Q1 Results: Social media conversations highlighted Roper Technologies' first-quarter performance, with revenue reaching $2.10 billion and adjusted earnings per share exceeding analyst forecasts at $5.16. Observers noted a slight dip in operating margins year-over-year, alongside full-year guidance that came in modestly below expectations.
Long-Term View: Discussions also pointed to the company's track record as a serial acquirer in software and precision products, with some participants emphasizing its consistent dividend growth over three decades. Several comments positioned the shares among names that have delivered strong revenue and earnings expansion yet seen limited price appreciation over five years.
Market Context: Analysts and investors on social media framed the stock as an interesting case for patient capital allocation, drawing parallels to established compounders in adjacent sectors. The tone remained measured, focusing on operational resilience amid broader software sector dynamics.
Note: This discussion summary was generated from an AI condensation of post data.
Roper Technologies Insider Trading Activity
Roper Technologies insiders have traded $ROP stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ROP stock by insiders over the last 6 months:
- THOMAS PATRICK JR JOYCE purchased 1,400 shares for an estimated $501,844
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.
Roper Technologies Revenue
Roper Technologies had revenues of $2.1B in Q1 2026. This is a decrease of -89.57% from the same period in the prior year.
You can track ROP financials on Quiver Quantitative's ROP stock page.
You can access data on ROP stock through the Quiver Quantitative API.
Roper Technologies Congressional Stock Trading
Members of Congress have traded $ROP stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 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. has traded it 4 times. They made 1 purchase worth up to $15,000 on 04/14 and 3 sales worth up to $80,000 on 05/15, 03/13, 02/10.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 02/27.
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.
Roper Technologies Hedge Fund Activity
We have seen 505 institutional investors add shares of Roper Technologies stock to their portfolio, and 840 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WINDACRE PARTNERSHIP LLC added 4,401,900 shares (+142.2%) to their portfolio in Q1 2026, for an estimated $1,557,656,334
- DODGE & COX added 3,343,694 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,183,199,558
- ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 3,258,577 shares (-99.1%) from their portfolio in Q1 2026, for an estimated $1,153,080,057
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,249,991 shares (-77.7%) from their portfolio in Q4 2025, for an estimated $1,001,538,493
- WELLINGTON MANAGEMENT GROUP LLP added 2,060,245 shares (+339.5%) to their portfolio in Q1 2026, for an estimated $729,038,295
- MORGAN STANLEY removed 1,788,910 shares (-53.0%) from their portfolio in Q1 2026, for an estimated $633,023,692
- HARRIS ASSOCIATES L P added 1,729,546 shares (+inf%) to their portfolio in Q1 2026, for an estimated $612,017,147
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.
Roper Technologies Government Contracts
We have seen $23,793,082 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
- VANEC VISNS 1,2,4,5: $2,220,643
- UNIVERSAL LABORATORY INTERFACE MAINTENANCE - DATA INNOVATIONS INSTRUMENT MANAGEMENT VISN 12: $1,555,291
- THE ORDER PROVIDES FOR DATA INNOVATIONS INSTRUMENT MANAGER SOFTWARE LICENSES, SUSTAINMENT, AND CONSULTING S...: $1,400,482
- EXPRESS REPORT: NX ORDERS PLACED FOR THE MONTH OF JUNE 2025: $1,036,733
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.
Roper Technologies Analyst Ratings
Wall Street analysts have issued reports on $ROP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 01/28/2026
- Barclays issued a "Underweight" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/28/2026
- Mizuho issued a "Underperform" rating on 01/28/2026
- JP Morgan issued a "Underweight" rating on 01/28/2026
To track analyst ratings and price targets for Roper Technologies, check out Quiver Quantitative's $ROP forecast page.
Roper Technologies Price Targets
Multiple analysts have issued price targets for $ROP recently. We have seen 12 analysts offer price targets for $ROP in the last 6 months, with a median target of $445.0.
Here are some recent targets:
- Clarke Jeffries from Piper Sandler set a target price of $540.0 on 04/24/2026
- Jon Vruwink from Baird set a target price of $470.0 on 04/24/2026
- Deane Dray from RBC Capital set a target price of $407.0 on 04/24/2026
- Julian Mitchell from Barclays set a target price of $373.0 on 04/24/2026
- Joe Ritchie from Goldman Sachs set a target price of $440.0 on 01/29/2026
- Stephen Tusa from JP Morgan set a target price of $397.0 on 01/28/2026
- Brett Linzey from Mizuho set a target price of $365.0 on 01/28/2026
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.
