Roper Technologies Gains After Q3 Beat and Higher 2026 Outlook

Roper Technologies (ROP) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong third-quarter earnings release that showed solid organic growth, an earnings beat, and higher full-year guidance. Investors also seemed encouraged by management’s comments on AI product rollouts and the company’s large remaining capacity for acquisitions and buybacks.

Details:

In its third-quarter release, Roper reported revenue of about $2.17 billion, up 8% year over year, with 7% organic revenue growth.

Adjusted diluted earnings were $5.89 per share, ahead of the roughly $5.79 that analysts had been expecting, which likely helped sentiment.

Management raised full-year 2026 adjusted DEPS guidance to $22.35 to $22.40, up from the prior $22.15 to $22.30 range.

The company also highlighted recent AI-related product launches and said it still has more than $6 billion of capital deployment capacity, reinforcing the case for continued growth through product investment and dealmaking.

Sources:

Roper Technologies, Yahoo Finance, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ROP Insider Trading Activity

$ROP insiders have traded $ROP stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $ROP stock by insiders over the last 6 months:

JASON CONLEY (EVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 12,000 shares for an estimated $5,226,353.
JOHN K STIPANCICH (EVP, Chief Legal Officer & Sec) has made 0 purchases and 2 sales selling 5,500 shares for an estimated $2,329,740.
RICHARD F WALLMAN sold 6,434 shares for an estimated $2,322,674

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ROP Hedge Fund Activity

We have seen 457 institutional investors add shares of $ROP stock to their portfolio, and 640 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DODGE & COX added 3,716,889 shares (+111.2%) to their portfolio in Q2 2026, for an estimated $1,257,758,068
INVESCO LTD. added 2,076,076 shares (+94.6%) to their portfolio in Q2 2026, for an estimated $702,523,357
WINDACRE PARTNERSHIP LLC added 1,132,200 shares (+15.1%) to their portfolio in Q2 2026, for an estimated $383,125,158
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 841,931 shares (+inf%) to their portfolio in Q2 2026, for an estimated $284,901,031
JPMORGAN CHASE & CO added 830,002 shares (+inf%) to their portfolio in Q2 2026, for an estimated $280,864,376
AQR CAPITAL MANAGEMENT LLC removed 780,275 shares (-80.2%) from their portfolio in Q2 2026, for an estimated $264,037,257
RUANE, CUNNIFF & GOLDFARB L.P. added 674,902 shares (+inf%) to their portfolio in Q2 2026, for an estimated $228,380,087

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ROP Government Contracts

We have seen $28,929,567 of award payments to $ROP over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

DECISION SUPPORT SOFTWARE MAINTENANCE AND SUPPORT: $3,531,932
THE ORDER PROVIDES FOR DATA INNOVATIONS INSTRUMENT MANAGER SOFTWARE LICENSES, SUSTAINMENT, AND CONSULTING S...: $3,209,382
UNIVERSAL LABORATORY INTERFACE MAINTENANCE - DATA INNOVATIONS INSTRUMENT MANAGEMENT VISN 12: $1,567,842
EXPRESS REPORT: NX ORDERS PLACED FOR THE MONTH OF APRIL 2026: $1,274,486
INSTRUMENT MANAGER PROFESSIONAL SOFTWARE AND IMPLEMENTATION SUPPORT FOR LABORATORY: $1,232,244

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ROP Congressional Stock Trading

Members of Congress have traded $ROP stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ROP stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 05/15.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.