Motorola Solutions (NYSE:MSI) Updates Q3 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.390-4.440 for the period, compared to the consensus EPS estimate of 4.340. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.3 billion. Motorola Solutions also updated its FY 2026 guidance to 17.620-17.720 EPS.

Motorola Solutions Stock Performance

Shares of NYSE MSI traded down $4.97 during trading on Wednesday, reaching $437.88. 1,210,615 shares of the company traded hands, compared to its average volume of 875,063. Motorola Solutions has a 12-month low of $359.36 and a 12-month 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 market cap of $72.69 billion, a P/E ratio of 35.28, a PEG ratio of 3.08 and a beta of 0.87. The firm’s fifty day simple moving average is $414.45 and its 200 day simple moving average is $427.61.

Motorola Solutions (NYSE:MSI) last released its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, beating analysts’ consensus estimates of $3.85 by $0.56. Motorola Solutions had a net margin of 17.61% and a return on equity of 100.13%. The company had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3 billion. During the same quarter in the previous year, the company earned $3.57 earnings per share. The firm’s revenue for the quarter was up 13.3% on a year-over-year basis. Motorola Solutions has set its Q3 2026 guidance at 4.390-4.440 EPS and its FY 2026 guidance at 17.620-17.720 EPS. As a group, research analysts anticipate that Motorola Solutions will post 15.19 earnings per share for the current fiscal year.

Motorola Solutions Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Wednesday, June 17th were issued a $1.21 dividend. This represents a $4.84 annualized dividend and a yield of 1.1%. The ex-dividend date was Wednesday, June 17th. Motorola Solutions’s payout ratio is presently 39.00%.

Wall Street Analyst Weigh In

MSI has been the subject of a number of recent analyst reports. Wall Street Zen downgraded Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Raymond James Financial reiterated an “outperform” rating and set a $530.00 price target on shares of Motorola Solutions in a research report on Friday, May 8th. Zacks Research raised shares of Motorola Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Weiss Ratings lowered Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, July 23rd. Finally, Piper Sandler raised their price target on Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $504.67.

More Motorola Solutions News

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

• Positive Sentiment: Second-quarter results exceeded expectations: Motorola Solutions reported adjusted EPS of $4.41, above the $3.85–$3.86 analyst consensus, while revenue rose 13.3% year over year to $3.13 billion, surpassing the approximately $3.0 billion estimate. EPS also increased from $3.57 in the prior-year quarter. Motorola Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year outlook was raised above expectations: The company now expects 2026 adjusted EPS of $17.62–$17.72, compared with consensus of $16.61, and revenue of roughly $13.0 billion, above the $12.8 billion analyst estimate. Management cited resilient demand for public-safety communications equipment and software. Motorola Solutions Lifts Annual Guidance
• Positive Sentiment: Profitability remained strong: Motorola Solutions reported a 17.61% net margin and 100.13% return on equity, supporting the investment case for its public-safety and enterprise communications businesses.
• Neutral Sentiment: Third-quarter EPS guidance topped estimates: The company forecast adjusted EPS of $4.39–$4.44, above the $4.34 consensus estimate. Motorola Solutions Lifts Outlook as Profit and Revenue Gain
• Negative Sentiment: Near-term revenue guidance was softer than expected: Third-quarter revenue guidance of approximately $3.2 billion came in below the $3.3 billion consensus estimate, which may have pressured the stock despite the earnings beat and stronger full-year forecast.

Institutional Trading of Motorola Solutions

A number of large investors have recently made changes to their positions in the company. Orbis Allan Gray Ltd grew its stake in shares of Motorola Solutions by 95.6% during the 4th quarter. Orbis Allan Gray Ltd now owns 1,283,065 shares of the communications equipment provider’s stock worth $491,824,000 after purchasing an additional 627,066 shares during the period. Stifel Financial Corp lifted its stake in shares of Motorola Solutions by 576.0% in the fourth quarter. Stifel Financial Corp now owns 708,083 shares of the communications equipment provider’s stock valued at $271,429,000 after purchasing an additional 603,330 shares during the period. Voloridge Investment Management LLC purchased a new stake in Motorola Solutions during the fourth quarter worth about $217,494,000. FIL Ltd grew its position in Motorola Solutions by 4,412.7% during the fourth quarter. FIL Ltd now owns 570,228 shares of the communications equipment provider’s stock worth $218,580,000 after buying an additional 557,592 shares during the period. Finally, Van ECK Associates Corp grew its position in Motorola Solutions by 2,240,238.1% during the fourth quarter. Van ECK Associates Corp now owns 470,471 shares of the communications equipment provider’s stock worth $180,341,000 after buying an additional 470,450 shares during the period. 84.17% of the stock is owned by institutional investors and hedge funds.

Motorola Solutions Company 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.