Roper Technologies
About: Roper Technologies is a diversified technology company that operates three segments: application software, network software, and technology enabled products. Roper acquires asset light, cash generative businesses and deploys excess cash to acquire further portfolio companies. The firm operates a highly decentralized model with portfolio company management holding autonomy and accountability for key operational decisions, and a small, centralized team overseeing capital deployment and providing executive coaching and reviewing strategic goals.
Employees: 16,800
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
68% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 81
35% more call options, than puts
Call options by funds: $44.8M | Put options by funds: $33.1M
16% more funds holding in top 10
Funds holding in top 10: 19 [Q3] → 22 (+3) [Q4]
1% more funds holding
Funds holding: 1,231 [Q3] → 1,242 (+11) [Q4]
0.25% more ownership
Funds ownership: 91.29% [Q3] → 91.55% (+0.25%) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 476
6% less capital invested
Capital invested by funds: $54.4B [Q3] → $50.9B (-$3.47B) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$558
3%
downside
Avg. target
$618
8%
upside
High target
$675
18%
upside
6 analyst ratings
4 positive
67%
1 neutral
17%
1 negative
17%
Oppenheimer Christopher Glynn 77% 1-year accuracy 20 / 26 met price target | 11%upside $640 | Outperform Maintained | 31 Jan 2025 |
Raymond James Brian Gesuale 35% 1-year accuracy 6 / 17 met price target | 14%upside $655 | Strong Buy Reiterated | 31 Jan 2025 |
Truist Securities Terry Tillman 63% 1-year accuracy 29 / 46 met price target | 18%upside $675 | Buy Reiterated | 31 Jan 2025 |
JP Morgan Stephen Tusa 65% 1-year accuracy 20 / 31 met price target | 3%downside $558 | Neutral Maintained | 31 Jan 2025 |
TD Cowen Joseph Giordano 73% 1-year accuracy 19 / 26 met price target | 7%upside $615 | Buy Upgraded | 28 Jan 2025 |
Financial journalist opinion
Based on 14 articles about ROP published over the past 30 days
Neutral
Business Wire
3 days ago
Aderant's iTimekeep AI-Powered Solution Successfully Completes SOC 2 Type 2 Audit with Zero Exceptions Noted
ATLANTA--(BUSINESS WIRE)-- #Atlanta--Aderant announced that iTimekeep, a leading AI-powered timekeeping solution for law firms, has successfully completed a SOC 2® Type 2 audit.
Positive
The Motley Fool
6 days ago
Meet the Little-Known, S&P 500 Dividend Stock That Has Rocketed 3,740% Higher Since 2000
Roper Technologies (ROP 0.03%) is a diversified technology company that has delivered total returns of roughly 3,740% since 2000. These returns are six times larger than the S&P 500 's over the same time, making Roper one of the most successful stocks in the index.
Neutral
Business Wire
1 week ago
DAT iQ heads to Manifest Vegas to help shippers and brokers prep for a volatile year
LAS VEGAS--(BUSINESS WIRE)--DAT Freight & Analytics will showcase its DAT iQ analytics platform for shippers and a new carrier identity-authentication system for DAT One customers at Manifest Vegas 2025, the largest global gathering of supply chain technologies and professionals, from February 10-12. “Already, 2025 is generating volatility and opportunity for shippers and freight brokers,” said DAT CEO & President Jeff Clementz. “Manifest is a great place to learn how we equip customers.
Negative
Seeking Alpha
2 weeks ago
Roper Technologies: Annual Results Review - Great Year
Roper Technologies reported strong 2024 results with a 14% revenue increase, 13% EBITDA growth, and a 16% rise in free cash flow. The company's negative working capital model and high recurring demand mitigate concerns about its $7.4 billion net debt. Roper's strategic capital allocation includes $300 million in dividends and $3.6 billion on M&A, with $5 billion available for future acquisitions.
Positive
The Motley Fool
3 weeks ago
Why Roper Stock Rocketed Higher Today
Shares of Roper Technologies (ROP 5.98%) were up by 7% as of 12:30 p.m. ET Thursday, according to data provided by S&P Global Market Intelligence.
Positive
The Motley Fool
3 weeks ago
Roper Tops Q4 Revenue, EPS Estimates
Software company Roper Technologies (ROP 5.98%) reported fourth-quarter and full-year earnings on Thursday, Jan. 30, that topped analysts' consensus estimates. Q4 revenue reached $1.88 billion, just ahead of expectations for $1.84 billion, and rose 16.6% year over year.
Neutral
Seeking Alpha
3 weeks ago
Roper Technologies, Inc. (ROP) Q4 2024 Earnings Call Transcript
Roper Technologies, Inc. (NASDAQ:ROP ) Q4 2024 Earnings Conference Call January 30, 2025 8:00 AM ET Company Participants Zack Moxcey - VP of IR Neil Hunn - President and CEO Jason Conley - EVP and CFO Conference Call Participants Ken Wong - Oppenheimer Joe Giordano - TD Cowen Joe Vruwink - Baird Terry Tillman - Truist Securities Brent Thill - Jefferies Deane Dray - RBC Capital Markets Scott Davis - Melius Research Steve Tusa - JPMorgan Julian Mitchell - Barclays Operator Good morning. The Roper Technologies Conference Call will now begin.
Positive
Zacks Investment Research
3 weeks ago
Roper Q4 Earnings Top Estimates, Application Software Sales Up Y/Y
ROP's fourth-quarter 2024 revenues increase 16% year over year, driven by strength in its Application Software segment.
Positive
Zacks Investment Research
3 weeks ago
Compared to Estimates, Roper Technologies (ROP) Q4 Earnings: A Look at Key Metrics
The headline numbers for Roper Technologies (ROP) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
GlobeNewsWire
3 weeks ago
IntelliTrans Builds Momentum for 2025 with New Executive Team and Commitment to Delivering Innovative TMS Solutions
ATLANTA, Jan. 30, 2025 (GLOBE NEWSWIRE) -- IntelliTrans, a leading global multimodal transportation management software provider, enters 2025 with a renewed focus on innovation, customer success, and operational excellence. With decades of experience and a strong track record as the market leader in rail management software, IntelliTrans continues to set the standard for delivering value to bulk and break-bulk shippers.
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