GW&K Investment Management LLC Invests $1.91 Million in Ituran Location and Control Ltd. $ITRN

GW&K Investment Management LLC acquired a new stake in Ituran Location and Control Ltd. (NASDAQ:ITRN) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 53,486 shares of the industrial products company’s stock, valued at approximately $1,911,000. GW&K Investment Management LLC owned about 0.27% of Ituran Location and Control as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CWA Asset Management Group LLC increased its position in shares of Ituran Location and Control by 212.5% in the 3rd quarter. CWA Asset Management Group LLC now owns 58,864 shares of the industrial products company’s stock valued at $2,103,000 after acquiring an additional 40,027 shares during the period. Aristides Capital LLC lifted its position in Ituran Location and Control by 11.9% during the 2nd quarter. Aristides Capital LLC now owns 229,974 shares of the industrial products company’s stock worth $8,907,000 after acquiring an additional 24,370 shares during the period. CSM Advisors LLC purchased a new stake in Ituran Location and Control during the 2nd quarter valued at about $3,731,000. Acadian Asset Management LLC increased its holdings in Ituran Location and Control by 18.5% in the 2nd quarter. Acadian Asset Management LLC now owns 726,519 shares of the industrial products company’s stock worth $28,097,000 after buying an additional 113,594 shares during the period. Finally, Boston Partners raised its position in Ituran Location and Control by 67.0% during the 2nd quarter. Boston Partners now owns 11,796 shares of the industrial products company’s stock worth $457,000 after buying an additional 4,731 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Ituran Location and Control Price Performance

Shares of ITRN opened at $49.53 on Friday. Ituran Location and Control Ltd. has a 12 month low of $30.06 and a 12 month high of $51.34. The stock’s 50 day moving average is $45.65 and its two-hundred day moving average is $40.55.

Ituran Location and Control (NASDAQ:ITRN) last announced its earnings results on Thursday, March 5th. The industrial products company reported $0.77 earnings per share for the quarter, topping the consensus estimate 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 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Monday, March 30th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, March 30th. This is a positive change from Ituran Location and Control’s previous quarterly dividend of $0.50. This represents a $6.00 annualized dividend and a yield of 12.1%. Ituran Location and Control’s payout ratio is 70.42%.

Key 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

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ITRN. Barclays increased their price target on Ituran Location and Control from $50.00 to $55.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Ituran Location and Control in a research note 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 investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $55.00.

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.