Roper Technologies (NASDAQ:ROP) Updates FY 2026 Earnings Guidance

Roper Technologies (NASDAQ:ROP) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 21.300-21.550 for the period, compared to the consensus EPS estimate of 21.540. The company issued revenue guidance of $8.5 billion-$8.5 billion, compared to the consensus revenue estimate of $8.6 billion. Roper Technologies also updated its Q1 2026 guidance to 4.950-5.000 EPS.

Roper Technologies Trading Down 9.6%

NASDAQ:ROP opened at $369.27 on Wednesday. The company has a market cap of $39.75 billion, a PE ratio of 25.45, a price-to-earnings-growth ratio of 1.91 and a beta of 0.94. The company has a current ratio of 0.58, a quick ratio of 0.53 and a debt-to-equity ratio of 0.46. The company has a 50 day simple moving average of $436.38 and a two-hundred day simple moving average of $483.72. Roper Technologies has a 12 month low of $345.93 and a 12 month high of $595.17.

Roper Technologies (NASDAQ:ROP) last released its quarterly earnings results on Tuesday, January 27th. The industrial products company reported $5.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.14 by $0.07. Roper Technologies had a return on equity of 10.92% and a net margin of 20.34%.During the same period in the prior year, the company posted $4.81 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Roper Technologies has set its FY 2026 guidance at 21.300-21.550 EPS and its Q1 2026 guidance at 4.950-5.000 EPS. Research analysts forecast that Roper Technologies will post 19.96 earnings per share for the current year.

Roper Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Friday, January 2nd were paid a dividend of $0.91 per share. The ex-dividend date was Friday, January 2nd. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Roper Technologies’s previous quarterly dividend of $0.83. Roper Technologies’s dividend payout ratio is presently 25.09%.

Analysts Set New Price Targets

A number of research firms recently issued reports on ROP. Barclays dropped their price objective on shares of Roper Technologies from $475.00 to $409.00 and set an “underweight” rating on the stock in a report on Wednesday. Citigroup dropped their price target on shares of Roper Technologies from $575.00 to $450.00 and set a “buy” rating on the stock in a research note on Wednesday. Oppenheimer lowered Roper Technologies from an “outperform” rating to a “market perform” rating in a research note on Wednesday. Jefferies Financial Group lowered their target price on Roper Technologies from $650.00 to $600.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Finally, Piper Sandler cut their price target on Roper Technologies from $600.00 to $530.00 and set an “overweight” rating for the company in a report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Roper Technologies presently has a consensus rating of “Hold” and an average target price of $505.87.

Insiders Place Their Bets

In related news, Director Amy Woods Brinkley bought 1,200 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The stock was bought at an average cost of $450.71 per share, with a total value of $540,852.00. Following the completion of the purchase, the director owned 18,184 shares of the company’s stock, valued at approximately $8,195,710.64. The trade was a 7.07% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Laurence Neil Hunn sold 30,000 shares of Roper Technologies stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $443.57, for a total transaction of $13,307,100.00. Following the completion of the sale, the chief executive officer owned 87,311 shares in the company, valued at approximately $38,728,540.27. This represents a 25.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.87% of the stock is currently owned by corporate insiders.

Trending Headlines about Roper Technologies

Here are the key news stories impacting Roper Technologies this week:

• Positive Sentiment: Adjusted earnings beat and solid operating results: ROP reported adjusted EPS of $5.21 (above estimates), adjusted DEPS and adjusted net income grew year-over-year, and Q4 revenue rose ~10%. Roper 2025 financial results
• Positive Sentiment: Share buyback and M&A capacity: management repurchased 1.12M shares for ~$500M and says it has multi?billion dollars of M&A firepower to pursue vertical software deals, which supports capital return and growth optionality. Roper sees 10%+ revenue growth with $5B M&A firepower
• Neutral Sentiment: Strategy update: management highlighted AI acceleration and continued focus on vertical software — a long?term positive but uncertain in near term as benefits are early. Roper projects 8% revenue growth and accelerates AI
• Neutral Sentiment: Valuation conversation after results: analysts and commentary revisited ROP’s multiple given buyback and recent acquisitions — useful context for investors evaluating entry points. A Look At Roper Valuation After Earnings
• Negative Sentiment: Guidance disappointed near?term: Q1 EPS guidance of $4.95–5.00 vs consensus ~$5.19, and FY adjusted DEPS guidance $21.30–21.55 was roughly in line but revenue guidance (~$8.5B) slightly below Street expectations — primary driver of the share decline. Roper 4Q Net Slips, Forecasts 2026 Revenue Growth
• Negative Sentiment: Revenue short vs some estimates and headlines emphasized the outlook miss, prompting downside pressure and a move toward 52?week lows. Earnings beat but revenue fell short Outlook miss sends stock to 52-week low
• Negative Sentiment: Rising interest expense and higher net long?term debt (management deployed ~$3.3B on acquisitions last year) increase leverage and interest cost — a concern given the lower guidance. Financials show higher interest expense and debt
• Negative Sentiment: Analyst reaction: Melius Research downgraded ROP from Buy to Hold, adding to selling pressure. Finviz / The Fly: Melius downgrade

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of ROP. Brown Brothers Harriman & Co. raised its stake in Roper Technologies by 1.0% during the third quarter. Brown Brothers Harriman & Co. now owns 2,236 shares of the industrial products company’s stock valued at $1,115,000 after purchasing an additional 23 shares in the last quarter. SeaCrest Wealth Management LLC increased its holdings in shares of Roper Technologies by 6.2% in the 3rd quarter. SeaCrest Wealth Management LLC now owns 429 shares of the industrial products company’s stock worth $223,000 after buying an additional 25 shares during the last quarter. Larson Financial Group LLC raised its position in shares of Roper Technologies by 5.7% during the 3rd quarter. Larson Financial Group LLC now owns 616 shares of the industrial products company’s stock valued at $307,000 after buying an additional 33 shares in the last quarter. L2 Asset Management LLC raised its position in shares of Roper Technologies by 9.4% during the 3rd quarter. L2 Asset Management LLC now owns 526 shares of the industrial products company’s stock valued at $262,000 after buying an additional 45 shares in the last quarter. Finally, Triumph Capital Management bought a new position in shares of Roper Technologies in the 3rd quarter valued at about $25,000. 93.31% of the stock is owned by hedge funds and other institutional investors.

Roper Technologies Company Profile

Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.

Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.