California State Teachers Retirement System Has $44.29 Billion Stock Position in Motorola Solutions, Inc. $MSI

Key Points

• California State Teachers Retirement System dramatically increased its Motorola Solutions stake by purchasing 106.4 million additional shares in the second quarter, bringing its holdings to 106.7 million shares valued at $44.29 billion.
• Motorola Solutions exceeded quarterly earnings expectations, reporting $4.41 in EPS and $3.13 billion in revenue, with revenue up 13.3% year over year. Analysts maintain a “Moderate Buy” consensus rating and an average price target of $519.44.
• The company declared a quarterly dividend of $1.21 per share, equal to an annualized $4.84 payout and a 1.0% yield; CEO Gregory Brown and an executive vice president also recently sold shares.

California State Teachers Retirement System raised its position in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 41,102.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 106,656,854 shares of the communications equipment provider's stock after buying an additional 106,397,991 shares during the period. California State Teachers Retirement System owned 64.45% of Motorola Solutions worth $44,293,525,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in MSI. Revolve Wealth Partners LLC acquired a new stake in shares of Motorola Solutions during the fourth quarter worth approximately $208,000. Sivia Capital Partners LLC acquired a new position in shares of Motorola Solutions in the 2nd quarter worth approximately $210,000. HUB Investment Partners LLC grew its position in Motorola Solutions by 38.7% during the 2nd quarter. HUB Investment Partners LLC now owns 2,540 shares of the communications equipment provider's stock worth $1,068,000 after acquiring an additional 709 shares during the last quarter. Peapack Gladstone Financial Corp grew its position in Motorola Solutions by 17.7% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 16,279 shares of the communications equipment provider's stock worth $6,845,000 after acquiring an additional 2,450 shares during the last quarter. Finally, Diversify Advisory Services LLC acquired a new stake in Motorola Solutions during the 2nd quarter valued at $891,000. 84.17% of the stock is owned by institutional investors.

Motorola Solutions Price Performance

MSI opened at $468.28 on Monday. The company has a fifty day moving average price of $445.12 and a two-hundred day moving average price of $437.05. The firm has a market capitalization of $77.50 billion, a PE ratio of 36.87, a P/E/G ratio of 2.80 and a beta of 0.88. Motorola Solutions, Inc. has a 52 week low of $359.36 and a 52 week high of $494.85. The company has a debt-to-equity ratio of 3.13, a quick ratio of 0.86 and a current ratio of 1.10.

Motorola Solutions (NYSE:MSI - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, beating analysts' consensus estimates of $3.85 by $0.56. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%.The company had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3 billion. During the same quarter in the prior year, the business posted $3.57 EPS. The firm's quarterly revenue was up 13.3% on a year-over-year basis. 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. As a group, analysts anticipate that Motorola Solutions, Inc. will post 15.87 earnings per share for the current year.

Motorola Solutions Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.21 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.84 dividend on an annualized basis and a yield of 1.0%. Motorola Solutions's dividend payout ratio (DPR) is 38.11%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Truist Financial boosted their price objective on Motorola Solutions from $525.00 to $545.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Zacks Research lowered Motorola Solutions from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 18th. Piper Sandler lifted their price target on Motorola Solutions from $503.00 to $530.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. Evercore reiterated an "outperform" rating and set a $550.00 price target on shares of Motorola Solutions in a research report on Wednesday, August 26th. Finally, UBS Group increased their price objective on shares of Motorola Solutions from $510.00 to $520.00 and gave the stock a "buy" rating in a report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $519.44.

Insider Transactions at Motorola Solutions

In related news, CEO Gregory Brown sold 14,220 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $485.22, for a total value of $6,899,828.40. Following the sale, the chief executive officer directly owned 66,648 shares in the company, valued at $32,338,942.56. This trade represents a 17.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Kathryn A. Moore sold 1,004 shares of Motorola Solutions stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $476.96, for a total transaction of $478,867.84. Following the transaction, the senior vice president directly owned 1,282 shares in the company, valued at $611,462.72. The trade was a 43.92% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.28% of the stock is currently owned by company insiders.

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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