Kepler Cheuvreux Suisse SA reduced its position in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 92.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,308 shares of the communications equipment provider’s stock after selling 82,324 shares during the period. Kepler Cheuvreux Suisse SA’s holdings in Motorola Solutions were worth $2,418,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Motorola Solutions by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 22,171,959 shares of the communications equipment provider’s stock valued at $10,139,015,000 after acquiring an additional 286,366 shares during the period. Capital World Investors increased its position in shares of Motorola Solutions by 5.5% during the third quarter. Capital World Investors now owns 9,386,519 shares of the communications equipment provider’s stock valued at $4,292,310,000 after buying an additional 490,354 shares during the period. Raymond James Financial Inc. increased its position in shares of Motorola Solutions by 0.9% during the third quarter. Raymond James Financial Inc. now owns 3,433,482 shares of the communications equipment provider’s stock valued at $1,570,096,000 after buying an additional 31,744 shares during the period. Swedbank AB increased its position in shares of Motorola Solutions by 10.7% during the fourth quarter. Swedbank AB now owns 1,490,010 shares of the communications equipment provider’s stock valued at $571,151,000 after buying an additional 144,518 shares during the period. Finally, Ameriprise Financial Inc. increased its position in shares of Motorola Solutions by 35.2% during the second quarter. Ameriprise Financial Inc. now owns 1,355,159 shares of the communications equipment provider’s stock valued at $568,930,000 after buying an additional 353,113 shares during the period. 84.17% of the stock is currently owned by institutional investors.
Key Headlines Impacting Motorola Solutions
Here are the key news stories impacting Motorola Solutions this week:
- Positive Sentiment: Motorola Solutions beat first-quarter earnings and revenue estimates, with EPS of $3.37 and revenue of $2.71 billion, helped by strong demand in software, video security, and mission-critical communications. The company also reported record backlog and orders, reinforcing visibility into future revenue growth. Article Title
- Positive Sentiment: Management raised full-year 2026 guidance, signaling continued robust demand. The company now expects FY 2026 EPS of $16.87-$16.99 and revenue of about $12.8 billion, both above consensus, which is typically supportive for the stock. Article Title
- Positive Sentiment: Piper Sandler increased its price target on Motorola Solutions to $503 from $499 and reiterated an overweight rating, suggesting analysts remain bullish on the company’s earnings trajectory and business momentum. Article Title
- Neutral Sentiment: Several follow-up articles and transcript coverage centered on the quarter’s metrics and management commentary, but they do not add materially new information beyond the earnings release and guidance update. Article Title
- Negative Sentiment: Despite the upbeat results, some investors may be taking profits after the stock’s strong prior performance and elevated valuation, especially since the shares had already rallied before the earnings release. Article Title
Motorola Solutions Stock Up 0.0%
Motorola Solutions (NYSE:MSI – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. The firm had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.70 billion. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.18 earnings per share. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. On average, analysts forecast that Motorola Solutions, Inc. will post 15.25 earnings per share for the current fiscal year.
Motorola Solutions Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 20th were paid a dividend of $1.21 per share. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, March 20th. Motorola Solutions’s dividend payout ratio is 39.00%.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently weighed in on MSI shares. Piper Sandler upped their price target on Motorola Solutions from $499.00 to $503.00 and gave the company an “overweight” rating in a research report on Friday. Argus raised Motorola Solutions to a “strong-buy” rating in a report on Friday, February 13th. Barclays boosted their price objective on Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their price objective on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Finally, Raymond James Financial reissued an “outperform” rating and set a $530.00 price objective on shares of Motorola Solutions in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $504.33.
Read Our Latest Research Report on Motorola Solutions
Insider Activity at Motorola Solutions
In related news, CEO Cynthia Yazdi sold 7,000 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $471.01, for a total transaction of $3,297,070.00. Following the completion of the transaction, the chief executive officer owned 9,529 shares in the company, valued at $4,488,254.29. This represents a 42.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Kenneth D. Denman sold 434 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $470.12, for a total value of $204,032.08. Following the transaction, the director owned 7,153 shares of the company’s stock, valued at approximately $3,362,768.36. This represents a 5.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 129,069 shares of company stock worth $60,779,964 over the last quarter. 1.28% of the stock is owned by corporate insiders.
Motorola Solutions Company 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.
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