Motorola Solutions, Inc. has seen significant activity in its stock with both institutional and insider movements shaping the landscape. In the first quarter, Rafferty Asset Management LLC reduced its stake in the company by 21.1%, selling off 12,023 shares to hold 44,865 shares, valued at $19.6 million. This move came amidst broader shifts in institutional holdings, reflecting strategic adjustments in the market. Notably, Caisse DE Depot ET Placement DU Quebec increased its investment in Motorola Solutions by 21.1%, adding 50,105 shares to bring its total holdings to 287,441 shares, worth $125.8 million. Soros Capital Management LLC also made a notable move, expanding its position by a massive 232.9%, acquiring an additional 5,039 shares.
In another noteworthy development, several company insiders made significant sales. CAO Katherine A. Maher sold 1,073 shares on May 29th, resulting in a transaction worth $449,243.64. This sale reduced her ownership in the company by 57.17%. Similarly, COO John P. Molloy sold 37,514 shares on August 21st, valued at over $17.3 million. Following the sale, his remaining shares were valued at approximately $27.4 million, marking a 38.74% decrease in his holdings. Over the past 90 days, insiders have sold a total of 138,952 shares, valued at approximately $64.2 million, leaving them with 1.44% of the company’s stock.
Motorola Solutions’ market performance has also been notable. As of the latest quarter, the company posted earnings of $3.57 per share, surpassing analysts' expectations by $0.21. Revenue for the period reached $2.77 billion, surpassing the forecast of $2.74 billion, with a net margin of 19.08%. Additionally, the company’s revenue grew by 5.2% year-over-year, signaling steady growth despite a competitive market.
The company has set its Q3 2025 EPS guidance between 3.820 and 3.870, and full-year EPS guidance between 14.880 and 14.980. Analysts are projecting a full-year EPS of 13.55, and investors are keenly watching these figures as a barometer for future growth. Additionally, Motorola Solutions announced a quarterly dividend of $0.0109 per share, payable on October 15th, with the ex-dividend date set for September 15th.
Motorola Solutions continues to lead in public safety and enterprise security, providing innovative solutions across a range of markets. The company operates in two key segments: Products and Systems Integration, and Software and Services, offering a broad array of communication devices, video security infrastructure, and system integration services tailored for public safety, government, and commercial clients. With a global footprint, including operations in the U.S., U.K., and Canada, the company is well-positioned to continue its growth in the expanding security and communications sectors.