Motorola Solutions (NYSE:MSI) Sets New 52-Week High on Earnings Beat

Motorola Solutions, Inc. (NYSE:MSI) shares reached a new 52-week high on Thursday following a stronger than expected earnings report. The stock traded as high as $540.88 and last traded at $535.4670, with a volume of 172,019 shares traded. The stock had previously closed at $496.99.

The communications equipment provider reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.42 by $0.27. The business had revenue of $3.38 billion during the quarter, compared to analyst estimates of $3.25 billion. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%. Motorola Solutions’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $4.06 EPS.

Motorola Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th were given a dividend of $1.21 per share. This represents a $4.84 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Wednesday, September 16th. Motorola Solutions’s dividend payout ratio (DPR) is 38.11%.

Key Headlines Impacting Motorola Solutions

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

• Positive Sentiment: Third-quarter adjusted earnings were $4.69 per share, above estimates of about $4.41–$4.42 and up from $4.06 a year earlier. Revenue of $3.38 billion also beat the $3.25 billion consensus, growing 12.2% year over year. Motorola Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: The company raised its 2026 adjusted EPS outlook to $17.94–$17.99, above the FactSet estimate of $17.71. Reports also highlighted a record $16.6 billion backlog, supporting expectations for ongoing demand. Motorola Solutions Raises 2026 EPS Outlook
• Positive Sentiment: Analysts raised price targets: Barclays to $598 from $529 and Piper Sandler to $533 from $531. The revisions add to the positive tone around the earnings and outlook. Barclays Raises Price Target
• Negative Sentiment: One report said the company’s quarterly revenue guidance came in slightly below expectations, a potential near-term concern despite the earnings beat and higher annual outlook. Q3 Sales Beat, Quarterly Revenue Guidance Slightly Misses

Analyst Ratings Changes

A number of analysts have weighed in on MSI shares. Weiss Ratings raised shares of Motorola Solutions from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Truist Financial boosted their price target on shares of Motorola Solutions from $525.00 to $545.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Northcoast Research upped their price objective on shares of Motorola Solutions from $510.00 to $525.00 in a research note on Thursday, August 27th. Bank of America reaffirmed a “buy” rating on shares of Motorola Solutions in a research note on Thursday, August 6th. Finally, Raymond James Financial lifted their target price on shares of Motorola Solutions from $530.00 to $550.00 in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $530.10.

Insider Activity at Motorola Solutions

In other news, SVP Kathryn A. Moore sold 1,004 shares of Motorola Solutions stock in a transaction on Friday, August 21st. The shares were sold at an average price of $476.96, for a total value of $478,867.84. Following the completion of the sale, the senior vice president owned 1,282 shares in the company, valued at $611,462.72. The trade was a 43.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Gregory Brown sold 14,220 shares of the business’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $485.22, for a total transaction of $6,899,828.40. Following the transaction, the chief executive officer owned 66,648 shares in the company, valued at $32,338,942.56. The trade was a 17.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.28% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Motorola Solutions

Several institutional investors have recently made changes to their positions in MSI. State Street Corp grew its stake in Motorola Solutions by 4.3% during the second quarter. State Street Corp now owns 7,849,952 shares of the communications equipment provider’s stock valued at $3,269,332,000 after acquiring an additional 323,725 shares in the last quarter. Aristotle Capital Management LLC bought a new position in Motorola Solutions in the 1st quarter valued at $983,432,000. Amundi boosted its holdings in Motorola Solutions by 1.9% in the 1st quarter. Amundi now owns 1,600,491 shares of the communications equipment provider’s stock valued at $694,565,000 after purchasing an additional 30,264 shares during the period. Bank of America Corp DE boosted its holdings in Motorola Solutions by 34.3% in the 1st quarter. Bank of America Corp DE now owns 1,381,506 shares of the communications equipment provider’s stock valued at $599,532,000 after purchasing an additional 352,679 shares during the period. Finally, Janus Henderson Group PLC increased its holdings in shares of Motorola Solutions by 5.0% in the first quarter. Janus Henderson Group PLC now owns 1,244,326 shares of the communications equipment provider’s stock worth $539,958,000 after purchasing an additional 59,294 shares during the period. Institutional investors and hedge funds own 84.17% of the company’s stock.

Motorola Solutions Trading Up 8.0%

The company has a debt-to-equity ratio of 3.13, a current ratio of 1.10 and a quick ratio of 0.86. The stock has a market cap of $88.85 billion, a P/E ratio of 42.02, a PEG ratio of 2.93 and a beta of 0.86. The firm’s fifty day moving average price is $466.82 and its two-hundred day moving average price is $440.68.

About Motorola Solutions

Motorola Solutions, Inc provides mission-critical communications, public safety, and enterprise security technologies. The company develops products and services that help governments, law enforcement agencies, emergency responders, commercial organizations, and other institutions coordinate operations, protect people, and manage critical events.

Its portfolio includes two-way radios and broadband communication systems, command center software, computer-aided dispatch and records management solutions, video security and analytics, access control, and cybersecurity services.