Machina Capital S.A.S. Boosts Stock Holdings in Motorola Solutions, Inc. $MSI

Machina Capital S.A.S. boosted its stake in Motorola Solutions, Inc. (NYSE:MSI) by 345.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 13,948 shares of the communications equipment provider’s stock after acquiring an additional 10,816 shares during the quarter. Motorola Solutions comprises 1.2% of Machina Capital S.A.S.’s investment portfolio, making the stock its 6th largest position. Machina Capital S.A.S.’s holdings in Motorola Solutions were worth $5,865,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. IFC Advisors LLC lifted its position in Motorola Solutions by 0.6% in the 2nd quarter. IFC Advisors LLC now owns 4,043 shares of the communications equipment provider’s stock valued at $1,700,000 after acquiring an additional 25 shares in the last quarter. Trust Point Inc. lifted its position in Motorola Solutions by 3.9% in the 2nd quarter. Trust Point Inc. now owns 692 shares of the communications equipment provider’s stock valued at $291,000 after acquiring an additional 26 shares in the last quarter. Hemington Wealth Management lifted its position in Motorola Solutions by 17.1% in the 1st quarter. Hemington Wealth Management now owns 185 shares of the communications equipment provider’s stock valued at $80,000 after acquiring an additional 27 shares in the last quarter. D.A. Davidson & CO. lifted its position in Motorola Solutions by 2.7% in the 1st quarter. D.A. Davidson & CO. now owns 1,079 shares of the communications equipment provider’s stock valued at $473,000 after acquiring an additional 28 shares in the last quarter. Finally, Rainier Family Wealth Inc. lifted its position in Motorola Solutions by 1.5% in the 1st quarter. Rainier Family Wealth Inc. now owns 1,913 shares of the communications equipment provider’s stock valued at $838,000 after acquiring an additional 28 shares in the last quarter. 84.17% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MSI has been the topic of several research reports. Barclays cut their price objective on shares of Motorola Solutions from $509.00 to $495.00 and set an “overweight” rating on the stock in a research report on Friday. Piper Sandler reiterated a “neutral” rating and issued a $465.00 price target (down from $495.00) on shares of Motorola Solutions in a research note on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of Motorola Solutions in a research note on Wednesday, October 8th. Evercore ISI lifted their price target on shares of Motorola Solutions from $500.00 to $525.00 and gave the company an “outperform” rating in a research note on Friday, August 29th. Finally, Wolfe Research began coverage on shares of Motorola Solutions in a research note on Monday, July 7th. They issued a “peer perform” rating on the stock. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $507.50.

Insider Activity

In other news, SVP Rajan Naik sold 8,014 shares of the business’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $474.45, for a total transaction of $3,802,242.30. Following the transaction, the senior vice president directly owned 10,244 shares in the company, valued at $4,860,265.80. The trade was a 43.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Gregory Q. Brown sold 82,765 shares of the business’s stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $463.05, for a total transaction of $38,324,333.25. Following the transaction, the chief executive officer owned 57,836 shares in the company, valued at $26,780,959.80. This represents a 58.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 248,493 shares of company stock valued at $116,848,278 over the last quarter. 1.44% of the stock is currently owned by company insiders.

Motorola Solutions Stock Down 5.9%

Shares of MSI stock opened at $406.61 on Monday. The firm has a market capitalization of $67.74 billion, a P/E ratio of 32.74, a PEG ratio of 3.46 and a beta of 0.97. The firm’s fifty day moving average price is $459.91 and its two-hundred day moving average price is $437.67. Motorola Solutions, Inc. has a 1 year low of $388.90 and a 1 year high of $507.82. The company has a current ratio of 1.73, a quick ratio of 1.54 and a debt-to-equity ratio of 3.86.

Motorola Solutions (NYSE:MSI) last released its quarterly earnings data on Thursday, October 30th. The communications equipment provider reported $4.06 earnings per share for the quarter, topping the consensus estimate of $3.85 by $0.21. The company had revenue of $3.01 billion for the quarter, compared to analyst estimates of $2.99 billion. Motorola Solutions had a net margin of 19.08% and a return on equity of 134.30%. Motorola Solutions’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the business earned $3.74 EPS. Motorola Solutions has set its Q4 2025 guidance at 4.300-4.360 EPS. FY 2025 guidance at 15.090-15.150 EPS. On average, equities analysts predict that Motorola Solutions, Inc. will post 13.55 EPS for the current fiscal year.

Motorola Solutions Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders of record on Monday, September 15th were paid a dividend of $0.0109 per share. The ex-dividend date was Monday, September 15th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. Motorola Solutions’s payout ratio is currently 34.99%.

Motorola Solutions Company Profile

Motorola Solutions, Inc provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce.