Sumitomo Mitsui Trust Group Inc. Reduces Holdings in Roper Technologies, Inc. $ROP

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake in Roper Technologies by 1.7%, selling 4,932 shares and now owning 292,806 shares (0.27% of the company) valued at about $130.3 million.
• Wall Street sentiment has softened with several price-target cuts and downgrades (JPMorgan to $397, Barclays to $380), leaving a consensus rating of Hold and a consensus target of $476.60.
• Roper beat quarterly EPS estimates ($5.21 vs. $5.14) and reported revenue up 9.7% year-over-year, set FY2026 EPS guidance of 21.30–21.55, and announced a quarterly dividend of $0.91 (annualized $3.64, ~1.0% yield).

Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Roper Technologies, Inc. (NASDAQ:ROP - Free Report) by 1.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 292,806 shares of the industrial products company's stock after selling 4,932 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.27% of Roper Technologies worth $130,337,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Johnson Investment Counsel Inc. boosted its stake in shares of Roper Technologies by 2.8% during the third 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 period. Stephens Inc. AR boosted its stake in shares of Roper Technologies by 36.5% during the third 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 period. ING Groep NV boosted its stake in shares of Roper Technologies by 175.7% during the third 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 period. Principal Financial Group Inc. boosted its stake 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 valued at $1,273,387,000 after purchasing an additional 54,221 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new stake in shares of Roper Technologies during the third quarter valued at $10,053,000. 93.31% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on ROP shares. JPMorgan Chase & Co. lowered their target price on shares of Roper Technologies from $457.00 to $397.00 and set an "underweight" rating for the company in a research note on Wednesday, January 28th. Melius Research lowered shares of Roper Technologies from a "buy" rating to a "hold" rating and set a $479.00 target price for the company. in a research note on Tuesday, January 27th. Oppenheimer reissued a "market perform" rating on shares of Roper Technologies in a research note on Wednesday, January 28th. 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 research note on Tuesday, January 27th. Finally, 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 research note on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, six have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $476.60.

Roper Technologies Stock Up 3.8%

NASDAQ:ROP opened at $356.35 on Tuesday. Roper Technologies, Inc. has a 1-year low of $313.07 and a 1-year high of $584.03. The company has a 50-day moving average of $348.54 and a 200 day moving average of $414.92. The firm has a market cap of $36.48 billion, a PE ratio of 25.10, a price-to-earnings-growth ratio of 1.64 and a beta of 0.89. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.52 and a quick ratio of 0.48.

Roper Technologies (NASDAQ:ROP - Get Free Report) last released its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $5.21 earnings per share for the quarter, topping 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 firm earned $4.81 earnings per share. The firm's revenue for the quarter 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. As a group, research analysts anticipate that Roper Technologies, Inc. will post 19.96 EPS for the current fiscal year.

Roper Technologies Dividend Announcement

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

Insider Buying and Selling

In other news, Director Thomas Patrick Joyce, Jr. bought 1,400 shares of Roper Technologies stock in a transaction on Friday, February 6th. The stock was acquired at an average cost of $358.46 per share, for a total transaction of $501,844.00. Following the completion of the acquisition, the director owned 1,400 shares of the company's stock, valued at $501,844. This trade represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.87% of the company's stock.

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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