Woodline Partners LP Raises Stock Holdings in Motorola Solutions, Inc. $MSI

Key Points

• Woodline Partners LP increased its stake in Motorola Solutions by 40.7%, acquiring an additional 4,083 shares, raising its total holding to 14,119 shares valued at $6,181,000.
• Insider selling activity has been notable, with senior executives Rajan Naik and John P. Molloy selling over 45,000 shares combined, leading to significant decreases in their ownership positions.
• Motorola Solutions reported $3.57 EPS in its last quarterly earnings, exceeding analyst expectations, and recently set guidance for Q3 2025 earnings between 3.820 and 3.870 EPS.

Woodline Partners LP raised its stake in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 40.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,119 shares of the communications equipment provider's stock after acquiring an additional 4,083 shares during the period. Woodline Partners LP's holdings in Motorola Solutions were worth $6,181,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Revolve Wealth Partners LLC bought a new stake in shares of Motorola Solutions during the 4th quarter worth $208,000. Millennium Management LLC raised its stake in shares of Motorola Solutions by 5.8% during the 4th quarter. Millennium Management LLC now owns 142,841 shares of the communications equipment provider's stock worth $66,025,000 after purchasing an additional 7,841 shares during the period. Nomura Holdings Inc. bought a new stake in shares of Motorola Solutions during the 4th quarter worth $2,893,000. Pathstone Holdings LLC raised its stake in shares of Motorola Solutions by 4.7% during the 4th quarter. Pathstone Holdings LLC now owns 22,844 shares of the communications equipment provider's stock worth $10,562,000 after purchasing an additional 1,029 shares during the period. Finally, Royal Bank of Canada raised its stake in shares of Motorola Solutions by 15.0% during the 4th quarter. Royal Bank of Canada now owns 732,995 shares of the communications equipment provider's stock worth $338,812,000 after purchasing an additional 95,489 shares during the period. 84.17% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Gregory Q. Brown sold 82,765 shares of the business's stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $463.05, for a total transaction of $38,324,333.25. Following the completion of the transaction, the chief executive officer owned 57,836 shares of the company's stock, valued at approximately $26,780,959.80. The trade was a 58.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO John P. Molloy sold 37,514 shares of the business's stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $462.38, for a total value of $17,345,723.32. Following the transaction, the chief operating officer directly owned 59,328 shares of the company's stock, valued at $27,432,080.64. The trade was a 38.74% decrease in their position. The disclosure for this sale can be found here. Insiders sold 198,493 shares of company stock worth $92,673,278 over the last quarter. 1.44% of the stock is owned by corporate insiders.

Motorola Solutions Price Performance

MSI stock traded up $1.70 during mid-day trading on Monday, reaching $483.41. 885,268 shares of the company traded hands, compared to its average volume of 857,100. The company has a debt-to-equity ratio of 3.86, a current ratio of 1.73 and a quick ratio of 1.54. The company has a market capitalization of $80.54 billion, a P/E ratio of 38.92, a P/E/G ratio of 3.85 and a beta of 0.96. Motorola Solutions, Inc. has a 52-week low of $388.90 and a 52-week high of $507.82. The company has a fifty day moving average price of $449.95 and a 200-day moving average price of $430.11.

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

Motorola Solutions Cuts Dividend

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

Analyst Upgrades and Downgrades

MSI has been the topic of a number of recent analyst reports. Wolfe Research initiated coverage on Motorola Solutions in a research note on Monday, July 7th. They set a "peer perform" rating on the stock. UBS Group lifted their target price on Motorola Solutions from $490.00 to $510.00 and gave the stock a "buy" rating in a research note on Friday, August 8th. Barclays lowered their target price on Motorola Solutions from $511.00 to $509.00 and set an "overweight" rating on the stock in a research note on Friday, August 8th. Wall Street Zen cut Motorola Solutions from a "buy" rating to a "hold" rating in a research note on Thursday, May 22nd. Finally, William Blair reissued an "outperform" rating on shares of Motorola Solutions in a report on Wednesday, May 28th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Motorola Solutions presently has a consensus rating of "Moderate Buy" and an average target price of $516.13.

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.