Roper Technologies
About: Roper Technologies is a holding company focused on acquiring, managing, and developing niche market-leading technology businesses. The company operates a decentralized business model whereby each portfolio company operates independently from the others. Roper positions itself as a free cash flow compounder, whereby excess free cash flow generated by its portfolio businesses is repatriated to the parent company, which is then utilized to acquire additional businesses. Presently, the company operates 30 distinct businesses with over three-fourths of the revenue coming from software products and over two-thirds of revenue coming from recurring and reoccurring sources.
Employees: 18,200
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
225% more call options, than puts
Call options by funds: $26M | Put options by funds: $7.98M
66% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 74
1% more funds holding
Funds holding: 1,293 [Q1] → 1,310 (+17) [Q2]
1.21% more ownership
Funds ownership: 90.73% [Q1] → 91.94% (+1.21%) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 512 | Existing positions reduced: 473
3% less capital invested
Capital invested by funds: $57.4B [Q1] → $55.8B (-$1.54B) [Q2]
32% less funds holding in top 10
Funds holding in top 10: 31 [Q1] → 21 (-10) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$577
10%
upside
Avg. target
$656
25%
upside
High target
$703
34%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Citigroup George Kurosawa | 19%upside $626 | Buy Initiated | 20 Aug 2025 |
Baird Joe Vruwink | 31%upside $687 | Outperform Maintained | 22 Jul 2025 |
JP Morgan Stephen Tusa | 10%upside $577 | Neutral Maintained | 22 Jul 2025 |
Truist Securities Terry Tillman | 31%upside $685 | Buy Maintained | 22 Jul 2025 |
RBC Capital Deane Dray | 34%upside $703 | Outperform Maintained | 22 Jul 2025 |
Financial journalist opinion
Based on 12 articles about ROP published over the past 30 days
Neutral
GlobeNewsWire
6 days ago
Frontline Education Launches AI Vision, Brought to Life by Dear Future Campaign
Wayne, Pa., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Frontline Education, the leading provider of administration software purpose-built for K-12, today announced the launch of its Dear Future campaign — a powerful expression of the company's AI vision and commitment to driving the next era of innovation for school district operations, built in close partnership with K-12 leaders to ensure progress is guided by the voices of those it serves.
Negative
Benzinga
1 week ago
5 'Death Cross' Stocks To Avoid As Markets Keep Rallying
With markets at all-time highs, thanks to an unprecedented AI boom, it might be tempting to jump in and take your chances.
Neutral
Business Wire
1 week ago
DAT: Truckload volumes held steady in July as summer seasonality peaks
BEAVERTON, Ore.--(BUSINESS WIRE)--Truckload freight volumes held steady in July as summer seasonality took hold, driven by produce and retail goods moving ahead of the Independence Day holiday, said DAT Freight & Analytics, which operates the DAT One freight marketplace and DAT iQ data analytics service. Volumes softened gradually through the rest of the month. The DAT Truckload Volume Index (TVI), which measures monthly loads moved, was flat compared to June and up modestly year over year:.
Neutral
GlobeNewsWire
2 weeks ago
Roper Technologies Prices Public Offering Of $500 Million Senior Unsecured Notes Due 2028, $500 Million Senior Unsecured Notes Due 2030, $1 Billion Senior Unsecured Notes Due 2035
SARASOTA, Fla., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) (the “Company”) announced today the pricing of its public offering of $500 million of 4.250% Senior Notes due 2028 (the “2028 notes”), $500 million of 4.450% Senior Notes due 2030 (the “2030 notes”), and $1 billion of 5.100% Senior Notes due 2035 (the “2035 notes” and, collectively with the 2028 notes and 2030 notes, the “notes”). The offering is expected to close, subject to the satisfaction of customary closing conditions, on August 12, 2025.
Neutral
Business Wire
2 weeks ago
Mobile Access Made Easy: Transact + CBORD and ASSA ABLOY Partner to Improve Campus Security and the Student Experience
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Transact + CBORD and ASSA ABLOY have partnered to help schools modernize campus security with mobile-enabled wireless access. Together, they've supported nearly 100 campuses worldwide in enhancing safety and convenience by transitioning from mechanical locks to more flexible, mobile-first access solutions. This collaboration reflects a broader trend: nearly 40% of organizations now actively use mobile credentials for access control—up from 32% in 2022, accord.
Positive
Seeking Alpha
2 weeks ago
Roper Technologies: A Robust Compounding Machine
Roper Technologies is a proven compounder, delivering ~15% annual returns via disciplined M&A and resilient, non-cyclical free cash flow generation. Roper's competitive edge in M&A stems from its low cost of capital, multiple arbitrage, and strong management relationships, enabling continued acquisitive growth. AI tailwinds and vertical software leadership further strengthen Roper's organic growth prospects, with 25 AI-enabled products boosting future bookings.
Neutral
GlobeNewsWire
2 weeks ago
Roper Technologies announces dividend
SARASOTA, Fla., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its Board of Directors has approved a dividend of $0.825 per share payable on October 17, 2025 to stockholders of record on October 3, 2025.
Neutral
Business Wire
3 weeks ago
Ellucian Awards Transact + CBORD Verified SaaS Badges for Eight Integrated Payment Solutions
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Transact + CBORD has earned Ellucian's “Verified for SaaS” badges for eight of its most widely adopted Integrated Payments solutions—making it easier for colleges using Ellucian Banner SaaS to adopt proven, secure payment solutions with confidence. The badges confirm that Transact + CBORD's solutions are built to integrate smoothly with Ellucian's cloud platform, reducing technical lift and helping schools modernize faster. This milestone reinforces the stren.
Positive
Zacks Investment Research
3 weeks ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Neutral
GlobeNewsWire
3 weeks ago
Roper Technologies to present at Oppenheimer Technology Conference
SARASOTA, Fla., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Oppenheimer 28th Annual Technology, Internet & Communications Conference on Monday, August 11, 2025, at 3:45 PM (Eastern Time) in a virtual format.
Charts implemented using Lightweight Charts™