Dodge & Cox Purchases 2,601 Shares of Motorola Solutions, Inc. $MSI

Key Points

• Dodge & Cox increased its stake in Motorola Solutions by 30.1% in Q1, holding a total of 11,228 shares valued at approximately $4.92 million.
• Motorola Solutions reported earnings of $3.57 per share, exceeding estimates, and had a revenue of $2.77 billion for the quarter, showing a 5.2% year-over-year increase.
• The stock's analyst ratings show a consensus of "Moderate Buy" with an average target price of $512.67, despite a recent downgrade from Wall Street Zen from "buy" to "hold."

Dodge & Cox lifted its stake in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 30.1% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 11,228 shares of the communications equipment provider's stock after buying an additional 2,601 shares during the quarter. Dodge & Cox's holdings in Motorola Solutions were worth $4,916,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Deseret Mutual Benefit Administrators increased its position in Motorola Solutions by 5.4% during the 1st quarter. Deseret Mutual Benefit Administrators now owns 471 shares of the communications equipment provider's stock worth $206,000 after purchasing an additional 24 shares in the last quarter. Clark Capital Management Group Inc. increased its position in Motorola Solutions by 4.3% during the 4th quarter. Clark Capital Management Group Inc. now owns 636 shares of the communications equipment provider's stock worth $294,000 after purchasing an additional 26 shares in the last quarter. Wesbanco Bank Inc. increased its position in Motorola Solutions by 2.0% during the 1st quarter. Wesbanco Bank Inc. now owns 1,315 shares of the communications equipment provider's stock worth $576,000 after purchasing an additional 26 shares in the last quarter. Hemington Wealth Management increased its position in Motorola Solutions by 17.1% during the 1st quarter. Hemington Wealth Management now owns 185 shares of the communications equipment provider's stock worth $80,000 after purchasing an additional 27 shares in the last quarter. Finally, D.A. Davidson & CO. increased its position in Motorola Solutions by 2.7% during the 1st quarter. D.A. Davidson & CO. now owns 1,079 shares of the communications equipment provider's stock worth $473,000 after purchasing an additional 28 shares in the last quarter. Institutional investors and hedge funds own 84.17% of the company's stock.

Insider Buying and Selling at Motorola Solutions

In other Motorola Solutions news, CEO Gregory Q. Brown sold 17,600 shares of the firm's stock in a transaction on Friday, August 15th. The shares were sold at an average price of $459.79, for a total value of $8,092,304.00. Following the transaction, the chief executive officer directly owned 24,046 shares of the company's stock, valued at approximately $11,056,110.34. This trade represents a 42.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO John P. Molloy sold 37,514 shares of the firm's stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $462.38, for a total transaction of $17,345,723.32. Following the completion of the transaction, the chief operating officer directly owned 59,328 shares in the company, valued at $27,432,080.64. This trade represents a 38.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 137,879 shares of company stock valued at $63,762,361. Insiders own 1.44% of the company's stock.

Wall Street Analyst Weigh In

MSI has been the subject of a number of research analyst reports. UBS Group upped their price objective on shares of Motorola Solutions from $490.00 to $510.00 and gave the stock a "buy" rating in a research report on Friday, August 8th. Barclays lowered their price objective on shares of Motorola Solutions from $511.00 to $509.00 and set an "overweight" rating for the company in a research report on Friday, August 8th. William Blair reiterated an "outperform" rating on shares of Motorola Solutions in a research report on Wednesday, May 28th. Wall Street Zen lowered shares of Motorola Solutions from a "buy" rating to a "hold" rating in a report on Thursday, May 22nd. Finally, Wolfe Research began coverage on shares of Motorola Solutions in a research note on Monday, July 7th. They set a "peer perform" rating for the company. Nine equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $512.67.

Motorola Solutions Trading Up 1.3%

NYSE MSI traded up $5.92 during mid-day trading on Thursday, reaching $470.33. 969,456 shares of the stock were exchanged, compared to its average volume of 916,676. Motorola Solutions, Inc. has a one year low of $388.90 and a one year high of $507.82. The stock has a 50 day simple moving average of $434.22 and a 200-day simple moving average of $426.96. The stock has a market cap of $78.36 billion, a P/E ratio of 37.87, a P/E/G ratio of 3.65 and a beta of 0.97. The company has a debt-to-equity ratio of 3.86, a current ratio of 1.73 and a quick ratio of 1.54.

Motorola Solutions (NYSE:MSI - Get Free Report) last announced its earnings results on Thursday, August 7th. The communications equipment provider reported $3.57 earnings per share for the quarter, topping analysts' consensus estimates of $3.36 by $0.21. Motorola Solutions had a net margin of 19.08% and a return on equity of 134.30%. The business had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.74 billion. During the same quarter last year, the firm earned $3.24 earnings per share. Motorola Solutions's quarterly revenue was up 5.2% on a year-over-year basis. Motorola Solutions has set its Q3 2025 guidance at 3.820-3.870 EPS. FY 2025 guidance at 14.880-14.980 EPS. On average, analysts anticipate that Motorola Solutions, Inc. will post 13.55 EPS for the current year.

Motorola Solutions Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Monday, September 15th will be issued a $0.0109 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Monday, September 15th. Motorola Solutions's dividend payout ratio (DPR) is presently 35.10%.

Motorola Solutions Company Profile

Motorola Solutions, Inc provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce.