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

Motorola Solutions (NYSE:MSI) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 17.620-17.720 for the period, compared to the consensus EPS estimate of 16.610. The company issued revenue guidance of $13.0 billion-$13.0 billion, compared to the consensus revenue estimate of $12.8 billion. Motorola Solutions also updated its Q3 2026 guidance to 4.390-4.440 EPS.

Motorola Solutions Price Performance

Shares of NYSE:MSI traded up $37.02 during trading on Thursday, reaching $475.16. 1,897,952 shares of the company traded hands, compared to its average volume of 1,102,792. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28. Motorola Solutions has a 52 week low of $359.36 and a 52 week high of $493.57. The firm has a market capitalization of $78.88 billion, a PE ratio of 38.29, a PEG ratio of 3.08 and a beta of 0.87. The company’s 50 day moving average is $415.73 and its two-hundred day moving average is $428.13.

Motorola Solutions (NYSE:MSI) last released its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, beating the consensus estimate of $3.85 by $0.56. The business had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3 billion. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.Motorola Solutions’s revenue was up 13.3% compared to the same quarter last year. During the same period last year, the firm 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, sell-side analysts predict that Motorola Solutions will post 15.19 earnings per share for the current year.

Motorola Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Wednesday, June 17th were given a $1.21 dividend. The ex-dividend date was Wednesday, June 17th. This represents a $4.84 annualized dividend and a yield of 1.0%. Motorola Solutions’s dividend payout ratio (DPR) is currently 39.00%.

Wall Street Analyst Weigh In

MSI has been the subject of several recent research reports. Weiss Ratings downgraded Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 23rd. Truist Financial cut their price target on shares of Motorola Solutions from $540.00 to $525.00 and set a “buy” rating on the stock in a report on Friday, May 8th. Morgan Stanley restated an “overweight” rating and issued a $476.00 price objective on shares of Motorola Solutions in a report on Thursday. Wall Street Zen cut Motorola Solutions from a “buy” rating to a “hold” rating in a research note on Sunday, April 26th. Finally, Barclays boosted their target price on shares of Motorola Solutions from $509.00 to $529.00 and gave the company an “overweight” rating in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $514.44.

Motorola Solutions News Summary

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

• Positive Sentiment: Q2 earnings and revenue beat estimates: Adjusted EPS was $4.41, versus the $3.85–$3.86 consensus, while revenue rose 13.3% year over year to $3.13 billion, ahead of approximately $3.0 billion expected. Motorola Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Higher 2026 guidance: MSI now expects about $13.0 billion in revenue and adjusted EPS of $17.62–$17.72, above prior guidance and consensus EPS of $16.61. Management cited sustained demand from public-safety customers. Motorola Solutions Lifts Annual Guidance
• Positive Sentiment: Record backlog supports visibility: Backlog reached $15.6 billion, up 11% year over year, indicating strong orders and revenue potential heading into the second half of the year.
• Positive Sentiment: Analyst price-target increases: JPMorgan raised its target from $525 to $545 and Piper Sandler increased its target from $503 to $530; both maintain an “overweight” rating. The revisions signal confidence that earnings growth can support additional upside.
• Positive Sentiment: Strategic acquisition: MSI agreed to acquire counter-drone technology company D-Fend for $1.5 billion, potentially expanding its public-safety and security offerings.
• Neutral Sentiment: Q3 outlook was mixed: Adjusted EPS guidance of $4.39–$4.44 exceeded the $4.34 consensus, but projected revenue of roughly $3.2 billion was below the approximately $3.3 billion analyst estimate.
• Negative Sentiment: Insider selling remains a risk signal: Reported insider transactions over the past six months included 65 sales and no purchases, including substantial sales by CEO Gregory Q. Brown. These transactions may reflect scheduled or personal selling, but could temper sentiment.

Institutional Trading of Motorola Solutions

Several hedge funds have recently bought and sold shares of the business. Revolve Wealth Partners LLC purchased a new position in Motorola Solutions during the fourth quarter worth about $208,000. Sivia Capital Partners LLC bought a new stake in shares of Motorola Solutions during the 2nd quarter worth $210,000. Cohen & Steers Inc. boosted its holdings in shares of Motorola Solutions by 25.0% in the 4th quarter. Cohen & Steers Inc. now owns 500 shares of the communications equipment provider’s stock worth $192,000 after buying an additional 100 shares during the last quarter. Triumph Capital Management purchased a new position in shares of Motorola Solutions in the 4th quarter worth about $147,000. Finally, AlphaCentric Advisors LLC bought a new position in Motorola Solutions during the fourth quarter valued at about $178,000. Institutional investors and hedge funds 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.