Assenagon Asset Management S.A. Boosts Stock Position in Motorola Solutions, Inc. $MSI

Key Points

• Assenagon Asset Management increased its Motorola Solutions stake by 338.2% in the second quarter, bringing its holdings to 250,624 shares valued at approximately $104.1 million. Institutional investors collectively own 84.17% of MSI.
• Motorola Solutions reported strong quarterly results, with revenue up 13.3% year over year to $3.13 billion and EPS of $4.41, beating expectations. The company issued 2026 adjusted EPS guidance of $17.62–$17.72 and cited resilient public-safety demand and a record $15.6 billion backlog.
• Analysts remain bullish, with Piper Sandler, Barclays and UBS raising price targets; the stock has a consensus “Buy” rating and an average target of $516.67. Motorola also pays a quarterly dividend of $1.21 per share, representing a 1.0% yield.

Assenagon Asset Management S.A. boosted its position in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 338.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 250,624 shares of the communications equipment provider's stock after purchasing an additional 193,430 shares during the quarter. Assenagon Asset Management S.A. owned about 0.15% of Motorola Solutions worth $104,082,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evelyn Partners Asset Management Ltd purchased a new stake in Motorola Solutions during the first quarter worth approximately $1,052,000. Crestmont Private Wealth LLC acquired a new stake in shares of Motorola Solutions in the fourth quarter worth $1,907,000. Janney Montgomery Scott LLC raised its stake in shares of Motorola Solutions by 11.4% in the 1st quarter. Janney Montgomery Scott LLC now owns 63,931 shares of the communications equipment provider's stock valued at $27,744,000 after acquiring an additional 6,564 shares during the period. Hsbc Holdings PLC lifted its holdings in shares of Motorola Solutions by 12.9% during the 4th quarter. Hsbc Holdings PLC now owns 591,086 shares of the communications equipment provider's stock valued at $226,642,000 after acquiring an additional 67,467 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Motorola Solutions by 15.9% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 706,588 shares of the communications equipment provider's stock valued at $270,849,000 after acquiring an additional 96,751 shares in the last quarter. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Motorola Solutions Stock Down 1.3%

NYSE:MSI opened at $467.74 on Friday. The company has a current ratio of 1.10, a quick ratio of 0.86 and a debt-to-equity ratio of 3.13. The stock has a 50 day moving average of $417.03 and a 200-day moving average of $428.40. The firm has a market capitalization of $77.41 billion, a PE ratio of 36.83, a price-to-earnings-growth ratio of 3.30 and a beta of 0.87. Motorola Solutions, Inc. has a 52 week low of $359.36 and a 52 week high of $493.57.

Motorola Solutions (NYSE:MSI - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.85 by $0.56. The business had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3 billion. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%.The business's revenue was up 13.3% on a year-over-year basis. During the same quarter last year, the business posted $3.57 EPS. Motorola Solutions has set its Q3 2026 guidance at 4.390-4.440 EPS and its FY 2026 guidance at 17.620-17.720 EPS. Analysts predict that Motorola Solutions, Inc. will post 15.19 EPS for the current year.

Motorola Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, June 17th were given a dividend of $1.21 per share. The ex-dividend date was Wednesday, June 17th. This represents a $4.84 annualized dividend and a dividend yield of 1.0%. Motorola Solutions's payout ratio is currently 38.11%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Piper Sandler increased their target price on Motorola Solutions from $503.00 to $530.00 and gave the company an "overweight" rating in a research note on Thursday. Bank of America reissued a "buy" rating on shares of Motorola Solutions in a research report on Thursday. Barclays upped their price target on Motorola Solutions from $509.00 to $529.00 and gave the stock an "overweight" rating in a report on Thursday. Zacks Research raised shares of Motorola Solutions from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 20th. Finally, UBS Group lifted their price objective on shares of Motorola Solutions from $510.00 to $520.00 and gave the company a "buy" rating in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Motorola Solutions presently has a consensus rating of "Buy" and an average price target of $516.67.

Trending Headlines about Motorola Solutions

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

• Positive Sentiment: Strong Q2 results and higher guidance: Revenue rose 13% year over year to $3.13 billion, while adjusted EPS increased 24% to $4.41, exceeding consensus estimates. Motorola Solutions raised its 2026 revenue outlook to approximately $12.975 billion and adjusted EPS guidance to $17.62-$17.72. Motorola Solutions lifts annual guidance on resilient public safety demand
• Positive Sentiment: Record backlog supports future growth: Orders lifted backlog to an all-time high of $15.6 billion, with demand for public-safety communications, software, video, and services contributing to broad-based growth. Motorola Solutions Q2 Earnings and Guidance Signal Stronger Growth
• Positive Sentiment: Analysts raised price targets: Truist and JPMorgan each lifted their target to $545, while Piper Sandler raised its target to $530; the firms maintained Buy or Overweight ratings. Motorola Solutions analyst price-target changes
• Positive Sentiment: Technical momentum remains favorable: MSI’s 50-day moving average recently crossed above its 200-day moving average, forming a “golden cross,” a signal that may attract momentum-oriented investors. Motorola MSI Just Flashed Golden Cross Signal

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.

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