Motorola Solutions, Inc. (MSI)

In Q1 2025, Motorola Solutions reported earnings of $3.18 per share, beating estimates, but revenue missed estimates. Motorola Solutions announced its agreement to acquire Silvus Technologies for $4.4 billion, expected to close in Q3 or Q4 2025. Motorola Solutions introduced a hybrid cloud call handling offer and was named the official safety technology supplier of the Ryder Cup through 2027. Over the past six months, Motorola Solutions insiders have primarily sold shares. One purchase of MSI stock by a member of Congress was noted. In Q4 2024, 625 institutional investors added MSI shares, while 591 decreased their positions. As of July 17, 2025, the share price was $421.04, an increase of 6.74% from July 18, 2024, but MSI stock declined 2.3% over the past three months and 10% year-to-date, underperforming the Technology Select Sector SPDR Fund. However, MSI climbed 12.3% over the past 52 weeks, outperforming the Technology Select Sector SPDR Fund's returns.

Motorola Solutions experiences demand seasonality, particularly in its Products and Systems Integration (SI) segment, with the first quarter typically seeing a sequential decline in backlog. The Software and Services segment has shown consistent growth in backlog. The company anticipates higher volumes in the second half of the year to lead to significant profitability. Overall, resilient demand and a strong order pipeline remain key strengths for Motorola Solutions.

Motorola Solutions, Inc. (MSI) is a global technology company specializing in mission-critical communication and analytics solutions, primarily serving public safety departments, schools, hospitals, and businesses. The company operates within the Electronic Technology sector and the Telecommunications Equipment industry, with core business segments including Land Mobile Radio (LMR) Communications, Video Security and Analytics, Command Center Software, and Managed and Support Services. Major products and services include LMR infrastructure, devices, and software; video surveillance and analytics solutions; software solutions for public safety operations; and managed services and support.

Motorola Solutions has a significant global presence, operating in over 100 countries worldwide and in every state in the United States. The company's distribution network includes direct sales and channel partners, such as independent dealers and distributors.

Motorola Solutions has a strong brand reputation, particularly in public safety and enterprise security, built on nearly a century of experience and a focus on reliability and innovation. The shared use of the "Motorola" brand with Motorola Mobility poses a risk of market confusion. Acquisitions generally enhance its portfolio and market position, contributing positively to its reputation as an innovator. Risks related to product quality not meeting expectations or regulatory standards could negatively impact reputation. Social, ethical, environmental, and competitive risks related to the use of AI could adversely affect the company's reputation.

Motorola Solutions' ownership is largely concentrated among institutional investors, with approximately 71.83% of the company's stock owned by institutional investors, 0.38% by insiders, and 27.78% by public companies and individual investors. Other sources indicate institutional ownership at 89.06%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, State Street Corp, and others.