Motorola Solutions, Inc. $MSI Shares Sold by Ninety One UK Ltd

Key Points

• Ninety One UK Ltd reduced its Motorola Solutions stake by 3.5% in the third quarter, selling 46,714 shares and retaining 1.30 million shares worth approximately $580.6 million. Institutional investors collectively own 84.17% of the company.
• Analysts remain broadly bullish, with Motorola Solutions receiving a consensus “Buy” rating and an average price target of $530.10. Recent targets were raised by Piper Sandler, UBS Group and Northcoast Research, although Zacks downgraded the stock to “Hold.”
• Motorola Solutions reported quarterly EPS of $4.41, exceeding estimates by $0.56, while revenue rose 13.3% year over year to $3.13 billion. The company also declared a quarterly dividend of $1.21 per share, representing a 1.1% annualized yield.

Ninety One UK Ltd cut its stake in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 3.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,301,852 shares of the communications equipment provider's stock after selling 46,714 shares during the quarter. Motorola Solutions comprises about 1.3% of Ninety One UK Ltd's holdings, making the stock its 19th largest position. Ninety One UK Ltd owned 0.79% of Motorola Solutions worth $580,587,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Whipplewood Advisors LLC increased its position in shares of Motorola Solutions by 1,966.7% during the first quarter. Whipplewood Advisors LLC now owns 62 shares of the communications equipment provider's stock valued at $27,000 after buying an additional 59 shares during the period. Western Wealth Management LLC bought a new position in shares of Motorola Solutions in the first quarter valued at approximately $27,000. Physician Wealth Advisors Inc. boosted its position in shares of Motorola Solutions by 540.0% in the first quarter. Physician Wealth Advisors Inc. now owns 64 shares of the communications equipment provider's stock valued at $28,000 after acquiring an additional 54 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in Motorola Solutions during the fourth quarter valued at approximately $27,000. Finally, HHM Wealth Advisors LLC grew its stake in Motorola Solutions by 217.4% during the first quarter. HHM Wealth Advisors LLC now owns 73 shares of the communications equipment provider's stock valued at $32,000 after acquiring an additional 50 shares in the last quarter. 84.17% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

MSI has been the topic of a number of analyst reports. Piper Sandler upped their target price on shares of Motorola Solutions from $530.00 to $531.00 and gave the stock an "overweight" rating in a report on Tuesday, September 22nd. UBS Group raised their price target on shares of Motorola Solutions from $510.00 to $520.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Zacks Research lowered shares of Motorola Solutions from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 18th. Weiss Ratings upgraded shares of Motorola Solutions from a "buy (b-)" rating to a "buy (b)" rating in a research report on Thursday, October 8th. Finally, Northcoast Research upped their price target on shares of Motorola Solutions from $510.00 to $525.00 in a report on Thursday, August 27th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average price target of $530.10.

Insider Transactions at Motorola Solutions

In related news, SVP Kathryn A. Moore sold 1,004 shares of the firm's stock in a transaction dated 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 of the company's stock, valued at approximately $611,462.72. This trade represents a 43.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Gregory Brown sold 14,220 shares of the business's stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $485.22, for a total value of $6,899,828.40. Following the completion of the sale, the chief executive officer owned 66,648 shares of the company's stock, valued at $32,338,942.56. The trade was a 17.58% decrease in their position. The SEC filing for this sale provides additional information. 1.28% of the stock is currently owned by corporate insiders.

Motorola Solutions Price Performance

Shares of Motorola Solutions stock traded up $5.44 on Thursday, hitting $457.17. 317,391 shares of the company traded hands, compared to its average volume of 1,049,163. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $494.85. 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 company has a market cap of $75.66 billion, a P/E ratio of 36.02, a P/E/G ratio of 2.68 and a beta of 0.88. The firm's 50-day simple moving average is $464.57 and its 200 day simple moving average is $435.37.

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

Motorola Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th will be issued a $1.21 dividend. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Motorola Solutions's dividend payout ratio is presently 38.11%.

Motorola Solutions Profile

Motorola Solutions, Inc is a technology company that provides communications, command center, video security and analytical solutions for public safety and commercial organizations. Its offerings are designed to help government agencies, first responders, enterprises and other organizations coordinate operations, manage incidents and improve security.

The company's products and services include land mobile radio communications, broadband and software-based communications, computer-aided dispatch and records-management systems, video security and access-control technologies, and command center software.

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