Panagora Asset Management Inc. Decreases Stock Holdings in Motorola Solutions, Inc. $MSI

Key Points

• Panagora Asset Management Inc. has reduced its stake in Motorola Solutions by 27.8%, selling 53,407 shares, and now holds approximately 138,715 shares valued at $60.73 million.
• Motorola Solutions reported earnings per share of $3.57 for the last quarter, exceeding expectations, with a net margin of 19.08% and revenue growth of 5.2% compared to the same period last year.
• The company recently announced a quarterly dividend of $0.0109 per share, marking a total annualized dividend yield of 0.0% and a dividend payout ratio of 35.10%.

Panagora Asset Management Inc. lowered its position in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 27.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 138,715 shares of the communications equipment provider's stock after selling 53,407 shares during the quarter. Panagora Asset Management Inc. owned about 0.08% of Motorola Solutions worth $60,731,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MSI. Revolve Wealth Partners LLC bought a new stake in shares of Motorola Solutions during the fourth quarter valued at approximately $208,000. Beacon Pointe Advisors LLC lifted its stake in Motorola Solutions by 1.0% in the fourth quarter. Beacon Pointe Advisors LLC now owns 3,951 shares of the communications equipment provider's stock worth $1,826,000 after acquiring an additional 41 shares during the period. Freestone Grove Partners LP bought a new position in Motorola Solutions during the 4th quarter worth about $706,000. Mercer Global Advisors Inc. ADV increased its position in Motorola Solutions by 2.6% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,666 shares of the communications equipment provider's stock valued at $16,948,000 after purchasing an additional 923 shares during the period. Finally, AXA S.A. raised its holdings in shares of Motorola Solutions by 2.2% in the 4th quarter. AXA S.A. now owns 95,542 shares of the communications equipment provider's stock valued at $44,162,000 after purchasing an additional 2,055 shares in the last quarter. Institutional investors own 84.17% of the company's stock.

Motorola Solutions Stock Up 1.4%

Shares of MSI traded up $6.48 during mid-day trading on Tuesday, hitting $478.94. 1,614,956 shares of the company traded hands, compared to its average volume of 921,173. The company has a market capitalization of $79.79 billion, a PE ratio of 38.56, a price-to-earnings-growth ratio of 3.79 and a beta of 0.96. The company has a quick ratio of 1.54, a current ratio of 1.73 and a debt-to-equity ratio of 3.86. The business has a 50 day moving average of $438.11 and a 200 day moving average of $426.58. Motorola Solutions, Inc. has a 1-year low of $388.90 and a 1-year high of $507.82.

Motorola Solutions (NYSE:MSI - Get Free Report) last issued its quarterly earnings results on Thursday, August 7th. The communications equipment provider reported $3.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.36 by $0.21. Motorola Solutions had a net margin of 19.08% and a return on equity of 134.30%. The business had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.74 billion. During the same quarter in the prior year, the business posted $3.24 EPS. Motorola Solutions's revenue for the quarter was up 5.2% compared to the same quarter last year. Motorola Solutions has set its Q3 2025 guidance at 3.820-3.870 EPS. FY 2025 guidance at 14.880-14.980 EPS. Equities research analysts anticipate that Motorola Solutions, Inc. will post 13.55 EPS for the current year.

Motorola Solutions Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Monday, September 15th will be given a dividend of $0.0109 per share. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. Motorola Solutions's payout ratio is currently 35.10%.

Wall Street Analyst Weigh In

MSI has been the topic of a number of recent research reports. Barclays cut their price objective on shares of Motorola Solutions from $511.00 to $509.00 and set an "overweight" rating on the stock in a report on Friday, August 8th. Wall Street Zen downgraded Motorola Solutions from a "buy" rating to a "hold" rating in a report on Thursday, May 22nd. William Blair restated an "outperform" rating on shares of Motorola Solutions in a research note on Wednesday, May 28th. Evercore ISI raised their price objective on Motorola Solutions from $500.00 to $525.00 and gave the company an "outperform" rating in a research report on Friday. Finally, UBS Group boosted their target price on shares of Motorola Solutions from $490.00 to $510.00 and gave the stock a "buy" rating in a report on Friday, August 8th. Nine analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $515.44.

Insider Activity

In other news, COO John P. Molloy sold 37,514 shares of the stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $462.38, for a total value of $17,345,723.32. Following the transaction, the chief operating officer directly owned 59,328 shares of the company's stock, valued at approximately $27,432,080.64. This represents a 38.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gregory Q. Brown sold 25,000 shares of the firm's stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $472.30, for a total transaction of $11,807,500.00. Following the transaction, the chief executive officer directly owned 46,936 shares of the company's stock, valued at $22,167,872.80. This represents a 34.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 162,879 shares of company stock worth $75,569,861. Company insiders own 1.44% of the company's stock.

About Motorola Solutions

Motorola Solutions, Inc provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce.