In the second quarter of 2025, MASTERINVEST Kapitalanlage GmbH expanded its portfolio with a significant investment in Motorola Solutions, Inc. (NYSE:MSI). According to their most recent 13F filing with the U.S. Securities and Exchange Commission, the firm acquired 4,241 shares of the global communications equipment provider, valued at approximately $1.78 million.
This move reflects a broader trend among institutional investors, with several hedge funds recently adjusting their positions in Motorola Solutions. For example, Revolve Wealth Partners LLC made its first purchase of Motorola Solutions shares in the fourth quarter, amounting to an investment worth $208,000. Horizon Investments LLC increased its stake by 3.8% during the first quarter, owning 3,435 shares now valued at $1.5 million, after acquiring an additional 125 shares. Similarly, EverSource Wealth Advisors LLC boosted its position by 22.1%, raising its ownership to 1,284 shares, valued at $562,000, by purchasing 232 extra shares.
Other notable changes include American Century Companies Inc. increasing its holdings by 4.1%, now owning 310,095 shares valued at over $135.7 million. Meanwhile, Cresset Asset Management LLC raised its position by 6.4%, bringing its total holdings to 11,493 shares, valued at $5.04 million.
Institutional investors now control 84.17% of Motorola Solutions' stock. In the trading session of Monday, the stock opened at $364.46, marking a 1% decrease. With a market capitalization of $60.7 billion, a PE ratio of 29.25, and a price-to-earnings-growth ratio of 2.91, Motorola Solutions remains a strong player in the tech space. The company’s stock has fluctuated between a 52-week low of $363.37 and a high of $492.22.
In terms of financial performance, Motorola Solutions recently posted impressive quarterly results. For Q3 2025, the company reported earnings per share (EPS) of $4.06, surpassing analysts’ expectations of $3.85 by $0.21. The company's revenue for the quarter reached $3.01 billion, an increase of 7.8% year-over-year. Analysts forecast that Motorola Solutions will deliver EPS of 13.55 for the current fiscal year.
As part of its strategy to reward investors, Motorola Solutions also declared a quarterly dividend of $1.21 per share, payable on January 15, 2025. The dividend represents a yield of 1.3% and marks a significant increase from its previous dividend of just $0.01 per share.
Regarding analyst perspectives, several firms have recently revised their ratings. Northcoast Research upgraded Motorola Solutions from "neutral" to "buy" and set a target price of $450.00. In contrast, Piper Sandler maintained a "neutral" rating, lowering its price target from $495.00 to $465.00. Barclays set an "overweight" rating with a revised target of $495.00, while Evercore ISI raised its target price to $525.00. On the other hand, Weiss Ratings downgraded Motorola Solutions from "buy" to "hold."
Motorola Solutions provides vital public safety and enterprise security solutions worldwide, operating in markets including the U.S., the U.K., and Canada. The company offers a comprehensive range of infrastructure, devices, and services, which are critical for government, public safety, and commercial sectors. This includes the integration of private communications networks, video security systems, and management of mobile workforces.