J. Safra Sarasin Holding 13F: Cuts MSI Stake by $7.4M

J. Safra Sarasin Holding cut its position in Motorola Solutions, Inc. (NYSE: MSI) by 17,033 shares, bringing its total holdings to 62,292 shares. The reduction is valued at approximately $7,427,783, as disclosed in a filing on October 26, 2026.

MSI Motorola Solutions, Inc.

$485.62 ▲ +28.50% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Motorola Solutions Fits in J. Safra Sarasin's Portfolio

Motorola Solutions now represents about 1.14% of J. Safra Sarasin's reported value of $2.37 billion. The fund ranks 19th among its 800 reported positions, with this change reflecting a 21.5% decrease in its stake.

Other Institutional Activity in Motorola Solutions

Aristotle Capital Management holds 2,266,047 shares worth about $941.1 million, having maintained its position. AllianceBernstein L.P. increased its stake by 672,684 shares, totaling 3,467,385 shares valued at approximately $1.68 billion. Meanwhile, Ameriprise Financial, Inc. added 316,721 shares, bringing its total to 2,927,778 shares worth about $1.42 billion.

Motorola Solutions, Inc. Stock Up 1.6%

Motorola Solutions was recently trading around $485.62 as of October 27, 2026. The stock's performance is notable as it approaches its earnings announcement next week, following a strong revenue growth of 13.3% year-over-year.

Recent Earnings

In its latest report, Motorola Solutions posted a trailing twelve-month revenue of approximately $12.24 billion and an EPS of $12.7. The company has a strong net margin of 17.4% and a return on equity of 91.6%. The next earnings report is scheduled for November 4, 2026.

Dividend

Motorola Solutions pays an annual dividend of $4.84 per share, with a payout ratio of 37.2%. This provides a solid return for investors, especially in the technology sector.

Insider Buying and Selling at Motorola Solutions, Inc.

Recently, several insiders sold shares. Katherine A. Maher, an officer, sold 1,754 shares, while Ayanna Maccalla Howard, a director, sold 685 shares at an average price of $469.52. Chief Executive Officer Gregory Q. Brown sold 14,220 shares on September 2, 2026, totaling about $6.9 million.

Analysts Set New Price Targets

On August 6, 2026, JP Morgan maintained an "Overweight" rating with a price target raised to $545. Similarly, UBS maintained a "Buy" rating with a target of $520. The consensus among analysts suggests a positive outlook for Motorola Solutions, with a mean target price above the recent trading levels.

About Motorola Solutions

Motorola Solutions, Inc. provides technology and services for public safety, government, defense, and enterprise security. The company operates in two segments: Products and Systems Integration, and Software and Services. This recent position cut by J. Safra Sarasin highlights ongoing adjustments in institutional investment strategies.

Bottom Line

Investors should keep an eye on Motorola Solutions as it approaches its next earnings date on November 4, 2026. J. Safra Sarasin's recent cut in shares reflects broader trends in institutional trading, which may influence market perceptions moving forward.