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

Motorola Solutions (NYSE:MSI) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 16.700-16.850 for the period, compared to the consensus EPS 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.

Motorola Solutions Price Performance

Shares of NYSE:MSI opened at $462.19 on Friday. The stock has a market cap of $76.98 billion, a price-to-earnings ratio of 36.22, a PEG ratio of 3.39 and a beta of 1.00. The company has a debt-to-equity ratio of 3.47, a current ratio of 1.04 and a quick ratio of 0.86. The stock’s 50 day moving average price is $392.04 and its 200 day moving average price is $421.33. Motorola Solutions has a 12 month low of $359.36 and a 12 month high of $492.22.

Motorola Solutions (NYSE:MSI) last released its earnings results 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. Motorola Solutions had a return on equity of 110.75% and a net margin of 18.44%.The company had revenue of $3.38 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter in the previous year, the business posted $4.04 EPS. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. Equities research analysts anticipate that Motorola Solutions will post 13.55 earnings per share for the current fiscal year.

Motorola Solutions Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Monday, December 15th were paid a $1.21 dividend. This is an increase from Motorola Solutions’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Monday, December 15th. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.0%. Motorola Solutions’s dividend payout ratio (DPR) is currently 37.93%.

Wall Street Analysts Forecast Growth

MSI has been the topic of several analyst reports. Northcoast Research raised 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. 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. Weiss Ratings lowered Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Morgan Stanley reissued an “overweight” rating and issued a $470.00 price objective on shares of Motorola Solutions in a research note on Thursday. Finally, JPMorgan Chase & Co. raised their target price on Motorola Solutions from $515.00 to $520.00 and gave the company an “overweight” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $497.14.

Key Headlines Impacting Motorola Solutions

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

• Positive Sentiment: Q4 results beat expectations — MSI reported record quarterly revenue and margins with EPS of $4.59 versus estimates (~$4.35) and revenue up year-over-year, underpinning the stronger outlook and showing demand strength. Motorola Beats Q4 Earnings Estimates on Record Revenues & Margins
• Positive Sentiment: Management raised FY2026 guidance notably — EPS guide 16.70–16.85 vs. Street ~15.70 and revenue guidance around $12.7B, signaling management confidence in continued growth and margin expansion. Motorola Solutions Posts Record Results, Raises 2026 Outlook
• Positive Sentiment: AI-driven video-safety products are highlighted as a key growth driver — stronger demand for AI video analytics and software subscription layers is expanding backlog and recurring revenue, improving long-term visibility. Motorola Solutions (MSI) to Benefit From AI-Driven Video Safety Developments
• Positive Sentiment: Analyst support: JPMorgan bumped its price target to $520 and kept an overweight rating, reinforcing upside expectations after the results. Benzinga
• Neutral Sentiment: Full earnings call and transcripts are available for deeper read — useful for investors wanting management details on margin drivers, backlog composition and execution plans. Motorola Solutions, Inc. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near-term revenue guide for Q1 is slightly below some Street estimates (guidance ~ $2.7B vs. consensus nearer $2.8B), which could cap upside in the near term despite stronger EPS guidance. MSI Q4 Deep Dive: AI-Driven Solutions and Backlog Expansion Propel Growth

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Kestra Advisory Services LLC grew its stake in Motorola Solutions by 52.6% in the 4th quarter. Kestra Advisory Services LLC now owns 14,637 shares of the communications equipment provider’s stock valued at $5,611,000 after buying an additional 5,047 shares in the last quarter. Parkside Financial Bank & Trust raised its stake in shares of Motorola Solutions by 13.1% during the 4th quarter. Parkside Financial Bank & Trust now owns 882 shares of the communications equipment provider’s stock valued at $338,000 after purchasing an additional 102 shares during the period. Fortis Capital Management LLC boosted its stake in Motorola Solutions by 4.3% in the 4th quarter. Fortis Capital Management LLC now owns 1,936 shares of the communications equipment provider’s stock worth $742,000 after purchasing an additional 79 shares during the period. The Manufacturers Life Insurance Company increased its holdings in Motorola Solutions by 63.2% during the 4th quarter. The Manufacturers Life Insurance Company now owns 355,756 shares of the communications equipment provider’s stock worth $136,369,000 after acquiring an additional 137,819 shares during the period. Finally, AlTi Global Inc. purchased a new stake in Motorola Solutions during the 4th quarter valued at about $240,000. Hedge funds and other 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.