Motorola Solutions, Inc. saw notable movements in its stock ownership during the second quarter, as PNC Financial Services Group increased its stake by 5.0%. This came after acquiring an additional 20,572 shares, bringing the total to 428,057 shares, valued at $179.98 million, or 0.26% of the company. Other major investors also adjusted their positions in Motorola Solutions. For example, Nuveen LLC entered with a new stake valued at approximately $650.43 million, while Vanguard Group raised its holdings by 1.5%, now owning 21.5 million shares worth $9.41 billion after acquiring an additional 321,280 shares. Similarly, HSBC Holdings PLC grew its stake by 49.1%, bringing its total holdings to 746,011 shares, valued at $325.56 million.
In a strategic move, senior vice president Rajan Naik sold 8,014 shares in September for $474.45 each, totaling $3.8 million. Post-sale, Naik held 10,244 shares, worth about $4.86 million. Likewise, COO John P. Molloy sold 37,514 shares in August at an average price of $462.38, with a total value of $17.35 million. Following this sale, Molloy owned 59,328 shares valued at $27.43 million. Over the past ninety days, insiders have sold 165,728 shares valued at $78.5 million.
Motorola Solutions stock has received mixed reviews from analysts. Evercore ISI increased its price target from $500 to $525, while Piper Sandler reduced theirs from $495 to $465, maintaining a "neutral" rating. UBS Group raised its target from $490 to $510, reaffirming its "buy" rating. In total, seven analysts have given the stock a "buy" rating, with three holding steady. The consensus price target is $506.43.
As of the latest quarter, Motorola Solutions reported earnings of $4.06 per share, surpassing analyst expectations by $0.21. Revenue reached $3.01 billion, a 7.8% increase from the previous year. The company’s net margin stood at 19.08%, with a return on equity of 134.3%. The company has set its Q4 2025 guidance at $4.30–$4.36 per share, with full-year 2025 guidance between $15.09–$15.15 per share. Analysts forecast 13.55 EPS for the current year.
In addition to its earnings report, Motorola Solutions recently declared a quarterly dividend of $0.0109 per share, paid on October 15th. The company’s dividend payout ratio stands at 34.99%.
Motorola Solutions remains a key player in public safety and enterprise security, offering a range of products and services to government, public safety, and commercial clients worldwide. The company operates in two main segments: Products and Systems Integration, and Software and Services.