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

Motorola Solutions (NYSE:MSI) issued an update on its first quarter 2026 earnings guidance on Thursday morning. 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 Down 0.9%

Shares of MSI opened at $449.49 on Friday. The company’s 50-day simple moving average is $390.28 and its 200-day simple moving average is $421.11. The company has a debt-to-equity ratio of 3.59, a quick ratio of 0.86 and a current ratio of 1.03. Motorola Solutions has a 1 year low of $359.36 and a 1 year high of $492.22. The stock has a market capitalization of $74.86 billion, a PE ratio of 35.38, a P/E/G ratio of 3.15 and a beta of 1.00.

Motorola Solutions (NYSE:MSI) last announced its earnings results on Wednesday, February 11th. The communications equipment provider reported $4.59 earnings per share for the quarter, topping the consensus estimate of $4.35 by $0.24. The firm had revenue of $3.38 billion for the quarter, compared to the consensus estimate of $3.34 billion. Motorola Solutions had a net margin of 18.44% and a return on equity of 116.73%. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the prior year, the firm earned $4.04 EPS. Analysts forecast that Motorola Solutions will post 13.55 earnings per share for the current fiscal year.

Motorola Solutions Increases Dividend

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

Wall Street Analysts Forecast Growth

MSI has been the subject of a number of recent research reports. Weiss Ratings downgraded shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Piper Sandler reaffirmed an “overweight” rating and set a $499.00 price objective (up from $443.00) on shares of Motorola Solutions in a research report on Thursday. Barclays boosted their target price on shares of Motorola Solutions from $495.00 to $506.00 and gave the stock an “overweight” rating in a research note on Thursday. JPMorgan Chase & Co. lifted their price target on Motorola Solutions from $515.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $470.00 price objective on shares of Motorola Solutions in a report on Thursday. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $497.14.

Trending Headlines about Motorola Solutions

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

• Positive Sentiment: Record Q4 results — MSI reported $4.59 EPS and $3.38B revenue, both ahead of estimates, with record margins and backlog that management says support continued momentum. Motorola Solutions Reports Fourth-Quarter and Full-Year Financial Results
• Positive Sentiment: Raised FY‑2026 outlook — Management boosted FY EPS guidance to $16.70–$16.85 (vs. street ~$15.70) and raised revenue guidance to ~$12.7B, signaling confident top‑line and profit leverage for the year. Motorola Solutions Posts Record Results, Raises 2026 Outlook
• Positive Sentiment: AI and backlog tailwinds — Company commentary and analyst writeups highlight accelerating demand for AI‑driven video safety and recurring software/ services, expanding backlog that should support multi‑year growth. MSI Q4 Deep Dive: AI-Driven Solutions and Backlog Expansion Propel Growth
• Positive Sentiment: Analyst upgrade/target lift — JPMorgan raised its price target to $520 and kept an Overweight rating, giving additional support to the rally. Benzinga
• Neutral Sentiment: Detailed disclosures available — Full earnings slides and call/transcript are posted for investors to review guidance detail and segment commentary. Q4 Slide Deck / Press Release
• Negative Sentiment: Q1 revenue guide below street — While Q1 EPS guidance (3.20–3.25) topped estimates, first‑quarter revenue guidance was ~$2.7B versus consensus nearer $2.8B, which could temper near‑term upside until order trends are confirmed. Motorola Beats Q4 Earnings Estimates on Record Revenues & Margins

Institutional Investors Weigh In On Motorola Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Revolve Wealth Partners LLC purchased a new stake in Motorola Solutions during the fourth quarter worth $208,000. Sivia Capital Partners LLC purchased a new position in Motorola Solutions during the 2nd quarter valued at about $210,000. HUB Investment Partners LLC raised its position in Motorola Solutions by 38.7% during the second quarter. HUB Investment Partners LLC now owns 2,540 shares of the communications equipment provider’s stock worth $1,068,000 after acquiring an additional 709 shares during the last quarter. Peapack Gladstone Financial Corp raised its position in Motorola Solutions by 17.7% during the second quarter. Peapack Gladstone Financial Corp now owns 16,279 shares of the communications equipment provider’s stock worth $6,845,000 after acquiring an additional 2,450 shares during the last quarter. Finally, Diversify Advisory Services LLC purchased a new stake in shares of Motorola Solutions in the second quarter valued at about $891,000. 84.17% of the stock is currently owned by institutional investors and hedge funds.

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.