Clarkston Capital Partners LLC Has $33.41 Million Stock Holdings in Roper Technologies, Inc. $ROP

Clarkston Capital Partners LLC increased its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP) by 1,751.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 94,427 shares of the industrial products company’s stock after acquiring an additional 89,327 shares during the period. Roper Technologies accounts for about 2.5% of Clarkston Capital Partners LLC’s portfolio, making the stock its 13th largest position. Clarkston Capital Partners LLC’s holdings in Roper Technologies were worth $33,414,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in Roper Technologies during the fourth quarter valued at approximately $1,112,873,000. Vanguard Group Inc. raised its holdings in shares of Roper Technologies by 12.5% in the 4th quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock worth $5,553,932,000 after buying an additional 1,384,656 shares in the last quarter. OpenArc Corporate Advisory LLC bought a new position in shares of Roper Technologies during the 4th quarter worth approximately $367,567,000. AQR Capital Management LLC lifted its position in shares of Roper Technologies by 194.6% during the 4th quarter. AQR Capital Management LLC now owns 772,347 shares of the industrial products company’s stock worth $343,795,000 after buying an additional 510,138 shares during the period. Finally, Qube Research & Technologies Ltd boosted its stake in Roper Technologies by 131.6% in the 3rd quarter. Qube Research & Technologies Ltd now owns 750,800 shares of the industrial products company’s stock valued at $374,416,000 after buying an additional 426,648 shares in the last quarter. Institutional investors own 93.31% of the company’s stock.

Key Headlines Impacting Roper Technologies

Here are the key news stories impacting Roper Technologies this week:

• Positive Sentiment: Roper reported Q2 adjusted EPS of $5.38, ahead of the $5.29 consensus estimate, with revenue of $2.11 billion and 8.5% year-over-year sales growth, signaling solid operating momentum. Roper Technologies announces second quarter financial results
• Positive Sentiment: The company raised full-year 2026 EPS guidance to $22.15-$22.30, above Wall Street’s expectations, and also guided Q3 EPS to $5.75-$5.80, reinforcing confidence in the outlook. Roper Technologies raises annual profit forecast on AI software demand
• Positive Sentiment: Management said demand for its AI-integrated software products remains strong, suggesting the company’s software-heavy mix is benefiting from durable enterprise demand and supporting future growth. Software-focused industrial Roper jumps after beat and raise
• Neutral Sentiment: Analyst write-ups and the earnings call transcript are reinforcing the same message: Roper beat estimates, raised guidance, and highlighted strength in Application Software, but they do not add materially new information beyond the earnings release. Roper Technologies, Inc. (ROP) Q2 2026 Earnings Call Transcript

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Raymond James Financial lowered Roper Technologies from a “strong-buy” rating to a “market perform” rating in a research note on Wednesday. Barclays reduced their target price on shares of Roper Technologies from $380.00 to $373.00 and set an “underweight” rating on the stock in a research note on Friday, April 24th. Mizuho set a $355.00 target price on shares of Roper Technologies in a research report on Tuesday. Royal Bank Of Canada lifted their price target on shares of Roper Technologies from $393.00 to $407.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. Finally, Piper Sandler boosted their price target on shares of Roper Technologies from $530.00 to $540.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. Six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $466.50.

Roper Technologies Trading Up 5.5%

Shares of ROP opened at $355.12 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.49 and a current ratio of 0.53. The company has a market cap of $35.84 billion, a price-to-earnings ratio of 22.18, a PEG ratio of 1.54 and a beta of 0.76. The stock has a fifty day moving average price of $339.36 and a two-hundred day moving average price of $354.35. Roper Technologies, Inc. has a 52-week low of $305.96 and a 52-week high of $564.68.

Roper Technologies (NASDAQ:ROP) last announced its earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, topping the consensus estimate of $5.29 by $0.09. Roper Technologies had a return on equity of 11.16% and a net margin of 21.12%.The company had revenue of $2.11 billion for the quarter. During the same quarter in the previous year, the company posted $4.87 EPS. Roper Technologies’s revenue for the quarter was up 8.5% on a year-over-year basis. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. Analysts predict that Roper Technologies, Inc. will post 21.93 EPS for the current fiscal year.

Roper Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Wednesday, July 8th were given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date was Wednesday, July 8th. Roper Technologies’s dividend payout ratio (DPR) is presently 22.74%.

Roper Technologies Company Profile

Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.

Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.