Motorola Solutions (NYSE:MSI) Releases Q1 2026 Earnings Guidance

Motorola Solutions (NYSE:MSI) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.200-3.250 for the period, compared to the consensus estimate of 3.090. The company issued revenue guidance of $2.7 billion-$2.7 billion, compared to the consensus revenue estimate of $2.8 billion. Motorola Solutions also updated its FY 2026 guidance to 16.700-16.850 EPS.

Motorola Solutions Stock Up 7.8%

Motorola Solutions stock traded up $32.77 during trading hours on Thursday, hitting $453.90. The company had a trading volume of 2,724,270 shares, compared to its average volume of 1,192,039. Motorola Solutions has a fifty-two week low of $359.36 and a fifty-two week high of $492.22. The company has a debt-to-equity ratio of 3.59, a current ratio of 1.03 and a quick ratio of 0.86. The firm has a market capitalization of $75.60 billion, a P/E ratio of 36.43, a price-to-earnings-growth ratio of 3.14 and a beta of 1.00. The firm’s fifty day moving average is $388.63 and its 200-day moving average is $420.88.

Motorola Solutions (NYSE:MSI) last posted its quarterly earnings results 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. Motorola Solutions had a net margin of 18.71% and a return on equity of 118.48%. The business had revenue of $3.38 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same period in the previous year, the company posted $4.04 EPS. Motorola Solutions’s revenue was up 12.3% on a year-over-year basis. On average, research analysts forecast that Motorola Solutions will post 13.55 earnings per share for the current year.

Motorola Solutions Increases Dividend

The company 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 represents a $4.84 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Monday, December 15th. This is an increase from Motorola Solutions’s previous quarterly dividend of $0.01. Motorola Solutions’s payout ratio is currently 38.84%.

Analyst Ratings Changes

Several brokerages have recently issued reports on MSI. Barclays lifted their price target on Motorola Solutions from $495.00 to $506.00 and gave the company an “overweight” rating in a report on Thursday. JPMorgan Chase & Co. lifted their target price on shares of Motorola Solutions from $515.00 to $520.00 and gave the company an “overweight” rating in a research note on Thursday. Piper Sandler restated an “overweight” rating and set a $499.00 price target (up previously from $443.00) on shares of Motorola Solutions in a research note on Thursday. Morgan Stanley restated an “overweight” rating and set a $470.00 price target on shares of Motorola Solutions in a report on Thursday. Finally, Weiss Ratings upgraded shares of Motorola Solutions from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, January 27th. Nine investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Motorola Solutions has an average rating of “Moderate Buy” and a consensus price target of $497.14.

Key Headlines Impacting Motorola Solutions

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 Investors Weigh In On Motorola Solutions

Hedge funds have recently modified their holdings of the business. Revolve Wealth Partners LLC acquired a new position in Motorola Solutions in the 4th quarter valued at approximately $208,000. Sivia Capital Partners LLC acquired a new stake in shares of Motorola Solutions during the 2nd quarter worth approximately $210,000. WFA of San Diego LLC bought a new stake in shares of Motorola Solutions during the second quarter valued at approximately $59,000. JPL Wealth Management LLC acquired a new position in shares of Motorola Solutions in the third quarter valued at $31,000. Finally, Larson Financial Group LLC lifted its position in Motorola Solutions by 16.1% in the third quarter. Larson Financial Group LLC now owns 482 shares of the communications equipment provider’s stock worth $220,000 after purchasing an additional 67 shares during the period. 84.17% of the stock is owned by institutional investors.

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.