Tandem Investment Advisors Inc. Increases Holdings in Roper Technologies, Inc. $ROP

Tandem Investment Advisors Inc. lifted its holdings in Roper Technologies, Inc. (NASDAQ:ROP) by 123.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 220,265 shares of the industrial products company’s stock after acquiring an additional 121,520 shares during the quarter. Roper Technologies accounts for about 3.7% of Tandem Investment Advisors Inc.’s holdings, making the stock its 12th biggest holding. Tandem Investment Advisors Inc.’s holdings in Roper Technologies were worth $109,844,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the stock. Asset Dedication LLC increased its stake in Roper Technologies by 800.0% in the 2nd quarter. Asset Dedication LLC now owns 45 shares of the industrial products company’s stock worth $26,000 after purchasing an additional 40 shares during the period. Field & Main Bank bought a new stake in Roper Technologies in the third quarter valued at $25,000. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Roper Technologies by 89.3% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 53 shares of the industrial products company’s stock valued at $30,000 after purchasing an additional 25 shares in the last quarter. CoreFirst Bank & Trust bought a new position in Roper Technologies in the second quarter worth about $39,000. Finally, J.Safra Asset Management Corp raised its position in shares of Roper Technologies by 222.7% in the 2nd quarter. J.Safra Asset Management Corp now owns 71 shares of the industrial products company’s stock worth $40,000 after acquiring an additional 49 shares in the last quarter. Hedge funds and other institutional investors own 93.31% of the company’s stock.

Insider Activity at Roper Technologies

In related news, Director Amy Woods Brinkley bought 1,200 shares of the stock in a transaction dated Wednesday, November 12th. The shares were purchased at an average price of $450.71 per share, with a total value of $540,852.00. Following the completion of the acquisition, the director owned 18,184 shares of the company’s stock, valued at $8,195,710.64. This represents a 7.07% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Laurence Neil Hunn sold 30,000 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $443.57, for a total transaction of $13,307,100.00. Following the transaction, the chief executive officer directly owned 87,311 shares of the company’s stock, valued at $38,728,540.27. The trade was a 25.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.78% of the company’s stock.

Roper Technologies Stock Up 1.3%

ROP opened at $365.00 on Friday. The stock has a market cap of $39.29 billion, a price-to-earnings ratio of 25.70, a price-to-earnings-growth ratio of 1.68 and a beta of 0.94. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.53 and a current ratio of 0.52. The firm’s fifty day moving average is $433.17 and its 200 day moving average is $482.04. Roper Technologies, Inc. has a fifty-two week low of $345.93 and a fifty-two week high of $595.17.

Roper Technologies (NASDAQ:ROP) last issued its quarterly earnings results on Tuesday, January 27th. The industrial products company reported $5.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.14 by $0.07. Roper Technologies had a return on equity of 10.99% and a net margin of 19.44%.The business had revenue of $2.06 billion during the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the prior year, the business posted $4.81 EPS. Roper Technologies’s revenue for the quarter was up 9.7% compared to the same quarter last year. Roper Technologies has set its FY 2026 guidance at 21.300-21.550 EPS and its Q1 2026 guidance at 4.950-5.000 EPS. On average, sell-side analysts forecast that Roper Technologies, Inc. will post 19.96 earnings per share for the current fiscal year.

Roper Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 2nd were issued a $0.91 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. This is a boost from Roper Technologies’s previous quarterly dividend of $0.83. Roper Technologies’s payout ratio is presently 25.63%.

Roper Technologies News Summary

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

• Positive Sentiment: Q4 results: Roper beat EPS expectations ($5.21 vs. $5.14) and provided FY2026 and Q1 guidance, which supports earnings visibility. Q4 2025 Earnings Call Transcript
• Positive Sentiment: Organic growth and M&A firepower: Management cites 10%+ revenue growth in 2025 and roughly $5B of M&A capacity — positive for upside through tuck‑ins or larger buys. Roper sees 10% revenue growth, $5B M&A firepower
• Positive Sentiment: Capital return and valuation discussion: Recent coverage highlights a $500M buyback and valuation re‑rating potential after earnings and recent acquisitions. Valuation after earnings and buyback
• Neutral Sentiment: Some firms reaffirmed non‑buy ratings (e.g., Argus hold / Oppenheimer market perform prior to later downgrades), keeping mixed analyst sentiment in play. Analyst notes (Argus/Oppenheimer)
• Negative Sentiment: Multiple downgrades and price‑target cuts: Stifel and others downgraded ROP after a second consecutive revenue miss; several shops (JPMorgan, RBC, Mizuho, Melius) cut price targets or moved to underweight/underperform. Stifel downgrade after revenue miss
• Negative Sentiment: Oppenheimer lowered its rating on ROP, contributing to downward momentum among institutional analysts. Oppenheimer downgrades Roper
• Negative Sentiment: Price target cuts pressured the stock and led to a 52‑week low mention in coverage; JPM lowered its PT to $397 (underweight) and RBC to $398 (sector perform), while Mizuho moved to an underperform with a $365 PT. Price target cuts (Benzinga/The Fly)
• Negative Sentiment: Melius Research cut its rating, adding to the consensus of increased caution among analysts. Melius Research lowers rating

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ROP. Stifel Nicolaus reaffirmed a “hold” rating and issued a $385.00 target price (down from $550.00) on shares of Roper Technologies in a research report on Tuesday. Piper Sandler lowered their price objective on Roper Technologies from $600.00 to $530.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of Roper Technologies in a research note on Friday, October 31st. Truist Financial lowered their price target on Roper Technologies from $650.00 to $550.00 and set a “buy” rating on the stock in a report on Tuesday. Finally, Citigroup lowered their price objective on shares of Roper Technologies from $575.00 to $450.00 and set a “buy” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $478.53.

About Roper Technologies

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.