Ituran (ITRN)
Delivers location-based telematics services for vehicles, fleets and connected-car customers.
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Sells or leases telematics devices and earns recurring revenue from location-based services. Its offering spans stolen-vehicle recovery, fleet management, connected-car, asset tracking and usage-based insurance.
Provides stolen-vehicle recovery, fleet-management, connected-car, asset-tracking and usage-based-insurance services through telematics devices and recurring location-based subscriptions. Devices are sold or leased alongside those services, and the location-based offerings generate recurring service revenue. The offering combines hardware and services.
Operations are centered in Israel and Latin America, with Road Track extending the Latin American telematics presence. Services reach retail, insurance, financing and OEM automotive sectors; connected services also include telematics for motorcycles and financing products.
The operating model depends on ongoing subscriptions, telematics hardware and OEM relationships, alongside new services and expansion into additional markets.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 9, 2026 | Loop Capital Markets | Target | Target: — | Target: $57 |
| Mar 5, 2026 | Barclays | Target | Target: — | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $103.7M · Total debt $4.2M · Total assets $408.4M · Shareholders' equity $218.4M
- Revenue
- $104.8M
- Operating income
- $23.8M
- Net income
- $17.3M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 60.23% | 11.98M ADS | |
|---|---|---|---|
| 214 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 27.76% | 5.52M ADS | |
| 5 holders · as of Mar 26, 2026 | |||
| Strategic holders | 12.45% | 2.48M ADS | |
| 2 holders · as of Feb 7, 2022 | |||
| Adds to | 100.44% | ||
19.89M ADS as of Sep 7, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2022 annual report; nothing newer is on file here.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.44%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Izzy SheratzkyInsiderdirector, officer: President | 19.44% | 3.87M ordinary | filed Mar 25, 2026 |
The Phoenix Holdings Ltd.Strategic | 8.91% | 1.77M | filed Feb 7, 2022 |
Yehuda KahaneInsiderdirector | 6.59% | 1.31M ordinary | filed Mar 25, 2026 |
Y.D. More Investments LtdInstitution | 4.48% | 891,274 ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 4.34% | 863,710 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ituran | $52.67 | +0.12% | $1.05B | 16.2 | 13.8 | 2.7 | +20.7% |
| PowerFleet | $2.93 | −1.85% | $400.0M | — | 66.2 | 0.9 | +6.4% |
| General Motors | $83.42 | −0.04% | $75.48B | 42.1 | 5.9 | 0.4 | +1.9% |
| Verizon | $46.97 | +1.11% | $193.95B | 12.1 | 9.2 | 1.4 | −0.7% |
| Median | 27.1 | 9.2 | 0.9 | +1.9% |