Roper Technologies Adjusts FY 2025 Earnings Forecast and Stock Ratings

Roper Technologies (NASDAQ: ROP) has revised its earnings guidance for the fiscal year 2025, projecting earnings per share (EPS) in the range of 19.900-19.950. This update falls short of the consensus EPS estimate of 20.120. The company has not provided specific revenue guidance but noted it would be below the consensus estimate of $7.9 billion. Additionally, Roper Technologies adjusted its Q4 2025 EPS guidance to between 5.110-5.160.

Analysts React with Mixed Ratings

In response to the updated guidance, several research firms have adjusted their price targets and ratings for Roper Technologies. Barclays has lowered its price objective from $562.00 to $550.00, assigning an “underweight” rating in a report released on October 1, 2023. Weiss Ratings has maintained a “hold (c+)” rating as of October 8, 2023. Conversely, Royal Bank of Canada increased its price target from $695.00 to $703.00, while assigning an “outperform” rating in a report dated July 22, 2023.

Further, Mizuho has reduced its price target from $600.00 to $510.00 with a “neutral” rating. JPMorgan Chase & Co. reiterated its “underweight” stance, setting a target price of $541.00, down from $577.00, in a report published on October 15, 2023. Currently, one research analyst has given a “Strong Buy” rating, eight have rated it as a “Buy,” two as a “Hold,” and two as a “Sell.” According to MarketBeat, Roper Technologies has an average rating of “Moderate Buy” with a consensus price target of $623.82.

Recent Financial Performance and Dividend Announcement

Roper Technologies reported its earnings results for Q4 on January 30, 2024, achieving an EPS of $4.81. The company recorded a net margin of 20.62% and a return on equity of 10.83%, with revenue reaching $1.88 billion for the quarter. For the full fiscal year 2025, Roper Technologies has set a guidance range of 19.750-20.000 EPS and 4.700-4.740 EPS for Q1.

In addition to the earnings announcement, Roper Technologies declared a quarterly dividend of $0.825, which was paid on October 17, 2023. Shareholders on record as of October 3, 2023 received this dividend, translating to an annualized rate of $3.30 and a dividend yield of 0.6%. The company’s dividend payout ratio currently stands at 23.19%.

Institutional Interest in Roper Technologies

Recent trading activity indicates a growing interest in Roper Technologies among institutional investors. Hedge funds have made several adjustments to their holdings. Brighton Jones LLC acquired a new stake valued at approximately $203,000 in the fourth quarter. Empowered Funds LLC increased its position by 11.7%, now owning 3,108 shares valued at $1,832,000 after acquiring an additional 326 shares.

Cary Street Partners Financial LLC also made a new investment valued at about $137,000 in the second quarter. Nebula Research & Development LLC entered a new position worth approximately $977,000. Sei Investments Co. expanded its stake by 22.6%, now holding 61,621 shares valued at $34,928,000 after acquiring an additional 11,372 shares. Currently, institutional and hedge fund ownership accounts for 93.31% of the company’s stock.

Roper Technologies specializes in designing and developing software and technology-enabled products across three segments: Application Software, Network Software, and Technology Enabled Products. The Application Software segment includes solutions for management, diagnostics, transportation, and cloud-based financial analytics, among others.