Motorola Solutions Remains Neutral (MSI) (S)

Zacks

Motorola Solutions Inc.(MSI) reported better financial results for the third quarter of 2012, with both the top and bottom lines surpassing the Zacks Consensus Estimates, mainly driven by higher global demand across the Government segments, however slightly offset by slowdown in Enterprisesales.

Motorola Solutions is the largest developer of public safety products commanding nearly half of the total market share in the U.S. Motorola Solutions caters to a large set of industries including Transportation & Logistics, Hospitality, Public Safety, Retail, Wholesale Distribution, Oil & Natural Gas, Utilities, to name a few. Motorola Solutions already won several lucrative contracts from various municipalities in the U.S. Outside the U.S., the company is expanding in the Europe, the Middle East, Australia, and Latin America. The company maintains an impressive outlook for the fourth quarter of fiscal 2012.

The Board of Directors of Motorola Solutions recently enhanced its shareholders’ wealth. The Board has extended its ongoing share repurchase program by another $2 billion. With this, the Board authorized a total $5 billion for share repurchase. Simultaneously, the Board of Directors of Motorola Solutions has raised its quarterly dividend payment by a whopping 18% from $0.22 per share to $0.26 per share.

However, Motorola Solutions is heavily dependent on Government expenditures for its revenue. Approximately 65% of the company’s total sales are from government agencies. We remain concerned that any reduction in government expenditures and the continuation of macro-economic fluctuations may make the company’s top line volatile. Moreover, Sprint Nextel Corp’.s (S) decision to eliminate iDEN networks from 2013 onwards may further increase the company’s woes going forward.

Thus, we maintain our long-term Neutral recommendation on Motorola Solutions Inc.

Currently,Motorola SolutionsInc.has a Zacks #2 Rank, implying a short-term Buy rating on the stock.

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