M&T Bank Corp Trims Stock Holdings in Roper Technologies, Inc. $ROP

Key Points

• M&T Bank Corp trimmed its stake in Roper Technologies by 14.4% in Q4, leaving it with 21,714 shares worth about $9.67 million.
• Roper beat Q1 estimates (EPS $5.16 vs. $4.97) and raised FY2026 guidance to $21.80–22.05, while repurchasing ~6.0M shares (~$2.2B) YTD and authorizing an additional $3.0B buyback to boost EPS outlook.
• Analyst sentiment is mixed—consensus rating is Hold with a target of $472.07—and short interest jumped ~15% to ~3.84M shares, which could increase near-term volatility.

M&T Bank Corp trimmed its holdings in Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 14.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,714 shares of the industrial products company's stock after selling 3,664 shares during the period. M&T Bank Corp's holdings in Roper Technologies were worth $9,666,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Field & Main Bank purchased a new position in Roper Technologies in the 3rd quarter valued at approximately $25,000. Triumph Capital Management bought a new position in Roper Technologies in the 3rd quarter valued at $25,000. Quent Capital LLC bought a new position in Roper Technologies in the 3rd quarter valued at $37,000. Kelleher Financial Advisors bought a new position in Roper Technologies in the 3rd quarter valued at $40,000. Finally, Board of the Pension Protection Fund bought a new position in Roper Technologies in the 4th quarter valued at $36,000. 93.31% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on the stock. The Goldman Sachs Group cut their price target on shares of Roper Technologies from $507.00 to $440.00 and set a "neutral" rating for the company in a report on Thursday, January 29th. Jefferies Financial Group set a $500.00 price target on shares of Roper Technologies in a report on Wednesday, January 28th. Royal Bank Of Canada raised their price target on shares of Roper Technologies from $393.00 to $407.00 and gave the company a "sector perform" rating in a report on Friday. Truist Financial cut their price target on shares of Roper Technologies from $650.00 to $550.00 and set a "buy" rating for the company in a report on Tuesday, January 27th. Finally, Weiss Ratings downgraded shares of Roper Technologies from a "hold (c-)" rating to a "sell (d+)" rating in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, six have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, Roper Technologies has a consensus rating of "Hold" and a consensus target price of $472.07.

Trending Headlines about Roper Technologies

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

• Positive Sentiment: Roper beat Q1 estimates and raised guidance: Q1 revenue $2.10B (+11%) and EPS $5.16 (beat), and management raised FY 2026 adjusted DEPS to $21.80–22.05 and Q2 DEPS to $5.25–5.30 — a clear catalyst for demand. GlobeNewsWire: Q1 Results
• Positive Sentiment: Heavy capital return: Roper repurchased ~6.0M shares YTD (~$2.2B) and the Board authorized an additional $3.0B buyback — boosts EPS outlook and supports share price. Quiver: Buyback & Results
• Positive Sentiment: Analyst upgrade: Robert W. Baird raised its price target to $470 and kept an Outperform rating, signaling ~30% upside vs. current levels and supporting demand from growth-focused investors. Benzinga: Baird PT Raise
• Neutral Sentiment: AI tailwind narrative: Management cited AI-driven demand in vertical software as a growth driver — positive for medium-term secular growth but contingent on execution and commercialization. Reuters: AI Demand
• Negative Sentiment: Short interest jumped ~15% in April to ~3.84M shares (3.8% of float; ~3.5 days to cover) — higher shorting can amplify downside moves and increase volatility. Short Interest Report
• Negative Sentiment: Margin and non-operating noise: Q1 showed higher SG&A and interest expense and a $(167M) equity investment loss that pressured adjusted metrics and adds near-term earnings variability. Quiver: Financial Details
• Negative Sentiment: Mixed market signals: Institutional and analyst positioning is varied (multiple differing price targets and rating mix), and insiders have had more sales than buys recently — possible drivers of profit-taking. Institutional/Insider Activity

Insider Activity

In other Roper Technologies news, Director Thomas Patrick Joyce, Jr. bought 1,400 shares of the firm's stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average price of $358.46 per share, for a total transaction of $501,844.00. Following the transaction, the director directly owned 1,400 shares in the company, valued at $501,844. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.80% of the company's stock.

Roper Technologies Stock Performance

NASDAQ ROP opened at $353.40 on Friday. Roper Technologies, Inc. has a 52-week low of $313.07 and a 52-week high of $584.03. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.48 and a current ratio of 0.53. The company has a market capitalization of $36.18 billion, a P/E ratio of 22.07, a P/E/G ratio of 1.74 and a beta of 0.89. The company has a fifty day moving average of $351.42 and a 200-day moving average of $407.35.

Roper Technologies (NASDAQ:ROP - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.97 by $0.19. Roper Technologies had a net margin of 21.12% and a return on equity of 11.16%. The company had revenue of $2.10 billion during the quarter. During the same period in the prior year, the firm posted $4.78 earnings per share. The business's revenue was up 11.3% on a year-over-year basis. Roper Technologies has set its Q2 2026 guidance at 5.250-5.30 EPS and its FY 2026 guidance at 21.800-22.050 EPS. As a group, equities research analysts predict that Roper Technologies, Inc. will post 20.91 EPS for the current fiscal year.

Roper Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Monday, April 6th were issued a dividend of $0.91 per share. 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 Monday, April 6th. Roper Technologies's payout ratio is currently 22.74%.

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.

Want to see what other hedge funds are holding ROP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Roper Technologies, Inc. (NASDAQ:ROP - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.