Roper Technologies, Inc. (ROP)

In the past six months, Roper Technologies' stock price has been impacted by several key events. Roper Technologies reported strong Q3 2025 earnings, but trimmed its full-year adjusted EPS outlook, leading to a stock price decline. The Board of Directors authorized a new $3 billion share repurchase program. Roper deployed $1.3 billion on acquisitions, including Subsplash and Convoy, and earlier acquired Transact Campus and Procare Solutions. Several analyst firms adjusted their ratings and price targets for ROP. The company faced disruptions from a government shutdown impacting its Deltek business and copper tariffs leading to contract delays at Neptune. The stock price as of October 27, 2025, was $463.73, reflecting a decline of approximately 14.38% over the past six months and a 14.93% decrease over the last year.

Roper Technologies' business model focuses on non-cyclical, vertical, and mission-critical portfolio companies, with a significant portion of its revenue coming from recurring software and services, providing a predictable income stream and reducing volatility. The Tech-Enabled Products segment experienced a surge in demand due to supply chain challenges, expected to normalize. The Transportation Logistics (DAT Freight & Analytics) subsidiary reported declines in truckload volumes and spot rates. The Deltek business experienced disruptions due to a government shutdown. Despite these instances, the company's strategic emphasis on recurring revenue models and its diversified portfolio contribute to its overall demand resilience.

Roper Technologies, Inc. is a diversified technology company specializing in vertical software and technology-enabled products for niche markets globally. It operates as a holding company, acquiring and managing market-leading technology businesses with a decentralized operating model. The company emphasizes asset-light operations, strong recurring revenue, and disciplined capital allocation, with a significant portion of its revenue derived from software products. Roper Technologies operates primarily within the Technology Services sector, with its industry often categorized as Packaged Software or a Conglomerate due to its diverse portfolio. Its major products and services are organized into three main segments: Application Software, Network Software, and Technology Enabled Products.

Roper Technologies maintains a global presence, with its headquarters in Sarasota, Florida. Its subsidiaries operate manufacturing facilities, sales offices, research and development centers, and service operations across North America, Europe, Asia-Pacific, and other regions, serving a broad customer base across diverse niche markets.

Roper Technologies generally maintains a strong brand reputation as a "high-quality compounder" with impressive free cash flow, strong recurring revenue, and disciplined capital allocation. The company is recognized for its strategic approach to acquiring and developing niche market-leading technology businesses and its strong corporate culture. Roper was also listed among "America's Best Employers By State (2025)" and "Most Trusted Companies in America (2025)" by Forbes.

Roper Technologies has a high percentage of institutional ownership, ranging from 92.49% to 97.02% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and T. Rowe Price Investment Management, Inc. Brian D. Jellison is a significant individual shareholder, owning 1.40 million shares, representing 1.30% of the company.