Motorola Solutions, Inc. $MSI Stock: Cullinan Associates Inc. Increases Position

Cullinan Associates Inc. lifted its holdings in Motorola Solutions, Inc. (NYSE:MSI) by 167.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,741 shares of the communications equipment provider’s stock after acquiring an additional 1,091 shares during the period. Cullinan Associates Inc.’s holdings in Motorola Solutions were worth $776,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. Evelyn Partners Asset Management Ltd bought a new position in shares of Motorola Solutions during the 1st quarter valued at about $1,052,000. Mattern Capital Management LLC purchased a new position in shares of Motorola Solutions during the first quarter valued at about $10,657,000. ProShare Advisors LLC increased its holdings in shares of Motorola Solutions by 8.5% in the third quarter. ProShare Advisors LLC now owns 49,900 shares of the communications equipment provider’s stock worth $22,254,000 after purchasing an additional 3,911 shares during the last quarter. BNP Paribas increased its holdings in shares of Motorola Solutions by 10.8% in the second quarter. BNP Paribas now owns 29,636 shares of the communications equipment provider’s stock worth $12,307,000 after purchasing an additional 2,884 shares during the last quarter. Finally, Lombard Odier Asset Management Switzerland SA bought a new stake in shares of Motorola Solutions in the first quarter worth about $2,204,000. Hedge funds and other institutional investors own 84.17% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on MSI. Zacks Research downgraded Motorola Solutions from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 18th. Bank of America restated a “buy” rating on shares of Motorola Solutions in a report on Thursday, August 6th. Raymond James Financial lifted their price objective on Motorola Solutions from $530.00 to $550.00 in a research note on Thursday, August 6th. Barclays lifted their price objective on Motorola Solutions from $529.00 to $598.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Evercore upped their price objective on Motorola Solutions from $525.00 to $550.00 in a report on Thursday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $545.70.

Insider Activity at Motorola Solutions

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

Motorola Solutions News Summary

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

• Positive Sentiment: Motorola beat third-quarter expectations, reporting adjusted EPS of $4.69 and revenue of $3.38 billion, with revenue up 12.2% year over year. Record orders and a $16.6 billion backlog supported the results, and the company raised its full-year 2026 guidance. Motorola Beats Q3 Earnings Estimates on Strong Demand, Record Orders
• Positive Sentiment: Several firms raised price targets after the results: Barclays to $598, and UBS and JPMorgan to $570, while maintaining favorable ratings. The revisions signal confidence in MSI’s earnings prospects. Analysts Offer Insights on Technology Companies
• Positive Sentiment: Recent coverage also points to growth potential and expanded AI features in Motorola’s devices, which could support demand for its communications and public-safety products. 3 Reasons Why Motorola Is a Great Growth Stock
• Neutral Sentiment: Despite the strong quarter and higher full-year outlook, reported quarterly revenue guidance came in slightly below expectations, a potential near-term restraint on sentiment. Motorola Solutions posts better-than-expected sales but quarterly guidance slightly misses

Motorola Solutions Price Performance

MSI stock opened at $513.91 on Friday. Motorola Solutions, Inc. has a 52 week low of $359.36 and a 52 week high of $548.28. The firm has a market capitalization of $84.96 billion, a P/E ratio of 41.34, a price-to-earnings-growth ratio of 3.07 and a beta of 0.86. The company has a fifty day simple moving average of $467.94 and a two-hundred day simple moving average of $441.87. The company has a quick ratio of 0.86, a current ratio of 1.10 and a debt-to-equity ratio of 3.03.

Motorola Solutions (NYSE:MSI) last posted its earnings results on Wednesday, November 4th. The communications equipment provider reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.42 by $0.27. The firm had revenue of $3.38 billion for the quarter, compared to the consensus estimate of $3.26 billion. Motorola Solutions had a net margin of 16.54% and a return on equity of 94.49%. The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.06 EPS. Analysts anticipate that Motorola Solutions, Inc. will post 15.91 earnings per share for the current fiscal year.

Motorola Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Wednesday, September 16th were paid a dividend of $1.21 per share. This represents a $4.84 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Wednesday, September 16th. Motorola Solutions’s payout ratio is presently 38.94%.

Motorola Solutions Profile

Motorola Solutions, Inc provides communications, software, video security and related services for public safety agencies and commercial and industrial organizations. Its products include two-way radios and land mobile radio systems, dispatch consoles, command center software, video surveillance systems and access control technology.

The company’s offerings are designed to help customers coordinate communications, manage incidents and support security operations. Motorola Solutions also provides services such as system integration, maintenance and technical support.

Motorola Solutions serves customers around the world.