Motorola Solutions, Inc. $MSI Holdings Cut by Foyston Gordon & Payne Inc

Foyston Gordon & Payne Inc decreased its holdings in Motorola Solutions, Inc. (NYSE:MSI) by 17.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,057 shares of the communications equipment provider’s stock after selling 7,716 shares during the period. Motorola Solutions comprises approximately 3.6% of Foyston Gordon & Payne Inc’s investment portfolio, making the stock its 7th biggest holding. Foyston Gordon & Payne Inc’s holdings in Motorola Solutions were worth $16,489,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Covea Finance boosted its holdings in shares of Motorola Solutions by 5.9% in the 3rd quarter. Covea Finance now owns 111,219 shares of the communications equipment provider’s stock valued at $50,859,000 after buying an additional 6,153 shares in the last quarter. Obermeyer Wealth Partners lifted its position in Motorola Solutions by 261.0% during the second quarter. Obermeyer Wealth Partners now owns 8,073 shares of the communications equipment provider’s stock valued at $3,394,000 after acquiring an additional 5,837 shares during the last quarter. Machina Capital S.A.S. lifted its position in Motorola Solutions by 345.3% during the second quarter. Machina Capital S.A.S. now owns 13,948 shares of the communications equipment provider’s stock valued at $5,865,000 after acquiring an additional 10,816 shares during the last quarter. Swedbank AB boosted its stake in Motorola Solutions by 20.3% in the third quarter. Swedbank AB now owns 1,345,492 shares of the communications equipment provider’s stock valued at $615,280,000 after acquiring an additional 227,062 shares in the last quarter. Finally, Rockline Wealth Management LLC purchased a new position in Motorola Solutions in the second quarter worth $333,000. Institutional investors own 84.17% of the company’s stock.

Motorola Solutions Price Performance

Shares of NYSE MSI opened at $481.37 on Friday. Motorola Solutions, Inc. has a 52 week low of $359.36 and a 52 week high of $492.22. The business’s 50 day moving average price is $411.12 and its 200 day moving average price is $422.53. The company has a quick ratio of 0.87, a current ratio of 1.04 and a debt-to-equity ratio of 3.47. The firm has a market cap of $79.74 billion, a P/E ratio of 37.72, a P/E/G ratio of 3.38 and a beta of 1.00.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings data on Wednesday, February 11th. The communications equipment provider reported $4.59 EPS for the quarter, beating the consensus estimate of $4.35 by $0.24. The business had revenue of $3.38 billion during the quarter, compared to analysts’ expectations of $3.34 billion. Motorola Solutions had a net margin of 18.44% and a return on equity of 110.75%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the business posted $4.04 EPS. On average, sell-side analysts expect that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 20th will be issued a $1.21 dividend. This represents a $4.84 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, March 20th. Motorola Solutions’s dividend payout ratio is presently 37.93%.

Key Headlines Impacting Motorola Solutions

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

• Positive Sentiment: Quarterly dividend announced: Motorola declared a $1.21 quarterly dividend (record March 20; pay April 15), implying a ~1.0% yield. Small recurring cash return and signal of capital-return policy stability.
• Negative Sentiment: Large CEO insider selling — Gregory Q. Brown: recent SEC filings show multiple sizable sales, including 50,000 shares (~$23.4M, Feb. 24) and additional blocks on Feb. 25–26 (see filings). These trades reduced his holdings materially and may weigh on sentiment given the scale. CEO 50,000-share sale filing CEO additional sale filing CEO sales filing
• Negative Sentiment: Other insider sales: CEO Cynthia Yazdi sold 7,000 shares (~$3.3M) and director Kenneth D. Denman sold 434 shares (~$204k) in late-February filings — further insider supply hitting the market. Cynthia Yazdi filing Kenneth Denman filing
• Negative Sentiment: Press coverage flagged the CEO’s sales (summary article). Media attention on large insider disposal can amplify negative investor reaction even if sales are for diversification or liquidity. Insider selling article

Insiders Place Their Bets

In other news, CEO Gregory Q. Brown sold 21,600 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $469.53, for a total value of $10,141,848.00. Following the completion of the transaction, the chief executive officer owned 21,580 shares of the company’s stock, valued at $10,132,457.40. The trade was a 50.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Kenneth D. Denman sold 434 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $470.12, for a total value of $204,032.08. Following the sale, the director directly owned 7,153 shares in the company, valued at approximately $3,362,768.36. This trade represents a 5.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 100,634 shares of company stock valued at $47,189,456. Company insiders own 1.44% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on MSI shares. Barclays upped their price target on Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Piper Sandler reaffirmed an “overweight” rating and set a $499.00 target price (up from $443.00) on shares of Motorola Solutions in a research report on Thursday, February 12th. Weiss Ratings cut Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, February 11th. Morgan Stanley restated an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a research note on Thursday, February 12th. Finally, Northcoast Research upgraded shares of Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 price objective on the stock in a report on Monday, December 1st. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $497.14.

Motorola Solutions Profile

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.