Motorola Solutions (NYSE:MSI) Issues FY 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 16.870-16.990 for the period, compared to the consensus EPS estimate of 16.480. The company issued revenue guidance of $12.8 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Motorola Solutions also updated its Q2 2026 guidance to 3.820-3.880 EPS.

Wall Street Analyst Weigh In

MSI has been the subject of a number of recent research reports. Piper Sandler reissued an “overweight” rating and set a $499.00 price target (up from $443.00) on shares of Motorola Solutions in a research report on Thursday, February 12th. Morgan Stanley reiterated an “overweight” rating and set a $470.00 target price on shares of Motorola Solutions in a report on Thursday, February 12th. JPMorgan Chase & Co. upped their price target on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings upgraded Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 2nd. Finally, Truist Financial initiated coverage on Motorola Solutions in a report on Tuesday, March 31st. They issued a “buy” rating and a $540.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $502.50.

Motorola Solutions Price Performance

Shares of MSI opened at $434.03 on Friday. Motorola Solutions has a twelve month low of $359.36 and a twelve month high of $492.22. The company has a market capitalization of $72.14 billion, a P/E ratio of 34.02, a price-to-earnings-growth ratio of 3.03 and a beta of 0.93. The firm has a 50 day moving average of $450.57 and a 200 day moving average of $416.98. The company has a quick ratio of 0.87, a current ratio of 1.04 and a debt-to-equity ratio of 3.47.

Motorola Solutions (NYSE:MSI) last posted its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, topping analysts’ consensus estimates of $3.24 by $0.13. The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.70 billion. Motorola Solutions had a return on equity of 110.75% and a net margin of 18.44%.The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the company earned $3.18 EPS. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. As a group, equities research analysts anticipate that Motorola Solutions will post 15.25 earnings per share for the current fiscal year.

Motorola Solutions Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 20th were given a $1.21 dividend. This represents a $4.84 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Friday, March 20th. Motorola Solutions’s payout ratio is 37.93%.

Insider Activity

In related news, CEO Cynthia Yazdi sold 7,000 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $471.01, for a total transaction of $3,297,070.00. Following the completion of the sale, the chief executive officer owned 9,529 shares in the company, valued at approximately $4,488,254.29. This represents a 42.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Kenneth D. Denman sold 434 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $470.12, for a total value of $204,032.08. Following the completion of the transaction, the director directly owned 7,153 shares in the company, valued at approximately $3,362,768.36. This represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 129,069 shares of company stock valued at $60,779,964 in the last ninety days. 1.28% of the stock is currently owned by company insiders.

Motorola Solutions News Roundup

Here are the key news stories impacting Motorola Solutions this week:

• Positive Sentiment: Q1 beats and strong fundamentals — MSI reported $3.37 EPS and $2.71B revenue, both topping estimates, with healthy margins and year?over?year revenue growth. MSI Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Guidance raised — management increased FY2026 revenue to $12.8B and EPS guidance to $16.87–$16.99 (above consensus), and raised Q2 EPS to $3.82–$3.88, signaling confidence in demand and margin outlook. Motorola Solutions raises annual forecasts on robust demand
• Positive Sentiment: Silvus contribution and backlog — company guidance and analyst notes highlight a roughly $750M Silvus outlook helping drive the higher revenue/earnings targets and a record first?quarter backlog. Motorola Solutions forecasts $12.8B 2026 revenue and $16.87-$16.99 EPS
• Positive Sentiment: Management tone and investor interest — CEO described Q1 as “outstanding,” and at least one value-oriented investor (Aristotle Value) has added to the name, supporting momentum. Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase
• Neutral Sentiment: Full disclosure and detail available — the company posted the investor slide deck and the full earnings?call transcript for more color on backlog, product mix and order timing. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and leverage are potential risks — MSI trades at a mid?30s P/E and carries a high debt?to?equity ratio (~3.47), which could amplify downside if growth slows or if macro pressure weakens demand.
• Negative Sentiment: Growth cadence — while Q1 growth and backlog are strong, revenue rose ~7.4% YoY; investors should watch order conversion and margins across the year to confirm the sustainability of the faster guide.

Institutional Trading of Motorola Solutions

Several large investors have recently added to or reduced their stakes in the business. Mill Capital Management LLC raised its position in Motorola Solutions by 0.9% in the fourth quarter. Mill Capital Management LLC now owns 2,935 shares of the communications equipment provider’s stock worth $1,125,000 after acquiring an additional 25 shares during the period. Moneta Group Investment Advisors LLC grew its position in shares of Motorola Solutions by 2.4% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 1,342 shares of the communications equipment provider’s stock valued at $514,000 after acquiring an additional 31 shares during the period. Bradley Foster & Sargent Inc. CT increased its stake in shares of Motorola Solutions by 5.6% in the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 627 shares of the communications equipment provider’s stock worth $240,000 after purchasing an additional 33 shares in the last quarter. PFG Advisors increased its stake in shares of Motorola Solutions by 6.0% in the 3rd quarter. PFG Advisors now owns 638 shares of the communications equipment provider’s stock worth $292,000 after purchasing an additional 36 shares in the last quarter. Finally, Caitlin John LLC raised its holdings in Motorola Solutions by 5.2% in the 4th quarter. Caitlin John LLC now owns 836 shares of the communications equipment provider’s stock worth $320,000 after purchasing an additional 41 shares during the period. 84.17% of the stock is currently owned by institutional investors.

About Motorola Solutions

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.