ABN AMRO Bank N.V. Boosts Stake in Motorola Solutions, Inc. $MSI

Key Points

• ABN AMRO Bank N.V. increased its stake in Motorola Solutions by 8% in the fourth quarter, bringing its holdings to 140,585 shares valued at about $53.7 million.
• Motorola Solutions reported better-than-expected first-quarter results, with EPS of $3.37 and revenue of $2.71 billion, while also raising its full-year 2026 guidance on strong demand and a record backlog.
• Analysts remain upbeat on the stock, with multiple firms raising price targets and the consensus rating staying at Buy; meanwhile, insiders sold shares over the past few months, including sizable sales by the CEO.

ABN AMRO Bank N.V. raised its position in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 8.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 140,585 shares of the communications equipment provider's stock after acquiring an additional 10,355 shares during the period. ABN AMRO Bank N.V. owned approximately 0.08% of Motorola Solutions worth $53,713,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Orion Capital Management LLC acquired a new position in shares of Motorola Solutions during the third quarter worth about $25,000. United Community Bank lifted its stake in shares of Motorola Solutions by 81.3% during the third quarter. United Community Bank now owns 58 shares of the communications equipment provider's stock worth $27,000 after purchasing an additional 26 shares in the last quarter. Strategic Advocates LLC acquired a new position in shares of Motorola Solutions during the third quarter worth about $28,000. JPL Wealth Management LLC acquired a new position in shares of Motorola Solutions during the third quarter worth about $31,000. Finally, Field & Main Bank acquired a new position in shares of Motorola Solutions during the third quarter worth about $35,000. Hedge funds and other institutional investors own 84.17% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Barclays boosted their price target on Motorola Solutions from $495.00 to $506.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Piper Sandler boosted their price target on Motorola Solutions from $499.00 to $503.00 and gave the stock an "overweight" rating in a research note on Friday. JPMorgan Chase & Co. boosted their price target on Motorola Solutions from $515.00 to $520.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Weiss Ratings upgraded Motorola Solutions from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 2nd. Finally, Argus upgraded Motorola Solutions to a "strong-buy" rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $504.33.

Key Motorola Solutions News

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

Insider Activity at Motorola Solutions

In other 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 directly owned 9,529 shares of the company's stock, valued at approximately $4,488,254.29. This represents a 42.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Gregory Q. Brown sold 28,435 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $477.95, for a total value of $13,590,508.25. Following the transaction, the chief executive officer directly owned 90,721 shares of the company's stock, valued at $43,360,101.95. This trade represents a 23.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 129,069 shares of company stock valued at $60,779,964 over the last three months. 1.28% of the stock is owned by insiders.

Motorola Solutions Stock Up 0.0%

Shares of Motorola Solutions stock opened at $384.02 on Monday. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28. The firm has a market cap of $63.75 billion, a P/E ratio of 30.94, a P/E/G ratio of 2.68 and a beta of 0.93. Motorola Solutions, Inc. has a fifty-two week low of $359.36 and a fifty-two week high of $492.22. The business has a 50-day moving average price of $450.57 and a 200 day moving average price of $416.98.

Motorola Solutions (NYSE:MSI - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating the consensus estimate 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%.Motorola Solutions's quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the company earned $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, sell-side analysts forecast that Motorola Solutions, Inc. will post 15.25 earnings per share for the current fiscal year.

Motorola Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 20th were issued a $1.21 dividend. This represents a $4.84 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, March 20th. Motorola Solutions's payout ratio is currently 39.00%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.