Envestnet Asset Management Inc. Has $299.90 Million Holdings in Motorola Solutions, Inc. $MSI

Key Points

• Envestnet Asset Management reduced its Motorola Solutions stake by 4.6% in the second quarter, selling 34,739 shares. It still held 722,153 shares worth approximately $299.9 million, while institutions and hedge funds collectively owned 84.17% of MSI.
• Motorola Solutions exceeded quarterly expectations, reporting $4.41 in EPS and $3.13 billion in revenue, with revenue up 13.3% year over year. The company issued third-quarter and full-year 2026 earnings guidance.
• The company declared a quarterly dividend of $1.21 per share, equivalent to an annualized $4.84 dividend and a 1.1% yield. Analysts maintain a consensus “Buy” rating with an average price target of $519.56, above the reported share price.

Envestnet Asset Management Inc. cut its position in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 4.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 722,153 shares of the communications equipment provider's stock after selling 34,739 shares during the quarter. Envestnet Asset Management Inc. owned about 0.44% of Motorola Solutions worth $299,903,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Motorola Solutions in the 4th quarter valued at about $942,542,000. Aristotle Capital Management LLC acquired a new position in Motorola Solutions during the first quarter worth approximately $983,432,000. Bank of New York Mellon Corp bought a new stake in Motorola Solutions in the second quarter valued at approximately $374,617,000. Balyasny Asset Management L.P. raised its stake in Motorola Solutions by 9,067.3% in the fourth quarter. Balyasny Asset Management L.P. now owns 575,159 shares of the communications equipment provider's stock valued at $220,470,000 after buying an additional 568,885 shares during the period. Finally, Franklin Resources Inc. lifted its position in shares of Motorola Solutions by 150.3% in the fourth quarter. Franklin Resources Inc. now owns 933,462 shares of the communications equipment provider's stock valued at $357,815,000 after buying an additional 560,510 shares during the last quarter. 84.17% of the stock is currently owned by institutional investors and hedge funds.

Motorola Solutions Stock Performance

Shares of NYSE MSI opened at $460.81 on Thursday. The company has a debt-to-equity ratio of 3.13, a current ratio of 1.10 and a quick ratio of 0.86. The stock's fifty day moving average price is $456.78 and its two-hundred day moving average price is $436.54. Motorola Solutions, Inc. has a one year low of $359.36 and a one year high of $494.85. The firm has a market cap of $76.26 billion, a price-to-earnings ratio of 36.28, a P/E/G ratio of 2.73 and a beta of 0.88.

Motorola Solutions (NYSE:MSI - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 EPS for the quarter, topping analysts' consensus estimates of $3.85 by $0.56. Motorola Solutions had a net margin of 17.44% and a return on equity of 98.22%. The business had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3 billion. During the same period last year, the firm earned $3.57 earnings per share. Motorola Solutions's revenue for the quarter was up 13.3% compared to the same quarter last year. 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. On average, equities analysts forecast that Motorola Solutions, Inc. will post 15.87 EPS for the current year.

Motorola Solutions Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 16th will be given a dividend of $1.21 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.84 dividend on an annualized basis and a yield of 1.1%. Motorola Solutions's dividend payout ratio is currently 38.11%.

Insiders Place Their Bets

In other news, SVP Kathryn A. Moore sold 1,004 shares of the stock in a transaction 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 sale, the senior vice president directly owned 1,282 shares of the company's stock, valued at approximately $611,462.72. This represents a 43.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Gregory Brown sold 14,220 shares of the business's stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 66,648 shares of the company's stock, valued at approximately $32,338,942.56. This trade represents a 17.58% decrease in their position. The SEC filing for this sale provides additional information. 1.28% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MSI shares. Weiss Ratings raised Motorola Solutions from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, September 8th. Zacks Research cut shares of Motorola Solutions from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 18th. JPMorgan Chase & Co. upped their price objective on shares of Motorola Solutions from $525.00 to $545.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. Morgan Stanley reiterated an "overweight" rating and issued a $476.00 price objective on shares of Motorola Solutions in a report on Thursday, August 6th. Finally, Evercore restated an "outperform" rating and set a $550.00 target price on shares of Motorola Solutions in a research note on Wednesday, August 26th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $519.56.

About Motorola Solutions

Motorola Solutions, Inc develops mission-critical communications and technology solutions for public safety organizations, government agencies and commercial enterprises. Its offerings include land mobile radio systems, broadband communications, command-center software, computer-aided dispatch, records management, evidence management and emergency call-handling technologies.

The company also provides video security and access-control solutions, including body-worn cameras, in-car video systems, fixed video surveillance and related analytics.

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