Whittier Trust Co. recently increased its stake in Motorola Solutions, Inc. (NYSE:MSI), raising its position by 8.8% in the second quarter of the year. According to the latest filing with the Securities & Exchange Commission, the institutional investor now owns 74,289 shares of the communications giant, worth approximately $31.23 million. This followed the purchase of an additional 5,994 shares during the quarter.
Other institutional investors also made notable moves in Motorola Solutions' stock. Signature Resources Capital Management LLC, for example, bought a new position valued at about $25,000. Meanwhile, Saudi Central Bank and Fort Vancouver Investment Management LLC each took new positions worth $29,000 and $37,000 respectively. Alpine Bank Wealth Management also entered a new stake, valued at $40,000, and Cape Investment Advisory Inc. made an impressive increase, boosting its stake by 3,300%, ultimately owning 102 shares valued at $45,000.
In total, institutional investors now own 84.17% of Motorola Solutions' stock, reflecting strong institutional confidence in the company’s performance.
Insider Activity On the insider front, James A. Niewiara, Senior Vice President of Motorola Solutions, sold 1,700 shares of the company’s stock on September 11th for $485.43 per share, generating a total of $825,231. Following this sale, Niewiara’s stake was reduced by 10.47%, leaving him with 14,542 shares valued at approximately $7.06 million.
Another key insider, Rajan Naik, also made a significant sale, unloading 8,014 shares at an average price of $474.45 per share on September 3rd, for a total of $3.8 million. This sale reduced Naik’s holdings by 43.89%, leaving him with 10,244 shares valued at around $4.86 million. Together, insiders sold 248,493 shares totaling $116.85 million over the past 90 days, with insiders retaining 1.44% of the company’s stock.
Stock Performance Motorola Solutions' stock opened at $448.52 on Tuesday, showing a modest increase of 0.8%. The company boasts a market cap of $74.73 billion and strong financials, with a P/E ratio of 36.11 and a beta of 0.97. Analysts have set a 12-month price target of $513.78, reflecting a "Moderate Buy" consensus rating.
In its most recent earnings report, the company exceeded expectations with a $3.57 earnings per share (EPS), surpassing the $3.36 consensus estimate by $0.21. The firm reported revenue of $2.77 billion for the quarter, also beating the forecast of $2.74 billion. This growth is driven by a 5.2% year-over-year increase in revenue.
Dividend and Guidance Motorola Solutions recently declared a quarterly dividend of $0.0109 per share, which was paid out to investors on October 15th. This brings the annualized dividend yield to 0.0%. For future guidance, the company has projected Q3 2025 earnings between $3.82 and $3.87 per share, with full-year 2025 guidance of $14.88 to $14.98 EPS.
Analysts' Forecast The company has received positive feedback from analysts, with Evercore ISI raising its target price from $500 to $525 per share and maintaining an "outperform" rating. UBS also upgraded its target to $510 from $490, giving the company a "buy" rating. Other analysts, including Piper Sandler and Barclays, have offered neutral and overweight ratings respectively, with price targets ranging from $495 to $509.
Motorola Solutions continues to maintain a leading role in providing public safety and enterprise security solutions, particularly through its expansive portfolio of infrastructure, devices, and video security solutions. With ongoing investments and a commitment to integrating advanced technologies, the company’s growth prospects remain solid.