Roper Technologies, Inc. (ROP)

In the past six months, Roper Technologies' stock experienced analyst coverage initiations and upgrades, including William Blair initiating coverage with an "Outperform" recommendation and Stifel initiating coverage with a "Buy" recommendation. Roper Technologies announced a dividend on June 11, 2025. On July 21, 2025, Roper Technologies reported strong second-quarter financial results, surpassing analyst expectations. Roper announced a definitive agreement to acquire Subsplash for $800 million. In the past six months, Roper Technologies insiders have engaged in 6 open market trades, with 0 purchases and 6 sales. DAT Freight & Analytics reported that typical May truckload rates and volumes masked tariff turmoil on June 19, 2025, and that spot truckload volumes retreated in June 2025.

While specific details on demand seasonality are limited, Roper's focus on software and recurring revenue suggests stability. Demand for Neptune's smart water meter infrastructure is likely influenced by meter replacement cycles. DAT Freight & Analytics indicates that truckload volumes can experience seasonal fluctuations. Roper's overall demand might be influenced by broader economic conditions, but its focus on defensive growth aims to mitigate volatility.

Roper Technologies, Inc. is a diversified technology company specializing in software, products, and solutions for niche markets, operating through four segments: Application Software, Network Software & Systems, Measurement & Analytical Solutions, and Process Technologies. The Application Software segment provides specialized software solutions for industries like healthcare and education. The Network Software & Systems segment focuses on software and systems for data management and network optimization. The Measurement & Analytical Solutions segment involves precision measurement and analytical instruments. The Process Technologies segment offers products and services such as dispensers, control valves, and water meters. Roper's business model emphasizes strategic acquisitions to broaden its technological capabilities and market reach.

Roper Technologies has a global presence, with significant sales outside the United States, totaling $975.9 million in 2024. The company operates in the United States, Canada, Europe, and Asia, among other international locations.

Roper Technologies maintains a strong brand reputation due to its focus on acquiring and managing high-value software and technology-enabled businesses in niche markets. Strategic acquisitions, such as Frontline Education and Subsplash, have strengthened its position. Product innovations, including new software solutions for healthcare analytics and industrial automation, have contributed to its reputation. Consistent revenue growth and strong profitability reinforce investor confidence. Analyst endorsements reflect positive sentiment from financial analysts.

Roper Technologies, Inc. has significant institutional ownership, with 2,177 institutional owners and shareholders holding a total of 117,273,276 shares, representing approximately 90.58% of the company's stock. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual investors own approximately 6.27% of the company, with Brian D. Jellison noted as the largest individual shareholder. Insiders hold about 3.15% of the shares.