Held Ā· Bookmarked
0 Ā· 0
portfolios Ā· users
Avg position size
ā
of holders' portfolios
13F filers
3
institutions
Market cap
$39.0B
99M shares
52-week range
$305.96 ā $521.28
36% from low
Sector
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
Exchange
NASDAQ
CS
P/S (TTM)
4.7
EV / FCF (TTM)
19.1
Roper Technologies is a holding company focused on acquiring, managing, and developing niche market-leading technology businesses. The company operates a decentralized business model whereby each portfolio company operates independently from the others. Roper positions itself as a free cash flow compounder, whereby excess free cash flow generated by its portfolio businesses is repatriated to the parent company, which is then utilized to acquire additional businesses. Presently, the company operates 30 distinct businesses with over three-fourths of the revenue coming from software products and over two-thirds of revenue coming from recurring and reoccurring sources.
www.ropertech.comNo one on the platform currently holds ROP.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2024-09-30 | 240,000 | $133.5M |
| Renaissance Technologiesas of 2025-12-31 | 204,700 | $91.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-02 | $0.9100 | 2026-10-21 |
| 2026-07-08 | $0.9100 | 2026-07-22 |
| 2026-04-06 | $0.9100 | 2026-04-22 |
| 2026-01-02 | $0.9100 | 2026-01-16 |
| 2025-10-03 | $0.8250 | 2025-10-17 |
| 2025-07-08 | $0.8250 | 2025-07-22 |
| 2025-04-04 | $0.8250 | 2025-04-22 |
| 2025-01-03 | $0.8250 | 2025-01-17 |
| 2024-10-08 | $0.7500 | 2024-10-21 |
| 2024-07-08 | $0.7500 | 2024-07-22 |
No one on the platform has traded ROP yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.1% | 5.8% | 6.8% | ā | ā | ā |
| Rev. Growth % | 12.3% | 10.2% | ||||
| Profit Margin % | 19.4% | 21.7% | 21.8% | |||
| Free Cash Flow Margin % | 31.5% | 29.7% | 28.1% | |||
| Exit P/E | ā | ā | ā | |||
| Exit P/FCF | ā | ā | ā | |||
| Desired Annual Return % | ā | ā | ā | |||
At today's price, your expected annual return is +3.4% on the P/E track.
At today's price, your expected annual return is +8.3% on the P/E track.
At today's price, your expected annual return is +12.9% on the P/E track.
| 372 |
| $209.7K |
| 2024-04-04 | $0.7500 | 2024-04-22 |
| 2024-01-08 | $0.7500 | 2024-01-23 |
| Execution date | Ratio |
|---|---|
| 2005-08-29 | 2-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.6B | +8.1% | $22.22 | $22.01ā$22.33 | 17.2Ć | 11 |
| 2027 | $9.1B | +5.9% | $24.33 | $22.86ā$25.65 | 15.7Ć | 11 |
| 2028 | $9.6B | +5.6% | $26.58 | $25.79ā$27.37 | 14.4Ć | 2 |
| 2029 | $10.1B | +5.9% | $30.25 | $29.78ā$30.98 | 12.6Ć | 1 |
Forward consensus Ā· growth is YoY vs the prior fiscal-year estimate Ā· Fwd P/E at the current price Ā· source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $5.28 | $5.38 | +1.9% |
| 2026-04-23 | $4.99 | $5.16 | +3.4% |
| 2026-01-27 | $5.14 | $5.21 | +1.4% |
| 2025-10-23 | $5.11 | $5.14 | +0.6% |
| 2025-07-21 | $4.83 | $4.87 | +0.8% |
| 2025-04-28 | $4.74 | $4.78 | +0.8% |
| 2025-01-30 | $4.73 | $4.81 | +1.7% |
| 2024-10-23 | $4.53 |
| $4.62 |
| +2.0% |
| $56.7B |
| ā |
| FERGFerguson plc | $222.31 | -0.10% | $43.1B | ā |
| GWWW.W. Grainger, Inc. | $1277.51 | -0.19% | $60.3B | ā |
Source: Financial Modeling Prep Ā· peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
8. š $ROP ā Roper Technologies It has a portfolio of SPECIALIZED BUSINESSES, many with software and recurring services, that generate HIGH MARGINS AND STRONG CASH FLOWS. š
View on StockTwits ā
$ALNY $ROP $KMB š£ Big move loading? Core AI Holdings reports +56% Q2 top-line revenue growth. Eyes on this trend šļøš
View on StockTwits ā
$ROP Price: $413.37 (-0.52%) Trend: Bearish Market Bias (7D): Bearish Bias š Expected Range: Ā±0.34% RSI: 65.8 | Momentum: Moderate Volume: -8.0% vs avg Volatility: 1.84% Support: $381.28 | Resistance: $418.75 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ā$ROP Price: $411.79 (+0.33%) Trend: Bearish Market Bias (7D): Bearish Bias š Expected Range: Ā±0.31% RSI: 67.2 | Momentum: Strong Momentum Volume: -28.8% vs avg Volatility: 2.06% Support: $367.51 | Resistance: $413.54 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ā
$VEEV $VIK $ROP $MSTR $ED Veeva benefits from cloud software adoption across life sciences, Viking Holdings benefits from premium travel demand, Roper benefits from diversified software and industrial businesses, MicroStrategy remains highly exposed to Bitcoin prices, and Consolidated Edison benefits from regulated utility demand. I'm watching subscription growth, bookings, software margins, Bitcoin prices, and electricity demand.
View on StockTwits ā
$FLYW Payments and software space on fire today on account of Workday rumors - I think many payments stocks could get acquired if they stay this low - Private Equity could buy several companies in the space for the $50BN that WDAY is trading at today but FLYW will more likely get a bid from $ROP which already spent $7BN in various education (inc payments related) companies in recent years, and FLYW is eating their lunch in the US so ROP may need FLYW to compete better. Think they could easily pay $30+ and make it work for them.
View on StockTwits ā
$ROP is trading around $402.25 because Roper Technologies is capitalizing on strong outperformance from its niche vertical market software and technology-enabled products portfolio. Following a solid Q2 beat featuring $2.11B in revenue (+9% YoY) and an increase in full-year adjusted DEPS guidance to $22.15ā$22.30, institutional buyers are aggressively supporting the recovery off multi-month lows as accelerated AI product adoption drives high-margin growth. š šÆ Bull Key Levels: Holding a structural base above $380.00 is essential to protect the recovery slope and maintain upside continuation. š š„ Bear Key Levels: Slipping under $345.00 invalidates the immediate breakout setup and triggers a deeper retest of macro support zones. š» ā ļø Take Profit Targets: $430.00 / $465.00. š° šÆ #hovdid #ROP #RoperTechnologies #Software #Trading
View on StockTwits ā$ROP is trading near $402.25, staging a powerful technical recovery off multi-month trendline support. As diversified software and engineered product demand underpins cash flow generation, technical buyers are testing key overhead resistance zones. š šÆ Bull Key Levels: Holding a structural base above $380.00 is essential to protect the recovery slope and maintain upside continuation. š š„ Bear Key Levels: Slipping under $345.00 invalidates the immediate reversal thesis and triggers a deeper retest of macro support zones. š» ā ļø Take Profit Targets: $430.00 / $465.00. š° šÆ #hovdid #ROP #RoperTechnologies #Software #Trading
View on StockTwits ā
$IBM $F $GM $ROP $TSM Beginning with oil in the 60's and 70's, and thus automobiles, to the point of today's Industrialization of Commodities and Agriculture, the Global Economy has accelerated both climate change and environment change to the point of nonrestrictive commitment. Pardon my misuse of stating how little I care about providing the world with computer chips in order to calculate the size of someone else's turd. My only concern at this point is coffee.
View on StockTwits ā
$F $GM $IBM $ROP $TSM what in the actual **** btw that would crash the global economy and send everything into chaos
View on StockTwits ā$TSM GOD. Can't this country go over and blow everything up in Taiwan. Screw the Chinese, I think this country should do it. $IBM $ROP $F $GM
View on StockTwits ā
$ROP is sending one of the strongest confidence signals a management team can make... buying back its own stock at an aggressive pace. According to the CFO, the company repurchased roughly 3.6M shares for about $1.2B, paying an average price near $341 per share. Since launching the program, $ROP has retired nearly 9M shares, deploying approximately $3.2B and reducing the share count by more than 8% in just eight months. That's enough to bring outstanding shares back to 2013 levels. When a company consistently generates cash and aggressively shrinks its share count, long-term shareholders often benefit the most. Actions speak louder than words-and $ROP is making a statement. Welcome to my personal webpage for the latest trading ideas, strategies, and market insights.
View on StockTwits ā
$WAT $ROP $FMX $ADM $HIG Waters leads analytical instruments, Roper Technologies expands software solutions, FEMSA strengthens consumer businesses, ADM benefits from global agricultural demand, and Hartford Financial delivers stable insurance earnings.
View on StockTwits ā
$TOI.NE $ROP Big Earnings Catalyst Incoming: Top 2 Position Loading As Private Valuations Drop! Hyped for $TOI.NE earnings on Aug 5th (my birthday)! Continuous buying made it my #2 position at 11.5%!Shares coiling intraday $TOI.NE holding solid around $102.00, while$ROP swung through the $385.08ā$393.64 demand zone to settle at $391.97. As $ROP highlighted, cheaper private market M&A valuations are unlocking massive capital deployment opportunities! Smart money is quietly absorbing liquidity off support ahead of the next leg up.
View on StockTwits ā
Wall St is expecting 5.78 EPS for $ROP Q3 [Reporting 10/28 BMO] http://www.estimize.com/intro/rop?chart=historical&metric_name=eps&utm_cont
View on StockTwits āRecent $TICKER stream from stocktwits.com ā refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.