New York State Common Retirement Fund Has $58.23 Million Holdings in Roper Technologies, Inc. $ROP

New York State Common Retirement Fund trimmed its stake in Roper Technologies, Inc. (NASDAQ:ROP) by 5.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 116,757 shares of the industrial products company’s stock after selling 7,000 shares during the period. New York State Common Retirement Fund owned about 0.11% of Roper Technologies worth $58,226,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in ROP. Brighton Jones LLC acquired a new stake in Roper Technologies during the fourth quarter worth about $203,000. Empowered Funds LLC lifted its position in shares of Roper Technologies by 11.7% in the 1st quarter. Empowered Funds LLC now owns 3,108 shares of the industrial products company’s stock worth $1,832,000 after acquiring an additional 326 shares during the period. Janney Montgomery Scott LLC lifted its position in shares of Roper Technologies by 4.3% in the 2nd quarter. Janney Montgomery Scott LLC now owns 26,077 shares of the industrial products company’s stock worth $14,782,000 after acquiring an additional 1,067 shares during the period. Truist Financial Corp increased its position in shares of Roper Technologies by 5.1% during the second quarter. Truist Financial Corp now owns 9,253 shares of the industrial products company’s stock valued at $5,245,000 after purchasing an additional 445 shares during the period. Finally, Newman Dignan & Sheerar Inc. raised its stake in shares of Roper Technologies by 2.2% in the second quarter. Newman Dignan & Sheerar Inc. now owns 2,252 shares of the industrial products company’s stock valued at $1,277,000 after purchasing an additional 49 shares in the last quarter. Institutional investors and hedge funds own 93.31% of the company’s stock.

Roper Technologies Trading Up 1.3%

Shares of ROP opened at $365.00 on Friday. 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 company has a market cap of $39.29 billion, a price-to-earnings ratio of 25.70, a PEG ratio of 1.68 and a beta of 0.94. The stock has a fifty day moving average price of $433.17 and a two-hundred day moving average price of $482.04. Roper Technologies, Inc. has a 52-week low of $345.93 and a 52-week high of $595.17.

Roper Technologies (NASDAQ:ROP) last announced its earnings results on Tuesday, January 27th. The industrial products company reported $5.21 EPS for the quarter, topping the consensus estimate of $5.14 by $0.07. Roper Technologies had a return on equity of 10.99% and a net margin of 19.44%.The company had revenue of $2.06 billion for the quarter, compared to analysts’ expectations of $2.09 billion. During the same quarter in the prior year, the business earned $4.81 earnings per share. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. 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. Analysts predict that Roper Technologies, Inc. will post 19.96 EPS for the current fiscal year.

Roper Technologies Increases Dividend

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

Insider Buying and Selling

In other news, CEO Laurence Neil Hunn sold 30,000 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 87,311 shares of the company’s stock, valued at $38,728,540.27. This represents a 25.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Amy Woods Brinkley purchased 1,200 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was bought at an average cost of $450.71 per share, with a total value of $540,852.00. Following 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 disclosure for this purchase is available in the SEC filing. 0.78% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on ROP. TD Cowen reissued a “buy” rating on shares of Roper Technologies in a report on Wednesday. Truist Financial decreased their target price on shares of Roper Technologies from $650.00 to $550.00 and set a “buy” rating on the stock in a research report on Tuesday. Argus reissued a “hold” rating on shares of Roper Technologies in a research report on Wednesday. Oppenheimer restated a “market perform” rating on shares of Roper Technologies in a research note on Wednesday. Finally, Stifel Nicolaus reiterated a “hold” rating and issued a $385.00 price objective (down from $550.00) on shares of Roper Technologies in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $478.53.

Key Headlines Impacting Roper Technologies

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

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.