Roper Technologies
About: Roper Technologies is a diversified technology company that operates three segments: application software, network software, and technology enabled products. Roper acquires asset light, cash generative businesses and deploys excess cash to acquire further portfolio companies. The firm operates a highly decentralized model with portfolio company management holding autonomy and accountability for key operational decisions, and a small, centralized team overseeing capital deployment and providing executive coaching and reviewing strategic goals.
Employees: 18,200
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
91% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 80
35% more call options, than puts
Call options by funds: $44.8M | Put options by funds: $33.1M
16% more funds holding in top 10
Funds holding in top 10: 19 [Q3] → 22 (+3) [Q4]
4% more funds holding
Funds holding: 1,231 [Q3] → 1,285 (+54) [Q4]
1.43% more ownership
Funds ownership: 90.45% [Q3] → 91.88% (+1.43%) [Q4]
5% less capital invested
Capital invested by funds: $53.9B [Q3] → $51.2B (-$2.68B) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 460 | Existing positions reduced: 486
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital Deane Dray 31% 1-year accuracy 17 / 54 met price target | 24%upside $695 | Outperform Maintained | 29 Apr 2025 |
JP Morgan Stephen Tusa 47% 1-year accuracy 16 / 34 met price target | 16%downside $470 | Neutral Maintained | 29 Apr 2025 |
Stifel Brad Reback 34% 1-year accuracy 15 / 44 met price target | 16%upside $650 | Buy Maintained | 29 Apr 2025 |
Baird Joe Vruwink 50% 1-year accuracy 22 / 44 met price target | 19%upside $668 | Outperform Maintained | 29 Apr 2025 |
Financial journalist opinion
Based on 20 articles about ROP published over the past 30 days
