VIRGINIA RETIREMENT SYSTEMS ET Al Makes New Investment in Motorola Solutions, Inc. $MSI

Key Points

• Virginia Retirement Systems purchased 52,890 Motorola Solutions shares worth approximately $22.0 million in the second quarter, while institutional investors collectively own 84.17% of the stock.
• Motorola Solutions exceeded quarterly expectations with adjusted EPS of $4.41 versus the $3.85 consensus and revenue of $3.13 billion, up 13.3% year over year. The company guided for third-quarter 2026 EPS of $4.39–$4.44.
• Analysts maintain a “Moderate Buy” consensus with a $519.44 average price target, while the company declared a quarterly dividend of $1.21 per share. Separately, the CEO and a senior vice president reported significant stock sales.

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Motorola Solutions, Inc. (NYSE:MSI - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 52,890 shares of the communications equipment provider's stock, valued at approximately $21,965,000.

Other large investors have also made changes to their positions in the company. Ausdal Financial Partners Inc. boosted its position in Motorola Solutions by 3.0% in the 2nd quarter. Ausdal Financial Partners Inc. now owns 780 shares of the communications equipment provider's stock valued at $324,000 after buying an additional 23 shares during the last quarter. CYBER HORNET ETFs LLC increased its position in shares of Motorola Solutions by 5.2% during the fourth quarter. CYBER HORNET ETFs LLC now owns 482 shares of the communications equipment provider's stock worth $185,000 after acquiring an additional 24 shares during the last quarter. Mill Capital Management LLC lifted its stake in shares of Motorola Solutions by 0.9% in the fourth quarter. Mill Capital Management LLC now owns 2,935 shares of the communications equipment provider's stock worth $1,125,000 after acquiring an additional 25 shares in the last quarter. Lord & Richards Wealth Management LLC lifted its stake in shares of Motorola Solutions by 2.0% in the first quarter. Lord & Richards Wealth Management LLC now owns 1,285 shares of the communications equipment provider's stock worth $558,000 after acquiring an additional 25 shares in the last quarter. Finally, Bridges Investment Management Inc. boosted its holdings in Motorola Solutions by 4.5% in the fourth quarter. Bridges Investment Management Inc. now owns 604 shares of the communications equipment provider's stock valued at $232,000 after purchasing an additional 26 shares during the last quarter. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Motorola Solutions Price Performance

Shares of NYSE MSI opened at $468.28 on Tuesday. The company has a current ratio of 1.10, a quick ratio of 0.86 and a debt-to-equity ratio of 3.13. The company has a market capitalization of $77.50 billion, a price-to-earnings ratio of 36.87, a price-to-earnings-growth ratio of 2.80 and a beta of 0.88. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $494.85. The business has a 50 day simple moving average of $446.23 and a 200-day simple moving average of $437.12.

Motorola Solutions (NYSE:MSI - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.85 by $0.56. The firm had revenue of $3.13 billion for the quarter, compared to analysts' expectations 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 period last year, the business posted $3.57 earnings per share. 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. As a group, equities research analysts expect that Motorola Solutions, Inc. will post 15.87 earnings per share for the current year.

Motorola Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders 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 dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Motorola Solutions's dividend payout ratio (DPR) is presently 38.11%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on MSI shares. UBS Group raised their price objective on Motorola Solutions from $510.00 to $520.00 and gave the company a "buy" rating in a research note on Thursday, August 6th. Zacks Research lowered Motorola Solutions from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 18th. JPMorgan Chase & Co. increased their target price on Motorola Solutions from $525.00 to $545.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. Evercore reissued an "outperform" rating and set a $550.00 price target on shares of Motorola Solutions in a research report on Wednesday, August 26th. Finally, Morgan Stanley restated an "overweight" rating and issued a $476.00 price target on shares of Motorola Solutions in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $519.44.

Insider Activity

In related news, SVP Kathryn A. Moore sold 1,004 shares of the stock in a transaction dated 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 owned 1,282 shares in the company, valued at $611,462.72. This represents a 43.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory Brown sold 14,220 shares of the firm's stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 66,648 shares in the company, valued at $32,338,942.56. This represents a 17.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.28% of the company's stock.

About Motorola Solutions

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.

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