Motorola Solutions, Inc. $MSI Stock: Oppenheimer & Co. Inc. Lowers Holdings

Key Points

• Oppenheimer & Co. reduced its Motorola Solutions stake by 20.1% in the third quarter, selling 2,433 shares and retaining 9,651 shares valued at approximately $4.3 million. Institutional investors collectively own 84.17% of the company.
• Analyst sentiment remains positive: Motorola Solutions has a consensus “Buy” rating and an average price target of $530.10, while several firms recently raised their targets.
• Motorola Solutions reported quarterly earnings of $4.41 per share, exceeding estimates of $3.85, with revenue rising 13.3% year over year to $3.13 billion. The company also pays an annualized dividend of $4.84 per share, yielding about 1.0%.

Oppenheimer & Co. Inc. cut its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 20.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,651 shares of the communications equipment provider's stock after selling 2,433 shares during the period. Oppenheimer & Co. Inc.'s holdings in Motorola Solutions were worth $4,304,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of MSI. Evelyn Partners Asset Management Ltd acquired a new stake in Motorola Solutions in the first quarter valued at about $1,052,000. Mattern Capital Management LLC bought a new position in Motorola Solutions in the first quarter valued at about $10,657,000. BNP Paribas raised its stake in Motorola Solutions by 10.8% during the second quarter. BNP Paribas now owns 29,636 shares of the communications equipment provider's stock worth $12,307,000 after acquiring an additional 2,884 shares in the last quarter. Moran Wealth Management LLC raised its stake in Motorola Solutions by 12.3% during the first quarter. Moran Wealth Management LLC now owns 46,603 shares of the communications equipment provider's stock worth $20,224,000 after acquiring an additional 5,106 shares in the last quarter. Finally, Lombard Odier Asset Management Switzerland SA acquired a new position in Motorola Solutions during the first quarter worth about $2,204,000. Institutional investors and hedge funds own 84.17% of the company's stock.

Analyst Ratings Changes

A number of research firms have recently commented on MSI. Evercore raised their price target on shares of Motorola Solutions from $525.00 to $550.00 in a research note on Thursday, October 8th. Piper Sandler lifted their price target on shares of Motorola Solutions from $530.00 to $531.00 and gave the company an "overweight" rating in a report on Tuesday, September 22nd. Northcoast Research upped their price objective on shares of Motorola Solutions from $510.00 to $525.00 in a research report on Thursday, August 27th. Weiss Ratings raised shares of Motorola Solutions from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday, October 8th. Finally, Morgan Stanley reissued an "overweight" rating and issued a $476.00 price objective (up from $470.00) on shares of Motorola Solutions in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Motorola Solutions currently has a consensus rating of "Buy" and an average price target of $530.10.

Motorola Solutions Price Performance

Shares of MSI opened at $492.75 on Friday. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $494.85. The business has a 50-day simple moving average of $465.95 and a two-hundred day simple moving average of $438.66. 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 stock has a market cap of $81.55 billion, a PE ratio of 33.00, a PEG ratio of 2.89 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 EPS for the quarter, beating the consensus estimate of $3.85 by $0.56. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%. The firm had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3 billion. During the same period last year, the company earned $3.57 earnings per share. The business's quarterly revenue was up 13.3% on a year-over-year basis. 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 anticipate 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 was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th were paid a $1.21 dividend. 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 is currently 38.11%.

Insider Buying and Selling

In other Motorola Solutions news, SVP Kathryn A. Moore sold 1,004 shares of the business's 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 sale, the senior vice president directly owned 1,282 shares of the company's stock, valued at $611,462.72. The trade was a 43.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 transaction of $6,899,828.40. Following the sale, the chief executive officer directly owned 66,648 shares in the company, valued at $32,338,942.56. The trade was a 17.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.28% of the stock is owned by company insiders.

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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