Motorola Solutions, Inc. $MSI Stake Reduced by Bell Asset Management Ltd

Key Points

• Bell Asset Management cut its Motorola Solutions stake by 42.1% in the third quarter, selling 4,333 shares and retaining 5,959 shares valued at approximately $2.66 million. Institutional investors collectively own 84.17% of the company.
• Analyst sentiment remains positive, with the stock holding a consensus “Buy” rating and an average price target of $519.56. Recent targets range as high as $529.
• Motorola Solutions reported quarterly EPS of $4.41, beating 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, equivalent to a 1.1% annualized yield.

Bell Asset Management Ltd trimmed its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 42.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,959 shares of the communications equipment provider's stock after selling 4,333 shares during the quarter. Bell Asset Management Ltd's holdings in Motorola Solutions were worth $2,658,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Farther Finance Advisors LLC raised its stake in shares of Motorola Solutions by 38.3% in the 3rd quarter. Farther Finance Advisors LLC now owns 7,166 shares of the communications equipment provider's stock valued at $3,196,000 after purchasing an additional 1,984 shares in the last quarter. CoreCap Advisors LLC lifted its position in shares of Motorola Solutions by 26.6% during the third quarter. CoreCap Advisors LLC now owns 200 shares of the communications equipment provider's stock worth $89,000 after purchasing an additional 42 shares during the last quarter. Fenimore Asset Management Inc grew its stake in Motorola Solutions by 14.4% in the third quarter. Fenimore Asset Management Inc now owns 47,150 shares of the communications equipment provider's stock worth $21,027,000 after purchasing an additional 5,940 shares in the last quarter. Apella Capital LLC bought a new stake in Motorola Solutions in the third quarter valued at about $223,000. Finally, Avidian Wealth Enterprises LLC grew its position in shares of Motorola Solutions by 3.4% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 1,745 shares of the communications equipment provider's stock worth $778,000 after acquiring an additional 58 shares in the last quarter. Institutional investors own 84.17% of the company's stock.

Analyst Ratings Changes

MSI has been the topic of several research reports. Bank of America reissued a "buy" rating on shares of Motorola Solutions in a research report on Thursday, August 6th. Morgan Stanley restated an "overweight" rating and issued a $476.00 price target on shares of Motorola Solutions in a research report on Thursday, August 6th. Weiss Ratings raised shares of Motorola Solutions from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, September 8th. UBS Group increased their price objective on shares of Motorola Solutions from $510.00 to $520.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. Finally, Barclays lifted their target price on Motorola Solutions from $509.00 to $529.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $519.56.

Motorola Solutions Stock Performance

Shares of MSI stock opened at $447.15 on Friday. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $494.85. 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 firm has a market capitalization of $74.00 billion, a price-to-earnings ratio of 35.21, a price-to-earnings-growth ratio of 2.68 and a beta of 0.88. The business has a 50 day simple moving average of $463.88 and a 200 day simple moving average of $435.53.

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 for the quarter, beating the consensus estimate of $3.85 by $0.56. The firm had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3 billion. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%.The firm's revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.57 EPS. 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 research analysts anticipate that Motorola Solutions, Inc. will post 15.87 EPS for the current year.

Motorola Solutions Announces Dividend

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

Insider Activity

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

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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