Robeco Institutional Asset Management B.V. Cuts Holdings in Roper Technologies, Inc. $ROP

Key Points

• Robeco trimmed its stake by 53% in Q4, selling 74,314 shares and leaving 65,803 shares of Roper Technologies worth about $29.29 million, while institutional investors collectively own roughly 93.3% of the stock.
• Roper beat Q4 EPS at $5.21 versus $5.14 and reported $2.06 billion in revenue (up 9.7% year-over-year), and set FY2026 EPS guidance of 21.30–21.55 and Q1 guidance of 4.95–5.00.
• Roper declared a quarterly dividend of $0.91 ($3.64 annual, ~1.0% yield), and analysts have trimmed price targets leaving a consensus "Hold" rating with an average target of $476.60.

Robeco Institutional Asset Management B.V. trimmed its holdings in Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 53.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 65,803 shares of the industrial products company's stock after selling 74,314 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.06% of Roper Technologies worth $29,291,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Asset Dedication LLC lifted its holdings in shares of Roper Technologies by 800.0% in the 2nd quarter. Asset Dedication LLC now owns 45 shares of the industrial products company's stock worth $26,000 after acquiring an additional 40 shares during the last quarter. Field & Main Bank bought a new stake in shares of Roper Technologies in the 3rd quarter worth approximately $25,000. Triumph Capital Management bought a new stake in shares of Roper Technologies in the 3rd quarter worth approximately $25,000. Quent Capital LLC bought a new stake in shares of Roper Technologies in the 3rd quarter worth approximately $37,000. Finally, Board of the Pension Protection Fund bought a new stake in shares of Roper Technologies in the 4th quarter worth approximately $36,000. 93.31% of the stock is currently owned by institutional investors.

Roper Technologies Trading Up 3.8%

NASDAQ:ROP opened at $356.35 on Tuesday. The company has a fifty day moving average of $348.54 and a 200 day moving average of $414.92. Roper Technologies, Inc. has a 52 week low of $313.07 and a 52 week high of $584.03. The company has a quick ratio of 0.48, a current ratio of 0.52 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $36.48 billion, a P/E ratio of 25.10, a P/E/G ratio of 1.64 and a beta of 0.89.

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

Roper Technologies Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on ROP shares. Piper Sandler lowered their price objective on shares of Roper Technologies from $600.00 to $530.00 and set an "overweight" rating for the company in a report on Tuesday, January 13th. Barclays lowered their price objective on shares of Roper Technologies from $409.00 to $380.00 and set an "underweight" rating for the company in a report on Wednesday, April 1st. Stifel Nicolaus restated a "hold" rating and issued a $385.00 price objective (down from $550.00) on shares of Roper Technologies in a report on Tuesday, January 27th. JPMorgan Chase & Co. lowered their price objective on shares of Roper Technologies from $457.00 to $397.00 and set an "underweight" rating for the company in a report on Wednesday, January 28th. Finally, Truist Financial lowered their price objective 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. One research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $476.60.

Insider Buying and Selling

In other news, Director Thomas Patrick Joyce, Jr. purchased 1,400 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was bought at an average cost of $358.46 per share, for a total transaction of $501,844.00. Following the acquisition, the director directly owned 1,400 shares of the company's stock, valued at $501,844. This represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.87% of the stock is owned by corporate insiders.

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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