Motorola Solutions, Inc. (NYSE: MSI) has seen significant changes in its shareholder structure, particularly with Asset Management One Co. Ltd. reducing its stake by 14.2% in the second quarter. According to the company’s latest 13F filing with the SEC, Asset Management One now holds 106,284 shares of Motorola Solutions after selling 17,559 shares during the period. These holdings were valued at approximately $44.7 million, representing 0.06% of the total shares outstanding.
Meanwhile, several other institutional investors have also made adjustments to their positions in the company. For instance, Signature Resources Capital Management LLC acquired a new stake valued at about $25,000, while the Saudi Central Bank made an entry in the first quarter, purchasing shares worth approximately $29,000. Other notable acquisitions include Fort Vancouver Investment Management LLC and Alpine Bank Wealth Management, which each bought new positions in the company earlier this year, valued at $37,000 and $40,000, respectively. Additionally, Meeder Asset Management Inc. boosted its stake by 47.1%, acquiring 33 more shares during the first quarter, bringing its total holdings to 103 shares, now worth about $45,000.
Institutional investors and hedge funds collectively own 84.17% of Motorola Solutions, solidifying the company's strong institutional backing.
On the trading side, Motorola Solutions opened at $439.36 per share on the latest Friday, showing a market cap of $73.20 billion. The company's stock performance has been fairly stable, with a P/E ratio of 35.38 and a beta of 0.97. The stock has fluctuated between a 12-month low of $388.90 and a high of $507.82. Recent moving averages also reflect a solid position, with a 50-day moving average at $463.01 and a 200-day moving average at $436.81.
The company recently announced earnings for the second quarter of 2025, reporting earnings per share (EPS) of $3.57, surpassing analysts’ expectations of $3.36 by a margin of $0.21. Motorola Solutions posted a total revenue of $2.77 billion, beating the consensus estimate of $2.74 billion. The company's return on equity was an impressive 134.30%, and it maintained a strong net margin of 19.08%. Year-over-year, the company’s quarterly revenue grew by 5.2%.
Motorola has provided guidance for Q3 2025, projecting an EPS range of $3.82 to $3.87, and FY 2025 guidance for EPS between $14.88 and $14.98. Analysts predict a full-year EPS of 13.55 for the company.
Alongside these financial results, the company has also disclosed a quarterly dividend payout, which was made on October 15th, to investors of record from September 15th. Shareholders received a small dividend of $0.0109 per share, translating to an annualized dividend of $0.04 and a yield of 0.0%. Motorola’s payout ratio stands at 35.10%.
In terms of insider trading, COO John P. Molloy sold 37,514 shares at an average price of $462.38 per share, amounting to over $17.34 million. After the transaction, Molloy’s holdings dropped by 38.74%, leaving him with 59,328 shares valued at $27.4 million. Senior Vice President James A. Niewiara also sold 1,700 shares at an average price of $485.43, reducing his holdings by 10.47%. These insider movements underscore a notable shift in stock ownership, though insiders still hold a small percentage of Motorola’s stock (1.44%).
Market analysts remain mostly bullish on Motorola Solutions, with eight analysts recommending a “Buy” rating, while three analysts rate it as a “Hold.” Several brokerages have raised their target price for Motorola, with Evercore ISI boosting their target from $500 to $525, while UBS Group increased theirs from $490 to $510. Analyst reports suggest that the stock is poised to continue its positive momentum.
Motorola Solutions operates globally, providing public safety and enterprise security solutions across regions such as the United States, the United Kingdom, and Canada. The company’s business is divided into two primary segments: Products and Systems Integration, and Software and Services. Motorola Solutions offers a broad range of products, including communications devices, video security infrastructure, and mobile workforce management solutions, catering to government, public safety, and commercial clients.