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

by · The Cerbat Gem

Motorola Solutions (NYSE:MSI – Get Free Report) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 17.620-17.720 for the period, compared to the consensus earnings per share estimate of 16.610. The company issued revenue guidance of $13.0 billion-$13.0 billion, compared to the consensus revenue estimate of $12.8 billion. Motorola Solutions also updated its Q3 2026 guidance to 4.390-4.440 EPS.

Motorola Solutions Trading Down 1.1%

NYSE MSI traded down $4.97 on Wednesday, hitting $437.88. The company’s stock had a trading volume of 1,210,615 shares, compared to its average volume of 875,063. The company’s 50-day moving average is $414.45 and its 200 day moving average is $427.61. The firm has a market cap of $72.69 billion, a PE ratio of 35.28, a PEG ratio of 3.08 and a beta of 0.87. Motorola Solutions has a 1-year low of $359.36 and a 1-year high of $492.22. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28.

Motorola Solutions (NYSE:MSI – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, topping the consensus estimate of $3.85 by $0.56. The company had revenue of $3.13 billion for the quarter, compared to analysts’ expectations of $3 billion. Motorola Solutions had a net margin of 17.61% and a return on equity of 100.13%. Motorola Solutions’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.57 earnings per share. 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, analysts predict that Motorola Solutions will post 15.19 earnings per share for the current fiscal year.

Motorola Solutions Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have issued reports on MSI. Piper Sandler raised their price target on shares of Motorola Solutions from $499.00 to $503.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. Raymond James Financial reiterated an “outperform” rating and set a $530.00 price objective on shares of Motorola Solutions in a research report on Friday, May 8th. Barclays boosted their target price on shares of Motorola Solutions from $506.00 to $509.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Evercore reiterated an “outperform” rating on shares of Motorola Solutions in a report on Monday, June 1st. Finally, Wall Street Zen lowered Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $504.67.

Check Out Our Latest Stock Report on MSI

Motorola Solutions News Roundup

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 Investors Weigh In On Motorola Solutions

A number of hedge funds have recently added to or reduced their stakes in the company. T. Rowe Price Investment Management Inc. bought a new position in shares of Motorola Solutions in the fourth quarter valued at $1,879,000. Van Diest Capital LLC bought a new position in Motorola Solutions in the 4th quarter valued at about $222,000. Claris Financial LLC acquired a new position in Motorola Solutions during the 4th quarter valued at about $263,000. Corient Private Wealth LLC increased its holdings in Motorola Solutions by 28.2% during the 4th quarter. Corient Private Wealth LLC now owns 171,670 shares of the communications equipment provider’s stock worth $64,710,000 after purchasing an additional 37,720 shares in the last quarter. Finally, Alberta Investment Management Corp increased its holdings in Motorola Solutions by 20.7% during the 4th quarter. Alberta Investment Management Corp now owns 3,500 shares of the communications equipment provider’s stock worth $1,342,000 after purchasing an additional 600 shares in the last quarter. Institutional investors and hedge funds own 84.17% of the company’s stock.

About Motorola Solutions

(Get Free Report)

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.

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