William Blair Investment Management LLC Has $7.87 Million Stock Holdings in Motorola Solutions, Inc. $MSI

Key Points

• William Blair Investment Management increased its Motorola Solutions stake by 606.8% in the fourth quarter, ending with 20,532 shares worth about $7.87 million.
• Motorola Solutions reported better-than-expected Q1 results, posting EPS of $3.37 versus $3.24 expected and revenue of $2.71 billion, up 7.4% year over year. The company also lifted its guidance for Q2 2026 and full-year 2026.
• The company announced a quarterly dividend of $1.21 per share, payable July 15, which implies a 1.2% annual yield. Meanwhile, analysts remain broadly positive, with an average rating of Buy and a consensus price target of $504.67.

William Blair Investment Management LLC lifted its holdings in Motorola Solutions, Inc. (NYSE:MSI - Free Report) by 606.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 20,532 shares of the communications equipment provider's stock after purchasing an additional 17,627 shares during the quarter. William Blair Investment Management LLC's holdings in Motorola Solutions were worth $7,870,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. grew its position in shares of Motorola Solutions by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 22,171,959 shares of the communications equipment provider's stock valued at $10,139,015,000 after purchasing an additional 286,366 shares during the period. Capital World Investors grew its position in shares of Motorola Solutions by 5.5% in the 3rd quarter. Capital World Investors now owns 9,386,519 shares of the communications equipment provider's stock valued at $4,292,310,000 after purchasing an additional 490,354 shares during the period. Raymond James Financial Inc. boosted its position in Motorola Solutions by 0.9% during the 3rd quarter. Raymond James Financial Inc. now owns 3,433,482 shares of the communications equipment provider's stock worth $1,570,096,000 after acquiring an additional 31,744 shares during the last quarter. Swedbank AB boosted its position in Motorola Solutions by 10.7% during the 4th quarter. Swedbank AB now owns 1,490,010 shares of the communications equipment provider's stock worth $571,151,000 after acquiring an additional 144,518 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its position in Motorola Solutions by 35.2% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,355,159 shares of the communications equipment provider's stock worth $568,930,000 after acquiring an additional 353,113 shares during the last quarter. 84.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Cynthia Yazdi sold 7,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $471.01, for a total value of $3,297,070.00. Following the completion of the sale, the chief executive officer owned 9,529 shares of the company's stock, valued at approximately $4,488,254.29. This represents a 42.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Gregory Q. Brown sold 28,435 shares of the stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $477.95, for a total value of $13,590,508.25. Following the completion of the sale, the chief executive officer directly owned 90,721 shares of the company's stock, valued at approximately $43,360,101.95. The trade was a 23.86% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 35,921 shares of company stock valued at $17,115,753. 1.28% of the stock is owned by insiders.

Motorola Solutions Trading Up 1.8%

NYSE MSI opened at $411.16 on Wednesday. The company has a market cap of $68.25 billion, a PE ratio of 33.13, a PEG ratio of 2.80 and a beta of 0.93. The company has a current ratio of 1.07, a quick ratio of 0.86 and a debt-to-equity ratio of 3.28. Motorola Solutions, Inc. has a 12 month low of $359.36 and a 12 month high of $492.22. The stock has a 50 day moving average of $431.88 and a 200-day moving average of $414.31.

Motorola Solutions (NYSE:MSI - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, beating the consensus estimate of $3.24 by $0.13. The company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.70 billion. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.The firm's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.18 EPS. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. On average, equities research analysts anticipate that Motorola Solutions, Inc. will post 15.25 EPS for the current fiscal year.

Motorola Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Wednesday, June 17th will be issued a $1.21 dividend. This represents a $4.84 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, June 17th. Motorola Solutions's dividend payout ratio is presently 39.00%.

Analysts Set New Price Targets

A number of research firms have weighed in on MSI. JPMorgan Chase & Co. upped their price target on Motorola Solutions from $515.00 to $520.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Morgan Stanley reaffirmed an "overweight" rating and set a $470.00 price target on shares of Motorola Solutions in a research report on Thursday, February 12th. Truist Financial reduced their price target on Motorola Solutions from $540.00 to $525.00 and set a "buy" rating for the company in a research report on Friday, May 8th. Raymond James Financial reaffirmed an "outperform" rating and set a $530.00 price target on shares of Motorola Solutions in a research report on Friday, May 8th. Finally, Weiss Ratings downgraded Motorola Solutions from a "buy (b)" rating to a "buy (b-)" rating in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Buy" and an average price target of $504.67.

Motorola Solutions Company Profile

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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