Motorola Solutions, Inc. (NYSE: MSI) has seen a shift in institutional holdings, with BDF Gestion reducing its stake by 17.2% in the third quarter of 2025. The investor now holds 14,027 shares after offloading 2,917 shares, marking a decrease in its portfolio allocation to 0.8%. The total value of BDF Gestion's Motorola stake stood at $6.41 million by the end of the quarter, making it the 21st largest position in the firm’s portfolio.
This change comes amidst a series of adjustments by other institutional investors. Revolve Wealth Partners LLC, for example, entered a new position in Motorola Solutions in Q4, acquiring shares worth around $208,000. Meanwhile, EntryPoint Capital LLC saw a 36.5% increase in its holdings during the first quarter, purchasing an additional 177 shares, bringing its total to 662 shares valued at $290,000. Summit Financial LLC also boosted its position by 4.3%, adding 55 shares for a total of 1,329 shares worth $582,000. CW Advisors LLC increased its stake by 7.5%, buying 341 more shares, which now total 4,899 shares valued at $2.14 million. Norinchukin Bank raised its holdings by 15.1%, acquiring an additional 1,120 shares for a total of 8,548 shares, valued at $3.74 million.
The strong institutional interest in Motorola Solutions, which now has 84.17% of its stock held by institutional investors, highlights its relevance in the communications sector.
Analyst opinions on Motorola Solutions are mixed. Barclays reduced its price target from $509 to $495, maintaining an "overweight" rating. Evercore ISI increased its target from $500 to $525, giving the stock an "outperform" rating. Conversely, Piper Sandler lowered its price target to $465 and reaffirmed a "neutral" rating. Northcoast Research upgraded the stock from "neutral" to "buy" with a $450 target. Overall, Motorola Solutions has six analysts recommending "buy" and four "hold," with a consensus target price of $495.
In recent performance, the stock opened at $369.97, experiencing a 12-month low of $359.36 and a high of $492.22. The company’s market capitalization stands at $61.62 billion, with a price-to-earnings ratio of 29.69, and its revenue for the latest quarter reached $3.01 billion, surpassing analyst expectations.
Motorola’s dividend policy has also garnered attention, with a quarterly payout of $1.21 per share, reflecting a 1.3% yield. The ex-dividend date is December 15th, and the payout ratio is 38.84%, signaling a steady commitment to returning value to shareholders.
Motorola Solutions provides crucial communications and analytics solutions for public safety and commercial clients. Its offerings include land mobile radio (LMR) systems, handheld and vehicle-mounted radios, broadband push-to-talk services, command-and-control software, and video security systems.
As the company continues to innovate in its sector, it remains a key player in the mission-critical communications industry, supporting first responders, government agencies, and enterprises in high-stress environments where reliable communication is essential.