MUFG Securities EMEA plc cut its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 71.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,838 shares of the communications equipment provider’s stock after selling 17,351 shares during the quarter. MUFG Securities EMEA plc’s holdings in Motorola Solutions were worth $2,621,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. United Community Bank raised its holdings in shares of Motorola Solutions by 81.3% during the 3rd quarter. United Community Bank now owns 58 shares of the communications equipment provider’s stock valued at $27,000 after buying an additional 26 shares during the period. Strategic Advocates LLC purchased a new position in Motorola Solutions in the 3rd quarter worth approximately $28,000. JPL Wealth Management LLC purchased a new position in Motorola Solutions in the 3rd quarter worth approximately $31,000. MidAtlantic Capital Management Inc. purchased a new position in Motorola Solutions in the 4th quarter worth approximately $28,000. Finally, Orion Capital Management LLC boosted its holdings in Motorola Solutions by 46.3% in the 4th quarter. Orion Capital Management LLC now owns 79 shares of the communications equipment provider’s stock worth $30,000 after acquiring an additional 25 shares during the period. 84.17% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Motorola Solutions
Here are the key news stories impacting Motorola Solutions this week:
- Positive Sentiment: Motorola Solutions said it has entered a definitive agreement to acquire D-Fend Solutions, a leader in counter-drone systems, for $1.5 billion, strengthening its portfolio in airspace protection and adjacent security technologies. Motorola Solutions to Acquire D-Fend Solutions, an Industry Leader in Counter-Drone Systems
- Positive Sentiment: D-Fend brings field-proven technology with thousands of deployments across 30+ countries and revenue growth above 50% over the last three years, suggesting Motorola Solutions is buying into a fast-expanding market with commercial and government demand. Motorola Solutions to buy D-Fend Solutions for $1.5 billion
- Positive Sentiment: Coverage from market outlets noted MSI shares moved higher on the acquisition news, indicating investors see the deal as accretive to Motorola Solutions’ growth story and long-term product mix. Motorola Solutions Buys D-Fend For $1.5 Billion Deal
- Neutral Sentiment: Analyst commentary remained broadly constructive, with Motorola Solutions receiving an average “Buy” rating, reinforcing generally favorable sentiment but not directly driving the stock move today. Motorola Solutions, Inc. Receives Average Rating of “Buy” from Analysts
Motorola Solutions Trading Up 2.2%
Motorola Solutions (NYSE:MSI – Get Free Report) last announced its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating the consensus estimate of $3.24 by $0.13. The firm had revenue of $2.71 billion for 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Equities research analysts expect that Motorola Solutions, Inc. will post 15.17 EPS for the current year.
Motorola Solutions Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Wednesday, June 17th will be paid a dividend of $1.21 per share. The ex-dividend date of this dividend is Wednesday, June 17th. This represents a $4.84 annualized dividend and a yield of 1.2%. Motorola Solutions’s payout ratio is presently 39.00%.
Analysts Set New Price Targets
A number of equities analysts have weighed in on MSI shares. Wall Street Zen cut Motorola Solutions from a “buy” rating to a “hold” rating in a report on Sunday, April 26th. 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 report on Thursday, February 12th. Argus upgraded Motorola Solutions to a “strong-buy” rating in a report on Friday, February 13th. Morgan Stanley restated an “overweight” rating and issued a $470.00 price target on shares of Motorola Solutions in a report on Thursday, February 12th. Finally, Truist Financial decreased their price target on Motorola Solutions from $540.00 to $525.00 and set a “buy” rating for the company in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $504.67.
Read Our Latest Stock Analysis on MSI
Insiders Place Their Bets
In other Motorola Solutions news, CEO Gregory Q. Brown sold 28,435 shares of Motorola Solutions stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $477.95, for a total transaction of $13,590,508.25. Following the sale, the chief executive officer owned 90,721 shares of the company’s stock, valued at $43,360,101.95. The trade was a 23.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.28% of the stock is owned by insiders.
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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