Aristotle Capital Management 13F: New $941M Stake in MSI

Aristotle Capital Management has taken a new position in Motorola Solutions, Inc. (NYSE: MSI), according to its latest 13F filing with the SEC. The fund acquired 2,266,047 shares of the communication equipment company, valued at approximately $934.18 million as of the end of the reporting period.

What Changed in Aristotle Capital Management's Motorola Solutions Position

This move marks a new stake for Aristotle Capital Management in Motorola Solutions, with the fund now holding 2,266,047 shares. Prior to this, the fund did not hold any shares in the company. The shares are valued at $934.18 million, reflecting a significant investment in the company.

Other Institutional Activity in Motorola Solutions

Other major institutional investors have also been active in Motorola Solutions. BlackRock, Inc. increased its holdings by 232,447 shares, ending with 16,444,836 shares valued at about $7.14 billion. Vanguard Capital Management LLC added 10,767,740 shares, resulting in a total of 10,767,740 shares worth $4.67 billion. Meanwhile, State Street Corp reduced its position by 68,774 shares, holding 7,526,227 shares valued at $3.28 billion. Geode Capital Management, LLC grew its holdings by 110,370 shares, now holding 4,098,328 shares worth $1.77 billion.

Motorola Solutions, Inc. Stock Down 9.0%

Shares of Motorola Solutions (NYSE: MSI) traded near $412.25. The company has a market cap of $68.43 billion, with a P/E ratio of 33.22 and a forward P/E of 22.26. Its beta is 0.89, indicating lower volatility compared to the market. The stock has a 52-week low of $359.36 and a high of $492.22, with a 50-day moving average of $421.89 and a 200-day moving average of $424.98. Motorola Solutions has a current ratio of 1.07 and a quick ratio of 0.78, with a debt-to-equity ratio of 374.13.

Recent Earnings

Motorola Solutions reported revenue of $11.87 billion, with a revenue growth rate of 7.4%. The company achieved a net margin of 17.61% and a return on equity of 99.29%. Earnings per share stood at $12.41. The next earnings report is scheduled for May 7, 2026.

Dividend

Motorola Solutions offers an annual dividend of $4.84 per share, yielding 1.17%. The dividend payout ratio is 37.1%, providing a steady return to shareholders.

Insider Buying and Selling at Motorola Solutions, Inc.

Recent insider activity at Motorola Solutions includes purchases by Kenneth Denman, Peter Leav, Joseph Tucci, Elizabeth Mann, Mark Lashier, and Nicole Anasenes, each acquiring 598 shares on May 18, 2026. These transactions were not part of a planned trading scheme.

Analysts Set New Price Targets

Barclays maintained a 'buy' rating on Motorola Solutions on May 11, 2026, with a price target of $509. Truist Securities also maintained a 'buy' rating with a $525 target on May 8, 2026. Piper Sandler reiterated a 'buy' rating with a $503 target. The consensus among analysts is a 'buy' recommendation with a mean target price of $506.55 from 11 opinions.

About Motorola Solutions

Motorola Solutions, Inc., headquartered in Chicago, Illinois, provides communication equipment and security solutions. The company operates through two segments: Products and Systems Integration, and Software and Services. Its offerings include infrastructure, devices, systems integration, and software solutions for public safety, government, and enterprise customers. Motorola Solutions employs around 23,000 people and is led by CEO Gregory Q. Brown.

Bottom Line

Aristotle Capital Management's new stake in Motorola Solutions signals confidence in the company's prospects. As a leading provider in the communication equipment sector, Motorola Solutions continues to attract institutional interest. Investors will watch for updates in future 13F filings to gauge changes in institutional sentiment.