B. Metzler seel. Sohn & Co. AG increased its stake in Motorola Solutions, Inc. (NYSE: MSI) by 29.8% during the first quarter, according to the latest filing with the Securities and Exchange Commission. After purchasing an additional 5,513 shares, the firm now holds 24,005 shares of the communications equipment provider, valued at $10,509,000 by the end of the quarter.
This increase is part of a broader trend where several institutional investors and hedge funds have adjusted their positions in MSI. For instance, Revolve Wealth Partners LLC acquired a new position worth $208,000 in Motorola Solutions during the fourth quarter. Similarly, Integrated Wealth Concepts LLC raised its position by 8.3%, now owning 2,042 shares valued at $944,000 after purchasing 157 additional shares. Beacon Pointe Advisors LLC increased its stake by 1.0%, while Northern Trust Corp lifted its position by 15.9%, owning a substantial 1,868,559 shares worth approximately $863.7 million. Lido Advisors LLC also boosted its stake by 40.6%, now holding 5,998 shares valued at $2.78 million. Overall, institutional investors and hedge funds control 84.17% of the stock.
In insider news, COO John P. Molloy sold 37,514 shares on August 21st, at an average price of $462.38, totaling $17.35 million. After the sale, Molloy’s holdings fell to 59,328 shares worth approximately $27.4 million, marking a 38.74% decrease in his position. Similarly, CEO Gregory Q. Brown sold 17,600 shares on August 15th at an average price of $459.79, for a total of $8.09 million. This reduced Brown’s direct holdings to 24,046 shares, worth $11.06 million, a 42.26% drop in ownership. Over the past 90 days, insiders have sold a total of 138,952 shares, amounting to $64.21 million. Currently, corporate insiders hold only 1.44% of the company’s stock.
Motorola Solutions opened at $454.94 on Wednesday, with a market capitalization of $75.79 billion, a PE ratio of 36.63, and a beta of 0.97. The stock has a 52-week low of $388.90 and a high of $507.82. The company has a quick ratio of 1.54 and a current ratio of 1.73, with a debt-to-equity ratio of 3.86. Its 50-day moving average stands at $433.01, while its 200-day moving average is at $426.70.
Motorola Solutions reported strong earnings for the second quarter, with earnings per share (EPS) of $3.57, exceeding analysts' estimates of $3.36. Revenue for the quarter was $2.77 billion, surpassing the forecasted $2.74 billion. The company achieved a net margin of 19.08% and a return on equity of 134.3%. Year-over-year, revenue rose by 5.2%, and EPS increased from $3.24 to $3.57. For Q3 2025, the company has set its EPS guidance at 3.82-3.87, with full-year guidance at 14.88-14.98.
Regarding dividends, Motorola Solutions announced a quarterly payout to shareholders of $0.0109 per share, with the ex-dividend date set for September 15th and a payment date of October 15th. This represents a modest annualized dividend of $0.04 and a yield of 0.0%. The company’s dividend payout ratio is 35.10%.
On the analyst front, UBS raised its target price for Motorola Solutions from $490 to $510, maintaining a “buy” rating. Other analysts, including William Blair and Barclays, have reiterated their positive outlook, with Barclays adjusting its price target slightly down from $511 to $509. Motorola Solutions currently holds a "Moderate Buy" consensus rating from analysts, with a price target of $512.67.
Motorola Solutions, which provides public safety and enterprise security solutions, operates globally in markets like the United States, the United Kingdom, and Canada. The company offers a range of products and services, including infrastructure, devices, and video security systems, to government, commercial, and public safety customers.