Roper Technologies, Inc. (ROP)

Over the past six months, Roper Technologies' stock price has experienced a decline. Multiple firms have lowered their price targets and, in some cases, downgraded their ratings on ROP stock. Roper Technologies reported its Q3 2025 earnings, beating consensus estimates for EPS and meeting revenue expectations. The company narrowed its full-year 2025 diluted EPS guidance and adjusted its organic revenue growth outlook. In October 2025, Roper Technologies announced its first-ever share repurchase authorization of $3 billion. The company continued its M&A strategy, deploying $1.3 billion in Q3 2025. In November 2025, Director Amy Woods Brinkley acquired 1,200 shares of ROP stock.

A significant portion of Roper Technologies' revenue is recurring, stemming from software licenses, subscriptions, and service contracts. Approximately 70% of its revenue is recurring, contributing to a predictable income stream and reducing reliance on cyclical or project-based revenue. However, the company does have some exposure to market volatility in certain segments, such as the shipping and freight industries through its DAT Freight & Analytics business.

Roper Technologies, Inc. is a diversified technology company operating as a holding company that acquires, manages, and develops market-leading technology businesses. The company operates primarily within the technology sector, focusing on asset-light, cash-generative businesses, with a significant portion of its revenue derived from software products and recurring sources. Roper Technologies' operations are structured across three main divisions: Application Software, Network Software, and Technology Enabled Products.

Roper Technologies is headquartered in Sarasota, Florida, United States, and has a global presence, operating in the US, Asia, Europe, and Canada. Its significant subsidiaries are primarily concentrated in North America and Europe, which together host 87.96% of its material entities.

Roper Technologies maintains a strong corporate culture, which is considered a key factor in its continuous improvement and successful integration of acquired businesses. The company has a history of consistently delivering value to its shareholders, significantly outpacing the S&P 500 over the long term. Its focus on niche vertical software markets and a high customer retention rate of 95% for its recurring revenue streams indirectly contribute to a positive brand perception within its specialized industries.

Roper Technologies' stock is predominantly owned by institutional shareholders, who hold approximately 79.59% to 90.16% of the company's shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Brian D. Jellison is noted as the largest individual shareholder, owning 1.40 million shares, representing 1.30% of the company.