Motorola Solutions, Inc. $MSI Stock Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. increased its position in Motorola Solutions, Inc. (NYSE:MSI) by 9.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,811 shares of the communications equipment provider’s stock after purchasing an additional 2,578 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Motorola Solutions were worth $13,299,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. State Street Corp raised its stake in shares of 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 worth $3,269,332,000 after buying an additional 323,725 shares during the last quarter. Aristotle Capital Management LLC acquired a new position in shares of Motorola Solutions during the 1st quarter worth about $983,432,000. Amundi increased its stake in shares of 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 acquiring an additional 30,264 shares during the last quarter. Bank of America Corp DE boosted its stake in Motorola Solutions by 34.3% during the 1st quarter. Bank of America Corp DE now owns 1,381,506 shares of the communications equipment provider’s stock worth $599,532,000 after acquiring an additional 352,679 shares during the last quarter. Finally, Janus Henderson Group PLC boosted its stake in Motorola Solutions by 5.0% during the 1st quarter. Janus Henderson Group PLC now owns 1,244,326 shares of the communications equipment provider’s stock worth $539,958,000 after acquiring an additional 59,294 shares during the last quarter. 84.17% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on MSI. JPMorgan Chase & Co. increased their target price on shares of Motorola Solutions from $525.00 to $545.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Northcoast Research increased their target price on Motorola Solutions from $510.00 to $525.00 in a research note on Thursday, August 27th. Evercore lifted their price target on Motorola Solutions from $525.00 to $550.00 in a research note on Thursday, October 8th. Zacks Research lowered Motorola Solutions from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 18th. Finally, UBS Group upped their price target on Motorola Solutions from $510.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $530.10.

Motorola Solutions News Roundup

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

• Positive Sentiment: Third-quarter adjusted earnings were $4.69 per share, above consensus estimates of about $4.41–$4.42 and up from $4.06 a year earlier. Revenue of $3.38 billion also topped expectations of $3.25 billion. Motorola Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Motorola Solutions raised its 2026 adjusted EPS guidance to $17.94–$17.99, above FactSet’s $17.71 estimate. Reports describe this as the company’s second guidance increase of the year. Motorola Solutions Raises 2026 EPS Outlook
• Positive Sentiment: The company reported a record $16.6 billion backlog, pointing to a substantial base of future business and reinforcing the outlook behind the guidance increase. Motorola Reports Record Backlog and Raises Guidance

Motorola Solutions Price Performance

NYSE:MSI opened at $495.29 on Thursday. The company has a quick ratio of 0.86, a current ratio of 1.10 and a debt-to-equity ratio of 3.13. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $499.00. The stock’s 50 day moving average price is $466.82 and its two-hundred day moving average price is $440.68. The firm has a market capitalization of $81.96 billion, a price-to-earnings ratio of 39.00, a P/E/G ratio of 2.93 and a beta of 0.86.

Motorola Solutions (NYSE:MSI) last released its quarterly earnings data on Wednesday, November 4th. The communications equipment provider reported $4.69 EPS for the quarter, beating the consensus estimate of $4.42 by $0.27. The firm had revenue of $3.38 billion for the quarter, compared to the consensus estimate of $3.25 billion. Motorola Solutions had a net margin of 17.44% and a return on equity of 98.22%. The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the company earned $4.06 earnings per share. On average, analysts anticipate that Motorola Solutions, Inc. will post 15.87 earnings per share for the current year.

Motorola Solutions Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 15th. Investors of record on Wednesday, September 16th were paid a $1.21 dividend. This represents a $4.84 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Wednesday, September 16th. Motorola Solutions’s payout ratio is 38.11%.

Insider Buying and Selling

In other Motorola Solutions news, CEO Gregory Q. Brown sold 14,220 shares of Motorola Solutions stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $485.22, for a total value of $6,899,828.40. Following the completion of the transaction, the chief executive officer directly owned 66,648 shares of the company’s stock, valued at $32,338,942.56. The trade was a 17.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Kathryn Moore sold 1,004 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $476.96, for a total value of $478,867.84. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Corporate insiders own 1.28% of the company’s stock.

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.