Sirios Capital Management L P Buys 7,760 Shares of Roper Technologies, Inc. $ROP

Key Points

• Sirios Capital Management increased its Roper stake by 15.6%, buying 7,760 shares to hold 57,353 shares (~$28.6M), making Roper ~3.7% of Sirios’s portfolio and its 7th-largest holding.
• Several major analysts have trimmed price targets and ratings (Goldman, Barclays, JPMorgan, RBC), pushing many targets into the ~$397–$440 range; the consensus rating is "Hold" with a $478.53 target.
• Roper slightly beat quarterly EPS expectations ($5.21 vs. $5.14), set FY2026 guidance of 21.30–21.55 EPS, and declared a $0.91 quarterly dividend (annualized $3.64, ~1.0% yield).

Sirios Capital Management L P grew its stake in Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 15.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,353 shares of the industrial products company's stock after purchasing an additional 7,760 shares during the quarter. Roper Technologies makes up approximately 3.7% of Sirios Capital Management L P's investment portfolio, making the stock its 7th largest holding. Sirios Capital Management L P owned approximately 0.05% of Roper Technologies worth $28,601,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Roper Technologies by 1.8% in the 3rd quarter. Vanguard Group Inc. now owns 11,092,444 shares of the industrial products company's stock valued at $5,531,691,000 after buying an additional 195,545 shares during the last quarter. State Street Corp lifted its position in Roper Technologies by 2.1% during the second quarter. State Street Corp now owns 4,940,058 shares of the industrial products company's stock worth $2,800,222,000 after acquiring an additional 101,033 shares during the last quarter. Principal Financial Group Inc. boosted its holdings in shares of Roper Technologies by 2.2% during the third quarter. Principal Financial Group Inc. now owns 2,553,409 shares of the industrial products company's stock worth $1,273,387,000 after acquiring an additional 54,221 shares during the period. Norges Bank bought a new stake in shares of Roper Technologies during the second quarter worth approximately $1,064,718,000. Finally, Franklin Resources Inc. grew its position in shares of Roper Technologies by 2.1% in the third quarter. Franklin Resources Inc. now owns 1,847,398 shares of the industrial products company's stock valued at $921,279,000 after purchasing an additional 37,766 shares during the last quarter. Institutional investors and hedge funds own 93.31% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. The Goldman Sachs Group lowered their target price on Roper Technologies from $507.00 to $440.00 and set a "neutral" rating on the stock in a research note on Thursday, January 29th. Barclays decreased their price objective on Roper Technologies from $475.00 to $409.00 and set an "underweight" rating on the stock in a report on Wednesday, January 28th. JPMorgan Chase & Co. lowered their price objective on Roper Technologies from $457.00 to $397.00 and set an "underweight" rating on the stock in a research report on Wednesday, January 28th. Robert W. Baird set a $550.00 target price on Roper Technologies in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada reduced their target price on shares of Roper Technologies from $539.00 to $398.00 and set a "sector perform" rating for the company in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, six have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Roper Technologies currently has a consensus rating of "Hold" and a consensus target price of $478.53.

Roper Technologies Trading Up 1.2%

Shares of ROP stock opened at $351.00 on Friday. The stock has a market cap of $36.13 billion, a P/E ratio of 24.72, a price-to-earnings-growth ratio of 1.66 and a beta of 0.94. Roper Technologies, Inc. has a 1 year low of $313.07 and a 1 year high of $594.25. The company has a current ratio of 0.52, a quick ratio of 0.48 and a debt-to-equity ratio of 0.43. The stock has a 50 day simple moving average of $371.92 and a 200 day simple moving average of $440.03.

Roper Technologies (NASDAQ:ROP - Get Free Report) last posted its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $5.21 EPS for the quarter, topping analysts' consensus estimates of $5.14 by $0.07. The firm had revenue of $2.06 billion for the quarter, compared to analyst estimates of $2.09 billion. Roper Technologies had a return on equity of 10.99% and a net margin of 19.44%.The company's revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the company earned $4.81 EPS. 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 fiscal year.

Roper Technologies Dividend Announcement

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

Insider Buying and Selling

In related news, Director Thomas Patrick Joyce, Jr. purchased 1,400 shares of the company's stock in a transaction that occurred on Friday, February 6th. The stock was acquired at an average price of $358.46 per share, with a total value of $501,844.00. Following the completion of the purchase, 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 through the SEC website. 0.78% of the stock is currently owned by company insiders.

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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