Motorola Solutions Inc. (NYSE: MSI) saw a notable surge in investments in the second quarter of 2025. Federated Hermes Inc., according to its most recent SEC filing, boosted its stake in the communications equipment provider by an impressive 42.2%. The firm now owns 193,997 shares, having added 57,587 shares during the period. By the end of the quarter, these shares were valued at approximately $81.57 million, representing 0.12% of Motorola Solutions' total shares.
This increase in ownership reflects a broader trend of institutional investors actively participating in Motorola's growth. Signature Resources Capital Management LLC, for instance, acquired a new position worth $25,000 in the second quarter, while Saudi Central Bank also bought in, securing shares valued at $29,000 during the first quarter. Whipplewood Advisors LLC saw the most significant increase, raising their stake by a staggering 289.5% in Q2, bringing their holdings to 74 shares valued at $31,000. Rossby Financial LCC also expanded its holdings by 148.6%, now owning 87 shares worth $37,000. Finally, Twin Peaks Wealth Advisors LLC entered the fray, purchasing shares valued at approximately $39,000. Currently, institutional investors own 84.17% of Motorola Solutions' stock.
In corporate insider activity, SVP James A. Niewiara made a significant sale of 1,700 shares of Motorola Solutions on September 11th, 2025. These shares, sold at an average price of $485.43, were worth $825,231. Following this transaction, Niewiara retained 14,542 shares, valued at approximately $7.06 million. This sale marked a 10.47% reduction in his holdings. Meanwhile, CEO Gregory Q. Brown sold 50,000 shares at $483.50 each on September 12th, totaling $24.18 million. This was a more substantial 51.58% decrease in his position, leaving him with 46,936 shares valued at $22.69 million. Over the past 90 days, insiders have sold 76,700 shares, amounting to $37.05 million in transactions. Currently, insiders own just 1.44% of the company's stock.
In terms of analyst sentiment, Motorola Solutions received varied feedback. Barclays reduced their target price from $509.00 to $495.00, while maintaining an "overweight" rating. Evercore ISI raised its price target from $500.00 to $525.00 and reiterated its "outperform" rating. Conversely, Northcoast Research upgraded the stock from "neutral" to "buy" and set a target price of $450.00. Analyst sentiment remains generally positive, with a consensus "Moderate Buy" rating and an average target price of $495.00.
On the operational front, Motorola Solutions reported a solid financial performance for the third quarter of 2025. The company posted earnings per share (EPS) of $4.06, surpassing analysts' expectations of $3.85 by $0.21. Revenue for the quarter stood at $3.01 billion, slightly ahead of the $2.99 billion anticipated by analysts. This was a 7.8% year-over-year increase in revenue. Motorola Solutions’ return on equity was an impressive 118.48%, with a net margin of 18.71%. Research analysts predict that the company will post EPS of 13.55 for the current fiscal year.
Additionally, Motorola Solutions declared a quarterly dividend of $1.21 per share, payable on January 15th, 2026. Investors of record as of December 15th will receive this dividend, representing an annual yield of 1.3%. The company’s payout ratio stands at 34.99%, a significant increase from its previous $0.01 quarterly dividend.
Motorola Solutions is a leader in providing public safety and enterprise security solutions. Operating primarily in the United States, United Kingdom, and Canada, the company serves government, public safety, and commercial customers who manage private communications networks and video security solutions. Their products include a wide range of infrastructure, devices, accessories, and video security devices, along with systems integration and software for managing mobile workforces.