View ValuationRoper Technologies 将来の成長Future 基準チェック /16Roper Technologies利益と収益がそれぞれ年間7.6%と7.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.9% 8.7%なると予測されています。主要情報7.6%収益成長率8.67%EPS成長率Software 収益成長19.8%収益成長率7.8%将来の株主資本利益率9.95%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報Price Target Changed • Jan 28Price target decreased by 8.3% to US$504Down from US$550, the current price target is an average from 16 analysts. New target price is 37% above last closing price of US$369. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$15.89 for next year compared to US$14.30 last year.お知らせ • Oct 23+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Roper Technologies, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects GAAP DEPS of $3.59 to $3.64 For the year, the company expects GAAP DEPS of $13.91 to $13.86. The company continue to expect total revenue growth of approximately 13% and now expect organic revenue growth of approximately 6%.お知らせ • Apr 28+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2025Roper Technologies, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP DEPS to be in the range of $3.33 to $3.37.お知らせ • Jan 30Roper Technologies, Inc. Provides Earnings Guidance for the Full Year 2025Roper Technologies, Inc. provided earnings guidance for the full year 2025. For the period, company expects total revenue growth of 10%+, with organic revenue growth of +6% – 7%.すべての更新を表示Recent updatesDeclared Dividend • 17hFirst quarter dividend of US$0.91 announcedShareholders will receive a dividend of US$0.91. Ex-date: 8th July 2026 Payment date: 22nd July 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • 17hIllumia, Business Unit of Roper Technologies, Appoints Laura Newell-McLaughlin as Chief Operating OfficerIllumia, a business unit of Roper Technologies, announced that Laura Newell-McLaughlin has been named Chief Operating Officer. In this role, Newell-McLaughlin will lead the next phase of Illumia’s operational unification, with responsibility for Enterprise Applications, Banking Operations, Program Management, AI Transformation, Client Support, Supply Chain, and Chennai Operations. She will focus on strengthening the systems, processes and operating capabilities that support Illumia’s product, technology and commercial teams as the company continues to scale under its unified brand. Newell-McLaughlin will also play a central role in embedding generative AI across Illumia’s operations, helping the company increase efficiency, improve execution speed, and remove friction from internal workflows and customer-facing support processes. Newell-McLaughlin brings more than 30 years of experience in payments, campus commerce, product strategy, and operational leadership. She has been part of the company’s evolution since 1993 through Academic Management Services, Sallie Mae, Higher One, Blackboard, and Transact Campus. Most recently, she served as Chief Commercial Officer, where she helped shape the company’s payments strategy, strategic partnerships, and product direction for higher education institutions. Earlier in her career, Newell-McLaughlin held a leadership role at Sallie Mae. She is widely recognized for her expertise in payment strategy, performance, and the operational needs of complex campus environments. Newell-McLaughlin holds a Bachelor of Arts in Communications, with a concentration in Business Management from Rhode Island College.Seeking Alpha • May 22Roper: Sustainable Acquisition Strategy To Boost RevenueSummary Roper benefits from a significant decline in Application Software valuation ratios, enabling lower-cost acquisitions in its core segments, which comprise 76.99% of 2025 revenue. Falling interest rates and stable global GDP growth are expected to sustain M&A activity, supporting ROP's inorganic growth strategy over the medium-to-long term. Roper's improving cash-to-debt position and steady cash flow from operations provide the financial strength to continue its acquisition strategy, despite recent stock price weakness. Read the full article on Seeking Alphaお知らせ • May 21Roper Technologies, Inc. announces Quarterly dividend, payable on July 22, 2026Roper Technologies, Inc. announced Quarterly dividend of USD 0.9100 per share payable on July 22, 2026, ex-date on July 08, 2026 and record date on July 08, 2026.ライブニュース • May 20Roper Technologies Announces $0.91 Dividend and $1.5 Billion Share Buyback After Strong Q1 ResultsRoper Technologies declared a quarterly cash dividend of $0.91 per share, payable on July 22, 2026, to shareholders of record on July 8, 2026, marking 35 consecutive years of dividend payments and 12 consecutive years of dividend increases. The company reported first-quarter 2026 revenue and adjusted earnings per share that surpassed expectations, supported by 6% organic growth. Roper also approved a new $1.5 billion share buyback program, indicating continued use of repurchases alongside dividends as a way of returning capital to shareholders. Taken together, the dividend track record, new buyback authorization and recent quarterly performance highlight a company that is actively using its balance sheet and cash flows in support of shareholder returns. For investors following Roper, it may be useful to monitor how the company executes on the $1.5 billion repurchase plan and how future quarters compare with the revenue and earnings profile reflected in the latest results.分析記事 • May 09Solid Earnings May Not Tell The Whole Story For Roper Technologies (NASDAQ:ROP)Roper Technologies, Inc.'s ( NASDAQ:ROP ) robust recent earnings didn't do much to move the stock. We believe that...ナラティブの更新 • May 03ROP: Software Cash Flows And Buybacks Will Support Post Reset Re RatingRoper Technologies' updated fair value estimate has moved from $461.25 to $453.75 as analysts factor in a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a lower future P/E, while recent Street research includes several price target increases and one reduction. Analyst Commentary Street research on Roper Technologies has been active, with several bullish price target changes and one reduction, reflecting different views on how the company may execute against expectations and how its valuation stacks up against those assumptions.Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$4.88 (up from US$3.08 in 1Q 2025). Revenue: US$2.10b (up 11% from 1Q 2025). Net income: US$508.9m (up 54% from 1Q 2025). Profit margin: 24% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.ナラティブの更新 • Apr 19ROP: Vertical Software Cash Flows And Buybacks Will Support Post Reset Re RatingRoper Technologies' analyst price target has been revised slightly lower to reflect a modestly higher discount rate and a marginally higher assumed future P/E, as analysts react to a broad wave of target cuts and downgrades tied to cooling organic revenue growth. Analyst Commentary Recent Street research on Roper Technologies points to a clear reset in expectations, with several firms trimming price targets and some moving to more neutral or cautious ratings as organic revenue growth cools.お知らせ • Apr 09Roper Technologies, Inc., Annual General Meeting, May 19, 2026Roper Technologies, Inc., Annual General Meeting, May 19, 2026. Location: the westin sarasota, 100 marina view drive, florida 34236, sarasota United Statesナラティブの更新 • Apr 04ROP: Vertical Software Cash Flows And Buybacks Will Support Future Re RatingAnalysts have reduced the Roper Technologies fair value estimate by about $2 to $460.38 as a series of firms lowered price targets, citing cooler revenue growth expectations, a slightly lower assumed P/E multiple, and a modestly adjusted discount rate in their models. Analyst Commentary Recent Street research on Roper Technologies has been active, with multiple firms revising price targets and ratings as they factor in cooler revenue growth expectations, updated P/E assumptions, and changes to discount rates.お知らせ • Apr 02Roper Technologies, Inc. to Report Q1, 2026 Results on Apr 23, 2026Roper Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026Upcoming Dividend • Mar 30Upcoming dividend of US$0.91 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 22 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.1%).ナラティブの更新 • Mar 20ROP: Software Cash Flows And Buybacks Will Drive Re Rating After ResetAnalysts have reduced their average price targets on Roper Technologies by tens to more than $100 per share, citing cooling revenue growth and organic growth challenges, even as underlying fair value assumptions and long term P/E expectations remain largely unchanged. Analyst Commentary Recent research on Roper Technologies clusters around two themes, with most firms cutting price targets and several also shifting their ratings, while still referencing long term valuation frameworks and P/E assumptions that are broadly intact.ナラティブの更新 • Mar 05ROP: Software Cash Flows And Buybacks Will Support Re Rating After ResetNarrative Update The analyst price target for Roper Technologies has been reduced by roughly $70 to $80 as analysts factor in a slightly higher discount rate, a lower assumed future P/E multiple, and recent cuts to targets across the Street following concerns about cooling revenue growth and organic growth challenges. Analyst Commentary Recent research updates reflect a clear reset in expectations for Roper Technologies, with multiple firms cutting price targets by a wide range, including moves of about $30 to over $140, and several downgrades to more neutral stances.Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$14.30 (down from US$14.47 in FY 2024). Revenue: US$7.90b (up 12% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 19% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 24Fourth quarter dividend of US$0.91 announcedShareholders will receive a dividend of US$0.91. Ex-date: 6th April 2026 Payment date: 22nd April 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 20Roper Technologies, Inc. Approves Dividend, Payable on April 22, 2026Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.91 per share payable on April 22, 2026 to stockholders of record on April 6, 2026.ナラティブの更新 • Feb 19ROP: Software Cash Flows And Buybacks Will Support Multiple Re RatingRoper Technologies' updated analyst price target reflects a reset across the Street, with multiple firms trimming their views by $32 to $141 as analysts recalibrate for cooler organic revenue trends, slightly adjusted discount and growth assumptions, and a modestly lower expected future P/E multiple. Analyst Commentary Recent Street research on Roper Technologies clusters around two main themes, with most analysts cutting price targets and a few adjusting ratings as they reassess growth and valuation expectations.ナラティブの更新 • Feb 05ROP: Recurring Software Cash Flows And Buybacks Will Support Future CompoundingAnalysts have trimmed their fair value estimate for Roper Technologies from about $548 to roughly $462, reflecting lower assumed revenue growth, a slightly higher discount rate, and a more conservative future P/E outlook across multiple recent price target cuts. Analyst Commentary Recent research on Roper Technologies has become more cautious, with several firms cutting price targets and some moving to more neutral or negative ratings.Price Target Changed • Jan 28Price target decreased by 8.3% to US$504Down from US$550, the current price target is an average from 16 analysts. New target price is 37% above last closing price of US$369. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$15.89 for next year compared to US$14.30 last year.Reported Earnings • Jan 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$14.30 (down from US$14.47 in FY 2024). Revenue: US$7.90b (up 12% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 19% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.ナラティブの更新 • Jan 21ROP: Recurring Software Cash Flows And First Buyback Will Support Future CompoundingNarrative Update The analyst price target for Roper Technologies has been reduced from about US$563.81 to about US$548.13 as analysts factor in more conservative revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, while still recognizing resilient margins and recurring software cash flows highlighted in recent research. Analyst Commentary Recent research on Roper Technologies reflects a mix of optimism about the company’s software driven model and caution around near term growth constraints, tariff effects, and shifting investor preferences.お知らせ • Jan 06Roper Technologies, Inc. to Report Q4, 2025 Results on Jan 27, 2026Roper Technologies, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 27, 2026ナラティブの更新 • Jan 06ROP: Recurring Cash Flows And First Buyback Will Support Future CompoundingAnalysts have trimmed their fair value estimate for Roper Technologies by about $10 to roughly $564 per share, reflecting slightly lower long term revenue growth and P/E assumptions. This was partly offset by a marginally higher profit margin outlook and Street price target cuts that reset expectations following mixed Q3 trends and updated guidance.分析記事 • Jan 05Here's What To Make Of Roper Technologies' (NASDAQ:ROP) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Dec 26Upcoming dividend of US$0.91 per shareEligible shareholders must have bought the stock before 02 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.8%).ナラティブの更新 • Dec 15ROP: Recurring Cash Flows And First Buyback Will Drive Future UpsideOur Roper Technologies analyst price target edges slightly lower to $573.56 from $575.50, as analysts balance the company’s durable, recurring cash flow profile and long term compounder status against a more cautious outlook following mixed Q3 results, narrowed organic growth guidance, and shifting investor preference toward higher beta and cyclical names. Analyst Commentary Recent Street research reflects a more balanced view on Roper Technologies, with analysts recognizing the strength of its high margin software portfolio while revising expectations to reflect moderating organic growth and shifting risk appetite across the sector.Recent Insider Transactions Derivative • Dec 03Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$446, it would amount to US$2.7m. Since March 2025, Jason has owned 31.70k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 29ROP: Recurring Revenue Strength and First Buyback Will Drive Long-Term UpsideAnalysts have modestly raised their fair value estimate for Roper Technologies to $575.50. This update reflects the company's durable free cash flow, strong recurring revenue, and long-term compounder profile, despite recent mixed quarterly results and evolving market sentiment.ナラティブの更新 • Nov 15ROP: Recurring Revenue Base And Buyback Will Drive Continued UpsideRoper Technologies' analyst price target saw a modest reduction, with analysts citing mixed quarterly results, updated growth guidance, and ongoing macroeconomic headwinds as reasons for the adjustment from approximately $574.53 to $573.87 per share. Analyst Commentary Analysts provided a range of views on Roper Technologies following recent earnings and company updates, with both positive and negative perspectives influencing revised price targets and ratings.分析記事 • Nov 14Roper Technologies (NASDAQ:ROP) Is Increasing Its Dividend To $0.91Roper Technologies, Inc. ( NASDAQ:ROP ) has announced that it will be increasing its periodic dividend on the 16th of...Recent Insider Transactions Derivative • Nov 14President notifies of intention to sell stockLaurence Hunn intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$444, it would amount to US$13m. For the year to December 2018, Laurence's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Laurence has owned 180.12k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 11Roper Technologies, Inc. Announces the Appointments of Shane Luke as Senior Vice President of AIRoperTechnologies, Inc. announced the appointments of Shane Luke as Senior Vice President of AI. In this newly created role, Luke will focus on advancing AI capabilities across Roper's portfolio of market-leading vertical software businesses. The AI team will work closely with Roper's businesses to accelerate AI-driven opportunities that enhance product innovation and long-term growth. Shane Luke most recently served as Vice President and General Manager of AI and Machine Learning at Workday. Prior to Workday, Luke held leadership positions at Nike, where he served as Global Head of AI for Nike Digital Innovation and Director of Product Management for Nike Digital Sport. He also served as Co-founder and CEO of BlueMesh, an AI-powered enterprise collaboration platform, and as Chief Product Officer at Recon Instruments, which was acquired by Intel. Luke holds a master’s degree in philosophy with a focus on artificial intelligence from Simon Fraser University and a bachelor’s degree in physics from the University of British Columbia.Declared Dividend • Nov 09Third quarter dividend increased to US$0.91Dividend of US$0.91 is 10% higher than last year. Ex-date: 2nd January 2026 Payment date: 16th January 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Payout Ratios Payout ratio: 23%. Cash payout ratio: 15%.お知らせ • Nov 06Roper Technologies, Inc. Declares Quarterly Dividend, Payable on January 16, 2026Roper Technologies, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.91 per share, reflecting a 10% increase compared to the prior quarterly dividend, payable on January 16, 2026 to stockholders of record on January 2, 2026. This represents an increase of 10% over the dividend paid in each quarter of 2025, or an expected $0.34increase on an annual basis ($0.085 on a quarterly basis). This is the thirty-third consecutive year in which Roper has increased its dividend.ナラティブの更新 • Nov 01ROP: Share Buyback And AI Expansion Will Drive Long-Term OutperformanceAnalysts have revised their price target for Roper Technologies downward by over $50 to approximately $575. They cite a combination of mixed quarterly results, tariff and government shutdown impacts, as well as a cautious outlook for organic growth and recurring revenue strength.Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$3.70 (up from US$3.43 in 3Q 2024). Revenue: US$2.02b (up 14% from 3Q 2024). Net income: US$398.5m (up 8.3% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 23+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Roper Technologies, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects GAAP DEPS of $3.59 to $3.64 For the year, the company expects GAAP DEPS of $13.91 to $13.86. The company continue to expect total revenue growth of approximately 13% and now expect organic revenue growth of approximately 6%.ナラティブの更新 • Oct 18AI And Cloud Solutions Will Transform Vertical MarketsAnalysts have revised Roper Technologies' target price downward by $9.40, citing concerns over softer demand ahead of Q3 results. They also highlight the company's evolving strengths and long-term opportunities, such as improved operational agility and potential gains from AI integration.お知らせ • Oct 02Roper Technologies, Inc. to Report Q3, 2025 Results on Oct 23, 2025Roper Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025Upcoming Dividend • Sep 26Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.7%).Buy Or Sell Opportunity • Aug 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to US$527. The fair value is estimated to be US$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions • Aug 20Independent Director recently sold US$210k worth of stockOn the 15th of August, Robert Johnson sold around 400 shares on-market at roughly US$525 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.5m more than they bought in the last 12 months.分析記事 • Aug 20At US$533, Is Roper Technologies, Inc. (NASDAQ:ROP) Worth Looking At Closely?NasdaqGS:ROP 1 Year Share Price vs Fair Value Explore Roper Technologies's Fair Values from the Community and select...Declared Dividend • Aug 10Second quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 16%.お知らせ • Aug 07Roper Technologies, Inc. Approves Dividend, Payable on October 17, 2025Roper Technologies, Inc. has approved a dividend of $0.825 per share payable on October 17, 2025 to stockholders of record on October 3, 2025.Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to US$538. The fair value is estimated to be US$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jul 22Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$3.52 (up from US$3.15 in 2Q 2024). Revenue: US$1.94b (up 13% from 2Q 2024). Net income: US$378.3m (up 12% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 21+ 1 more updateRoper Technologies, Inc. (NasdaqGS:ROP) signed a definitive agreement to acquire Subsplash, Inc. for $800 million.Roper Technologies, Inc. (NasdaqGS:ROP) signed a definitive agreement to acquire Subsplash, Inc. for $800 million on July 20, 2025. A consideration of $800 million will be paid by Roper Technologies, Inc. towards common equity of Subsplash, Inc. The transaction is expected to close later this month.お知らせ • Jul 02Roper Technologies, Inc. to Report Q2, 2025 Results on Jul 21, 2025Roper Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 21, 2025Upcoming Dividend • Jul 01Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (0.7%).分析記事 • Jun 27Roper Technologies (NASDAQ:ROP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Jun 15First quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 8th July 2025 Payment date: 22nd July 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 16%.Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$561. The fair value is estimated to be US$709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Jun 12Roper Technologies, Inc. Approves Dividend, Payable on July 22, 2025Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.825 per share payable on July 22, 2025 to stockholders of record on July 8, 2025.Reported Earnings • Apr 28First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$3.08 (down from US$3.57 in 1Q 2024). Revenue: US$1.88b (up 12% from 1Q 2024). Net income: US$331.1m (down 13% from 1Q 2024). Profit margin: 18% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2025Roper Technologies, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP DEPS to be in the range of $3.33 to $3.37.お知らせ • Apr 16Roper Technologies, Inc., Annual General Meeting, Jun 10, 2025Roper Technologies, Inc., Annual General Meeting, Jun 10, 2025.お知らせ • Apr 15Roper Technologies, Inc. Announces Retirement of Christopher Wright from Board of Directors, Effective June 10, 2025On April 8, 2025, Christopher Wright notified Roper Technologies, Inc. of his intention to retire from the Company’s Board of Directors, effective as of the Company’s 2025 Annual Meeting of Shareholders to be held on June 10, 2025. Mr. Wright has served as a Director of the Company since 1991. The size of the Company’s Board of Directors will be reduced to 9 directors effective upon Mr. Wright’s retirement. Mr. Wright’s decision to retire was not due to any disagreements with the Company on any matter relating to the Company’s operations, policies, or practices.お知らせ • Apr 03Roper Technologies, Inc. to Report Q1, 2025 Results on Apr 28, 2025Roper Technologies, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2025Seeking Alpha • Mar 31Roper Technologies: Continued ExecutionSummary Roper Technologies excels in niche markets, focusing on software, demonstrating strong capital allocation and consistent value creation, justifying its premium valuation. The company has shown robust growth, with sales doubling over the past decade and EBITDA margins around 40%, driven by recurring software revenues. Recent acquisitions, including Procare Solutions and CentralReach, enhance Roper's growth prospects, maintaining manageable leverage ratios and supporting long-term shareholder value. Despite missing the ideal entry point at $500, Roper's strong performance and market outperformance justify a cautious stance at the current 29 times earnings multiple, after a recent outperformance. Read the full article on Seeking AlphaUpcoming Dividend • Mar 28Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 22 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (0.9%).お知らせ • Mar 25Roper Technologies, Inc. (NasdaqGS:ROP) agreed to acquire CentralReach, LLC from Insight Venture Management, LLC for approximately $1.7 billion.Roper Technologies, Inc. (NasdaqGS:ROP) agreed to acquire CentralReach, LLC from Insight Venture Management, LLC for approximately $1.7 billion on March 24, 2025. CentralReach is expected to contribute approximately $175 million of revenue and $75 million of EBITDA for the twelve months ending June 30, 2026, and will be reported in Roper’s Application Software segment. Roper expects CentralReach to deliver sustainable 20%+ organic revenue and EBITDA growth. The transaction will be funded using Roper’s revolving credit facility. The transaction is subject to approval by regulatory board / committee. The transaction is expected to close in April/May 2025. Rahul Patel and John Anderson of King & Spalding LLP acted as legal advisor to Roper Technologies. William Blair & Company, L.L.C acted as financial advisor to CentralReach.Declared Dividend • Mar 12Fourth quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 4th April 2025 Payment date: 22nd April 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 16%.お知らせ • Mar 08Roper Technologies, Inc. Announces Dividend, Payable on April 22, 2025Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.825 per share payable on April 22, 2025 to stockholders of record on April 4, 2025.Recent Insider Transactions Derivative • Feb 26Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$588, it would amount to US$1.8m. Since March 2024, Jason's direct individual holding has decreased from 37.36k shares to 31.70k. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Feb 02Roper Technologies: Annual Results Review - Great YearSummary 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. Despite a fair current valuation, Roper's robust financials and strategic positioning make it a stock to watch for potential future inclusion in my portfolio. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Feb 02Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of January. If the sale is conducted around the recent share price of US$578, it would amount to US$1.7m. Since March 2024, Jason's direct individual holding has decreased from 37.36k shares to 31.70k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jan 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.47 (up from US$12.84 in FY 2023). Revenue: US$7.04b (up 14% from FY 2023). Net income: US$1.55b (up 13% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30Roper Technologies, Inc. Provides Earnings Guidance for the Full Year 2025Roper Technologies, Inc. provided earnings guidance for the full year 2025. For the period, company expects total revenue growth of 10%+, with organic revenue growth of +6% – 7%.お知らせ • Jan 06Roper Technologies, Inc. to Report Q4, 2024 Results on Jan 30, 2025Roper Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025Upcoming Dividend • Dec 27Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.8%).Seeking Alpha • Dec 23Roper Technologies: A Great Corporate CultureSummary Roper Technologies excels in M&A, transforming into a niche vertical software leader with high margins and recurring revenues, despite its complex, decentralized structure. The company's strong corporate culture, initiated by former CEO Brian Jellison, drives its continuous improvement and successful integration of acquired businesses. Roper's financial health is robust, with high free cash flow, negative working capital, and effective debt management, enabling consistent growth and strategic acquisitions. Despite current overvaluation, Roper's quality, strong fundamentals, and strategic vision justify a hold rating, with potential buying opportunities during market declines. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Nov 11President notifies of intention to sell stockLaurence Hunn intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$572, it would amount to US$17m. For the year to December 2017, Laurence's total compensation was 2% salary and 98% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Laurence's direct individual holding has decreased from 191.69k shares to 180.12k. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Nov 10Third quarter dividend increased to US$0.82Dividend of US$0.82 is 10.0% higher than last year. Ex-date: 3rd January 2025 Payment date: 17th January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 15%.お知らせ • Nov 07Roper Technologies, Inc. Declares Quarterly Cash Dividend, Payable on January 17, 2025Roper Technologies, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.825 per share, payable on January 17, 2025 to stockholders of record as of January 3, 2025. This represents an increase of 10% over the dividend paid in each quarter of 2024, or an expected $0.30 increase on an annual basis ($0.075 on a quarterly basis).Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director John Murphy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Oct 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Significant insider selling over the past 3 months (US$1.7m sold).Recent Insider Transactions • Oct 29Independent Director recently sold US$1.3m worth of stockOn the 25th of October, Richard Wallman sold around 2k shares on-market at roughly US$549 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.8m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Oct 27Independent Director notifies of intention to sell stockRichard Wallman intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of October. If the sale is conducted around the recent share price of US$550, it would amount to US$1.1m. Since March 2024, Richard's direct individual holding has decreased from 48.25k shares to 34.96k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Oct 23Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$3.43 (up from US$3.24 in 3Q 2023). Revenue: US$1.76b (up 13% from 3Q 2023). Net income: US$367.9m (up 6.5% from 3Q 2023). Profit margin: 21% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 23Roper Technologies Q3: Expanding Into Campus SoftwareSummary Roper Technologies, Inc. demonstrates strong growth with 4% organic revenue and 7% adjusted earnings growth, supported by niche SaaS solutions and strategic acquisitions. The acquisition of Transact Campus for $1.5 billion aligns with Roper's strategy, offering high-margin, unique campus technology and payment solutions. Roper projects 6% organic revenue growth and 13% reported revenue growth for FY24, driven by SaaS offerings and successful integration of acquisitions. I reiterate a “Buy” rating with a one-year target price of $635 per share, based on robust growth prospects and strategic M&A activities. Read the full article on Seeking Alphaお知らせ • Oct 04Roper Technologies, Inc. to Report Q3, 2024 Results on Oct 23, 2024Roper Technologies, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 23, 2024Declared Dividend • Sep 22Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 8th October 2024 Payment date: 21st October 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 16%.業績と収益の成長予測NasdaqGS:ROP - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20289,8911,9933,2203,313612/31/20279,1131,8462,9243,1031812/31/20268,5481,6872,6852,801173/31/20268,1151,7142,4912,604N/A12/31/20257,9031,5362,4362,540N/A9/30/20257,7211,5702,4062,525N/A6/30/20257,4681,5402,2832,410N/A3/31/20257,2411,4982,2762,390N/A12/31/20247,0391,5492,2822,393N/A9/30/20246,7761,4652,1792,293N/A6/30/20246,5741,4422,0672,167N/A3/31/20246,3891,4661,9962,103N/A12/31/20236,1781,3681,9272,035N/A9/30/20235,9951,2381,4001,485N/A6/30/20235,7821,1701,0211,107N/A3/31/20235,5621,034646723N/A12/31/20225,372986664735N/A9/30/20225,1989051,1741,242N/A6/30/20225,0798391,3791,438N/A3/31/20224,9588191,8711,928N/A12/31/20214,8348051,9542,012N/A9/30/20214,9138631,9492,007N/A6/30/20214,8798591,6441,697N/A3/31/20214,6598081,6711,721N/A12/31/20204,0226741,4831,525N/A9/30/20204,9131,4721,3731,417N/A6/30/20205,0701,5421,6331,684N/A3/31/20205,4301,6391,4801,535N/A12/31/20194,7281,640N/A1,462N/A9/30/20195,3481,154N/A1,460N/A6/30/20195,3131,124N/A1,473N/A3/31/20195,2761,103N/A1,439N/A12/31/20185,191944N/A1,430N/A9/30/20185,0421,131N/A1,335N/A6/30/20184,8831,074N/A1,232N/A3/31/20184,7241,025N/A1,138N/A12/31/20174,608972N/A1,235N/A9/30/20174,392710N/A1,136N/A6/30/20174,177687N/A1,137N/A3/31/20173,974665N/A1,135N/A12/31/20163,790659N/A964N/A9/30/20163,723685N/A963N/A6/30/20163,662678N/A873N/A3/31/20163,620692N/A875N/A12/31/20153,582696N/A929N/A9/30/20153,585673N/A921N/A6/30/20153,585668N/A920N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ROPの予測収益成長率 (年間7.6% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: ROPの収益 ( 7.6% ) US市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: ROPの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ROPの収益 ( 7.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: ROPの収益 ( 7.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ROPの 自己資本利益率 は、3年後には低くなると予測されています ( 9.9 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 14:56終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Roper Technologies, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39 アナリスト機関John EadeArgus Research CompanyJoseph VruwinkBairdJulian MitchellBarclays36 その他のアナリストを表示
Price Target Changed • Jan 28Price target decreased by 8.3% to US$504Down from US$550, the current price target is an average from 16 analysts. New target price is 37% above last closing price of US$369. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$15.89 for next year compared to US$14.30 last year.
お知らせ • Oct 23+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Roper Technologies, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects GAAP DEPS of $3.59 to $3.64 For the year, the company expects GAAP DEPS of $13.91 to $13.86. The company continue to expect total revenue growth of approximately 13% and now expect organic revenue growth of approximately 6%.
お知らせ • Apr 28+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2025Roper Technologies, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP DEPS to be in the range of $3.33 to $3.37.
お知らせ • Jan 30Roper Technologies, Inc. Provides Earnings Guidance for the Full Year 2025Roper Technologies, Inc. provided earnings guidance for the full year 2025. For the period, company expects total revenue growth of 10%+, with organic revenue growth of +6% – 7%.
Declared Dividend • 17hFirst quarter dividend of US$0.91 announcedShareholders will receive a dividend of US$0.91. Ex-date: 8th July 2026 Payment date: 22nd July 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • 17hIllumia, Business Unit of Roper Technologies, Appoints Laura Newell-McLaughlin as Chief Operating OfficerIllumia, a business unit of Roper Technologies, announced that Laura Newell-McLaughlin has been named Chief Operating Officer. In this role, Newell-McLaughlin will lead the next phase of Illumia’s operational unification, with responsibility for Enterprise Applications, Banking Operations, Program Management, AI Transformation, Client Support, Supply Chain, and Chennai Operations. She will focus on strengthening the systems, processes and operating capabilities that support Illumia’s product, technology and commercial teams as the company continues to scale under its unified brand. Newell-McLaughlin will also play a central role in embedding generative AI across Illumia’s operations, helping the company increase efficiency, improve execution speed, and remove friction from internal workflows and customer-facing support processes. Newell-McLaughlin brings more than 30 years of experience in payments, campus commerce, product strategy, and operational leadership. She has been part of the company’s evolution since 1993 through Academic Management Services, Sallie Mae, Higher One, Blackboard, and Transact Campus. Most recently, she served as Chief Commercial Officer, where she helped shape the company’s payments strategy, strategic partnerships, and product direction for higher education institutions. Earlier in her career, Newell-McLaughlin held a leadership role at Sallie Mae. She is widely recognized for her expertise in payment strategy, performance, and the operational needs of complex campus environments. Newell-McLaughlin holds a Bachelor of Arts in Communications, with a concentration in Business Management from Rhode Island College.
Seeking Alpha • May 22Roper: Sustainable Acquisition Strategy To Boost RevenueSummary Roper benefits from a significant decline in Application Software valuation ratios, enabling lower-cost acquisitions in its core segments, which comprise 76.99% of 2025 revenue. Falling interest rates and stable global GDP growth are expected to sustain M&A activity, supporting ROP's inorganic growth strategy over the medium-to-long term. Roper's improving cash-to-debt position and steady cash flow from operations provide the financial strength to continue its acquisition strategy, despite recent stock price weakness. Read the full article on Seeking Alpha
お知らせ • May 21Roper Technologies, Inc. announces Quarterly dividend, payable on July 22, 2026Roper Technologies, Inc. announced Quarterly dividend of USD 0.9100 per share payable on July 22, 2026, ex-date on July 08, 2026 and record date on July 08, 2026.
ライブニュース • May 20Roper Technologies Announces $0.91 Dividend and $1.5 Billion Share Buyback After Strong Q1 ResultsRoper Technologies declared a quarterly cash dividend of $0.91 per share, payable on July 22, 2026, to shareholders of record on July 8, 2026, marking 35 consecutive years of dividend payments and 12 consecutive years of dividend increases. The company reported first-quarter 2026 revenue and adjusted earnings per share that surpassed expectations, supported by 6% organic growth. Roper also approved a new $1.5 billion share buyback program, indicating continued use of repurchases alongside dividends as a way of returning capital to shareholders. Taken together, the dividend track record, new buyback authorization and recent quarterly performance highlight a company that is actively using its balance sheet and cash flows in support of shareholder returns. For investors following Roper, it may be useful to monitor how the company executes on the $1.5 billion repurchase plan and how future quarters compare with the revenue and earnings profile reflected in the latest results.
分析記事 • May 09Solid Earnings May Not Tell The Whole Story For Roper Technologies (NASDAQ:ROP)Roper Technologies, Inc.'s ( NASDAQ:ROP ) robust recent earnings didn't do much to move the stock. We believe that...
ナラティブの更新 • May 03ROP: Software Cash Flows And Buybacks Will Support Post Reset Re RatingRoper Technologies' updated fair value estimate has moved from $461.25 to $453.75 as analysts factor in a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a lower future P/E, while recent Street research includes several price target increases and one reduction. Analyst Commentary Street research on Roper Technologies has been active, with several bullish price target changes and one reduction, reflecting different views on how the company may execute against expectations and how its valuation stacks up against those assumptions.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$4.88 (up from US$3.08 in 1Q 2025). Revenue: US$2.10b (up 11% from 1Q 2025). Net income: US$508.9m (up 54% from 1Q 2025). Profit margin: 24% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Apr 19ROP: Vertical Software Cash Flows And Buybacks Will Support Post Reset Re RatingRoper Technologies' analyst price target has been revised slightly lower to reflect a modestly higher discount rate and a marginally higher assumed future P/E, as analysts react to a broad wave of target cuts and downgrades tied to cooling organic revenue growth. Analyst Commentary Recent Street research on Roper Technologies points to a clear reset in expectations, with several firms trimming price targets and some moving to more neutral or cautious ratings as organic revenue growth cools.
お知らせ • Apr 09Roper Technologies, Inc., Annual General Meeting, May 19, 2026Roper Technologies, Inc., Annual General Meeting, May 19, 2026. Location: the westin sarasota, 100 marina view drive, florida 34236, sarasota United States
ナラティブの更新 • Apr 04ROP: Vertical Software Cash Flows And Buybacks Will Support Future Re RatingAnalysts have reduced the Roper Technologies fair value estimate by about $2 to $460.38 as a series of firms lowered price targets, citing cooler revenue growth expectations, a slightly lower assumed P/E multiple, and a modestly adjusted discount rate in their models. Analyst Commentary Recent Street research on Roper Technologies has been active, with multiple firms revising price targets and ratings as they factor in cooler revenue growth expectations, updated P/E assumptions, and changes to discount rates.
お知らせ • Apr 02Roper Technologies, Inc. to Report Q1, 2026 Results on Apr 23, 2026Roper Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026
Upcoming Dividend • Mar 30Upcoming dividend of US$0.91 per shareEligible shareholders must have bought the stock before 06 April 2026. Payment date: 22 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.1%).
ナラティブの更新 • Mar 20ROP: Software Cash Flows And Buybacks Will Drive Re Rating After ResetAnalysts have reduced their average price targets on Roper Technologies by tens to more than $100 per share, citing cooling revenue growth and organic growth challenges, even as underlying fair value assumptions and long term P/E expectations remain largely unchanged. Analyst Commentary Recent research on Roper Technologies clusters around two themes, with most firms cutting price targets and several also shifting their ratings, while still referencing long term valuation frameworks and P/E assumptions that are broadly intact.
ナラティブの更新 • Mar 05ROP: Software Cash Flows And Buybacks Will Support Re Rating After ResetNarrative Update The analyst price target for Roper Technologies has been reduced by roughly $70 to $80 as analysts factor in a slightly higher discount rate, a lower assumed future P/E multiple, and recent cuts to targets across the Street following concerns about cooling revenue growth and organic growth challenges. Analyst Commentary Recent research updates reflect a clear reset in expectations for Roper Technologies, with multiple firms cutting price targets by a wide range, including moves of about $30 to over $140, and several downgrades to more neutral stances.
Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$14.30 (down from US$14.47 in FY 2024). Revenue: US$7.90b (up 12% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 19% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 24Fourth quarter dividend of US$0.91 announcedShareholders will receive a dividend of US$0.91. Ex-date: 6th April 2026 Payment date: 22nd April 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 20Roper Technologies, Inc. Approves Dividend, Payable on April 22, 2026Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.91 per share payable on April 22, 2026 to stockholders of record on April 6, 2026.
ナラティブの更新 • Feb 19ROP: Software Cash Flows And Buybacks Will Support Multiple Re RatingRoper Technologies' updated analyst price target reflects a reset across the Street, with multiple firms trimming their views by $32 to $141 as analysts recalibrate for cooler organic revenue trends, slightly adjusted discount and growth assumptions, and a modestly lower expected future P/E multiple. Analyst Commentary Recent Street research on Roper Technologies clusters around two main themes, with most analysts cutting price targets and a few adjusting ratings as they reassess growth and valuation expectations.
ナラティブの更新 • Feb 05ROP: Recurring Software Cash Flows And Buybacks Will Support Future CompoundingAnalysts have trimmed their fair value estimate for Roper Technologies from about $548 to roughly $462, reflecting lower assumed revenue growth, a slightly higher discount rate, and a more conservative future P/E outlook across multiple recent price target cuts. Analyst Commentary Recent research on Roper Technologies has become more cautious, with several firms cutting price targets and some moving to more neutral or negative ratings.
Price Target Changed • Jan 28Price target decreased by 8.3% to US$504Down from US$550, the current price target is an average from 16 analysts. New target price is 37% above last closing price of US$369. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$15.89 for next year compared to US$14.30 last year.
Reported Earnings • Jan 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$14.30 (down from US$14.47 in FY 2024). Revenue: US$7.90b (up 12% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 19% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Jan 21ROP: Recurring Software Cash Flows And First Buyback Will Support Future CompoundingNarrative Update The analyst price target for Roper Technologies has been reduced from about US$563.81 to about US$548.13 as analysts factor in more conservative revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, while still recognizing resilient margins and recurring software cash flows highlighted in recent research. Analyst Commentary Recent research on Roper Technologies reflects a mix of optimism about the company’s software driven model and caution around near term growth constraints, tariff effects, and shifting investor preferences.
お知らせ • Jan 06Roper Technologies, Inc. to Report Q4, 2025 Results on Jan 27, 2026Roper Technologies, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 27, 2026
ナラティブの更新 • Jan 06ROP: Recurring Cash Flows And First Buyback Will Support Future CompoundingAnalysts have trimmed their fair value estimate for Roper Technologies by about $10 to roughly $564 per share, reflecting slightly lower long term revenue growth and P/E assumptions. This was partly offset by a marginally higher profit margin outlook and Street price target cuts that reset expectations following mixed Q3 trends and updated guidance.
分析記事 • Jan 05Here's What To Make Of Roper Technologies' (NASDAQ:ROP) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Dec 26Upcoming dividend of US$0.91 per shareEligible shareholders must have bought the stock before 02 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.8%).
ナラティブの更新 • Dec 15ROP: Recurring Cash Flows And First Buyback Will Drive Future UpsideOur Roper Technologies analyst price target edges slightly lower to $573.56 from $575.50, as analysts balance the company’s durable, recurring cash flow profile and long term compounder status against a more cautious outlook following mixed Q3 results, narrowed organic growth guidance, and shifting investor preference toward higher beta and cyclical names. Analyst Commentary Recent Street research reflects a more balanced view on Roper Technologies, with analysts recognizing the strength of its high margin software portfolio while revising expectations to reflect moderating organic growth and shifting risk appetite across the sector.
Recent Insider Transactions Derivative • Dec 03Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$446, it would amount to US$2.7m. Since March 2025, Jason has owned 31.70k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 29ROP: Recurring Revenue Strength and First Buyback Will Drive Long-Term UpsideAnalysts have modestly raised their fair value estimate for Roper Technologies to $575.50. This update reflects the company's durable free cash flow, strong recurring revenue, and long-term compounder profile, despite recent mixed quarterly results and evolving market sentiment.
ナラティブの更新 • Nov 15ROP: Recurring Revenue Base And Buyback Will Drive Continued UpsideRoper Technologies' analyst price target saw a modest reduction, with analysts citing mixed quarterly results, updated growth guidance, and ongoing macroeconomic headwinds as reasons for the adjustment from approximately $574.53 to $573.87 per share. Analyst Commentary Analysts provided a range of views on Roper Technologies following recent earnings and company updates, with both positive and negative perspectives influencing revised price targets and ratings.
分析記事 • Nov 14Roper Technologies (NASDAQ:ROP) Is Increasing Its Dividend To $0.91Roper Technologies, Inc. ( NASDAQ:ROP ) has announced that it will be increasing its periodic dividend on the 16th of...
Recent Insider Transactions Derivative • Nov 14President notifies of intention to sell stockLaurence Hunn intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$444, it would amount to US$13m. For the year to December 2018, Laurence's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Laurence has owned 180.12k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 11Roper Technologies, Inc. Announces the Appointments of Shane Luke as Senior Vice President of AIRoperTechnologies, Inc. announced the appointments of Shane Luke as Senior Vice President of AI. In this newly created role, Luke will focus on advancing AI capabilities across Roper's portfolio of market-leading vertical software businesses. The AI team will work closely with Roper's businesses to accelerate AI-driven opportunities that enhance product innovation and long-term growth. Shane Luke most recently served as Vice President and General Manager of AI and Machine Learning at Workday. Prior to Workday, Luke held leadership positions at Nike, where he served as Global Head of AI for Nike Digital Innovation and Director of Product Management for Nike Digital Sport. He also served as Co-founder and CEO of BlueMesh, an AI-powered enterprise collaboration platform, and as Chief Product Officer at Recon Instruments, which was acquired by Intel. Luke holds a master’s degree in philosophy with a focus on artificial intelligence from Simon Fraser University and a bachelor’s degree in physics from the University of British Columbia.
Declared Dividend • Nov 09Third quarter dividend increased to US$0.91Dividend of US$0.91 is 10% higher than last year. Ex-date: 2nd January 2026 Payment date: 16th January 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Payout Ratios Payout ratio: 23%. Cash payout ratio: 15%.
お知らせ • Nov 06Roper Technologies, Inc. Declares Quarterly Dividend, Payable on January 16, 2026Roper Technologies, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.91 per share, reflecting a 10% increase compared to the prior quarterly dividend, payable on January 16, 2026 to stockholders of record on January 2, 2026. This represents an increase of 10% over the dividend paid in each quarter of 2025, or an expected $0.34increase on an annual basis ($0.085 on a quarterly basis). This is the thirty-third consecutive year in which Roper has increased its dividend.
ナラティブの更新 • Nov 01ROP: Share Buyback And AI Expansion Will Drive Long-Term OutperformanceAnalysts have revised their price target for Roper Technologies downward by over $50 to approximately $575. They cite a combination of mixed quarterly results, tariff and government shutdown impacts, as well as a cautious outlook for organic growth and recurring revenue strength.
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$3.70 (up from US$3.43 in 3Q 2024). Revenue: US$2.02b (up 14% from 3Q 2024). Net income: US$398.5m (up 8.3% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 23+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Roper Technologies, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects GAAP DEPS of $3.59 to $3.64 For the year, the company expects GAAP DEPS of $13.91 to $13.86. The company continue to expect total revenue growth of approximately 13% and now expect organic revenue growth of approximately 6%.
ナラティブの更新 • Oct 18AI And Cloud Solutions Will Transform Vertical MarketsAnalysts have revised Roper Technologies' target price downward by $9.40, citing concerns over softer demand ahead of Q3 results. They also highlight the company's evolving strengths and long-term opportunities, such as improved operational agility and potential gains from AI integration.
お知らせ • Oct 02Roper Technologies, Inc. to Report Q3, 2025 Results on Oct 23, 2025Roper Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
Upcoming Dividend • Sep 26Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.7%).
Buy Or Sell Opportunity • Aug 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to US$527. The fair value is estimated to be US$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions • Aug 20Independent Director recently sold US$210k worth of stockOn the 15th of August, Robert Johnson sold around 400 shares on-market at roughly US$525 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.5m more than they bought in the last 12 months.
分析記事 • Aug 20At US$533, Is Roper Technologies, Inc. (NASDAQ:ROP) Worth Looking At Closely?NasdaqGS:ROP 1 Year Share Price vs Fair Value Explore Roper Technologies's Fair Values from the Community and select...
Declared Dividend • Aug 10Second quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 16%.
お知らせ • Aug 07Roper Technologies, Inc. Approves Dividend, Payable on October 17, 2025Roper Technologies, Inc. has approved a dividend of $0.825 per share payable on October 17, 2025 to stockholders of record on October 3, 2025.
Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to US$538. The fair value is estimated to be US$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jul 22Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$3.52 (up from US$3.15 in 2Q 2024). Revenue: US$1.94b (up 13% from 2Q 2024). Net income: US$378.3m (up 12% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 21+ 1 more updateRoper Technologies, Inc. (NasdaqGS:ROP) signed a definitive agreement to acquire Subsplash, Inc. for $800 million.Roper Technologies, Inc. (NasdaqGS:ROP) signed a definitive agreement to acquire Subsplash, Inc. for $800 million on July 20, 2025. A consideration of $800 million will be paid by Roper Technologies, Inc. towards common equity of Subsplash, Inc. The transaction is expected to close later this month.
お知らせ • Jul 02Roper Technologies, Inc. to Report Q2, 2025 Results on Jul 21, 2025Roper Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 21, 2025
Upcoming Dividend • Jul 01Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (0.7%).
分析記事 • Jun 27Roper Technologies (NASDAQ:ROP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Jun 15First quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 8th July 2025 Payment date: 22nd July 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 16%.
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$561. The fair value is estimated to be US$709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Jun 12Roper Technologies, Inc. Approves Dividend, Payable on July 22, 2025Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.825 per share payable on July 22, 2025 to stockholders of record on July 8, 2025.
Reported Earnings • Apr 28First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$3.08 (down from US$3.57 in 1Q 2024). Revenue: US$1.88b (up 12% from 1Q 2024). Net income: US$331.1m (down 13% from 1Q 2024). Profit margin: 18% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28+ 1 more updateRoper Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2025Roper Technologies, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP DEPS to be in the range of $3.33 to $3.37.
お知らせ • Apr 16Roper Technologies, Inc., Annual General Meeting, Jun 10, 2025Roper Technologies, Inc., Annual General Meeting, Jun 10, 2025.
お知らせ • Apr 15Roper Technologies, Inc. Announces Retirement of Christopher Wright from Board of Directors, Effective June 10, 2025On April 8, 2025, Christopher Wright notified Roper Technologies, Inc. of his intention to retire from the Company’s Board of Directors, effective as of the Company’s 2025 Annual Meeting of Shareholders to be held on June 10, 2025. Mr. Wright has served as a Director of the Company since 1991. The size of the Company’s Board of Directors will be reduced to 9 directors effective upon Mr. Wright’s retirement. Mr. Wright’s decision to retire was not due to any disagreements with the Company on any matter relating to the Company’s operations, policies, or practices.
お知らせ • Apr 03Roper Technologies, Inc. to Report Q1, 2025 Results on Apr 28, 2025Roper Technologies, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2025
Seeking Alpha • Mar 31Roper Technologies: Continued ExecutionSummary Roper Technologies excels in niche markets, focusing on software, demonstrating strong capital allocation and consistent value creation, justifying its premium valuation. The company has shown robust growth, with sales doubling over the past decade and EBITDA margins around 40%, driven by recurring software revenues. Recent acquisitions, including Procare Solutions and CentralReach, enhance Roper's growth prospects, maintaining manageable leverage ratios and supporting long-term shareholder value. Despite missing the ideal entry point at $500, Roper's strong performance and market outperformance justify a cautious stance at the current 29 times earnings multiple, after a recent outperformance. Read the full article on Seeking Alpha
Upcoming Dividend • Mar 28Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 22 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (0.9%).
お知らせ • Mar 25Roper Technologies, Inc. (NasdaqGS:ROP) agreed to acquire CentralReach, LLC from Insight Venture Management, LLC for approximately $1.7 billion.Roper Technologies, Inc. (NasdaqGS:ROP) agreed to acquire CentralReach, LLC from Insight Venture Management, LLC for approximately $1.7 billion on March 24, 2025. CentralReach is expected to contribute approximately $175 million of revenue and $75 million of EBITDA for the twelve months ending June 30, 2026, and will be reported in Roper’s Application Software segment. Roper expects CentralReach to deliver sustainable 20%+ organic revenue and EBITDA growth. The transaction will be funded using Roper’s revolving credit facility. The transaction is subject to approval by regulatory board / committee. The transaction is expected to close in April/May 2025. Rahul Patel and John Anderson of King & Spalding LLP acted as legal advisor to Roper Technologies. William Blair & Company, L.L.C acted as financial advisor to CentralReach.
Declared Dividend • Mar 12Fourth quarter dividend of US$0.82 announcedShareholders will receive a dividend of US$0.82. Ex-date: 4th April 2025 Payment date: 22nd April 2025 Dividend yield will be 0.6%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 16%.
お知らせ • Mar 08Roper Technologies, Inc. Announces Dividend, Payable on April 22, 2025Roper Technologies, Inc. announced that its Board of Directors has approved a dividend of $0.825 per share payable on April 22, 2025 to stockholders of record on April 4, 2025.
Recent Insider Transactions Derivative • Feb 26Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$588, it would amount to US$1.8m. Since March 2024, Jason's direct individual holding has decreased from 37.36k shares to 31.70k. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Feb 02Roper Technologies: Annual Results Review - Great YearSummary 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. Despite a fair current valuation, Roper's robust financials and strategic positioning make it a stock to watch for potential future inclusion in my portfolio. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Feb 02Executive VP & CFO notifies of intention to sell stockJason Conley intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of January. If the sale is conducted around the recent share price of US$578, it would amount to US$1.7m. Since March 2024, Jason's direct individual holding has decreased from 37.36k shares to 31.70k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jan 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.47 (up from US$12.84 in FY 2023). Revenue: US$7.04b (up 14% from FY 2023). Net income: US$1.55b (up 13% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30Roper Technologies, Inc. Provides Earnings Guidance for the Full Year 2025Roper Technologies, Inc. provided earnings guidance for the full year 2025. For the period, company expects total revenue growth of 10%+, with organic revenue growth of +6% – 7%.
お知らせ • Jan 06Roper Technologies, Inc. to Report Q4, 2024 Results on Jan 30, 2025Roper Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
Upcoming Dividend • Dec 27Upcoming dividend of US$0.82 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.8%).
Seeking Alpha • Dec 23Roper Technologies: A Great Corporate CultureSummary Roper Technologies excels in M&A, transforming into a niche vertical software leader with high margins and recurring revenues, despite its complex, decentralized structure. The company's strong corporate culture, initiated by former CEO Brian Jellison, drives its continuous improvement and successful integration of acquired businesses. Roper's financial health is robust, with high free cash flow, negative working capital, and effective debt management, enabling consistent growth and strategic acquisitions. Despite current overvaluation, Roper's quality, strong fundamentals, and strategic vision justify a hold rating, with potential buying opportunities during market declines. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Nov 11President notifies of intention to sell stockLaurence Hunn intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$572, it would amount to US$17m. For the year to December 2017, Laurence's total compensation was 2% salary and 98% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Laurence's direct individual holding has decreased from 191.69k shares to 180.12k. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Nov 10Third quarter dividend increased to US$0.82Dividend of US$0.82 is 10.0% higher than last year. Ex-date: 3rd January 2025 Payment date: 17th January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 15%.
お知らせ • Nov 07Roper Technologies, Inc. Declares Quarterly Cash Dividend, Payable on January 17, 2025Roper Technologies, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.825 per share, payable on January 17, 2025 to stockholders of record as of January 3, 2025. This represents an increase of 10% over the dividend paid in each quarter of 2024, or an expected $0.30 increase on an annual basis ($0.075 on a quarterly basis).
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director John Murphy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Oct 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Significant insider selling over the past 3 months (US$1.7m sold).
Recent Insider Transactions • Oct 29Independent Director recently sold US$1.3m worth of stockOn the 25th of October, Richard Wallman sold around 2k shares on-market at roughly US$549 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.8m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Oct 27Independent Director notifies of intention to sell stockRichard Wallman intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of October. If the sale is conducted around the recent share price of US$550, it would amount to US$1.1m. Since March 2024, Richard's direct individual holding has decreased from 48.25k shares to 34.96k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Oct 23Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$3.43 (up from US$3.24 in 3Q 2023). Revenue: US$1.76b (up 13% from 3Q 2023). Net income: US$367.9m (up 6.5% from 3Q 2023). Profit margin: 21% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 23Roper Technologies Q3: Expanding Into Campus SoftwareSummary Roper Technologies, Inc. demonstrates strong growth with 4% organic revenue and 7% adjusted earnings growth, supported by niche SaaS solutions and strategic acquisitions. The acquisition of Transact Campus for $1.5 billion aligns with Roper's strategy, offering high-margin, unique campus technology and payment solutions. Roper projects 6% organic revenue growth and 13% reported revenue growth for FY24, driven by SaaS offerings and successful integration of acquisitions. I reiterate a “Buy” rating with a one-year target price of $635 per share, based on robust growth prospects and strategic M&A activities. Read the full article on Seeking Alpha
お知らせ • Oct 04Roper Technologies, Inc. to Report Q3, 2024 Results on Oct 23, 2024Roper Technologies, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 23, 2024
Declared Dividend • Sep 22Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 8th October 2024 Payment date: 21st October 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.7%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 16%.