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

Motorola Solutions (NYSE:MSI) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 17.620-17.720 for the period, compared to the consensus estimate of 16.610. The company issued revenue guidance of $13.0 billion-$13.0 billion, compared to the consensus revenue estimate of $12.8 billion. Motorola Solutions also updated its Q3 2026 guidance to 4.390-4.440 EPS.

Motorola Solutions Stock Down 1.3%

Shares of Motorola Solutions stock traded down $6.33 during trading hours on Friday, hitting $467.74. The company had a trading volume of 964,732 shares, compared to its average volume of 1,100,093. The company has a debt-to-equity ratio of 3.28, a current ratio of 1.07 and a quick ratio of 0.86. The company’s 50-day moving average is $415.73 and its two-hundred day moving average is $428.13. The company has a market cap of $77.64 billion, a P/E ratio of 36.83, a price-to-earnings-growth ratio of 3.05 and a beta of 0.87. Motorola Solutions has a twelve month low of $359.36 and a twelve month high of $493.57.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 EPS for the quarter, topping the consensus estimate of $3.85 by $0.56. Motorola Solutions had a net margin of 17.44% and a return on equity of 100.67%. The firm had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3 billion. During the same period last year, the business earned $3.57 EPS. Motorola Solutions’s revenue for the quarter was up 13.3% compared to the same quarter last year. Motorola Solutions has set its Q3 2026 guidance at 4.390-4.440 EPS and its FY 2026 guidance at 17.620-17.720 EPS. Analysts anticipate that Motorola Solutions will post 15.19 earnings per share for the current fiscal year.

Motorola Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Wednesday, June 17th were paid a dividend of $1.21 per share. This represents a $4.84 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Wednesday, June 17th. Motorola Solutions’s dividend payout ratio (DPR) is currently 38.11%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Raymond James Financial reiterated an “outperform” rating and issued a $530.00 price objective on shares of Motorola Solutions in a research note on Friday, May 8th. Wall Street Zen lowered shares of Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Weiss Ratings cut shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, July 23rd. UBS Group upped their price target on shares of Motorola Solutions from $510.00 to $520.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Barclays increased their price target on shares of Motorola Solutions from $509.00 to $529.00 and gave the stock an “overweight” rating in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $516.67.

Motorola Solutions News Summary

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

• Positive Sentiment: Q2 results exceeded expectations: Revenue rose 13.3% year over year to $3.13 billion, while adjusted EPS reached $4.41 versus the $3.85 consensus estimate. Growth was supported by demand for public-safety communications, software and services. Motorola Solutions lifts annual guidance on resilient public safety demand
• Positive Sentiment: Guidance was raised again: Motorola Solutions now expects approximately $12.98 billion in 2026 revenue and adjusted EPS of $17.62 to $17.72, both above prior forecasts and Wall Street expectations. Q3 EPS guidance also topped consensus, although the revenue outlook was slightly below estimates. Motorola Solutions Q2 Earnings and Guidance Signal Stronger Growth
• Positive Sentiment: Record backlog supports visibility: Backlog reached $15.6 billion, up 11% year over year, reflecting strong orders and sustained public-safety demand. The company also agreed to acquire counter-drone specialist D-Fend for $1.5 billion, expanding its security technology portfolio.
• Positive Sentiment: Analyst support increased: Truist Financial and JPMorgan each raised their price target to $545, while Piper Sandler lifted its target to $530. Truist maintained a Buy rating, and JPMorgan reiterated Overweight.
• Neutral Sentiment: Technical momentum remains favorable: MSI recently formed a “golden cross,” with its 50-day moving average moving above its 200-day average. The signal may attract momentum investors, but it does not change the company’s fundamentals. Motorola Just Flashed Golden Cross Signal
• Negative Sentiment: Premium valuation raises risk: After a 23.5% three-month advance, MSI trades at roughly 37 times earnings. Investors may demand continued double-digit growth and flawless execution to justify further gains.
• Negative Sentiment: Some cautionary factors remain: The quarter benefited from a $60 million pre-tax tariff refund, which may not recur, while the D-Fend acquisition adds integration and capital-allocation risk. Reported insider activity also showed selling without purchases over the past six months.

Institutional Trading of Motorola Solutions

Several hedge funds have recently modified their holdings of MSI. JPL Wealth Management LLC purchased a new stake in shares of Motorola Solutions in the third quarter valued at approximately $31,000. Atlas Capital Advisors Inc. acquired a new stake in Motorola Solutions in the fourth quarter valued at $33,000. Greenline Wealth Management LLC acquired a new stake in Motorola Solutions in the fourth quarter valued at $56,000. WFA of San Diego LLC purchased a new stake in shares of Motorola Solutions during the 2nd quarter worth $59,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Motorola Solutions during the 3rd quarter worth $73,000. 84.17% of the stock is owned by institutional investors and hedge funds.

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.