Motorola Solutions (NYSE:MSI) Releases Q1 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 3.200-3.250 for the period, compared to the consensus earnings per share estimate of 3.090. The company issued revenue guidance of $2.7 billion-$2.7 billion, compared to the consensus revenue estimate of $2.8 billion. Motorola Solutions also updated its FY 2026 guidance to 16.700-16.850 EPS.

Analyst Ratings Changes

MSI has been the topic of several research reports. Barclays reaffirmed an “overweight” rating on shares of Motorola Solutions in a report on Thursday. Morgan Stanley restated an “overweight” rating on shares of Motorola Solutions in a research report on Thursday. Piper Sandler reiterated an “overweight” rating on shares of Motorola Solutions in a report on Thursday. Weiss Ratings upgraded Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, January 27th. Finally, Northcoast Research raised Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 target price for the company in a report on Monday, December 1st. Nine equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Motorola Solutions currently has an average rating of “Moderate Buy” and a consensus target price of $491.86.

Motorola Solutions Trading Up 11.3%

NYSE:MSI opened at $468.73 on Thursday. Motorola Solutions has a 52 week low of $359.36 and a 52 week high of $492.22. The company has a debt-to-equity ratio of 3.59, a quick ratio of 0.86 and a current ratio of 1.03. The firm’s fifty day moving average is $388.63 and its 200-day moving average is $420.88. The firm has a market cap of $78.07 billion, a P/E ratio of 37.30, a P/E/G ratio of 3.14 and a beta of 1.00.

Motorola Solutions (NYSE:MSI) last released its quarterly earnings data on Wednesday, February 11th. The communications equipment provider reported $4.59 earnings per share for the quarter, beating the consensus estimate of $4.35 by $0.24. The company had revenue of $3.38 billion during the quarter, compared to analyst estimates of $3.34 billion. Motorola Solutions had a net margin of 18.71% and a return on equity of 118.48%. Motorola Solutions’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.04 EPS. Equities analysts expect that Motorola Solutions will post 13.55 earnings per share for the current year.

Motorola Solutions Increases Dividend

The company also recently declared 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. The ex-dividend date of this dividend was Monday, December 15th. This is an increase from Motorola Solutions’s previous quarterly dividend of $0.01. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.0%. Motorola Solutions’s payout ratio is 38.84%.

Trending Headlines about Motorola Solutions

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

Institutional Trading of Motorola Solutions

Large investors have recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new position in Motorola Solutions in the 3rd quarter valued at approximately $31,000. WFA of San Diego LLC bought a new position in shares of Motorola Solutions in the second quarter worth $59,000. Turning Point Benefit Group Inc. purchased a new position in shares of Motorola Solutions in the third quarter valued at $73,000. Revolve Wealth Partners LLC bought a new stake in shares of Motorola Solutions during the 4th quarter valued at $208,000. Finally, Sivia Capital Partners LLC purchased a new stake in Motorola Solutions during the 2nd quarter worth about $210,000. 84.17% of the stock is owned by hedge funds and other institutional investors.

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.