Motorola Solutions (NYSE: MSI) recently garnered attention from analysts at Zacks Research, who raised their earnings forecast for the company’s Q4 2025. The new estimate projects earnings per share (EPS) of $4.04, up from the previous estimate of $4.03. This marks a slight upward revision, signaling confidence in the company’s performance. The current full-year consensus estimate for Motorola Solutions stands at $13.55 per share. Zacks has also offered projections for the company's future earnings, with an expected Q2 2026 EPS of $3.34, Q4 2026 at $4.82, and Q2 2027 at $3.67.
This revision comes on the heels of reports from multiple other equity analysts who’ve weighed in on Motorola Solutions' stock. For instance, Piper Sandler recently maintained a "neutral" rating while lowering its target price from $495 to $465. Meanwhile, UBS Group took a more optimistic stance, boosting its price target from $490 to $510, accompanied by a "buy" rating. Barclays, however, downgraded its target to $495, though it retained an "overweight" rating. Evercore ISI joined the bullish camp, increasing its target to $525 with an "outperform" rating. Across the board, the consensus view is mixed, but optimistic. Seven analysts have a "buy" rating, while three suggest a "hold" position, giving Motorola Solutions an average "Moderate Buy" rating, with a consensus price target of $506.43.
As of Monday’s market open, Motorola Solutions’ stock was priced at $368.43, showing a slight increase of 0.4% over the previous trading session. The company’s 50-day moving average stands at $432.68, while the 200-day moving average is $433.53. The stock has fluctuated within a 52-week range of $365.75 to $503.62, reflecting its volatility in the market. With a market capitalization of $61.36 billion, the company maintains a P/E ratio of 29.66 and a PEG ratio of 3.46.
In its most recent earnings report, Motorola Solutions surpassed analysts’ expectations. For the quarter ending on October 31st, the company posted EPS of $4.06, exceeding the consensus estimate of $3.85 by $0.21. The company’s revenue for the period was $3.01 billion, slightly ahead of the expected $2.99 billion. On a year-over-year basis, Motorola Solutions saw a revenue increase of 7.8%. During the same period last year, it earned $3.74 per share.
In other developments, Motorola Solutions has announced a dividend increase, with the next quarterly dividend of $1.21 per share set to be paid on January 15th. The ex-dividend date is set for December 15th, marking an increase from the previous quarterly dividend of just $0.01. This change represents an annual dividend payout of $4.84 per share, yielding 1.3%. The company's payout ratio is currently 38.84%.
Insider activity at Motorola Solutions has also been notable. Senior Vice President Rajan Naik sold 8,014 shares in early September, generating $3.8 million in proceeds. Meanwhile, CEO Gregory Q. Brown sold 50,000 shares in mid-September for $24.2 million. Over the past 90 days, insiders have sold a total of 110,614 shares, valued at over $53 million. Despite this, institutional investors hold 84.17% of the company’s stock, indicating strong confidence from large investors.
Institutional investors have recently been active in adjusting their positions as well. Vanguard Group, for example, increased its stake by 1.3% in Q3, now holding 22.17 million shares valued at $10.14 billion. Similarly, Capital World Investors raised its holdings by 5.5%, bringing its total position to 9.39 million shares valued at $4.29 billion. Other institutional investors, including State Street Corp and Geode Capital Management, have also made notable adjustments to their positions.
Motorola Solutions, which provides critical communication infrastructure for public safety and enterprise security, continues to be a key player in the market. With a diverse range of products—from infrastructure and devices to video security solutions—it supports a variety of clients, including government agencies, public safety organizations, and commercial enterprises managing private communications networks.