Motorola Solutions, Inc. $MSI Shares Sold by Shell Asset Management Co.

Shell Asset Management Co. reduced its position in Motorola Solutions, Inc. (NYSE:MSI) by 21.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,602 shares of the communications equipment provider’s stock after selling 1,547 shares during the period. Shell Asset Management Co.’s holdings in Motorola Solutions were worth $2,562,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of MSI. Orion Capital Management LLC acquired a new position in shares of Motorola Solutions in the 3rd quarter valued at about $25,000. United Community Bank lifted its position in Motorola Solutions by 81.3% in the 3rd quarter. United Community Bank now owns 58 shares of the communications equipment provider’s stock worth $27,000 after buying an additional 26 shares in the last quarter. Halbert Hargrove Global Advisors LLC acquired a new position in Motorola Solutions in the third quarter worth approximately $33,000. Whipplewood Advisors LLC increased its position in Motorola Solutions by 289.5% during the second quarter. Whipplewood Advisors LLC now owns 74 shares of the communications equipment provider’s stock worth $31,000 after buying an additional 55 shares during the last quarter. Finally, Field & Main Bank bought a new position in Motorola Solutions in the 3rd quarter worth $35,000. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Motorola Solutions News Roundup

Here are the key news stories impacting Motorola Solutions this week:

• Positive Sentiment: Q4 results beat expectations — MSI reported record quarterly revenue and margins with EPS of $4.59 versus estimates (~$4.35) and revenue up year-over-year, underpinning the stronger outlook and showing demand strength. Motorola Beats Q4 Earnings Estimates on Record Revenues & Margins
• Positive Sentiment: Management raised FY2026 guidance notably — EPS guide 16.70–16.85 vs. Street ~15.70 and revenue guidance around $12.7B, signaling management confidence in continued growth and margin expansion. Motorola Solutions Posts Record Results, Raises 2026 Outlook
• Positive Sentiment: AI-driven video-safety products are highlighted as a key growth driver — stronger demand for AI video analytics and software subscription layers is expanding backlog and recurring revenue, improving long-term visibility. Motorola Solutions (MSI) to Benefit From AI-Driven Video Safety Developments
• Positive Sentiment: Analyst support: JPMorgan bumped its price target to $520 and kept an overweight rating, reinforcing upside expectations after the results. Benzinga
• Neutral Sentiment: Full earnings call and transcripts are available for deeper read — useful for investors wanting management details on margin drivers, backlog composition and execution plans. Motorola Solutions, Inc. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near-term revenue guide for Q1 is slightly below some Street estimates (guidance ~ $2.7B vs. consensus nearer $2.8B), which could cap upside in the near term despite stronger EPS guidance. MSI Q4 Deep Dive: AI-Driven Solutions and Backlog Expansion Propel Growth

Motorola Solutions Price Performance

Shares of NYSE MSI opened at $462.19 on Friday. Motorola Solutions, Inc. has a 1-year low of $359.36 and a 1-year high of $492.22. The company has a current ratio of 1.04, a quick ratio of 0.86 and a debt-to-equity ratio of 3.47. The firm has a market cap of $76.98 billion, a P/E ratio of 36.22, a price-to-earnings-growth ratio of 3.45 and a beta of 1.00. The business’s 50 day moving average is $392.04 and its 200-day moving average is $421.24.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 EPS for the quarter, beating analysts’ consensus estimates of $4.35 by $0.24. Motorola Solutions had a return on equity of 110.75% and a net margin of 18.44%.The firm had revenue of $3.38 billion for the quarter, compared to analyst estimates of $3.34 billion. During the same period last year, the firm posted $4.04 earnings per share. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. Equities research analysts predict that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Monday, December 15th were given a dividend of $1.21 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Motorola Solutions’s previous quarterly dividend of $0.01. Motorola Solutions’s payout ratio is currently 37.93%.

Analysts Set New Price Targets

MSI has been the subject of several research reports. Weiss Ratings cut shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Morgan Stanley reissued an “overweight” rating and issued a $470.00 target price on shares of Motorola Solutions in a research note on Thursday. Piper Sandler restated an “overweight” rating and issued a $499.00 target price (up previously from $443.00) on shares of Motorola Solutions in a research note on Thursday. JPMorgan Chase & Co. increased their price objective on shares of Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Northcoast Research upgraded shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 price target for the company in a research report on Monday, December 1st. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $497.14.

Motorola Solutions Profile

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.