Motorola Solutions (NYSE:MSI) Updates Q2 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.820-3.880 for the period, compared to the consensus estimate of 3.770. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $3.0 billion. Motorola Solutions also updated its FY 2026 guidance to 16.870-16.990 EPS.

Motorola Solutions Stock Performance

NYSE:MSI opened at $384.02 on Friday. The stock has a market cap of $63.82 billion, a P/E ratio of 30.94, a price-to-earnings-growth ratio of 3.02 and a beta of 0.93. The firm’s fifty day simple moving average is $450.57 and its 200 day simple moving average is $416.98. Motorola Solutions has a twelve month low of $359.36 and a twelve month high of $492.22. The company has a quick ratio of 0.87, a current ratio of 1.04 and a debt-to-equity ratio of 3.47.

Motorola Solutions (NYSE:MSI) last announced its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. The firm had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.70 billion. Motorola Solutions had a net margin of 17.61% and a return on equity of 103.59%. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the business 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. As a group, research analysts predict that Motorola Solutions will post 15.25 EPS for the current year.

Motorola Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 20th were given a $1.21 dividend. The ex-dividend date of this dividend was Friday, March 20th. This represents a $4.84 dividend on an annualized basis and a yield of 1.3%. Motorola Solutions’s payout ratio is 37.93%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Raymond James Financial reiterated an “outperform” rating and set a $530.00 price objective on shares of Motorola Solutions in a research note on Friday. Piper Sandler increased their price objective on shares of Motorola Solutions from $499.00 to $503.00 and gave the company an “overweight” rating in a report on Friday. Argus raised shares of Motorola Solutions to a “strong-buy” rating in a report on Friday, February 13th. Weiss Ratings raised shares of Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 2nd. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $470.00 price objective on shares of Motorola Solutions in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $504.33.

Insider Activity at Motorola Solutions

In other Motorola Solutions news, CEO Gregory Q. Brown sold 28,435 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was 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 owned 90,721 shares of the company’s stock, valued at approximately $43,360,101.95. This trade represents a 23.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Kenneth D. Denman sold 434 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $470.12, for a total value 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 129,069 shares of company stock valued at $60,779,964 over the last quarter. 1.28% of the stock is owned by corporate insiders.

Motorola Solutions News Roundup

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

• Positive Sentiment: Motorola Solutions beat first-quarter earnings and revenue estimates, with EPS of $3.37 and revenue of $2.71 billion, helped by strong demand in software, video security, and mission-critical communications. The company also reported record backlog and orders, reinforcing visibility into future revenue growth. Article Title
• Positive Sentiment: Management raised full-year 2026 guidance, signaling continued robust demand. The company now expects FY 2026 EPS of $16.87-$16.99 and revenue of about $12.8 billion, both above consensus, which is typically supportive for the stock. Article Title
• Positive Sentiment: Piper Sandler increased its price target on Motorola Solutions to $503 from $499 and reiterated an overweight rating, suggesting analysts remain bullish on the company’s earnings trajectory and business momentum. Article Title
• Neutral Sentiment: Several follow-up articles and transcript coverage centered on the quarter’s metrics and management commentary, but they do not add materially new information beyond the earnings release and guidance update. Article Title
• Negative Sentiment: Despite the upbeat results, some investors may be taking profits after the stock’s strong prior performance and elevated valuation, especially since the shares had already rallied before the earnings release. Article Title

Institutional Investors Weigh In On Motorola Solutions

A number of institutional investors and hedge funds have recently modified their holdings of MSI. Orbis Allan Gray Ltd lifted its holdings in Motorola Solutions by 95.6% in the fourth quarter. Orbis Allan Gray Ltd now owns 1,283,065 shares of the communications equipment provider’s stock valued at $491,824,000 after acquiring an additional 627,066 shares during the period. Stifel Financial Corp lifted its holdings in Motorola Solutions by 576.0% in the fourth quarter. Stifel Financial Corp now owns 708,083 shares of the communications equipment provider’s stock valued at $271,429,000 after acquiring an additional 603,330 shares during the period. Voloridge Investment Management LLC acquired a new position in Motorola Solutions in the fourth quarter valued at approximately $217,494,000. FIL Ltd lifted its holdings in Motorola Solutions by 4,412.7% in the fourth quarter. FIL Ltd now owns 570,228 shares of the communications equipment provider’s stock valued at $218,580,000 after acquiring an additional 557,592 shares during the period. Finally, Van ECK Associates Corp lifted its holdings in Motorola Solutions by 2,240,238.1% in the fourth quarter. Van ECK Associates Corp now owns 470,471 shares of the communications equipment provider’s stock valued at $180,341,000 after acquiring an additional 470,450 shares during the period. Institutional investors and hedge funds own 84.17% 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.