Roper Technologies, Inc. $ROP Shares Acquired by Mattern Capital Management LLC

Key Points

• Roper beat Q1 estimates — revenue was $2.10B (+11%) and EPS $5.16, prompting management to raise FY2026 adjusted EPS guidance to $21.80–22.05 and Q2 guidance to $5.25–5.30; the company has repurchased ~6.0M shares YTD (~$2.2B) and the board authorized an additional $3.0B buyback.
• Mattern Capital boosted its stake in Roper by 36.6% in Q4 to 18,516 shares (worth $8.24M), and institutional investors and hedge funds now own 93.31% of the company.
• Insider and market signals diverge: Director Thomas P. Joyce Jr. bought 1,400 shares at $358.46 (~$501,844), while short interest jumped ~15% to ~3.84M shares and Q1 disclosed higher SG&A, interest expense and a $167M equity investment loss that add near‑term earnings variability.

Mattern Capital Management LLC boosted its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 36.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,516 shares of the industrial products company's stock after purchasing an additional 4,966 shares during the period. Mattern Capital Management LLC's holdings in Roper Technologies were worth $8,242,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Broadway Wealth Solutions Inc. raised its holdings in shares of Roper Technologies by 26.8% during the fourth quarter. Broadway Wealth Solutions Inc. now owns 742 shares of the industrial products company's stock valued at $330,000 after acquiring an additional 157 shares during the period. Concurrent Investment Advisors LLC raised its holdings in shares of Roper Technologies by 5.4% during the fourth quarter. Concurrent Investment Advisors LLC now owns 4,623 shares of the industrial products company's stock valued at $2,058,000 after acquiring an additional 238 shares during the period. Mendel Money Management raised its holdings in shares of Roper Technologies by 17.8% during the fourth quarter. Mendel Money Management now owns 1,125 shares of the industrial products company's stock valued at $501,000 after acquiring an additional 170 shares during the period. China Universal Asset Management Co. Ltd. raised its holdings in shares of Roper Technologies by 7.2% during the fourth quarter. China Universal Asset Management Co. Ltd. now owns 3,046 shares of the industrial products company's stock valued at $1,356,000 after acquiring an additional 205 shares during the period. Finally, Chicago Partners Investment Group LLC raised its holdings in shares of Roper Technologies by 14.8% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,058 shares of the industrial products company's stock valued at $1,654,000 after acquiring an additional 523 shares during the period. Institutional investors and hedge funds own 93.31% of the company's stock.

Insider Transactions at Roper Technologies

In other news, Director Thomas Patrick Joyce, Jr. bought 1,400 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average cost of $358.46 per share, for a total transaction of $501,844.00. Following the purchase, the director owned 1,400 shares of the company's stock, valued at $501,844. This represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.80% of the company's stock.

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

Roper Technologies Stock Performance

Shares of ROP opened at $353.40 on Friday. The company's fifty day moving average is $351.42 and its 200-day moving average is $407.35. Roper Technologies, Inc. has a 12 month low of $313.07 and a 12 month high of $584.03. The firm has a market cap of $36.18 billion, a price-to-earnings ratio of 22.07, a price-to-earnings-growth ratio of 1.74 and a beta of 0.89. The company has a quick ratio of 0.48, a current ratio of 0.53 and a debt-to-equity ratio of 0.52.

Roper Technologies (NASDAQ:ROP - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate 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 for the quarter. During the same quarter last year, the company earned $4.78 EPS. The business's revenue for the quarter was up 11.3% compared to the same quarter last year. 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. Equities analysts expect that Roper Technologies, Inc. will post 20.91 EPS for the current fiscal year.

Roper Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Monday, April 6th were paid a $0.91 dividend. The ex-dividend date was 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 (DPR) is presently 22.74%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ROP shares. JPMorgan Chase & Co. cut their price target on shares of Roper Technologies from $457.00 to $397.00 and set an "underweight" rating on the stock in a report on Wednesday, January 28th. Weiss Ratings lowered shares of Roper Technologies from a "hold (c-)" rating to a "sell (d+)" rating in a report on Wednesday, March 11th. Argus restated a "hold" rating on shares of Roper Technologies in a report on Wednesday, January 28th. The Goldman Sachs Group dropped their price objective on shares of Roper Technologies from $507.00 to $440.00 and set a "neutral" rating on the stock in a research note on Thursday, January 29th. Finally, Robert W. Baird upped their price objective on shares of Roper Technologies from $464.00 to $470.00 and gave the company an "outperform" rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, six have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $472.07.

Roper Technologies 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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