Massachusetts Financial Services Co. MA Increases Holdings in Roper Technologies, Inc. $ROP

Key Points

• Massachusetts Financial Services Co. MA boosted its stake in Roper Technologies by 28.0% in Q4, adding 15,821 shares to hold 72,374 shares valued at about $32.2 million.
• Roper reported Q4 EPS of $5.21 (beat by $0.07) with revenue of $2.06B (slightly below estimates) and set FY2026 EPS guidance of 21.300–21.550; analysts have trimmed targets and the consensus rating is “Hold” with an average target of $476.60.
• Insider activity and shareholder returns: Director Thomas P. Joyce Jr. purchased 1,400 shares for ~$501,844, and the company announced a quarterly dividend of $0.91 (annualized $3.64, ~1.0% yield), ex-dividend April 6 and payable April 22.

Massachusetts Financial Services Co. MA grew its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 28.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 72,374 shares of the industrial products company's stock after buying an additional 15,821 shares during the period. Massachusetts Financial Services Co. MA owned 0.07% of Roper Technologies worth $32,216,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the business. Johnson Investment Counsel Inc. lifted its holdings in shares of Roper Technologies by 2.8% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 162,291 shares of the industrial products company's stock valued at $80,933,000 after purchasing an additional 4,479 shares during the last quarter. Stephens Inc. AR lifted its holdings in shares of Roper Technologies by 36.5% in the 3rd quarter. Stephens Inc. AR now owns 14,117 shares of the industrial products company's stock valued at $7,040,000 after purchasing an additional 3,773 shares during the last quarter. ING Groep NV lifted its holdings in shares of Roper Technologies by 175.7% in the 3rd quarter. ING Groep NV now owns 118,749 shares of the industrial products company's stock valued at $59,219,000 after purchasing an additional 75,675 shares during the last quarter. Principal Financial Group Inc. increased its position in Roper Technologies by 2.2% in the 3rd quarter. Principal Financial Group Inc. now owns 2,553,409 shares of the industrial products company's stock valued at $1,273,387,000 after acquiring an additional 54,221 shares during the period. Finally, CIBC Bancorp USA Inc. acquired a new position in Roper Technologies in the 3rd quarter valued at about $10,053,000. 93.31% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Roper Technologies

In related news, Director Thomas Patrick Joyce, Jr. bought 1,400 shares of Roper Technologies stock in a transaction that occurred on Friday, February 6th. The shares were purchased at an average price of $358.46 per share, with a total value of $501,844.00. Following the purchase, the director owned 1,400 shares in the company, valued at $501,844. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.78% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on ROP shares. Piper Sandler dropped their price target 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. Royal Bank Of Canada dropped their target price on Roper Technologies from $539.00 to $398.00 and set a "sector perform" rating on the stock in a research report on Wednesday, January 28th. Oppenheimer reiterated a "market perform" rating on shares of Roper Technologies in a research report on Wednesday, January 28th. Mizuho dropped their target price on Roper Technologies from $419.00 to $365.00 and set an "underperform" rating on the stock in a research report on Wednesday, January 28th. Finally, Truist Financial decreased their price target on Roper Technologies from $650.00 to $550.00 and set a "buy" rating on the stock in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, six have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Hold" and an average target price of $476.60.

Roper Technologies Price Performance

ROP stock opened at $358.09 on Thursday. Roper Technologies, Inc. has a 1 year low of $313.07 and a 1 year high of $584.03. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.48 and a current ratio of 0.52. The stock's 50 day moving average price is $348.62 and its 200 day moving average price is $413.50. The firm has a market cap of $36.66 billion, a P/E ratio of 25.22, a PEG ratio of 1.69 and a beta of 0.89.

Roper Technologies (NASDAQ:ROP - Get Free Report) last posted its earnings results on Tuesday, January 27th. The industrial products company reported $5.21 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $2.06 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the prior year, the company earned $4.81 EPS. Roper Technologies's revenue 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. On average, sell-side analysts expect that Roper Technologies, Inc. will post 19.96 earnings per share for the current fiscal year.

Roper Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Monday, April 6th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Roper Technologies's dividend payout ratio is presently 25.63%.

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.

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