Compass Capital Management Inc. Grows Stake in Motorola Solutions, Inc. $MSI

Compass Capital Management Inc. increased its position in shares of Motorola Solutions, Inc. (NYSE:MSI) by 0.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 142,247 shares of the communications equipment provider’s stock after purchasing an additional 1,064 shares during the quarter. Motorola Solutions accounts for 3.2% of Compass Capital Management Inc.’s investment portfolio, making the stock its 14th biggest holding. Compass Capital Management Inc. owned approximately 0.09% of Motorola Solutions worth $59,809,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of MSI. Obermeyer Wealth Partners boosted its stake in shares of Motorola Solutions by 261.0% during the 2nd quarter. Obermeyer Wealth Partners now owns 8,073 shares of the communications equipment provider’s stock worth $3,394,000 after purchasing an additional 5,837 shares during the last quarter. Machina Capital S.A.S. lifted its stake in shares of Motorola Solutions by 345.3% during the second quarter. Machina Capital S.A.S. now owns 13,948 shares of the communications equipment provider’s stock valued at $5,865,000 after buying an additional 10,816 shares during the period. Whalen Wealth Management Inc. acquired a new stake in Motorola Solutions during the second quarter worth approximately $257,000. Aware Super Pty Ltd as trustee of Aware Super grew its stake in Motorola Solutions by 101.5% in the 2nd quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 70,231 shares of the communications equipment provider’s stock worth $29,529,000 after acquiring an additional 35,374 shares during the period. Finally, Rockline Wealth Management LLC acquired a new position in Motorola Solutions in the 2nd quarter valued at $333,000. Institutional investors and hedge funds own 84.17% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of Motorola Solutions in a report on Wednesday, October 8th. Barclays reduced their target price on Motorola Solutions from $509.00 to $495.00 and set an “overweight” rating on the stock in a research report on Friday, October 31st. Piper Sandler reissued a “neutral” rating and issued a $465.00 price target (down from $495.00) on shares of Motorola Solutions in a research note on Friday, October 31st. UBS Group upped their price objective on shares of Motorola Solutions from $490.00 to $510.00 and gave the company a “buy” rating in a research note on Friday, August 8th. Finally, Evercore ISI increased their price objective on shares of Motorola Solutions from $500.00 to $525.00 and gave the stock an “outperform” rating in a report on Friday, August 29th. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Motorola Solutions currently has a consensus rating of “Moderate Buy” and an average price target of $506.43.

Insider Buying and Selling at Motorola Solutions

In other news, SVP Rajan Naik sold 8,014 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $474.45, for a total value of $3,802,242.30. Following the completion of the sale, the senior vice president owned 10,244 shares of the company’s stock, valued at $4,860,265.80. This represents a 43.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO John P. Molloy sold 37,514 shares of the stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $462.38, for a total value of $17,345,723.32. Following the completion of the sale, the chief operating officer owned 59,328 shares of the company’s stock, valued at approximately $27,432,080.64. This trade represents a 38.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 248,493 shares of company stock valued at $116,848,278 in the last quarter. Company insiders own 1.44% of the company’s stock.

Motorola Solutions Stock Up 0.6%

Shares of NYSE:MSI opened at $391.44 on Monday. The stock has a 50-day simple moving average of $452.66 and a 200-day simple moving average of $436.70. The stock has a market capitalization of $65.20 billion, a P/E ratio of 31.52, a PEG ratio of 3.46 and a beta of 0.96. Motorola Solutions, Inc. has a 1 year low of $387.77 and a 1 year high of $507.82. The company has a debt-to-equity ratio of 3.86, a quick ratio of 1.54 and a current ratio of 1.73.

Motorola Solutions (NYSE:MSI) last announced its quarterly earnings results on Thursday, October 30th. The communications equipment provider reported $4.06 earnings per share for the quarter, beating analysts’ consensus estimates of $3.85 by $0.21. Motorola Solutions had a net margin of 19.08% and a return on equity of 134.30%. The firm had revenue of $3.01 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same period in the previous year, the company posted $3.74 earnings per share. Motorola Solutions’s revenue was up 7.8% compared to the same quarter last year. Motorola Solutions has set its Q4 2025 guidance at 4.300-4.360 EPS. FY 2025 guidance at 15.090-15.150 EPS. Equities analysts forecast that Motorola Solutions, Inc. will post 13.55 earnings per share for the current year.

Motorola Solutions Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Monday, September 15th were issued a dividend of $0.0109 per share. The ex-dividend date was Monday, September 15th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. Motorola Solutions’s payout ratio is presently 34.99%.

About Motorola Solutions

Motorola Solutions, Inc provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce.