Motorola Solutions (NYSE: MSI) saw changes in its shareholder landscape during the second quarter, with several institutional investors adjusting their positions in the company's stock. Westwood Holdings Group Inc. decreased its holdings by 6.8%, selling 3,635 shares, which left them owning 50,171 shares valued at $21,095,000 by the end of the quarter.
Meanwhile, other investors significantly increased their stakes. Obermeyer Wealth Partners boosted their position by an impressive 261.0%, acquiring 5,837 additional shares to own a total of 8,073 shares, worth $3,394,000. Similarly, Machina Capital S.A.S. expanded its holdings by 345.3%, purchasing 10,816 more shares to bring their total to 13,948 shares, valued at $5,865,000. Other notable investors included Whalen Wealth Management, which bought a new stake valued at $257,000, and Aware Super Pty Ltd, which increased its position by 101.5%, owning 70,231 shares worth $29,529,000.
At the close of the second quarter, institutional investors controlled 84.17% of Motorola Solutions’ stock.
As for the stock's performance, it opened at $379.44 on the day in question, with a 50-day moving average of $443.80 and a 200-day average of $435.15. The company's market capitalization stood at $63.20 billion, with a price-to-earnings ratio of 30.55. Motorola’s stock has a 52-week low of $376.74 and a high of $503.62.
Motorola Solutions recently reported strong quarterly earnings, surpassing analysts' expectations. The company posted earnings of $4.06 per share, exceeding the consensus estimate of $3.85. Revenues for the quarter reached $3.01 billion, surpassing the expected $2.99 billion. The company’s return on equity was an impressive 134.3%, with a net margin of 19.08%. The business also saw a year-over-year revenue increase of 7.8%. Despite these successes, Motorola Solutions reduced its quarterly dividend, paying $0.0109 per share on October 15, 2025, resulting in an annualized yield of 0.0%.
Analysts have varied opinions on the stock. Barclays lowered its price target from $509.00 to $495.00 while maintaining an "overweight" rating, while UBS raised its target from $490.00 to $510.00, issuing a "buy" recommendation. Evercore ISI also increased its target to $525.00, reaffirming an "outperform" rating. Overall, Motorola Solutions holds a consensus rating of "Moderate Buy," with an average target price of $506.43.
Motorola Solutions' leadership saw activity in the stock market as well, with SVP Rajan Naik and CEO Gregory Q. Brown selling large quantities of shares in September. Naik sold 8,014 shares for over $3.8 million, while Brown sold 50,000 shares worth $24.2 million. These moves reduced their ownership stakes in the company by 43.89% and 51.58%, respectively.
As a company, Motorola Solutions specializes in providing public safety and enterprise security solutions, operating primarily in the United States, Canada, the United Kingdom, and globally. Its diverse portfolio includes products for infrastructure, devices, video security, and system integration for clients in government, public safety, and commercial sectors.