Motorola Solutions (NYSE:MSI) Issues FY 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 16.700-16.850 for the period, compared to the consensus earnings per share estimate of 15.700. The company issued revenue guidance of $12.7 billion-$12.7 billion, compared to the consensus revenue estimate of $12.6 billion. Motorola Solutions also updated its Q1 2026 guidance to 3.200-3.250 EPS.

Wall Street Analyst Weigh In

Several equities research analysts have commented on MSI shares. Northcoast Research raised shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 price target on the stock in a research report on Monday, December 1st. Weiss Ratings upgraded Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, January 27th. Morgan Stanley reiterated an “overweight” rating on shares of Motorola Solutions in a research note on Thursday. Piper Sandler reissued an “overweight” rating and issued a $499.00 price objective (up previously from $443.00) on shares of Motorola Solutions in a report on Thursday. Finally, Barclays restated an “overweight” rating and set a $506.00 target price (up from $495.00) on shares of Motorola Solutions in a report on Thursday. Nine investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Motorola Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $501.43.

Motorola Solutions Stock Performance

MSI stock traded up $44.92 during midday trading on Thursday, reaching $466.05. 432,683 shares of the company were exchanged, compared to its average volume of 1,132,411. The firm has a market capitalization of $77.62 billion, a price-to-earnings ratio of 37.51, a price-to-earnings-growth ratio of 3.14 and a beta of 1.00. The business has a 50-day moving average price of $388.63 and a two-hundred day moving average price of $420.88. Motorola Solutions 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 3.59, a current ratio of 1.03 and a quick ratio of 0.86.

Motorola Solutions (NYSE:MSI) last issued its quarterly earnings data 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. The firm had revenue of $3.38 billion during the quarter, compared to the consensus estimate of $3.34 billion. Motorola Solutions had a net margin of 18.71% and a return on equity of 118.48%. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period last year, the business posted $4.04 earnings per share. Equities research analysts forecast that Motorola Solutions will post 13.55 EPS for the current year.

Motorola Solutions Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Monday, December 15th were given a dividend of $1.21 per share. This is a positive change from Motorola Solutions’s previous quarterly dividend of $0.01. This represents a $4.84 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Monday, December 15th. Motorola Solutions’s dividend payout ratio (DPR) is currently 38.84%.

Key Motorola Solutions News

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

• Positive Sentiment: Q4 2025 results beat estimates: MSI reported $4.59 EPS (above consensus) and $3.38B revenue (+12.3% YoY), with management citing record sales, earnings, cash flow and backlog — a clear near‑term catalyst for the stock. Business Wire Q4 Release
• Positive Sentiment: Full‑year 2026 guidance raised above consensus: EPS guidance of $16.700–$16.850 vs. Street $15.70, and revenue guided to $12.7B vs. consensus ~$12.6B — this upside to FY outlook supports multiple expansion and investor confidence. Business Wire Guidance
• Positive Sentiment: Product/market drivers: Coverage highlights MSI’s momentum in AI‑driven video safety and a growing backlog that underpins recurring revenue and upsell opportunities. Analysts remain bullish, with recent coverage showing multiple Buy ratings. Yahoo Deep Dive InsiderMonkey Coverage
• Positive Sentiment: Certifications/support win: MSI’s SVX earned the highest FedRAMP authorization level — strengthens its addressable market for public sector cloud/video services. FedRAMP Notice
• Neutral Sentiment: Q1 2026 guidance is mixed: EPS guide of $3.200–$3.250 tops consensus $3.09, but revenue was guided to ~$2.7B vs. Street ~$2.8B — implies margin strength but a softer near‑term revenue outlook. Business Wire Q1 Guide
• Negative Sentiment: Near‑term revenue risk: the below‑consensus Q1 revenue guide could pressure short‑term top‑line expectations and warrants watching whether backlog conversion accelerates as guided. Business Wire Q1 Guide

Hedge Funds Weigh In On Motorola Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in MSI. Raymond James Financial Inc. increased its stake in Motorola Solutions by 0.9% in the third quarter. Raymond James Financial Inc. now owns 3,433,482 shares of the communications equipment provider’s stock valued at $1,570,096,000 after purchasing an additional 31,744 shares in the last quarter. Nuveen LLC grew its stake in shares of Motorola Solutions by 3.1% in the 4th quarter. Nuveen LLC now owns 1,448,079 shares of the communications equipment provider’s stock valued at $555,078,000 after buying an additional 43,312 shares during the period. Ameriprise Financial Inc. increased its position in Motorola Solutions by 35.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,355,159 shares of the communications equipment provider’s stock valued at $568,930,000 after buying an additional 353,113 shares in the last quarter. Amundi raised its stake in Motorola Solutions by 10.5% during the 3rd quarter. Amundi now owns 1,312,744 shares of the communications equipment provider’s stock worth $600,095,000 after buying an additional 124,876 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its stake in Motorola Solutions by 37.1% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 609,837 shares of the communications equipment provider’s stock worth $278,872,000 after buying an additional 164,927 shares during the period. Institutional investors own 84.17% of the company’s stock.

Motorola Solutions Company 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.