Motorola Solutions (NYSE:MSI) Issues 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 Trading Up 0.1%

NYSE MSI opened at $434.03 on Friday. The stock has a market capitalization of $72.14 billion, a P/E ratio of 34.02, a P/E/G ratio of 3.03 and a beta of 0.93. The business has a 50 day simple moving average of $450.57 and a 200 day simple moving average of $416.98. 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 has a one year low of $359.36 and a one year high of $492.22.

Motorola Solutions (NYSE:MSI) last posted its quarterly earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share (EPS) for the quarter, topping 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 return on equity of 110.75% and a net margin of 18.44%.The company’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior 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. Research analysts expect that Motorola Solutions will post 15.25 earnings per share for the current year.

Motorola Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 20th were paid a $1.21 dividend. The ex-dividend date was Friday, March 20th. This represents a $4.84 annualized dividend and a dividend yield of 1.1%. Motorola Solutions’s dividend payout ratio (DPR) is currently 37.93%.

Analyst Ratings Changes

A number of research firms recently weighed in on MSI. Morgan Stanley reaffirmed an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a research note on Thursday, February 12th. Wall Street Zen downgraded Motorola Solutions from a “buy” rating to a “hold” rating in a report on Sunday, April 26th. JPMorgan Chase & Co. increased their target price on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Piper Sandler reissued an “overweight” rating and issued a $499.00 price target (up from $443.00) on shares of Motorola Solutions in a research report on Thursday, February 12th. Finally, Argus upgraded shares of Motorola Solutions to a “strong-buy” rating in a research note on Friday, February 13th. Two investment 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 stock. According to data from MarketBeat, Motorola Solutions presently has a consensus rating of “Buy” and an average price target of $502.50.

Insider Activity at Motorola Solutions

In related news, CEO Cynthia Yazdi sold 7,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $471.01, for a total transaction of $3,297,070.00. Following the transaction, the chief executive officer directly owned 9,529 shares in the company, valued at approximately $4,488,254.29. The trade was a 42.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kenneth D. Denman sold 434 shares of the 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 owned 7,153 shares of the company’s stock, valued at approximately $3,362,768.36. This trade represents a 5.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 129,069 shares of company stock valued at $60,779,964 over the last ninety days. Corporate insiders own 1.28% of the company’s stock.

Motorola Solutions News Summary

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

• Positive Sentiment: Q1 beats and strong fundamentals — MSI reported $3.37 EPS and $2.71B revenue, both topping estimates, with healthy margins and year‑over‑year revenue growth. MSI Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Guidance raised — management increased FY2026 revenue to $12.8B and EPS guidance to $16.87–$16.99 (above consensus), and raised Q2 EPS to $3.82–$3.88, signaling confidence in demand and margin outlook. Motorola Solutions raises annual forecasts on robust demand
• Positive Sentiment: Silvus contribution and backlog — company guidance and analyst notes highlight a roughly $750M Silvus outlook helping drive the higher revenue/earnings targets and a record first‑quarter backlog. Motorola Solutions forecasts $12.8B 2026 revenue and $16.87-$16.99 EPS
• Positive Sentiment: Management tone and investor interest — CEO described Q1 as “outstanding,” and at least one value-oriented investor (Aristotle Value) has added to the name, supporting momentum. Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase
• Neutral Sentiment: Full disclosure and detail available — the company posted the investor slide deck and the full earnings‑call transcript for more color on backlog, product mix and order timing. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and leverage are potential risks — MSI trades at a mid‑30s P/E and carries a high debt‑to‑equity ratio (~3.47), which could amplify downside if growth slows or if macro pressure weakens demand.
• Negative Sentiment: Growth cadence — while Q1 growth and backlog are strong, revenue rose ~7.4% YoY; investors should watch order conversion and margins across the year to confirm the sustainability of the faster guide.

Institutional Investors Weigh In On Motorola Solutions

A number of hedge funds have recently made changes to their positions in MSI. JPL Wealth Management LLC purchased a new stake in Motorola Solutions during the third quarter worth about $31,000. Atlas Capital Advisors Inc. bought a new stake in shares of Motorola Solutions in the 4th quarter worth approximately $33,000. Greenline Wealth Management LLC purchased a new position in Motorola Solutions in the fourth quarter valued at approximately $56,000. WFA of San Diego LLC bought a new position in Motorola Solutions during the second quarter valued at $59,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in Motorola Solutions in the third quarter worth $73,000. 84.17% of the stock is currently owned by institutional investors.

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.