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

Motorola Solutions (NYSE:MSI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 16.870-16.990 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

MSI has been the subject of a number of analyst reports. Weiss Ratings raised Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 2nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $530.00 price target on shares of Motorola Solutions in a research report on Friday. Barclays boosted their price target on Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Piper Sandler boosted their price target on Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, JPMorgan Chase & Co. boosted their price target on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Motorola Solutions currently has an average rating of “Buy” and an average target price of $504.33.

Motorola Solutions Stock Down 11.4%

NYSE MSI opened at $384.02 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.87 and a debt-to-equity ratio of 3.47. The stock’s 50 day moving average is $450.57 and its two-hundred day moving average is $416.98. The company has a market capitalization of $63.82 billion, a price-to-earnings ratio of 30.94, a PEG ratio of 3.02 and a beta of 0.93. Motorola Solutions has a 1-year low of $359.36 and a 1-year high of $492.22.

Motorola Solutions (NYSE:MSI) last posted its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share (EPS) for the quarter, topping 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 103.59% and a net margin of 17.61%.The business’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter 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. Equities analysts forecast that Motorola Solutions will post 15.25 earnings per share for the current fiscal year.

Motorola Solutions Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 20th were paid a dividend of $1.21 per share. This represents a $4.84 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, March 20th. Motorola Solutions’s dividend payout ratio (DPR) is presently 37.93%.

Insider Buying and Selling

In other Motorola Solutions news, CEO Cynthia Yazdi sold 7,000 shares of the 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 in the company, valued at approximately $4,488,254.29. This represents a 42.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Gregory Q. Brown sold 28,435 shares of the 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 transaction, 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 position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 129,069 shares of company stock valued at $60,779,964. 1.28% of the stock is owned by company insiders.

Key Headlines Impacting Motorola Solutions

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

Several hedge funds have recently bought and sold shares of the company. Revolve Wealth Partners LLC acquired a new stake in Motorola Solutions during the fourth quarter worth approximately $208,000. Sivia Capital Partners LLC acquired a new stake in Motorola Solutions during the second quarter worth approximately $210,000. HUB Investment Partners LLC lifted its position in Motorola Solutions by 38.7% during the second quarter. HUB Investment Partners LLC now owns 2,540 shares of the communications equipment provider’s stock worth $1,068,000 after acquiring an additional 709 shares during the last quarter. Peapack Gladstone Financial Corp lifted its position in Motorola Solutions by 17.7% during the second quarter. Peapack Gladstone Financial Corp now owns 16,279 shares of the communications equipment provider’s stock worth $6,845,000 after acquiring an additional 2,450 shares during the last quarter. Finally, Diversify Advisory Services LLC acquired a new stake in Motorola Solutions during the second quarter worth approximately $891,000. 84.17% of the stock is currently owned by institutional investors and hedge funds.

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.