Why Motorola Solutions (MSI) Stock Is Up Today

Motorola Solutions (MSI) is up 3.1% today. Here is some analysis on what might have caused this price movement. ([motorolasolutions.com](https://www.motorolasolutions.com/newsroom/press-releases/motorola-solutions-reports-q2-2026-financial-results.html?utm_source=openai))

Analysis: The most likely driver is continued investor follow-through from Motorola Solutions’ August 5, 2026 second-quarter report, which showed strong growth, record backlog and another increase to full-year guidance. Sentiment also appears to be supported by the company’s planned D-Fend acquisition and by post-earnings analyst target increases, which can keep momentum in a stock even several sessions after earnings. ([motorolasolutions.com](https://www.motorolasolutions.com/newsroom/press-releases/motorola-solutions-reports-q2-2026-financial-results.html?utm_source=openai))

Details:

Motorola Solutions posted second-quarter sales of $3.1 billion, up 13% year over year, with non-GAAP EPS of $4.41 and record ending backlog of $15.6 billion. ([motorolasolutions.com](https://www.motorolasolutions.com/newsroom/press-releases/motorola-solutions-reports-q2-2026-financial-results.html?utm_source=openai))

The company again raised its 2026 outlook, guiding to about $12.975 billion in revenue and non-GAAP EPS of $17.62 to $17.72, signaling stronger demand and execution than previously expected. ([motorolasolutions.com](https://www.motorolasolutions.com/newsroom/press-releases/motorola-solutions-reports-q2-2026-financial-results.html?utm_source=openai))

Motorola Solutions also announced a definitive agreement to acquire D-Fend for $1.5 billion, adding counter-drone technology to its portfolio and giving investors another growth angle. ([motorolasolutions.com](https://www.motorolasolutions.com/newsroom/press-releases/motorola-solutions-reports-q2-2026-financial-results.html?utm_source=openai))

After the earnings release, at least some Wall Street firms lifted their price targets, which likely helped reinforce the bullish reaction and today’s upward move. ([finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/ubs-adjusts-price-target-motorola-143040738.html?utm_source=openai))

Sources:

Motorola Solutions, Yahoo Finance, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MSI Insider Trading Activity

$MSI insiders have traded $MSI stock on the open market 70 times in the past 6 months. Of those trades, 0 have been purchases and 70 have been sales.

Here’s a breakdown of recent trading of $MSI stock by insiders over the last 6 months:

GREGORY Q BROWN (Chairman and CEO) has made 0 purchases and 61 sales selling 171,635 shares for an estimated $80,529,870.
CYNTHIA YAZDI (SVP, COS to the Chairman & CEO) has made 0 purchases and 2 sales selling 14,260 shares for an estimated $6,776,741.
MAHESH SAPTHARISHI (EVP and CTO) sold 2,200 shares for an estimated $1,037,388
KATHERINE A MAHER (CVP and CAO) has made 0 purchases and 4 sales selling 1,754 shares for an estimated $823,980.
AYANNA HOWARD sold 685 shares for an estimated $321,617
KENNETH D DENMAN sold 434 shares for an estimated $204,029

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$MSI Hedge Fund Activity

We have seen 637 institutional investors add shares of $MSI stock to their portfolio, and 798 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,467,847 shares (+inf%) to their portfolio in Q2 2026, for an estimated $609,582,180
D. E. SHAW & CO., INC. removed 1,314,550 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $545,919,469
CAPITAL RESEARCH GLOBAL INVESTORS added 1,308,049 shares (+inf%) to their portfolio in Q2 2026, for an estimated $543,219,669
JPMORGAN CHASE & CO added 1,185,295 shares (+inf%) to their portfolio in Q2 2026, for an estimated $492,241,160
SG AMERICAS SECURITIES, LLC added 855,618 shares (+inf%) to their portfolio in Q2 2026, for an estimated $355,329,599
ALLIANCEBERNSTEIN L.P. added 672,747 shares (+24.1%) to their portfolio in Q2 2026, for an estimated $279,385,101
ALPHINITY INVESTMENT MANAGEMENT PTY LTD removed 663,728 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $275,639,601

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$MSI Government Contracts

We have seen $151,387,016 of award payments to $MSI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CNIC ELMR SUSTAINMENT SUPPORT: $42,331,824
ENTERPRISE RADIO CORE ASTRO 25 RADIO SYSTEMS UPGRADE AGREEMENT INFRASTRUCTURE REFRESH, SECURITY, AND SUPPOR...: $18,439,553
DEPARTMENT OF THE AIR FORCE ENTERPRISE LAND MOBILE RADIO (ELMR) LIFECYCLE MANAGEMENT AND SUSTAINMENT SERVICES: $7,154,142
VESTA-S CYBER SUPPORT-SIL: $7,109,911
REQUIREMENTS DEPARTMENT OF THE AIR FORCE ENTERPRISE LAND MOBILE RADIO (ELMR) LIFECYCLE MANAGEMENT AND SUSTA...: $6,846,026

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$MSI Congressional Stock Trading

Members of Congress have traded $MSI stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $MSI stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/23 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$MSI Price Targets

Multiple analysts have issued price targets for $MSI recently. We have seen 3 analysts offer price targets for $MSI in the last 6 months, with a median target of $509.0.

Here are some recent targets:

Tim Long from Barclays set a target price of $509.0 on 05/11/2026
James Fish from Piper Sandler set a target price of $503.0 on 05/08/2026
Matthew Niknam from Truist Securities set a target price of $525.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.