Motorola Solutions Inc. (NYSE: MSI) has seen significant movement in its stock, as several large investors have adjusted their holdings in the company. According to recent SEC filings, Campbell & CO Investment Adviser LLC increased its stake in Motorola Solutions by a staggering 702.2% in the second quarter, now owning 6,065 shares valued at $2.55 million. This came after the firm purchased an additional 5,309 shares during the period.
Other institutional investors have also shifted their positions. Obermeyer Wealth Partners raised its stake by 261%, owning 8,073 shares worth $3.39 million after acquiring 5,837 shares. Meanwhile, Machina Capital S.A.S. grew its stake by 345.3%, now holding 13,948 shares valued at $5.87 million after buying an additional 10,816 shares.
In addition to these changes, Aware Super Pty Ltd, acting as trustee, lifted its position by 101.5%, acquiring 35,374 additional shares to bring its total holdings to 70,231 shares, valued at $29.53 million. On the other hand, Rockline Wealth Management LLC bought a new position valued at $333,000. Collectively, institutional investors now control 84.17% of Motorola Solutions' stock.
Motorola Solutions' stock price remained steady, opening at $391.44 on Monday, with a market cap of $65.2 billion. The company’s P/E ratio stands at 31.52, reflecting its strong performance despite fluctuations. The stock's 50-day moving average price is $452.66, while the 200-day average sits at $436.70.
In a recent earnings report, Motorola Solutions surpassed expectations for Q3 2025, posting earnings of $4.06 per share, exceeding the consensus estimate of $3.85. Revenue for the quarter reached $3.01 billion, topping analyst predictions of $2.99 billion. The company’s return on equity was a strong 134.3%, and its net margin stood at 19.08%, showing the efficiency and profitability of its operations. Year-over-year revenue grew by 7.8%.
As for dividend updates, Motorola Solutions paid a quarterly dividend of $0.0109 per share, with an annualized payout of $0.04, representing a yield of 0.0%. The ex-dividend date for this payment was September 15th, and the dividend payout ratio stands at 34.99%.
Notable insider transactions include Senior Vice President James A. Niewiara, who sold 1,700 shares for a total of $825,231, and Senior Vice President Rajan Naik, who sold 8,014 shares for $3.8 million. These sales indicate a decrease in insider ownership, with insiders now holding just 1.44% of Motorola Solutions’ stock.
Motorola Solutions continues to offer a range of public safety and enterprise security solutions, with a portfolio that includes infrastructure, devices, accessories, and video security technology. It also provides system integration and software services to government, commercial, and public safety customers worldwide.