ROPER TECHNOLOGIES INC
In the published model solve dated 2026-Q2, anchored at $425.13, ROPER TECHNOLOGIES INC (ROP) is priced for +4.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• The number that defines Roper is recurring revenue at 57% of the mix, rising toward 68% once volume-based fees are included, which is why a 28% operating margin business gets valued like software rather than industrials. • Growth is bought, not just grown: management deployed $3.3B on acquisitions in 2025, and the model depends on a steady pipeline of niche vertical-software targets to keep compounding [Source: Roper FY2025 results, January 2026]. • The next read is execution against raised gu
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1,098 institutional managers reported holding ROP in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 48%. 101 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 5.0M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ROP has cut its share count 0.9% over the past five years, spending $1.50B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $3.39 a share annually. Cash returned over the past three years: $919.70M in dividends and $1.50B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ROP over the trailing three years: 2025: 3 buys totaling $5.06M; 2026: 1 buy totaling $502k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ROP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +3.7% | +1.7% |
| 2023-11-03 | -0.5% | +4.1% |
| 2024-02-23 | -2.8% | -5.4% |
| 2024-05-04 | -2.5% | +8.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ROP's latest 8-K filings: 2026-08-10 (items 5.04, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-05-19 (items 5.02, 5.07, 9.01); 2026-04-23 (items 2.02, 9.01); 2026-04-01 (items 1.01, 1.02, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.