Motorola Solutions, Inc. $MSI Shares Acquired by M&G PLC

M&G PLC increased its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI) by 10.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,831 shares of the communications equipment provider’s stock after purchasing an additional 14,919 shares during the period. M&G PLC owned approximately 0.09% of Motorola Solutions worth $70,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Orion Capital Management LLC acquired a new stake in Motorola Solutions during the third quarter worth about $25,000. United Community Bank lifted its holdings in Motorola Solutions by 81.3% in the third quarter. United Community Bank now owns 58 shares of the communications equipment provider’s stock valued at $27,000 after acquiring an additional 26 shares during the period. Whipplewood Advisors LLC boosted its position in Motorola Solutions by 289.5% in the 2nd quarter. Whipplewood Advisors LLC now owns 74 shares of the communications equipment provider’s stock worth $31,000 after purchasing an additional 55 shares in the last quarter. Halbert Hargrove Global Advisors LLC acquired a new stake in shares of Motorola Solutions during the 3rd quarter worth approximately $33,000. Finally, Field & Main Bank acquired a new stake in shares of Motorola Solutions during the 3rd quarter worth approximately $35,000. Hedge funds and other institutional investors own 84.17% of the company’s stock.

Motorola Solutions Stock Up 1.9%

Shares of MSI opened at $462.19 on Monday. The stock has a 50 day moving average price of $392.04 and a 200 day moving average price of $421.14. Motorola Solutions, Inc. has a one year low of $359.36 and a one year high of $492.22. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.87 and a current ratio of 1.04. The stock has a market capitalization of $76.57 billion, a price-to-earnings ratio of 36.22, a PEG ratio of 3.56 and a beta of 1.00.

Motorola Solutions (NYSE:MSI) last announced its earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.35 by $0.24. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. The company had revenue of $3.38 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter in the previous year, the company posted $4.04 EPS. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. Equities research analysts forecast that Motorola Solutions, Inc. will post 13.55 earnings per share for the current fiscal year.

Motorola Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Monday, December 15th were paid a dividend of $1.21 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $4.84 annualized dividend and a yield of 1.0%. This is a boost from Motorola Solutions’s previous quarterly dividend of $0.01. Motorola Solutions’s dividend payout ratio is currently 37.93%.

Motorola Solutions News Roundup

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

• Positive Sentiment: Q4 results beat expectations — MSI reported record quarterly revenue and margins with EPS of $4.59 versus estimates (~$4.35) and revenue up year-over-year, underpinning the stronger outlook and showing demand strength. Motorola Beats Q4 Earnings Estimates on Record Revenues & Margins
• Positive Sentiment: Management raised FY2026 guidance notably — EPS guide 16.70–16.85 vs. Street ~15.70 and revenue guidance around $12.7B, signaling management confidence in continued growth and margin expansion. Motorola Solutions Posts Record Results, Raises 2026 Outlook
• Positive Sentiment: AI-driven video-safety products are highlighted as a key growth driver — stronger demand for AI video analytics and software subscription layers is expanding backlog and recurring revenue, improving long-term visibility. Motorola Solutions (MSI) to Benefit From AI-Driven Video Safety Developments
• Positive Sentiment: Analyst support: JPMorgan bumped its price target to $520 and kept an overweight rating, reinforcing upside expectations after the results. Benzinga
• Neutral Sentiment: Full earnings call and transcripts are available for deeper read — useful for investors wanting management details on margin drivers, backlog composition and execution plans. Motorola Solutions, Inc. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near-term revenue guide for Q1 is slightly below some Street estimates (guidance ~ $2.7B vs. consensus nearer $2.8B), which could cap upside in the near term despite stronger EPS guidance. MSI Q4 Deep Dive: AI-Driven Solutions and Backlog Expansion Propel Growth

Analysts Set New Price Targets

Several research firms recently commented on MSI. Barclays raised their price target on shares of Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings lowered shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Northcoast Research upgraded Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 price target for the company in a research note on Monday, December 1st. Piper Sandler reaffirmed an “overweight” rating and issued a $499.00 price target (up previously from $443.00) on shares of Motorola Solutions in a report on Thursday. Finally, JPMorgan Chase & Co. raised their price objective on Motorola Solutions from $515.00 to $520.00 and gave the company an “overweight” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Motorola Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $497.14.

Motorola Solutions 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.