Motorola Solutions (NYSE:MSI) Releases 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 16.700-16.850 for the period, compared to the consensus EPS estimate of 15.700. The company issued revenue guidance of $12.7 billion-$12.7 billion, compared to the consensus revenue estimate of $12.6 billion. Motorola Solutions also updated its Q1 2026 guidance to 3.200-3.250 EPS.

Motorola Solutions Trading Up 7.8%

Shares of MSI traded up $32.77 during mid-day trading on Thursday, hitting $453.90. 2,728,471 shares of the company’s stock traded hands, compared to its average volume of 1,216,703. The business’s 50-day moving average price is $388.63 and its 200-day moving average price is $420.88. Motorola Solutions has a 1 year low of $359.36 and a 1 year high of $492.22. The firm has a market capitalization of $75.60 billion, a P/E ratio of 36.43, a PEG ratio of 3.14 and a beta of 1.00. The company has a quick ratio of 0.86, a current ratio of 1.03 and a debt-to-equity ratio of 3.59.

Motorola Solutions (NYSE:MSI) last announced its earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 EPS for the quarter, beating analysts’ consensus estimates of $4.35 by $0.24. Motorola Solutions had a net margin of 18.71% and a return on equity of 118.48%. The firm had revenue of $3.38 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter in the previous year, the business posted $4.04 EPS. The company’s quarterly revenue was up 12.3% on a year-over-year basis. As a group, sell-side analysts forecast that Motorola Solutions will post 13.55 EPS for the current fiscal year.

Motorola Solutions Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Monday, December 15th were given a $1.21 dividend. This is a positive change from Motorola Solutions’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Monday, December 15th. This represents a $4.84 dividend on an annualized basis and a yield of 1.1%. Motorola Solutions’s payout ratio is presently 38.84%.

Analysts Set New Price Targets

MSI has been the subject of several research analyst reports. Barclays lifted their price target on shares of Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a report on Thursday. Weiss Ratings raised Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, January 27th. Northcoast Research upgraded Motorola Solutions from a “neutral” rating to a “buy” rating and set a $450.00 target price on the stock in a research report on Monday, December 1st. Morgan Stanley restated an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a report on Thursday. Finally, JPMorgan Chase & Co. lifted their price objective on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a research note on Thursday. Nine equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $497.14.

More Motorola Solutions News

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

• Positive Sentiment: Q4 beat and record results — MSI reported Q4 EPS of $4.59 and revenue of $3.38B (both above consensus). Management highlighted record sales, margins, cash flow and backlog, supporting the stronger outlook. Business Wire: Q4 Results
• Positive Sentiment: FY‑2026 guidance raised — MSI issued FY EPS guidance of $16.70–$16.85 vs. the Street ~$15.70 and raised revenue guidance (~$12.7B), signaling higher-margin growth ahead. This outlook is a primary driver of investor optimism. Slide Deck / Press Release
• Positive Sentiment: AI and backlog tailwinds — Coverage and company commentary emphasize AI-driven video-safety solutions and a growing backlog as durable demand drivers for higher-margin recurring revenue. Analysts and hedge-fund commentary flagged MSI as a beneficiary of these trends. Yahoo: Q4 Deep Dive
• Positive Sentiment: Analyst price-target lift — JPMorgan upgraded MSI to “Overweight” and raised its price target to $520, implying meaningful upside vs. recent levels; analyst support can reinforce momentum. Benzinga: JPMorgan PT Raise
• Neutral Sentiment: Full disclosure: earnings call materials and transcripts are available for deeper detail on margins, backlog composition and product cadence — useful for modeling and verifying assumptions. Seeking Alpha: Call Transcript
• Negative Sentiment: Near-term revenue caution — Q1 revenue guidance was set at ~$2.7B, below some consensus figures (~$2.8B). While FY guidance was raised, the softer Q1 topline could create short-term volatility or temper expectations for the upcoming quarter. MarketBeat: Earnings & Guidance

Institutional Trading of Motorola Solutions

A number of hedge funds have recently bought and sold shares of MSI. JPL Wealth Management LLC purchased a new stake in Motorola Solutions during the 3rd quarter worth approximately $31,000. WFA of San Diego LLC acquired a new stake in shares of Motorola Solutions during the second quarter worth $59,000. Turning Point Benefit Group Inc. purchased a new stake in shares of Motorola Solutions during the third quarter valued at $73,000. Triumph Capital Management purchased a new stake in shares of Motorola Solutions during the fourth quarter valued at $147,000. Finally, Revolve Wealth Partners LLC acquired a new position in shares of Motorola Solutions in the 4th quarter valued at $208,000. Hedge funds and other institutional investors own 84.17% of the company’s stock.

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.