Motorola Solutions, Inc. $MSI Stock: Asset Management One Co. Ltd. Raises Holdings

Key Points

• Asset Management One increased its Motorola Solutions stake by 2.6% in the third quarter, while institutional investors and hedge funds collectively own 84.17% of the company.
• Analysts remain bullish, with a consensus “Buy” rating and an average price target of $530.10; several firms recently raised their targets.
• Motorola Solutions reported quarterly revenue of $3.13 billion and adjusted earnings of $4.41 per share, surpassing estimates, while maintaining a quarterly dividend of $1.21 per share.

Asset Management One Co. Ltd. boosted its position in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 2.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,318 shares of the communications equipment provider's stock after acquiring an additional 2,554 shares during the quarter. Asset Management One Co. Ltd. owned 0.06% of Motorola Solutions worth $45,185,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in MSI. State Street Corp grew its holdings in 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 during the first quarter worth approximately $983,432,000. Amundi increased its position in Motorola Solutions by 1.9% during the first 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 last quarter. Bank of America Corp DE raised its stake in Motorola Solutions by 34.3% in the first quarter. Bank of America Corp DE now owns 1,381,506 shares of the communications equipment provider's stock valued at $599,532,000 after buying an additional 352,679 shares during the period. Finally, Janus Henderson Group PLC raised its stake in Motorola Solutions by 5.0% in the first quarter. Janus Henderson Group PLC now owns 1,244,326 shares of the communications equipment provider's stock valued at $539,958,000 after buying an additional 59,294 shares during the period. Institutional investors and hedge funds own 84.17% of the company's stock.

Insider Activity at Motorola Solutions

In related news, CEO Gregory Q. Brown sold 14,220 shares of the business'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 transaction, the chief executive officer owned 66,648 shares in the company, valued at $32,338,942.56. The trade was a 17.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Kathryn Moore sold 1,004 shares of the business'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 transaction, the senior vice president owned 1,282 shares in the company, valued at $611,462.72. The trade was a 43.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.28% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on MSI shares. Barclays raised their price objective on Motorola Solutions from $509.00 to $529.00 and gave the company an "overweight" rating in a research report on Thursday, August 6th. Truist Financial boosted their target price on Motorola Solutions from $525.00 to $545.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Piper Sandler boosted their target price on Motorola Solutions from $530.00 to $531.00 and gave the stock an "overweight" rating in a report on Tuesday, September 22nd. Bank of America restated a "buy" rating on shares of Motorola Solutions in a research note on Thursday, August 6th. Finally, Evercore raised their price target on Motorola Solutions from $525.00 to $550.00 in a report on Thursday, October 8th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus target price of $530.10.

Motorola Solutions Price Performance

Shares of MSI stock opened at $483.22 on Thursday. The business has a fifty day simple moving average of $465.71 and a 200 day simple moving average of $438.11. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $494.85. The company has a quick ratio of 0.86, a current ratio of 1.10 and a debt-to-equity ratio of 3.13. The company has a market cap of $79.97 billion, a P/E ratio of 38.05, a P/E/G ratio of 2.88 and a beta of 0.88.

Motorola Solutions (NYSE:MSI - Get Free Report) last posted its earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share 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 firm had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3 billion. During the same period in the previous year, the firm posted $3.57 EPS. The company'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, sell-side analysts forecast that Motorola Solutions, Inc. will post 15.87 EPS for the current fiscal year.

Motorola Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th were given a dividend of $1.21 per share. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $4.84 annualized dividend and a dividend yield of 1.0%. Motorola Solutions's dividend payout ratio (DPR) is 38.11%.

Motorola Solutions Profile

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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