Motorola Solutions (NYSE:MSI – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 16.870-16.990 for the period, compared to the consensus earnings per share estimate of 16.480. The company issued revenue guidance of $12.8 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Motorola Solutions also updated its Q2 2026 guidance to 3.820-3.880 EPS.
Analysts Set New Price Targets
MSI has been the subject of a number of analyst reports. Morgan Stanley restated an “overweight” rating and issued a $470.00 price objective on shares of Motorola Solutions in a research note on Thursday, February 12th. Barclays lifted their target price on shares of Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Piper Sandler reaffirmed an “overweight” rating and issued a $499.00 price target (up from $443.00) on shares of Motorola Solutions in a research report on Thursday, February 12th. JPMorgan Chase & Co. lifted their price objective on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings raised Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given 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 $502.50.
Read Our Latest Stock Report on MSI
Motorola Solutions Stock Performance
Motorola Solutions (NYSE:MSI – Get Free Report) last issued its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating the consensus estimate of $3.25 by $0.12. The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.70 billion. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. Sell-side analysts expect that Motorola Solutions will post 15.25 EPS for the current fiscal year.
Motorola Solutions Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 20th were given a $1.21 dividend. The ex-dividend date was Friday, March 20th. This represents a $4.84 annualized dividend and a yield of 1.1%. Motorola Solutions’s payout ratio is presently 37.93%.
Insider Activity at Motorola Solutions
In related news, Director Kenneth D. Denman sold 434 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $470.12, for a total transaction of $204,032.08. Following the transaction, the director owned 7,153 shares in the company, valued at $3,362,768.36. This represents a 5.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Cynthia Yazdi sold 7,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $471.01, for a total transaction of $3,297,070.00. Following the completion of the sale, the chief executive officer owned 9,529 shares of the company’s stock, valued at $4,488,254.29. The trade was a 42.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 129,069 shares of company stock valued at $60,779,964 over the last ninety days. 1.28% of the stock is owned by insiders.
Trending Headlines about Motorola Solutions
Here are the key news stories impacting Motorola Solutions this week:
- Positive Sentiment: Q1 earnings beat and solid margins — $3.37 EPS vs. $3.25 expected; revenue $2.71B. Margin and ROE metrics were strong, supporting valuation. Motorola Solutions Reports First-Quarter 2026 Financial Results
- Positive Sentiment: Raised guidance — Q2 EPS 3.820–3.880 and FY EPS 16.870–16.990, both above consensus; FY revenue raised to ~$12.8B. Guidance beats are the main catalyst for the stock’s uptick. Guidance and Results Release
- Positive Sentiment: Management cites record first-quarter backlog and broad-based demand, which supports near-term revenue visibility and the raised outlook. CEO Comments and Backlog
- Positive Sentiment: Institutional interest — coverage and buy-side commentary (including a recent purchase by Aristotle Value Equity Strategy) and an average “Buy” brokerage rating support demand for the shares. Aristotle Value Purchase
- Neutral Sentiment: Analyst and media pieces highlight MSI as a long-term growth stock and discuss style/valuation; these can drive interest but don’t change fundamentals immediately. Zacks Growth Thesis
- Negative Sentiment: Valuation/rotation risk — some articles question whether the recent rally (driven by public-safety demand) means it’s time to reassess valuation; investors sensitive to multiples or rising rates may take profits. Valuation Reassessment Article
Institutional Investors Weigh In On Motorola Solutions
Institutional investors and hedge funds have recently made changes to their positions in the company. Mill Capital Management LLC grew its holdings in shares of Motorola Solutions by 0.9% during the fourth quarter. Mill Capital Management LLC now owns 2,935 shares of the communications equipment provider’s stock valued at $1,125,000 after buying an additional 25 shares during the last quarter. Moneta Group Investment Advisors LLC raised its stake in Motorola Solutions by 2.4% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 1,342 shares of the communications equipment provider’s stock worth $514,000 after acquiring an additional 31 shares during the last quarter. Bradley Foster & Sargent Inc. CT lifted its position in Motorola Solutions by 5.6% during the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 627 shares of the communications equipment provider’s stock worth $240,000 after acquiring an additional 33 shares during the period. PFG Advisors grew its stake in Motorola Solutions by 6.0% during the 3rd quarter. PFG Advisors now owns 638 shares of the communications equipment provider’s stock valued at $292,000 after purchasing an additional 36 shares during the last quarter. Finally, Caitlin John LLC increased its holdings in shares of Motorola Solutions by 5.2% in the fourth quarter. Caitlin John LLC now owns 836 shares of the communications equipment provider’s stock valued at $320,000 after purchasing an additional 41 shares during the period. Institutional investors own 84.17% of the company’s stock.
About Motorola Solutions
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.
Further Reading
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