Brasada Capital Management LP Lowers Stock Position in Motorola Solutions, Inc. $MSI

Brasada Capital Management LP cut its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI) by 29.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,072 shares of the communications equipment provider’s stock after selling 3,761 shares during the period. Brasada Capital Management LP’s holdings in Motorola Solutions were worth $3,461,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Capital World Investors grew its position in shares of Motorola Solutions by 5.5% during the third quarter. Capital World Investors now owns 9,386,519 shares of the communications equipment provider’s stock worth $4,292,310,000 after acquiring an additional 490,354 shares during the last quarter. Barden Capital Management Inc. purchased a new position in shares of Motorola Solutions during the third quarter worth approximately $1,462,000. Nordea Investment Management AB grew its position in shares of Motorola Solutions by 28.0% during the fourth quarter. Nordea Investment Management AB now owns 179,437 shares of the communications equipment provider’s stock worth $68,843,000 after acquiring an additional 39,236 shares during the last quarter. Victory Capital Management Inc. grew its position in shares of Motorola Solutions by 56.6% during the third quarter. Victory Capital Management Inc. now owns 1,203,661 shares of the communications equipment provider’s stock worth $550,422,000 after acquiring an additional 435,178 shares during the last quarter. Finally, William Blair Investment Management LLC purchased a new position in shares of Motorola Solutions during the third quarter worth approximately $1,328,000. 84.17% of the stock is currently owned by hedge funds and other institutional investors.

Motorola Solutions Price Performance

Shares of NYSE MSI opened at $412.38 on Friday. The company has a debt-to-equity ratio of 3.28, a current ratio of 1.07 and a quick ratio of 0.86. The stock has a fifty day moving average price of $421.37 and a 200 day moving average price of $416.75. Motorola Solutions, Inc. has a 1-year low of $359.36 and a 1-year high of $492.22. The company has a market cap of $68.45 billion, a PE ratio of 33.23, a P/E/G ratio of 2.87 and a beta of 0.89.

Motorola Solutions (NYSE:MSI) last issued its quarterly earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 earnings per share for the quarter, topping the consensus estimate of $3.24 by $0.13. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.70 billion. During the same period last year, the company earned $3.18 earnings per share. The company’s revenue for the quarter was up 7.4% on a year-over-year basis. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. Sell-side analysts forecast that Motorola Solutions, Inc. will post 15.17 EPS for the current year.

Motorola Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Wednesday, June 17th will be issued a $1.21 dividend. The ex-dividend date of this dividend is Wednesday, June 17th. This represents a $4.84 dividend on an annualized basis and a yield of 1.2%. Motorola Solutions’s dividend payout ratio (DPR) is 39.00%.

Wall Street Analysts Forecast Growth

MSI has been the topic of a number of research reports. Piper Sandler raised their target price on shares of Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Wall Street Zen downgraded Motorola Solutions from a “buy” rating to a “hold” rating in a report on Sunday, April 26th. Evercore reaffirmed an “outperform” rating on shares of Motorola Solutions in a report on Monday, June 1st. Truist Financial decreased their price target on Motorola Solutions from $540.00 to $525.00 and set a “buy” rating for the company in a report on Friday, May 8th. Finally, Weiss Ratings downgraded Motorola Solutions from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Motorola Solutions has a consensus rating of “Buy” and a consensus price target of $504.67.

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.