Analog Century Management LP Invests $71.10 Million in Motorola Solutions, Inc. $MSI

Analog Century Management LP bought a new position in shares of Motorola Solutions, Inc. (NYSE:MSI) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 185,485 shares of the communications equipment provider’s stock, valued at approximately $71,100,000. Motorola Solutions makes up about 3.5% of Analog Century Management LP’s investment portfolio, making the stock its 16th largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Motorola Solutions by 1.3% during the third quarter. Vanguard Group Inc. now owns 22,171,959 shares of the communications equipment provider’s stock worth $10,139,015,000 after purchasing an additional 286,366 shares in the last quarter. Capital World Investors increased its position in shares of Motorola Solutions by 5.5% during the third quarter. Capital World Investors now owns 9,386,519 shares of the communications equipment provider’s stock worth $4,292,310,000 after purchasing an additional 490,354 shares in the last quarter. Raymond James Financial Inc. increased its position in shares of Motorola Solutions by 0.9% during the third quarter. Raymond James Financial Inc. now owns 3,433,482 shares of the communications equipment provider’s stock worth $1,570,096,000 after purchasing an additional 31,744 shares in the last quarter. Norges Bank acquired a new stake in shares of Motorola Solutions during the fourth quarter worth about $942,542,000. Finally, Morgan Stanley increased its position in shares of Motorola Solutions by 2.0% during the fourth quarter. Morgan Stanley now owns 1,754,052 shares of the communications equipment provider’s stock worth $672,364,000 after purchasing an additional 34,715 shares in the last quarter. Institutional investors and hedge funds own 84.17% of the company’s stock.

Wall Street Analyst Weigh In

MSI has been the topic of a number of research analyst reports. Truist Financial cut their target price on Motorola Solutions from $540.00 to $525.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Piper Sandler lifted their target price on Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Evercore reiterated an “outperform” rating on shares of Motorola Solutions in a research report on Monday, June 1st. Barclays raised their price target on Motorola Solutions from $506.00 to $509.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Finally, Wall Street Zen lowered Motorola Solutions from a “buy” rating to a “hold” rating in a report on Sunday, April 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Motorola Solutions currently has an average rating of “Buy” and an average target price of $504.67.

Motorola Solutions Price Performance

Shares of MSI opened at $412.38 on Friday. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $492.22. The stock’s 50 day moving average is $421.37 and its two-hundred day moving average is $416.75. The firm has a market capitalization of $68.45 billion, a PE ratio of 33.23, a P/E/G ratio of 2.87 and a beta of 0.89. The company has a current ratio of 1.07, a quick ratio of 0.86 and a debt-to-equity ratio of 3.28.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. The company had revenue of $2.71 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the company 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 anticipate that Motorola Solutions, Inc. will post 15.17 earnings per share for the current year.

Motorola Solutions Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders 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 dividend yield of 1.2%. Motorola Solutions’s payout ratio is 39.00%.

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.