Ituran Location and ControlITRN
ITRN
About: Ituran Location and Control Ltd is a provider of location-based services. The company operates in two segments, namely Telematics services and Telematics products. The Telematics services segment consists of regionally-based stolen vehicle recovery (SVR) services, fleet management services, and value-added services comprised of personal locater services and concierge services. The Telematics product segment consists of short and medium-range two-way machine-to-machine wireless communications products that are used for various applications, including automatic vehicle location and automatic vehicle identification. Its geographical segments include Israel, Brazil, and Others. The company derives maximum revenue from Israel.
Employees: 2,892
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
944% more call options, than puts
Call options by funds: $261K | Put options by funds: $25K
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
16% more capital invested
Capital invested by funds: $337M [Q3] → $390M (+$52.9M) [Q4]
8% more funds holding
Funds holding: 117 [Q3] → 126 (+9) [Q4]
0.84% less ownership
Funds ownership: 63.08% [Q3] → 62.24% (-0.84%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$50
33%
upside
Avg. target
$50
33%
upside
High target
$50
33%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Barclays Tavy Rosner 57% 1-year accuracy 8 / 14 met price target | 33%upside $50 | Overweight Maintained | 27 Feb 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 day ago
Ituran: Still Undervalued While Compounding With A 5% Dividend Yield
Ituran is a (somewhat boring) compounder with a SaaS-like business model that benefits from network effects and elevated switching cost. Geographic concentration in Israel and Brazil brings currency risk and drives volatility, but fundamental growth trends are strong. Network effects fuel margin expansion in the service segment, with a ROIC to top 30% in 2025 (vs. a WACC of 7.5%).
Neutral
PRNewsWire
2 weeks ago
ITURAN LOCATION AND CONTROL LTD. SCHEDULES FIRST QUARTER 2025 RESULTS RELEASE AND CONFERENCE CALL FOR MAY 28, 2025
Conference Call Scheduled at 9am Eastern Time AZOUR, Israel , April 29, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN), announced that it will be releasing its first quarter 2025 results on Wednesday, May 28, 2025.
Positive
Seeking Alpha
1 month ago
Ituran: 6G, AI And Big Data Are Its Growth Engine
As cities move into 6G networks and AI, there is a growing surge in demand for telematic services. ITRN boasts 2.4 million subscribers, with a 12% CAGR since 2004, and 70% of these are recurring, indicating strong customer retention. The telematics market is projected to grow from $9 billion in 2024 to $16.1 billion by 2030, positioning ITRN for significant growth.
Neutral
PRNewsWire
1 month ago
ITURAN TO PRESENT AT THE LD MICRO INVITATIONAL XV
Presenting to investors on Thursday, April 10, 20 25 at 9am ET AZOUR, Israel , April 1, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (Nasdaq: ITRN), a global leader in vehicle telematics, announced today that it will be participating at the 15th Annual LD Micro Invitational investor conference taking place in New York on April 9th and 10th, 2025.
Neutral
Seeking Alpha
2 months ago
Buying The Dip (With These 6 Stocks) During Market Uncertainty
The market is rotating into defensive sectors due to increased uncertainty and volatility. Key drivers of market uncertainty in 2025 include tariffs, inflation, and earnings deterioration for major tech companies.
Neutral
Seeking Alpha
2 months ago
Ituran Location and Control Ltd. (ITRN) Q4 2024 Earnings Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q4 2024 Earnings Conference Call February 26, 2025 10:00 AM ET Company Participants Kenny Green - IR, EK Global Investor Relations Eyal Sheratzky - CEO Eli Kamer - CFO Conference Call Participants Sergey Glinyanov - Freedom Capital Chris Reimer - Barclays Boris Schneider - More Investments Operator Ladies and gentlemen, thank you for standing by.
Neutral
PRNewsWire
2 months ago
ITURAN LOCATION AND CONTROL LTD Announces Dividend Distribution of $10 Million Declared for the Fourth Quarter of 2024
Dividend declared in accordance with the Company's updated dividend policy which increases the quarterly dividend amount by 25% to at least $10 million per quarter AZOUR, Israel , Feb. 26, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) announced that the Board of Directors approved the distribution of a cash dividend in the amount of $0.50 per share, totaling approximately US$ 10 million.
Neutral
PRNewsWire
2 months ago
ITURAN PRESENTS FOURTH QUARTER & FULL YEAR 2024 RESULTS
Increases net subscriber-add expectations for 2025 significantly to 180-200,000, expecting to reach 2.6 million subscribers by year-end; Increases dividend policy by 25% to $10 million per quarter; AZOUR, Israel , Feb. 26, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) today announced its consolidated financial results for the fourth quarter 2024.
Positive
Seeking Alpha
2 months ago
Ituran Q4 Earnings Preview: More Room To Grow
Initiating coverage on Ituran Location and Control Ltd. ahead of Q4 and full-year 2024 earnings release on February 26th. Earnings are likely to be positive, as guidance and consensus have been conservative for the last several quarters. Despite the recent run-up in share price, I believe that ITRN has more room to grow as market tailwinds accelerate.
Positive
Seeking Alpha
2 months ago
Ituran Location And Control: Finally Fairly Valued, Q4 Numbers May Change It
I initially rated Ituran Location and Control Ltd. (ITRN) as undervalued by about 1/3, predicting growth from new strategic partnerships and market expansions. After a stagnant period, ITRN surged over 50% in 3 months, validating my "Buy" call and outperforming the S&P 500 index. Right now, the stock is finally trading "fairly" based on the EV/EBITDA ratio.
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