Motorola Solutions, Inc. $MSI Position Increased by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lifted its position in Motorola Solutions, Inc. (NYSE:MSI) by 12.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 479,432 shares of the communications equipment provider’s stock after acquiring an additional 51,375 shares during the period. PNC Financial Services Group Inc. owned about 0.29% of Motorola Solutions worth $219,240,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in Motorola Solutions during the 2nd quarter valued at $872,307,000. Marshall Wace LLP purchased a new position in shares of Motorola Solutions during the second quarter valued at $230,743,000. Voya Investment Management LLC lifted its stake in Motorola Solutions by 116.5% in the 3rd quarter. Voya Investment Management LLC now owns 841,463 shares of the communications equipment provider’s stock worth $384,793,000 after acquiring an additional 452,822 shares in the last quarter. Qube Research & Technologies Ltd boosted its position in Motorola Solutions by 54.5% during the 2nd quarter. Qube Research & Technologies Ltd now owns 1,195,796 shares of the communications equipment provider’s stock worth $502,784,000 after acquiring an additional 422,039 shares during the period. Finally, Vanguard Group Inc. grew its stake in Motorola Solutions by 1.8% during the 2nd quarter. Vanguard Group Inc. now owns 21,885,593 shares of the communications equipment provider’s stock valued at $9,202,016,000 after acquiring an additional 384,479 shares in the last quarter. Hedge funds and other institutional investors own 84.17% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on MSI. JPMorgan Chase & Co. increased their price target on shares of Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a research report on Thursday. Northcoast Research upgraded shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 target price for the company in a research report on Monday, December 1st. Morgan Stanley restated an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a report on Thursday. Weiss Ratings lowered Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Finally, Barclays lifted their price objective on Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a research report on Thursday. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $497.14.

Motorola Solutions Trading Up 1.9%

Shares of NYSE:MSI opened at $462.19 on Friday. 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 stock has a market capitalization of $76.98 billion, a PE ratio of 36.22, a P/E/G ratio of 3.45 and a beta of 1.00. Motorola Solutions, Inc. has a 1 year low of $359.36 and a 1 year high of $492.22. The firm has a fifty day moving average price of $392.04 and a 200 day moving average price of $421.24.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 earnings per share for the quarter, topping analysts’ consensus estimates of $4.35 by $0.24. The company had revenue of $3.38 billion during the quarter, compared to analysts’ expectations of $3.34 billion. Motorola Solutions had a return on equity of 110.75% and a net margin of 18.44%.The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.04 earnings per share. Analysts expect that Motorola Solutions, Inc. will post 13.55 EPS for the current fiscal year.

Motorola Solutions Increases Dividend

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

Motorola Solutions News Summary

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 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.