State of New Jersey Common Pension Fund D Has $26.45 Million Stock Holdings in Motorola Solutions, Inc. $MSI

State of New Jersey Common Pension Fund D boosted its stake in shares of Motorola Solutions, Inc. (NYSE:MSI) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,837 shares of the communications equipment provider’s stock after purchasing an additional 1,450 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Motorola Solutions were worth $26,448,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of MSI. Hardy Reed LLC lifted its stake in shares of Motorola Solutions by 7.1% during the 3rd quarter. Hardy Reed LLC now owns 510 shares of the communications equipment provider’s stock worth $233,000 after buying an additional 34 shares during the last quarter. PNC Financial Services Group Inc. raised its holdings in Motorola Solutions by 12.0% in the 3rd quarter. PNC Financial Services Group Inc. now owns 479,432 shares of the communications equipment provider’s stock valued at $219,240,000 after acquiring an additional 51,375 shares during the period. ABN Amro Investment Solutions lifted its position in Motorola Solutions by 4.7% during the third quarter. ABN Amro Investment Solutions now owns 3,904 shares of the communications equipment provider’s stock worth $1,785,000 after acquiring an additional 175 shares during the last quarter. HighTower Advisors LLC boosted its holdings in shares of Motorola Solutions by 6.2% during the third quarter. HighTower Advisors LLC now owns 39,987 shares of the communications equipment provider’s stock worth $18,306,000 after acquiring an additional 2,328 shares during the period. Finally, Aberdeen Group plc grew its position in shares of Motorola Solutions by 1.2% in the third quarter. Aberdeen Group plc now owns 148,170 shares of the communications equipment provider’s stock valued at $67,572,000 after purchasing an additional 1,802 shares during the last quarter. 84.17% of the stock is owned by institutional investors.

Motorola Solutions Trading Up 1.9%

MSI opened at $462.19 on Monday. The stock has a market capitalization of $76.57 billion, a price-to-earnings ratio of 36.22, a P/E/G ratio of 3.56 and a beta of 1.00. The company has a quick ratio of 0.87, a current ratio of 1.04 and a debt-to-equity ratio of 3.47. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $492.22. The company has a 50-day simple moving average of $392.04 and a 200 day simple moving average of $421.14.

Motorola Solutions (NYSE:MSI) last released its earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 EPS for the quarter, beating the consensus estimate of $4.35 by $0.24. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. 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 earned $4.04 EPS. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. Analysts predict that Motorola Solutions, Inc. will post 13.55 EPS for the current fiscal year.

Motorola Solutions Increases Dividend

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

Key Headlines Impacting Motorola Solutions

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

Analyst Ratings Changes

Several analysts recently issued reports on the company. Piper Sandler restated an “overweight” rating and issued a $499.00 price target (up from $443.00) on shares of Motorola Solutions in a research note on Thursday. Barclays boosted their target price on shares of Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a research report on Thursday. Morgan Stanley reaffirmed an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a research report on Thursday. JPMorgan Chase & Co. boosted their price objective on shares of Motorola Solutions from $515.00 to $520.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Northcoast Research raised shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 target price on the stock in a report on Monday, December 1st. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Motorola Solutions currently has an average rating of “Moderate Buy” and an average 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.