True North Advisors LLC Takes $1.11 Million Position in Motorola Solutions, Inc. $MSI

Key Points

• True North Advisors LLC has acquired a new stake in Motorola Solutions valued at approximately $1.11 million, purchasing 2,627 shares in the second quarter.
• Multiple large investors, including Vanguard Group and Raymond James Financial, have increased their positions in Motorola Solutions, indicating strong institutional interest in the company.
• Motorola Solutions recently reported impressive quarterly earnings, with $3.57 EPS that surpassed estimates, and set promising guidance for Q3 and FY 2025.

True North Advisors LLC bought a new stake in Motorola Solutions, Inc. (NYSE:MSI - Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 2,627 shares of the communications equipment provider's stock, valued at approximately $1,105,000.

Several other large investors also recently made changes to their positions in MSI. Vanguard Group Inc. lifted its position in Motorola Solutions by 1.5% in the 1st quarter. Vanguard Group Inc. now owns 21,501,114 shares of the communications equipment provider's stock valued at $9,413,403,000 after acquiring an additional 321,280 shares in the last quarter. Raymond James Financial Inc. lifted its position in Motorola Solutions by 2.0% in the 1st quarter. Raymond James Financial Inc. now owns 3,374,532 shares of the communications equipment provider's stock valued at $1,477,404,000 after acquiring an additional 66,766 shares in the last quarter. Alliancebernstein L.P. lifted its position in Motorola Solutions by 1.6% in the 1st quarter. Alliancebernstein L.P. now owns 2,921,004 shares of the communications equipment provider's stock valued at $1,278,845,000 after acquiring an additional 47,368 shares in the last quarter. Invesco Ltd. lifted its position in Motorola Solutions by 2.6% in the 1st quarter. Invesco Ltd. now owns 2,043,914 shares of the communications equipment provider's stock valued at $894,846,000 after acquiring an additional 50,891 shares in the last quarter. Finally, Northern Trust Corp lifted its position in Motorola Solutions by 5.4% in the 1st quarter. Northern Trust Corp now owns 1,969,450 shares of the communications equipment provider's stock valued at $862,245,000 after acquiring an additional 100,891 shares in the last quarter. 84.17% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. UBS Group raised their price target on shares of Motorola Solutions from $490.00 to $510.00 and gave the company a "buy" rating in a research report on Friday, August 8th. Piper Sandler assumed coverage on shares of Motorola Solutions in a research report on Tuesday. They issued a "neutral" rating and a $495.00 price target on the stock. Barclays dropped their price target on shares of Motorola Solutions from $511.00 to $509.00 and set an "overweight" rating on the stock in a research report on Friday, August 8th. Evercore ISI lifted their target price on shares of Motorola Solutions from $500.00 to $525.00 and gave the stock an "outperform" rating in a research report on Friday, August 29th. Finally, Wolfe Research assumed coverage on shares of Motorola Solutions in a research report on Monday, July 7th. They set a "peer perform" rating on the stock. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Motorola Solutions has an average rating of "Moderate Buy" and a consensus target price of $513.78.

Motorola Solutions Price Performance

Motorola Solutions stock opened at $455.60 on Friday. Motorola Solutions, Inc. has a 52 week low of $388.90 and a 52 week high of $507.82. The stock has a market cap of $75.90 billion, a P/E ratio of 36.68, a P/E/G ratio of 3.64 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 company's 50 day moving average price is $458.51 and its two-hundred day moving average price is $432.60.

Motorola Solutions (NYSE:MSI - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The communications equipment provider reported $3.57 earnings per share 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 during the quarter, compared to analyst estimates of $2.74 billion. During the same period in the previous year, the business earned $3.24 EPS. Motorola Solutions's revenue 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. On average, equities analysts predict that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Cuts Dividend

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

Insider Buying and Selling at Motorola Solutions

In related news, CEO Gregory Q. Brown sold 82,765 shares of Motorola Solutions stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $463.05, for a total value of $38,324,333.25. Following the completion of the transaction, the chief executive officer directly owned 57,836 shares in the company, valued at approximately $26,780,959.80. The trade was a 58.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO John P. Molloy sold 37,514 shares of Motorola Solutions stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $462.38, for a total transaction of $17,345,723.32. Following the completion of the transaction, the chief operating officer owned 59,328 shares of the company's stock, valued at $27,432,080.64. This represents a 38.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 248,493 shares of company stock valued at $116,848,278 over the last 90 days. 1.44% of the stock is currently owned by corporate insiders.

Motorola Solutions Profile

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.

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