PYA Waltman Capital LLC Decreases Stake in Roper Technologies, Inc. $ROP

PYA Waltman Capital LLC reduced its stake in Roper Technologies, Inc. (NASDAQ:ROP) by 40.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,782 shares of the industrial products company’s stock after selling 10,937 shares during the period. Roper Technologies comprises 1.9% of PYA Waltman Capital LLC’s investment portfolio, making the stock its 13th largest position. PYA Waltman Capital LLC’s holdings in Roper Technologies were worth $7,025,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of ROP. Norges Bank purchased a new position in Roper Technologies in the 4th quarter worth approximately $1,112,873,000. Vanguard Group Inc. increased its stake in Roper Technologies by 12.5% in the 4th quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock worth $5,553,932,000 after purchasing an additional 1,384,656 shares during the period. OpenArc Corporate Advisory LLC purchased a new position in Roper Technologies in the 4th quarter worth approximately $367,567,000. JPMorgan Chase & Co. increased its stake in Roper Technologies by 62.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,585,732 shares of the industrial products company’s stock worth $790,789,000 after purchasing an additional 610,089 shares during the period. Finally, Qube Research & Technologies Ltd increased its stake in Roper Technologies by 131.6% in the 3rd quarter. Qube Research & Technologies Ltd now owns 750,800 shares of the industrial products company’s stock worth $374,416,000 after purchasing an additional 426,648 shares during the period. 93.31% of the stock is owned by hedge funds and other institutional investors.

Roper Technologies Price Performance

Shares of ROP stock opened at $334.97 on Monday. The firm has a market cap of $33.81 billion, a P/E ratio of 20.92, a P/E/G ratio of 1.53 and a beta of 0.77. Roper Technologies, Inc. has a fifty-two week low of $305.96 and a fifty-two week high of $575.77. The business’s 50 day moving average price is $341.99 and its 200-day moving average price is $374.69. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.49 and a current ratio of 0.53.

Roper Technologies (NASDAQ:ROP) last released its quarterly earnings results on Thursday, April 23rd. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate of $4.97 by $0.19. Roper Technologies had a return on equity of 11.16% and a net margin of 21.12%.The company had revenue of $2.10 billion for the quarter. During the same quarter in the prior year, the firm earned $4.78 earnings per share. The company’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. On average, equities research analysts anticipate that Roper Technologies, Inc. will post 21.94 earnings per share for the current year.

Roper Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Wednesday, July 8th will be given a dividend of $0.91 per share. The ex-dividend date is Wednesday, July 8th. This represents a $3.64 annualized dividend and a dividend yield of 1.1%. Roper Technologies’s payout ratio is currently 22.74%.

Analysts Set New Price Targets

ROP has been the topic of a number of recent analyst reports. Piper Sandler lifted their price objective on Roper Technologies from $530.00 to $540.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Roper Technologies in a research report on Monday, June 8th. Robert W. Baird lifted their price objective on Roper Technologies from $464.00 to $470.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Barclays cut their price objective on Roper Technologies from $380.00 to $373.00 and set an “underweight” rating on the stock in a research report on Friday, April 24th. Finally, Royal Bank Of Canada lifted their price objective on Roper Technologies from $393.00 to $407.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $472.07.

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.