Motorola Solutions (NYSE:MSI) Issues FY 2026 Earnings Guidance

Key Points

• Motorola Solutions raised FY‑2026 guidance to EPS $16.87–16.99 and revenue to $12.8B (above consensus EPS $16.48 and revenue $12.7B), and set Q2‑2026 guidance at $3.82–3.88 EPS.
• The company beat Q1 expectations with $3.37 EPS vs. $3.25 expected and $2.71B revenue, cited a record backlog and strong margins/ROE, and enjoys broad Wall Street support (average rating: Buy; average target: $502.50) while the stock trades near $434.03.

Motorola Solutions (NYSE:MSI - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 16.870-16.990 for the period, compared to the consensus EPS estimate of 16.480. The company issued revenue guidance of $12.8 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Motorola Solutions also updated its Q2 2026 guidance to 3.820-3.880 EPS.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MSI shares. Weiss Ratings raised Motorola Solutions from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 2nd. Truist Financial initiated coverage on shares of Motorola Solutions in a research report on Tuesday, March 31st. They issued a "buy" rating and a $540.00 target price for the company. JPMorgan Chase & Co. raised their target price on shares of Motorola Solutions from $515.00 to $520.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Argus upgraded shares of Motorola Solutions to a "strong-buy" rating in a research report on Friday, February 13th. Finally, Barclays upped their price target on shares of Motorola Solutions from $495.00 to $506.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $502.50.

Motorola Solutions Price Performance

Shares of Motorola Solutions stock traded up $0.37 during trading on Thursday, hitting $434.03. The stock had a trading volume of 1,119,087 shares, compared to its average volume of 1,074,225. The business has a fifty day moving average of $451.32 and a two-hundred day moving average of $417.06. Motorola Solutions has a fifty-two week low of $359.36 and a fifty-two week high of $492.22. The firm has a market cap of $72.14 billion, a P/E ratio of 34.02, a PEG ratio of 3.06 and a beta of 0.93. The company has a debt-to-equity ratio of 3.47, a current ratio of 1.04 and a quick ratio of 0.87.

Motorola Solutions (NYSE:MSI - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, topping the consensus estimate of $3.25 by $0.12. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. The firm had revenue of $2.71 billion for the quarter, compared to analysts' expectations of $2.70 billion. 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, sell-side analysts expect that Motorola Solutions will post 15.25 earnings per share for the current fiscal year.

Motorola Solutions Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 20th were given a dividend of $1.21 per share. The ex-dividend date of this dividend was Friday, March 20th. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.1%. Motorola Solutions's payout ratio is 37.93%.

Insiders Place Their Bets

In other Motorola Solutions news, Director Kenneth D. Denman sold 434 shares of the company's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $470.12, for a total transaction of $204,032.08. Following the completion of the sale, the director directly owned 7,153 shares of the company's stock, valued at approximately $3,362,768.36. This represents a 5.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Cynthia Yazdi sold 7,000 shares of the firm's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $471.01, for a total transaction of $3,297,070.00. Following the completion of the transaction, the chief executive officer owned 9,529 shares of the company's stock, valued at approximately $4,488,254.29. The trade was a 42.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 129,069 shares of company stock worth $60,779,964. Company insiders own 1.28% of the company's stock.

Motorola Solutions News Roundup

Here are the key news stories impacting Motorola Solutions this week:

• Positive Sentiment: Q1 earnings beat and solid margins — $3.37 EPS vs. $3.25 expected; revenue $2.71B. Margin and ROE metrics were strong, supporting valuation. Motorola Solutions Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Raised guidance — Q2 EPS 3.820–3.880 and FY EPS 16.870–16.990, both above consensus; FY revenue raised to ~$12.8B. Guidance beats are the main catalyst for the stock’s uptick. Guidance and Results Release
• Positive Sentiment: Management cites record first-quarter backlog and broad-based demand, which supports near-term revenue visibility and the raised outlook. CEO Comments and Backlog
• Positive Sentiment: Institutional interest — coverage and buy-side commentary (including a recent purchase by Aristotle Value Equity Strategy) and an average “Buy” brokerage rating support demand for the shares. Aristotle Value Purchase
• Neutral Sentiment: Analyst and media pieces highlight MSI as a long-term growth stock and discuss style/valuation; these can drive interest but don’t change fundamentals immediately. Zacks Growth Thesis
• Negative Sentiment: Valuation/rotation risk — some articles question whether the recent rally (driven by public-safety demand) means it’s time to reassess valuation; investors sensitive to multiples or rising rates may take profits. Valuation Reassessment Article

Institutional Trading of Motorola Solutions

A number of hedge funds have recently modified their holdings of MSI. JPL Wealth Management LLC purchased a new stake in shares of Motorola Solutions during the 3rd quarter worth about $31,000. Atlas Capital Advisors Inc. acquired a new position in Motorola Solutions in the fourth quarter worth approximately $33,000. Greenline Wealth Management LLC bought a new stake in Motorola Solutions in the fourth quarter worth approximately $56,000. WFA of San Diego LLC acquired a new position in Motorola Solutions during the second quarter worth $59,000. Finally, Turning Point Benefit Group Inc. acquired a new position in Motorola Solutions during the third quarter worth $73,000. Hedge funds and other institutional investors own 84.17% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.