Compass Capital Management Inc. Makes New $48.08 Million Investment in Roper Technologies, Inc. $ROP

Key Points

• Compass Capital Management acquired 142,079 shares of Roper Technologies worth approximately $48.08 million, making ROP about 2.9% of its portfolio and its 20th-largest holding.
• Roper reported quarterly EPS of $5.38, beating estimates of $5.29, while revenue rose 8.5% year over year to $2.11 billion. The company issued fiscal 2026 EPS guidance of $22.15–$22.30.
• The company declared a quarterly dividend of $0.91 per share, equivalent to an annualized $3.64 payout and a 0.9% yield. Analyst sentiment remains mixed, with an overall “Hold” rating and an average price target of $466.94.

Compass Capital Management Inc. acquired a new position in Roper Technologies, Inc. (NASDAQ:ROP - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 142,079 shares of the industrial products company's stock, valued at approximately $48,078,000. Roper Technologies makes up approximately 2.9% of Compass Capital Management Inc.'s portfolio, making the stock its 20th largest position. Compass Capital Management Inc. owned approximately 0.14% of Roper Technologies as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in ROP. Private Wealth Management Group LLC increased its holdings in Roper Technologies by 195.8% in the first quarter. Private Wealth Management Group LLC now owns 71 shares of the industrial products company's stock worth $25,000 after purchasing an additional 47 shares in the last quarter. Triumph Capital Management bought a new position in shares of Roper Technologies during the 3rd quarter worth approximately $25,000. Tucker Asset Management LLC bought a new position in shares of Roper Technologies during the 4th quarter worth approximately $33,000. Global Assets Advisory LLC acquired a new stake in shares of Roper Technologies during the 1st quarter worth approximately $36,000. Finally, Kelleher Financial Advisors acquired a new stake in shares of Roper Technologies during the 3rd quarter worth approximately $40,000. Institutional investors own 93.31% of the company's stock.

Roper Technologies Price Performance

Shares of ROP opened at $399.34 on Monday. The business's fifty day moving average is $360.49 and its 200 day moving average is $351.26. Roper Technologies, Inc. has a 12-month low of $305.96 and a 12-month high of $544.94. The company has a quick ratio of 0.51, a current ratio of 0.55 and a debt-to-equity ratio of 0.57. The stock has a market cap of $39.49 billion, a P/E ratio of 16.54, a P/E/G ratio of 1.80 and a beta of 0.73.

Roper Technologies (NASDAQ:ROP - Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, beating analysts' consensus estimates of $5.29 by $0.09. Roper Technologies had a net margin of 30.24% and a return on equity of 11.36%. The business had revenue of $2.11 billion during the quarter. During the same quarter last year, the firm posted $4.87 EPS. The business's revenue for the quarter was up 8.5% compared to the same quarter last year. 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. Sell-side analysts anticipate that Roper Technologies, Inc. will post 22.22 earnings per share for the current fiscal year.

Roper Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Roper Technologies's payout ratio is presently 15.08%.

Insider Transactions at Roper Technologies

In related news, Director Richard F. Wallman sold 6,434 shares of the company's stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $361.00, for a total value of $2,322,674.00. Following the sale, the director owned 7,423 shares in the company, valued at $2,679,703. This represents a 46.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP John K. Stipancich sold 2,000 shares of the firm's stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $379.05, for a total transaction of $758,100.00. Following the completion of the transaction, the executive vice president directly owned 35,634 shares in the company, valued at approximately $13,507,067.70. The trade was a 5.31% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.80% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ROP. Argus upgraded shares of Roper Technologies from a "hold" rating to a "buy" rating and set a $450.00 target price on the stock in a research report on Thursday, August 6th. Zacks Research cut shares of Roper Technologies from a "strong-buy" rating to a "hold" rating in a report on Thursday, June 25th. Royal Bank Of Canada upped their price objective on shares of Roper Technologies from $407.00 to $417.00 and gave the company a "sector perform" rating in a report on Friday, July 24th. Barclays cut their price objective on shares of Roper Technologies from $380.00 to $373.00 and set an "underweight" rating on the stock in a research report on Friday, April 24th. Finally, Robert W. Baird set a $480.00 target price on Roper Technologies in a research note on Friday, July 24th. Seven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, Roper Technologies currently has an average rating of "Hold" and an average price target of $466.94.

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.

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