Ituran Location and Control (NASDAQ:ITRN) Sets New 12-Month High – Here’s Why

Ituran Location and Control Ltd. (NASDAQ:ITRN)’s share price hit a new 52-week high on Saturday . The stock traded as high as $51.34 and last traded at $49.53, with a volume of 121491 shares traded. The stock had previously closed at $50.47.

More Ituran Location and Control News

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Barclays upped their price target on 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 reissued a “buy (b)” rating on shares of Ituran Location and Control in a research report on Monday, December 29th. Finally, Wall Street Zen cut shares of Ituran Location and Control from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Two equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Ituran Location and Control presently has an average rating of “Buy” and an average price target of $55.00.

Ituran Location and Control Trading Down 1.9%

The company has a fifty day simple moving average of $45.65 and a two-hundred day simple moving average of $40.62.

Ituran Location and Control (NASDAQ:ITRN) last announced its quarterly earnings data 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 27.27% and a net margin of 16.15%.The business had revenue of $93.50 million during the quarter, compared to the consensus estimate of $93.30 million.

Ituran Location and Control Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Monday, March 30th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, March 30th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 12.1%. This is a boost from Ituran Location and Control’s previous quarterly dividend of $0.50. Ituran Location and Control’s payout ratio is currently 68.73%.

Institutional Investors Weigh In On Ituran Location and Control

Institutional investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd increased its holdings in Ituran Location and Control by 257.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 629 shares of the industrial products company’s stock valued at $27,000 after buying an additional 453 shares during the last quarter. Global Retirement Partners LLC lifted its holdings in Ituran Location and Control by 50.1% during the 4th quarter. Global Retirement Partners LLC now owns 656 shares of the industrial products company’s stock worth $28,000 after buying an additional 219 shares during the last quarter. Advisory Services Network LLC acquired a new position in shares of Ituran Location and Control during the 3rd quarter worth about $28,000. Assetmark Inc. acquired a new position in shares of Ituran Location and Control during the 2nd quarter worth about $37,000. Finally, Jones Financial Companies Lllp increased its holdings in shares of Ituran Location and Control by 327.2% in the 1st quarter. Jones Financial Companies Lllp now owns 1,226 shares of the industrial products company’s stock valued at $43,000 after acquiring an additional 939 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

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.