Motorola Solutions, Inc. $MSI Shares Sold by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer & Co. Ltd Zurich cut its Motorola Solutions stake by 91% in the third quarter, selling 10,263 shares and retaining 1,020 shares valued at about $455,000.
• Motorola Solutions beat third-quarter estimates, reporting adjusted earnings of $4.69 per share and revenue of $3.38 billion, up 12.2% year over year. The company raised its 2026 adjusted EPS outlook to $17.94–$17.99 and cited record orders and a $16.6 billion backlog.
• Analyst sentiment remained broadly positive, with several firms raising price targets; the stock’s consensus rating was “Buy” and its average target price was $545.70.

Bank Julius Baer & Co. Ltd Zurich trimmed its position in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 91.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,020 shares of the communications equipment provider's stock after selling 10,263 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich's holdings in Motorola Solutions were worth $455,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. State Street Corp lifted its holdings in shares of Motorola Solutions by 4.3% during the second quarter. State Street Corp now owns 7,849,952 shares of the communications equipment provider's stock worth $3,269,332,000 after purchasing an additional 323,725 shares during the period. Aristotle Capital Management LLC acquired a new position in Motorola Solutions in the 1st quarter worth approximately $983,432,000. Amundi increased its holdings in Motorola Solutions by 1.9% in the 1st quarter. Amundi now owns 1,600,491 shares of the communications equipment provider's stock worth $694,565,000 after buying an additional 30,264 shares during the period. Bank of America Corp DE raised its position in Motorola Solutions by 34.3% during the 1st quarter. Bank of America Corp DE now owns 1,381,506 shares of the communications equipment provider's stock worth $599,532,000 after buying an additional 352,679 shares during the last quarter. Finally, Janus Henderson Group PLC raised its position in Motorola Solutions by 5.0% during the 1st quarter. Janus Henderson Group PLC now owns 1,244,326 shares of the communications equipment provider's stock worth $539,958,000 after buying an additional 59,294 shares during the last quarter. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Motorola Solutions

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

• Positive Sentiment: Q3 adjusted earnings of $4.69 per share and revenue of $3.38 billion beat analyst estimates; revenue grew 12.2% year over year. The company also cited strong demand, record orders and a record $16.6 billion backlog. Motorola beats Q3 estimates on demand and record orders
• Positive Sentiment: Motorola raised its full-year 2026 adjusted EPS outlook to $17.94–$17.99, above the cited FactSet estimate of $17.71, reinforcing expectations for continued earnings growth. Motorola raises 2026 guidance
• Positive Sentiment: Several firms raised price targets after the results. Barclays lifted its target to $598, while UBS and JPMorgan raised theirs to $570; all maintained positive ratings. Barclays recommendations
• Negative Sentiment: One report noted that quarterly revenue guidance came in slightly below expectations, a possible near-term concern despite the stronger annual outlook. Quarterly guidance slightly misses expectations

Motorola Solutions Stock Up 3.7%

Shares of MSI stock opened at $515.58 on Friday. The stock has a 50 day moving average of $467.38 and a 200 day moving average of $441.26. 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 market cap of $85.32 billion, a P/E ratio of 32.76, a P/E/G ratio of 2.97 and a beta of 0.86. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $548.28.

Motorola Solutions (NYSE:MSI - Get Free Report) last announced its quarterly earnings results on Wednesday, November 4th. The communications equipment provider reported $4.69 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.42 by $0.27. Motorola Solutions had a return on equity of 99.35% and a net margin of 16.54%. The company had revenue of $3.38 billion during the quarter, compared to the consensus estimate of $3.26 billion. During the same period in the previous year, the company posted $4.06 earnings per share. Motorola Solutions's revenue for the quarter was up 12.2% on a year-over-year basis. As a group, sell-side analysts expect that Motorola Solutions, Inc. will post 15.87 EPS for the current year.

Motorola Solutions Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th were issued a dividend of $1.21 per share. This represents a $4.84 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Wednesday, September 16th. Motorola Solutions's payout ratio is 38.11%.

Insider Buying and Selling at Motorola Solutions

In related news, CEO Gregory Brown sold 14,220 shares of the firm's stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $485.22, for a total transaction of $6,899,828.40. Following the sale, the chief executive officer owned 66,648 shares in the company, valued at approximately $32,338,942.56. This trade represents a 17.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Kathryn A. Moore sold 1,004 shares of the firm's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $476.96, for a total transaction of $478,867.84. Following the sale, the senior vice president owned 1,282 shares in the company, valued at approximately $611,462.72. This represents a 43.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.28% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have commented on MSI. Zacks Research cut shares of Motorola Solutions from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 18th. Barclays upped their price objective on shares of Motorola Solutions from $529.00 to $598.00 and gave the company an "overweight" rating in a report on Thursday. Northcoast Research increased their price objective on shares of Motorola Solutions from $510.00 to $525.00 in a research note on Thursday, August 27th. Bank of America reissued a "buy" rating on shares of Motorola Solutions in a report on Thursday, August 6th. Finally, Evercore boosted their target price on shares of Motorola Solutions from $525.00 to $550.00 in a research report on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has given a Hold rating to the company's stock. According to MarketBeat.com, Motorola Solutions presently has a consensus rating of "Buy" and an average target price of $545.70.

About Motorola Solutions

Motorola Solutions, Inc provides mission-critical communications, public safety, and enterprise security technologies. The company develops products and services that help governments, law enforcement agencies, emergency responders, commercial organizations, and other institutions coordinate operations, protect people, and manage critical events.

Its portfolio includes two-way radios and broadband communication systems, command center software, computer-aided dispatch and records management solutions, video security and analytics, access control, and cybersecurity services.

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