Shell Asset Management Co. Cuts Stock Position in Motorola Solutions, Inc. $MSI

Shell Asset Management Co. trimmed its holdings in Motorola Solutions, Inc. (NYSE:MSI) by 21.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,602 shares of the communications equipment provider’s stock after selling 1,547 shares during the period. Shell Asset Management Co.’s holdings in Motorola Solutions were worth $2,562,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC purchased a new position in shares of Motorola Solutions in the fourth quarter worth $208,000. Sivia Capital Partners LLC bought a new position in shares of Motorola Solutions during the 2nd quarter valued at about $210,000. RFG Advisory LLC grew its position in shares of Motorola Solutions by 8.2% during the second quarter. RFG Advisory LLC now owns 766 shares of the communications equipment provider’s stock valued at $322,000 after purchasing an additional 58 shares in the last quarter. Mutual Advisors LLC increased its position in Motorola Solutions by 10.3% in the second quarter. Mutual Advisors LLC now owns 591 shares of the communications equipment provider’s stock worth $253,000 after purchasing an additional 55 shares during the last quarter. Finally, Nordea Investment Management AB raised its position in shares of Motorola Solutions by 1.4% during the 2nd quarter. Nordea Investment Management AB now owns 143,319 shares of the communications equipment provider’s stock valued at $59,902,000 after buying an additional 1,954 shares in the last quarter. Institutional investors own 84.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSI. Weiss Ratings downgraded Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Barclays increased their price target on Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a report on Thursday. JPMorgan Chase & Co. raised their target price on shares of Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday. Northcoast Research upgraded shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 price target on the stock in a report on Monday, December 1st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $470.00 price objective on shares of Motorola Solutions in a research note on Thursday. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $497.14.

Motorola Solutions Stock Performance

Motorola Solutions stock opened at $462.19 on Friday. The company has a debt-to-equity ratio of 3.47, a quick ratio of 0.86 and a current ratio of 1.04. The company has a market capitalization of $76.98 billion, a PE ratio of 36.22, a P/E/G ratio of 3.45 and a beta of 1.00. The company has a 50 day moving average price of $392.04 and a 200-day moving average price of $421.24. Motorola Solutions, Inc. has a fifty-two week low of $359.36 and a fifty-two week high of $492.22.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 earnings per share 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 analysts’ expectations of $3.34 billion. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. The company’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.04 EPS. As a group, equities analysts forecast that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Increases Dividend

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

Trending Headlines about 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

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.