GDS Wealth Management recently raised its stake in Motorola Solutions, Inc. (NYSE: MSI), a move that demonstrates the growing confidence in the company's future. During the third quarter, GDS Wealth Management increased its holdings by 13.7%, acquiring an additional 2,992 shares, bringing their total ownership to 24,888 shares. As of the latest filing with the SEC, this investment was valued at an impressive $11.38 million.
This change is part of a broader trend, with other prominent hedge funds also making adjustments to their positions in Motorola Solutions. Modera Wealth Management LLC, for instance, boosted its stake by 13.3%, adding 381 shares to its portfolio, bringing the total to 3,254 shares, worth $1.49 million. Y Intercept Hong Kong Ltd made an even more significant move, increasing its stake by a staggering 621.9%, now owning 23,908 shares valued at $10.93 million after acquiring 20,596 additional shares in the past quarter. Other firms, such as Orion Capital Management LLC, Baillie Gifford & Co., and Mitsubishi UFJ Trust & Banking Corp., have also made notable investments in Motorola Solutions, reflecting widespread institutional confidence in the company. In total, 84.17% of Motorola’s stock is now held by institutional investors.
This surge in institutional investment comes as Motorola Solutions continues to perform well in the market. On Friday, its stock opened at $401.60, with a 1-year low of $359.36 and a 1-year high of $492.22. The company boasts a market capitalization of $66.89 billion and has shown impressive financials, including a debt-to-equity ratio of 3.59 and a solid price-to-earnings (P/E) ratio of 32.23. Motorola’s earnings for the quarter ended October 31st surpassed analysts’ expectations, reporting $4.06 per share—beating the consensus estimate of $3.85 by $0.21. The company's revenue for the quarter hit $3.01 billion, a 7.8% increase compared to the same period last year.
In terms of dividends, Motorola Solutions has made a strong move by increasing its quarterly payout. Shareholders of record on December 15th received $1.21 per share, up from $0.01 previously. The $4.84 annualized dividend represents a yield of 1.2%, and the payout ratio stands at 38.84%.
Analysts have been bullish on the company’s future. Northcoast Research upgraded Motorola Solutions from a "neutral" to a "buy" rating, setting a price target of $450.00 per share. Meanwhile, Weiss Ratings reaffirmed its "hold" rating, and Barclays adjusted its target price from $509.00 to $495.00 while maintaining an "overweight" rating. The consensus rating on Motorola Solutions among analysts is "Moderate Buy," with a target price of $491.86.
Motorola Solutions continues to lead the field of mission-critical communications and analytics, offering products such as land mobile radios (LMR), broadband push-to-talk solutions, command-and-control center software, and video security systems. These technologies are used by public safety agencies, such as police, fire, and emergency medical services, as well as government and commercial clients. The company is renowned for providing secure, resilient connectivity and situational awareness in high-pressure environments, crucial for first responders and enterprise clients alike.