) Downgraded by Wall Street Zen to Buy

Ituran Location and Control (NASDAQ:ITRN) was downgraded by investment analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research note issued on Saturday.

A number of other research firms also recently issued reports on ITRN. Weiss Ratings restated a “buy (b)” rating on shares of Ituran Location and Control in a report on Monday, December 29th. Barclays boosted their target price 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. Two equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $55.00.

Ituran Location and Control Stock Performance

Shares of NASDAQ:ITRN opened at $49.53 on Friday. The business has a fifty day moving average price of $45.65 and a two-hundred day moving average price of $40.55. Ituran Location and Control has a 1 year low of $30.06 and a 1 year high of $51.34.

Ituran Location and Control (NASDAQ:ITRN) last released its 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. The company had revenue of $93.50 million for the quarter, compared to analysts’ expectations of $93.30 million. Ituran Location and Control had a return on equity of 27.79% and a net margin of 16.15%.

Hedge Funds Weigh In On Ituran Location and Control

Several large investors have recently modified their holdings of the business. Global Retirement Partners LLC raised its position in shares of Ituran Location and Control by 50.1% in the fourth quarter. Global Retirement Partners LLC now owns 656 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 219 shares during the period. Assetmark Inc. grew its stake in Ituran Location and Control by 14.0% in the 4th quarter. Assetmark Inc. now owns 1,950 shares of the industrial products company’s stock valued at $84,000 after buying an additional 240 shares in the last quarter. Wells Fargo & Company MN grew its stake in Ituran Location and Control by 14.7% in the 4th quarter. Wells Fargo & Company MN now owns 2,548 shares of the industrial products company’s stock valued at $110,000 after buying an additional 327 shares in the last quarter. Four Tree Island Advisory LLC raised its holdings in Ituran Location and Control by 0.5% during the 4th quarter. Four Tree Island Advisory LLC now owns 60,806 shares of the industrial products company’s stock valued at $2,615,000 after acquiring an additional 330 shares during the period. Finally, Natixis Advisors LLC raised its holdings in Ituran Location and Control by 2.8% during the 3rd quarter. Natixis Advisors LLC now owns 12,054 shares of the industrial products company’s stock valued at $431,000 after acquiring an additional 333 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Ituran Location and Control News Summary

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

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.