Waratah Capital Advisors Ltd. Grows Position in Roper Technologies, Inc. $ROP

Waratah Capital Advisors Ltd. grew its position in Roper Technologies, Inc. (NASDAQ:ROP) by 14.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,892 shares of the industrial products company’s stock after acquiring an additional 4,873 shares during the quarter. Waratah Capital Advisors Ltd.’s holdings in Roper Technologies were worth $19,395,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of ROP. Asset Dedication LLC raised its stake in Roper Technologies by 800.0% during the second quarter. Asset Dedication LLC now owns 45 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 40 shares in the last quarter. Field & Main Bank bought a new position in shares of Roper Technologies in the 3rd quarter valued at about $25,000. Vermillion & White Wealth Management Group LLC grew its position in Roper Technologies by 89.3% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 53 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 25 shares in the last quarter. CoreFirst Bank & Trust bought a new stake in Roper Technologies during the second quarter worth approximately $39,000. Finally, Westside Investment Management Inc. raised its position in Roper Technologies by 242.9% during the second quarter. Westside Investment Management Inc. now owns 72 shares of the industrial products company’s stock valued at $41,000 after purchasing an additional 51 shares during the period. 93.31% of the stock is owned by hedge funds and other institutional investors.

Roper Technologies Trading Up 0.6%

Shares of ROP opened at $337.70 on Wednesday. The firm has a market capitalization of $36.35 billion, a price-to-earnings ratio of 23.78, a PEG ratio of 1.61 and a beta of 0.92. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.52 and a quick ratio of 0.48. Roper Technologies, Inc. has a 1-year low of $313.07 and a 1-year high of $595.17. The company has a 50-day moving average of $396.06 and a 200 day moving average of $454.72.

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

Roper Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Monday, April 6th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Monday, April 6th. Roper Technologies’s dividend payout ratio is currently 25.63%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ROP. JPMorgan Chase & Co. dropped their target price on Roper Technologies from $457.00 to $397.00 and set an “underweight” rating for the company in a report on Wednesday, January 28th. Argus reaffirmed a “hold” rating on shares of Roper Technologies in a research note on Wednesday, January 28th. Weiss Ratings restated a “hold (c)” rating on shares of Roper Technologies in a report on Friday, October 31st. Robert W. Baird set a $550.00 price target on shares of Roper Technologies in a report on Wednesday, January 28th. Finally, Melius Research downgraded shares of Roper Technologies from a “buy” rating to a “hold” rating and set a $479.00 price objective for the company. in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $478.53.

Insider Activity

In other news, Director Thomas Patrick Joyce, Jr. purchased 1,400 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were purchased at an average price of $358.46 per share, for a total transaction of $501,844.00. Following the completion of the purchase, the director owned 1,400 shares in the company, valued at approximately $501,844. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.87% of the company’s stock.

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.