Geneva Capital Management LLC Raises Stock Position in Motorola Solutions, Inc. $MSI

Geneva Capital Management LLC lifted its position in Motorola Solutions, Inc. (NYSE:MSI) by 16.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,579 shares of the communications equipment provider’s stock after buying an additional 645 shares during the period. Geneva Capital Management LLC’s holdings in Motorola Solutions were worth $1,925,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Motorola Solutions by 1.5% in the 1st quarter. Vanguard Group Inc. now owns 21,501,114 shares of the communications equipment provider’s stock worth $9,413,403,000 after buying an additional 321,280 shares during the last quarter. Raymond James Financial Inc. grew its position in Motorola Solutions by 2.0% during the 1st quarter. Raymond James Financial Inc. now owns 3,374,532 shares of the communications equipment provider’s stock worth $1,477,404,000 after purchasing an additional 66,766 shares during the last quarter. Alliancebernstein L.P. grew its position in Motorola Solutions by 1.6% during the 1st quarter. Alliancebernstein L.P. now owns 2,921,004 shares of the communications equipment provider’s stock worth $1,278,845,000 after purchasing an additional 47,368 shares during the last quarter. Invesco Ltd. grew its position in Motorola Solutions by 2.6% during the 1st quarter. Invesco Ltd. now owns 2,043,914 shares of the communications equipment provider’s stock worth $894,846,000 after purchasing an additional 50,891 shares during the last quarter. Finally, Northern Trust Corp grew its position in Motorola Solutions by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,969,450 shares of the communications equipment provider’s stock worth $862,245,000 after purchasing an additional 100,891 shares during the last quarter. Hedge funds and other institutional investors own 84.17% of the company’s stock.

Motorola Solutions Stock Performance

Shares of NYSE MSI opened at $406.61 on Friday. The company has a current ratio of 1.73, a quick ratio of 1.54 and a debt-to-equity ratio of 3.86. Motorola Solutions, Inc. has a 12 month low of $388.90 and a 12 month high of $507.82. The company has a 50 day simple moving average of $459.91 and a two-hundred day simple moving average of $437.55. The stock has a market cap of $67.74 billion, a price-to-earnings ratio of 32.74, a PEG ratio of 3.46 and a beta of 0.97.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings data on Thursday, October 30th. The communications equipment provider reported $4.06 EPS for the quarter, beating the consensus estimate of $3.85 by $0.21. Motorola Solutions had a net margin of 19.08% and a return on equity of 134.30%. The business had revenue of $3.01 billion during the quarter, compared to analysts’ expectations of $2.99 billion. During the same period in the previous year, the business posted $3.74 EPS. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. Motorola Solutions has set its Q4 2025 guidance at 4.300-4.360 EPS. FY 2025 guidance at 15.090-15.150 EPS. As a group, analysts predict that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Monday, September 15th were paid a $0.0109 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Monday, September 15th. Motorola Solutions’s payout ratio is currently 35.10%.

Insider Activity

In related news, SVP James A. Niewiara sold 1,700 shares of the business’s stock in a transaction on Thursday, September 11th. The shares were sold at an average price of $485.43, for a total value of $825,231.00. Following the completion of the transaction, the senior vice president directly owned 14,542 shares in the company, valued at $7,059,123.06. The trade was a 10.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO John P. Molloy sold 37,514 shares of the business’s stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $462.38, for a total transaction of $17,345,723.32. Following the completion of the transaction, the chief operating officer owned 59,328 shares of the company’s stock, valued at approximately $27,432,080.64. This represents a 38.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 248,493 shares of company stock valued at $116,848,278. 1.44% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have weighed in on MSI shares. UBS Group boosted their target price on shares of Motorola Solutions from $490.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, August 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Motorola Solutions in a research report on Wednesday, October 8th. Evercore ISI boosted their target price on shares of Motorola Solutions from $500.00 to $525.00 and gave the stock an “outperform” rating in a research report on Friday, August 29th. Wolfe Research started coverage on shares of Motorola Solutions in a research report on Monday, July 7th. They set a “peer perform” rating on the stock. Finally, Piper Sandler reissued a “neutral” rating and set a $465.00 target price (down previously from $495.00) on shares of Motorola Solutions in a research report on Friday. Eight research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $507.50.

Motorola Solutions Profile

Motorola Solutions, Inc provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce.