Motorola Solutions, Inc. $MSI is Katamaran Capital LLP’s 6th Largest Position

Katamaran Capital LLP raised its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI) by 379.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,237 shares of the communications equipment provider’s stock after buying an additional 12,057 shares during the quarter. Motorola Solutions comprises about 4.4% of Katamaran Capital LLP’s holdings, making the stock its 6th largest position. Katamaran Capital LLP’s holdings in Motorola Solutions were worth $5,841,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in MSI. Orion Capital Management LLC purchased a new position in Motorola Solutions during the third quarter worth about $25,000. United Community Bank grew its position in Motorola Solutions by 81.3% during the third quarter. United Community Bank now owns 58 shares of the communications equipment provider’s stock worth $27,000 after buying an additional 26 shares in the last quarter. Strategic Advocates LLC purchased a new position in Motorola Solutions during the third quarter worth about $28,000. JPL Wealth Management LLC purchased a new position in Motorola Solutions during the third quarter worth about $31,000. Finally, Harbor Investment Advisory LLC boosted its holdings in shares of Motorola Solutions by 45.8% in the 4th quarter. Harbor Investment Advisory LLC now owns 86 shares of the communications equipment provider’s stock worth $33,000 after purchasing an additional 27 shares in the last quarter. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Cynthia Yazdi sold 7,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $471.01, for a total value of $3,297,070.00. Following the completion of the sale, the chief executive officer owned 9,529 shares of the company’s stock, valued at approximately $4,488,254.29. The trade was a 42.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Gregory Q. Brown sold 28,435 shares of the business’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $477.95, for a total value of $13,590,508.25. Following the completion of the sale, the chief executive officer directly owned 90,721 shares of the company’s stock, valued at approximately $43,360,101.95. This trade represents a 23.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 129,069 shares of company stock valued at $60,779,964. Insiders own 1.28% of the company’s stock.

Motorola Solutions Trading Up 0.0%

NYSE MSI opened at $384.02 on Monday. Motorola Solutions, Inc. has a 1-year low of $359.36 and a 1-year high of $492.22. The company has a current ratio of 1.07, a quick ratio of 0.86 and a debt-to-equity ratio of 3.28. The stock has a 50-day moving average of $450.57 and a 200-day moving average of $416.98. The firm has a market cap of $63.75 billion, a PE ratio of 30.94, a price-to-earnings-growth ratio of 2.68 and a beta of 0.93.

Motorola Solutions (NYSE:MSI) last released its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.The company had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.70 billion. During the same quarter in the previous year, the company posted $3.18 EPS. Motorola Solutions’s revenue for the quarter was up 7.4% on a year-over-year basis. 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, sell-side analysts forecast that Motorola Solutions, Inc. will post 15.25 EPS for the current year.

Motorola Solutions Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 20th were paid a $1.21 dividend. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, March 20th. Motorola Solutions’s payout ratio is 39.00%.

Key Headlines Impacting Motorola Solutions

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

• Positive Sentiment: Motorola Solutions beat first-quarter earnings and revenue estimates, with EPS of $3.37 and revenue of $2.71 billion, helped by strong demand in software, video security, and mission-critical communications. The company also reported record backlog and orders, reinforcing visibility into future revenue growth. Article Title
• Positive Sentiment: Management raised full-year 2026 guidance, signaling continued robust demand. The company now expects FY 2026 EPS of $16.87-$16.99 and revenue of about $12.8 billion, both above consensus, which is typically supportive for the stock. Article Title
• Positive Sentiment: Piper Sandler increased its price target on Motorola Solutions to $503 from $499 and reiterated an overweight rating, suggesting analysts remain bullish on the company’s earnings trajectory and business momentum. Article Title
• Neutral Sentiment: Several follow-up articles and transcript coverage centered on the quarter’s metrics and management commentary, but they do not add materially new information beyond the earnings release and guidance update. Article Title
• Negative Sentiment: Despite the upbeat results, some investors may be taking profits after the stock’s strong prior performance and elevated valuation, especially since the shares had already rallied before the earnings release. Article Title

Analyst Ratings Changes

A number of research firms have recently issued reports on MSI. Barclays upped their price objective on Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. upped their price objective on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Wall Street Zen cut Motorola Solutions from a “buy” rating to a “hold” rating in a report on Sunday, April 26th. Piper Sandler upped their price objective on Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Weiss Ratings upgraded Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $504.33.

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.