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Key Takeaways Roper Technologies posted Q3 adjusted EPS of $5.89, up 15% year over year, beating estimates by 1.7%.Organic revenues grew 7%, led by software momentum and 10% growth in Technology Enabled Products.Roper raised its 2026 adjusted EPS outlook to $22.35-$22.40 and expects revenue growth above 8%.
Roper Technologies (ROP - Free Report) reported third-quarter 2026 adjusted earnings of $5.89 per share, surpassing the Zacks Consensus Estimate of $5.79 by 1.7%. The bottom line increased 15% on a year-over-year basis.

Roper's net revenues of $2.17 billion missed the consensus estimate of $2.177 billion by 0.2%. The top line increased 8% year over year. Organic revenues grew 7%, driven by solid momentum across its three business segments. Acquisitions boosted sales by 1%.

ROP's Segmental Performance in Q3The company reports under three segments, namely Application Software, Network Software and Technology Enabled Products.

Application Software's revenues totaled $1.24 billion, representing 57.1% of the quarter's top line. The segment's revenues increased 7% on a year-over-year basis. Organic revenues increased 6%, while acquisitions contributed 1% to sales growth.

Solid momentum in the company's Aderant, Vertafore and Deltek businesses supported the segment's performance. Aderant expanded its Artificial Intelligence (AI) agent platform, while Vertafore witnessed continued annual recurring revenue growth and introduced six additional AI agents. Deltek benefited from strength in its private-sector business.

Roper's Network Software Business Gains MomentumNetwork Software generated revenues of $446.1 million, accounting for 20.5% of the quarterly top line. Segmental revenues increased 8% year over year. Organic revenues grew 5%, while acquisitions boosted sales by 3%.

Strong momentum in the DAT, SoftWriters and Foundry businesses supported the segment's performance. DAT benefited from network expansion, higher average revenue per user and continued adoption of its digital freight marketplace solutions.

SoftWriters witnessed growing adoption of its AI-based order entry solution, while Foundry continued to register revenue growth and achieved record annual recurring revenues. The company also completed the Origo bolt-on acquisition for its iPipeline business.

ROP's Technology Enabled Products Sales RiseThe Technology Enabled Products segment generated revenues of $486 million, representing 22.4% of the quarter's top line. Segmental revenues increased 10% on a year-over-year basis, entirely driven by organic growth.

Strong demand for precision measurement solutions boosted the performance of the NDI business. Verathon witnessed strength across its BFlex, GlideScope and BladderScan product families. Its newly launched CFlex single-use cystoscope also received a positive customer response.

The segment benefited from solid execution and growth across CIVCO, FMI, Inovonics and rf IDEAS. However, Neptune's performance was affected by an unfavorable sales mix.

Roper's Margin ProfileRoper's cost of sales increased 5.6% year over year to $649.2 million. Gross profit increased 8.5% to $1.52 billion, while the gross margin expanded 60 basis points to 70.1% from 69.5% in the year-ago quarter.

Selling, general and administrative expenses increased 8.4% year over year to $899.4 million. Adjusted EBITDA was $864 million, reflecting year-over-year growth of 7%. The adjusted EBITDA margin contracted 40 basis points to 39.8%.

Roper's net interest expenses increased 19% year over year to $106.7 million.

ROP's Balance Sheet and Cash FlowExiting the third quarter of 2026, Roper had cash and cash equivalents of $311 million compared with $297.4 million at the end of December 2025. Long-term debt (net of current portion) was $8.30 billion compared with $8.60 billion at the end of 2025.

Roper generated net cash of $1.88 billion from operating activities in the first nine months of 2026, reflecting an increase of 4.4% from the year-ago level. Capital expenditures totaled $35.4 million compared with $37.6 million in the year-ago period.

During the same period, ROP rewarded its shareholders with dividend payments of $281.4 million, up 5.8% year over year. It repurchased shares worth $2.73 billion.

Third-quarter adjusted free cash flow declined 4% year over year to $805 million. However, trailing 12-month adjusted free cash flow increased 4% to $2.53 billion.

Roper's OutlookFor 2026, Roper expects adjusted earnings per share to be in the range of $22.35-$22.40 compared with $22.15-$22.30 projected earlier. Total revenues are expected to increase more than 8%, while organic revenues are anticipated to grow approximately 6% year over year.

For the fourth quarter of 2026, Roper anticipates adjusted earnings in the range of $5.95-$6.00 per share. The company expects mid-single-digit or better organic growth in its Application Software and Network Software segments, while Technology Enabled Products is projected to record mid-single-digit organic growth.

ROP’s Zacks RankThe company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other CompaniesTTM Technologies, Inc. (TTMI - Free Report) came out with quarterly earnings of $1.46 per share in the third quarter of 2026, beating the Zacks Consensus Estimate of $1.25 per share. This compares with earnings of 67 cents per share a year ago.

TTMI posted revenues of $1.2 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 6.6%. This compares with year-ago revenues of $752.74 million.

Badger Meter, Inc. (BMI - Free Report) came out with quarterly earnings of $1.24 per share in the third quarter of 2026, beating the Zacks Consensus Estimate of $1.21 per share. This compares with earnings of $1.19 per share a year ago.

Badger Meter posted revenues of $235.94 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.95%. This compares with year-ago revenues of $235.65 million.

International Business Machines Corporation (IBM - Free Report) reported strong third-quarter 2026 results, with adjusted earnings rising 11% year over year to $2.95 per share. The figure beat the Zacks Consensus Estimate of $2.88 by 2.4%.

Revenues increased 4.7% to $17.10 billion, surpassing the consensus mark of $16.87 billion by 1.4%.

For the quarter ended September 2026, Roper Technologies (ROP - Free Report) reported revenue of $2.17 billion, up 7.7% over the same period last year. EPS came in at $5.89, compared to $5.14 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of -0.26%. The company delivered an EPS surprise of +1.73%, with the consensus EPS estimate being $5.79.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Roper Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net revenues- Application Software: $1.24 billion compared to the $1.24 billion average estimate based on four analysts. The reported number represents a change of +6.8% year over year.Net revenues- Technology Enabled Products: $486 million versus the four-analyst average estimate of $490.2 million. The reported number represents a year-over-year change of +9.7%.Net revenues- Network Software: $446.1 million versus the four-analyst average estimate of $444.18 million. The reported number represents a year-over-year change of +7.9%.Operating Profit- Application Software: $357.6 million versus the two-analyst average estimate of $355.7 million.Operating Profit- Technology Enabled Products: $160.7 million compared to the $168 million average estimate based on two analysts.Operating Profit- Network Software: $189.6 million versus $192.64 million estimated by two analysts on average.View all Key Company Metrics for Roper Technologies here>>>

Shares of Roper Technologies have returned +8.5% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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Increases full year DEPS guidance

 | Source:

Roper Technologies, Inc.

SARASOTA, Fla., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the third quarter ended September 30, 2026.

Third quarter 2026 highlights

Revenue increased 8% to $2.17 billion; organic revenue was +7% and acquisition contribution was +1%GAAP net earnings increased 22% to $485 million; adjusted net earnings increased 5% to $586 millionAdjusted EBITDA increased 7% to $864 millionGAAP DEPS increased 33% to $4.88; adjusted DEPS increased 15% to $5.89 “Roper delivered another solid quarter, with 8% total revenue growth, 7% organic revenue growth, 7% EBITDA growth, and 15% adjusted DEPS growth. During the quarter, we deployed $436 million toward three bolt-on acquisitions for our iPipeline, Procare, and Strata businesses, and we received $1.2 billion in proceeds from Indicor’s sale of its instrumentation businesses,” said Neil Hunn, Roper Technologies’ President and CEO.

“This quarter, our businesses again brought several AI launches to market, highlighted by PowerPlan, Strata, and Vertafore. We are embedding agentic solutions directly into the workflows our customers rely on every day, and we are also evolving how we build, with smaller teams closer to customers and increasingly agentic development processes. Given the depth of our customer relationships, our proprietary and unique data sets, and our embedded position inside mission-critical workflows, we are well positioned to create value for customers with AI. We are laser focused on scaling adoption while continuing to accelerate innovation.”

“Driven by third quarter adjusted DEPS that exceeded our expectations, we are raising our full year adjusted DEPS guidance. With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders,” concluded Mr. Hunn.

Increasing 2026 guidance

Roper now expects full year 2026 adjusted DEPS of $22.35 - $22.40, compared to previous guidance of $22.15 - $22.30.

For the fourth quarter of 2026, the Company expects adjusted DEPS of $5.95 - $6.00.

The Company’s guidance excludes the impact of unannounced future acquisitions or divestitures, proceeds from Indicor's pending divestiture of its Cornell Pump and Roper Pump businesses, as well as potential share repurchases.

Conference call to be held at 8:00 AM (ET) today

A conference call to discuss these results has been scheduled for 8:00 AM ET on Thursday, October 22, 2026. The call can be accessed via webcast or by dialing +1 800-836-8184 (US/Canada) or +1 646-357-8785, using conference call ID 80101. Webcast information and conference call materials will be made available in the Investors section of Roper’s website (www.ropertech.com) prior to the start of the call. The webcast can also be accessed directly by using the following URL https://event.webcast. Telephonic replays will be available for up to two weeks and can be accessed by dialing +1 646-517-4150 with access code 80101 #.

Use of non-GAAP financial information

The Company supplements its consolidated financial statements presented on a GAAP basis with certain non-GAAP financial information to provide investors with greater insight, increase transparency and allow for a more comprehensive understanding of the information used by management in its financial and operational decision-making. Reconciliation of non-GAAP measures to their most directly comparable GAAP measures are included in the accompanying financial schedules or tables. The non-GAAP financial measures disclosed by the Company should not be considered a substitute for, or superior to, financial measures prepared in accordance with GAAP, and the financial results prepared in accordance with GAAP and reconciliations from these results should be carefully evaluated.

Minority interest

Following the sale of a majority stake in its industrial businesses to CD&R, Roper holds a minority interest in Indicor. The fair value of Roper’s equity investment in Indicor is updated on a quarterly basis and reported as "equity investment (gain) loss, net." Roper makes non-GAAP adjustments for the impacts associated with this investment.

Table 1: Revenue and adjusted EBITDA reconciliation ($M) Q3 2025 Q3 2026 V %GAAP revenue$2,017  $2,172  8%      Components of revenue growth     Organic    7%Acquisitions    1%Foreign exchange    —%Total revenue growth    8%      Adjusted EBITDA reconciliation     GAAP net earnings$398  $485   Taxes 100   87   Interest expense 90   107   Depreciation 10   10   Amortization 221   225   EBITDA$819  $914  12%      Transaction-related expenses for completed
acquisitions 4   6   Financial impacts associated with minority
investments (13)  (56)A Adjusted EBITDA$810  $864  7%Adjusted EBITDA margin 40.2%  39.8% (40 bps) Table 2: Adjusted net earnings reconciliation ($M) Q3 2025 Q3 2026 V %GAAP net earnings$398  $485  22%Transaction-related expenses for completed
acquisitions 3   5   Financial impacts associated with minority
investments (10)  (71)A Amortization of acquisition-related intangible
assets 165   167 B Adjusted net earnings C$557  $586  5%       Table 3: Adjusted DEPS reconciliation Q3 2025 Q3 2026 V %GAAP DEPS$3.68  $4.88  33%Transaction-related expenses for completed
acquisitions 0.03   0.05   Financial impacts associated with minority
investments (0.09)  (0.71)A Amortization of acquisition-related intangible
assets 1.53   1.68 B Adjusted DEPS C$5.14  $5.89  15%       Table 4: Forecasted adjusted DEPS reconciliation Q4 2026 FY 2026 D Low end High end Low end High endGAAP DEPS E$4.27 $4.32 $25.60  $25.65 YTD transaction-related expenses for
completed acquisitions —  —  0.05   0.05 YTD financial impacts associated with the
minority investment in Indicor ATBD TBD  (9.86)  (9.86)Amortization of acquisition-related
intangible assets B 1.68  1.68  6.56   6.56 Adjusted DEPS C$5.95 $6.00 $22.35  $22.40          Footnotes:

A.Adjustments related to the financial impacts associated with the minority investment in Indicor as shown below ($M, except per share data). Forecasted results do not include any future impacts associated with our minority investment in Indicor, as these future impacts cannot be reasonably predicted. These impacts will be excluded from all non-GAAP results in future periods.               Q3 2026A   Q4 2026E  FY 2026E  YTD 2026 Pretax$(56)   TBD  TBD  $(1,059) After-tax$(71)   TBD  TBD  $(996) Per share$(0.71)   TBD  TBD  $(9.86)             B.Actual results and forecast of estimated amortization of acquisition-related intangible assets as shown below ($M, except per share data).               Q3 2026A   Q4 2026E  FY 2026E    Pretax$212   $212 $839    After-tax$167   $168 $663    Per share$1.68   $1.68 $6.56                C.All actual and forecasted non-GAAP adjustments are taxed at 21% with the exception of the financial impacts associated with minority investments.             D.Full-year 2026 DEPS guidance will not equal the sum of the quarters due primarily to the impact of share repurchases on quarterly versus full-year weighted-average diluted shares outstanding.             E.Forecasted GAAP DEPS do not include any future impacts associated with our minority investment in Indicor. These impacts will be excluded from all non-GAAP results in future periods.   Note: Numbers may not foot due to rounding.

About Roper Technologies

Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.

Contact information:
Investor Relations
941-556-2601
[email protected]

The information provided in this press release contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be indicated by words or phrases such as "anticipate," "estimate," "plans," "expects," "projects," "should," "will," "believes," "intends" and similar words and phrases. These statements reflect management's current beliefs and are not guarantees of future performance. They involve risks and uncertainties that could cause actual results to differ materially from those contained in any forward-looking statement. Such risks and uncertainties include our ability to identify and complete acquisitions consistent with our business strategies, integrate acquisitions that have been completed, realize expected benefits and synergies from, and manage other risks associated with, acquired businesses, including obtaining any required regulatory approvals with respect thereto, and our ability to develop, deploy, and use artificial intelligence in our platforms and offerings. We also face other general risks, including our ability to realize cost savings from our operating initiatives, general economic conditions and the conditions of the specific markets in which we operate, including risks related to labor shortages and volatile interest rates, changes in foreign exchange rates, risks related to changing U.S. and foreign trade policies, including increased trade restrictions or tariffs, risks associated with our international operations, cybersecurity and data privacy risks, including litigation resulting therefrom, risks related to political instability, armed hostilities, incidents of terrorism, public health crises or natural disasters, increased product liability and insurance costs, increased warranty exposure, future competition, changes in the supply of, or price for, parts and components, including as a result of inflation and potential supply chain constraints, environmental compliance costs and liabilities, risks and cost associated with litigation, potential write-offs of our substantial intangible assets, and risks associated with obtaining governmental approvals and maintaining regulatory compliance for new and existing products. Important risks may be discussed in current and subsequent filings with the SEC. You should not place undue reliance on any forward-looking statements. These statements speak only as of the date they are made, and we undertake no obligation to update publicly any of them in light of new information or future events.

Roper Technologies, Inc.   Condensed Consolidated Balance Sheets (unaudited)  (Amounts in millions)        September 30, 2026 December 31, 2025ASSETS:       Cash and cash equivalents$311.0  $297.4 Accounts receivable, net 981.1   1,001.0 Inventories, net 153.3   141.7 Income taxes receivable 56.7   128.2 Unbilled receivables 152.6   124.0 Prepaid expenses and other current assets 291.6   235.8 Total current assets 1,946.3   1,928.1     Property, plant and equipment, net 158.4   156.9 Goodwill 21,555.0   21,341.2 Other intangible assets, net 9,455.7   9,764.2 Deferred taxes 69.0   73.3 Equity investment 577.0   796.3 Other assets 576.9   517.0 Total assets$34,338.3  $34,577.0     LIABILITIES AND STOCKHOLDERS’ EQUITY:       Accounts payable$176.3  $150.3 Accrued compensation 288.9   293.0 Deferred revenue 1,889.3   1,906.8 Other accrued liabilities 590.1   642.3 Income taxes payable 211.5   28.0 Current portion of long-term debt, net 1,415.1   705.2 Total current liabilities 4,571.2   3,725.6     Long-term debt, net of current portion 8,304.6   8,595.8 Deferred taxes 1,785.2   1,883.1 Other liabilities 504.7   491.0 Total liabilities 15,165.7   14,695.5     Common stock, 350.0 shares authorized; 109.5 shares issued and 99.0 outstanding at September 30, 2026 and 109.3 shares issued and 106.6 outstanding at December 31, 2025 1.1   1.1 Additional paid-in capital 3,473.3   3,292.2 Retained earnings 19,091.2   17,205.7 Accumulated other comprehensive loss (138.2)  (101.4)Treasury stock, 10.5 shares at September 30, 2026 and 2.7 shares at December 31, 2025 (3,254.8)  (516.1)Total stockholders’ equity 19,172.6   19,881.5 Total liabilities and stockholders’ equity$34,338.3  $34,577.0      Roper Technologies, Inc.     Condensed Consolidated Statements of Earnings (unaudited)    (Amounts in millions, except per share data)             Three months ended
September 30, Nine months ended
September 30,  2026   2025   2026   2025 Net revenues$2,171.8  $2,017.5  $6,376.0  $5,843.9 Cost of sales 649.2   614.5   1,929.4   1,801.8 Gross profit 1,522.6   1,403.0   4,446.6   4,042.1         Selling, general and administrative expenses 899.4   830.0   2,669.1   2,395.0 Income from operations 623.2   573.0   1,777.5   1,647.1         Interest expense, net 106.7   89.7   317.4   231.7 Equity investment (gain) loss, net (56.2)  (12.9)  (1,058.7)  14.9 Other (income) expense, net 0.6   (2.0)  3.7   (1.0)Earnings before income taxes 572.1   498.2   2,515.1   1,401.5         Income taxes 87.4   99.7   353.0   293.6 Net earnings$484.7  $398.5  $2,162.1  $1,107.9         Net earnings per share:       Basic$4.90  $3.70  $21.36  $10.31 Diluted$4.88  $3.68  $21.30  $10.23         Weighted average common shares outstanding:       Basic 98.9   107.6   101.2   107.5 Diluted 99.4   108.4   101.5   108.3  Roper Technologies, Inc.        Selected Segment Financial Data (unaudited)        (Amounts in millions; percentages of net revenues)                         Three months ended September 30, Nine months ended September 30,  2026   2025   2026   2025  Amount % Amount % Amount % Amount %Net revenues:               Application Software$1,239.7   $1,161.0   $3,612.0   $3,324.1  Network Software 446.1    413.4    1,304.6    1,174.7  Technology Enabled Products 486.0    443.1    1,459.4    1,345.1  Total$2,171.8   $2,017.5   $6,376.0   $5,843.9                                  Gross profit:               Application Software$865.5 69.8% $801.0 69.0% $2,511.8 69.5% $2,275.1 68.4%Network Software 378.0 84.7%  346.9 83.9%  1,101.8 84.5%  983.3 83.7%Technology Enabled Products 279.1 57.4%  255.1 57.6%  833.0 57.1%  783.7 58.3%Total$1,522.6 70.1% $1,403.0 69.5% $4,446.6 69.7% $4,042.1 69.2%                                Operating profit*:               Application Software$357.6 28.8% $323.0 27.8% $1,000.8 27.7% $894.4 26.9%Network Software 189.6 42.5%  178.1 43.1%  540.0 41.4%  514.1 43.8%Technology Enabled Products 160.7 33.1%  150.2 33.9%  480.8 32.9%  467.9 34.8%Total$707.9 32.6% $651.3 32.3% $2,021.6 31.7% $1,876.4 32.1%                * Segment operating profit is before unallocated corporate general and administrative expenses and enterprise-wide stock-based compensation. These expenses were $84.7 and $78.3 for the three months ended September 30, 2026 and 2025, respectively, and $244.1 and $229.3 for the nine months ended September 30, 2026 and 2025, respectively.  Roper Technologies, Inc. Condensed Consolidated Statements of Cash Flows (unaudited)(Amounts in millions) Nine months ended September 30,  2026   2025 Cash flows from operating activities:   Net earnings$2,162.1  $1,107.9 Adjustments to reconcile net earnings to cash flows from operating activities:   Depreciation and amortization of property, plant and equipment 30.4   29.9 Amortization of intangible assets 666.3   638.0 Amortization of deferred financing costs 9.3   8.6 Non-cash stock compensation 163.9   128.7 Equity investment (gain) loss, net (1,058.7)  14.9 Income tax provision 353.0   293.6 Changes in operating assets and liabilities, net of acquired businesses:   Accounts receivable 22.9   (0.5)Unbilled receivables (28.2)  (7.2)Inventories (12.6)  (18.2)Prepaid expenses and other current assets (48.7)  (27.9)Accounts payable 26.2   13.2 Other accrued liabilities (57.2)  (48.9)Deferred revenue (36.9)  28.5 Cash taxes paid for gain on disposal of equity investment —   (30.2)Cash income taxes paid, excluding tax associated with gain on disposal of equity investment (283.7)  (307.6)Other, net (25.9)  (20.5)Cash provided by operating activities 1,882.2   1,802.3     Cash flows from (used in) investing activities:   Acquisitions of businesses, net of cash acquired (463.2)  (3,280.4)Capital expenditures (35.4)  (37.6)Capitalized software expenditures (46.8)  (42.8)Distributions from equity investment 6.7   5.1 Proceeds from Indicor transaction 1,239.2   — Cash receipts on beneficial interest in sold receivables 15.2   — Other, net 0.3   1.7 Cash provided by (used in) investing activities 716.0   (3,354.0)    Cash flows from (used in) financing activities:   Proceeds from senior notes —   2,000.0 Payments of senior notes —   (700.0)Borrowings under revolving credit facility, net 400.0   585.0 Debt issuance costs (3.9)  (19.5)Cash dividends to stockholders (281.4)  (266.0)Repurchases of common stock (2,726.7)  — Proceeds from stock-based compensation, net 19.3   79.4 Treasury stock sales under employee stock purchase plan 12.7   17.4 Other, net 9.1   (42.0)Cash provided by (used in) financing activities (2,570.9)  1,654.3     Effect of exchange rate changes on cash (13.7)  29.2     Net increase in cash and cash equivalents 13.6   131.8     Cash and cash equivalents, beginning of period 297.4   188.2     Cash and cash equivalents, end of period$311.0  $320.0     

On October 20, 2026, Roper Technologies Inc ROP shares rose 3.8% to $398.21, moving within a 52-week range of $305.96 to $519.10. This recent uptick marks a positive shift following a challenging year, where shares are down 20.5% over the past 12 months.

GF Value™ verdict: Current price of $398.21 indicates the stock is 44.8% undervalued compared to the GF Value™ of $721.19.GF Score™: ROP holds an impressive score of 82/100, indicating strong fundamentals.Most notable signal: Insider activity shows a net selling of $13.5M over the past 12 months, with $5.6M bought and $19.1M sold.Is ROP Overvalued or Undervalued?Roper Technologies Inc ROP is currently trading at $398.21, significantly below its estimated fair value of $721.19 as calculated by GF Value™. This translates to a margin of safety of 44.8%, suggesting that the stock is undervalued at its current price. The GF Valuation label classifies ROP as "Significantly Undervalued," providing a compelling opportunity for potential investors. GF Value™ is GuruFocus' proprietary intrinsic value estimate that takes into account historical trading multiples, past business growth, and projections for future performance.

While the undervaluation suggests a potential opportunity, it is essential to note the prevailing trends in the stock's performance and the market's perception. With shares down 20.5% over the past year and a negative year-to-date performance of 9.7%, there may be concerns that warrant careful consideration before making any investment decisions.

How Does ROP's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)16.5x40.2x (5-Year Median)Forward P/E16.4xN/AThe current P/E (TTM) of 16.5x is significantly below its 5-year median P/E of 40.2x, indicating that ROP is trading at a much lower valuation compared to its historical performance. This analysis aligns with the GF Value™ verdict, reinforcing the notion that ROP is undervalued in the current market.

What Does ROP's GF Score™ Tell Us?The GF Score™ evaluates a company's financial health, profitability, growth potential, valuation, and momentum. ROP's score of 82/100 reflects strong fundamentals, with its highest sub-ranks in growth (10/10) and profitability (9/10), indicating robust potential for future earnings and solid financial performance. However, the valuation rank is comparatively low at 4/10, suggesting the market may not fully recognize its intrinsic value.

MetricRatingGF Score™82/100Financial Strength5/10Profitability9/10Growth10/10Valuation4/10Momentum2/10Overall, ROP's GF Score™ suggests a well-rounded company with strengths in growth and profitability. However, the weaker momentum and valuation ranks highlight potential concerns regarding its market perception and recent stock performance.

What Are Gurus and Insiders Doing with ROP?Currently, 8 gurus hold positions in Roper Technologies, with 6 of them increasing their stakes while 4 have trimmed their holdings in recent quarters. This mixed activity presents a nuanced picture of the stock's attractiveness among seasoned investors.

Insider activity over the past 12 months shows a net selling of $13.5M, with insiders purchasing $5.6M worth of shares but selling $19.1M. This trend may suggest that insiders are cautious about the company's short-term outlook, which is relevant for potential investors to consider when evaluating the stock's future performance.

What This Means for InvestorsBased on the analysis above, Roper Technologies Inc ROP appears to be undervalued according to the GF Value™ assessment, offering a significant margin of safety. However, the mixed signals from insiders and recent stock performance should be taken into account. For further details, visit the Roper Technologies Inc (ROP) stock page for a comprehensive analysis.

Frequently Asked QuestionsWhat is ROP's GF Score™?

ROP has a GF Score™ of 82/100, indicating strong fundamentals and a solid growth potential.

Is ROP overvalued or undervalued?

ROP is currently undervalued, with a GF Value™ of $721.19 compared to its current price of $398.21.

What is ROP's P/E ratio?

ROP's P/E (TTM) is 16.5x, which is significantly below its 5-year median P/E of 40.2x, suggesting it is trading at a lower valuation historically.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Investors might want to bet on Roper Technologies (ROP - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Roper Technologies basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Roper Technologies, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Roper TechnologiesFor the fiscal year ending December 2026, this industrial equipment maker is expected to earn $22.22 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Roper Technologies. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.2%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Roper Technologies to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Wall Street expects a year-over-year increase in earnings on higher revenues when Roper Technologies (ROP - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 22. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis industrial equipment maker is expected to post quarterly earnings of $5.79 per share in its upcoming report, which represents a year-over-year change of +12.7%.

Revenues are expected to be $2.18 billion, up 7.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Roper Technologies?For Roper Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.13%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Roper Technologies will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Roper Technologies would post earnings of $5.29 per share when it actually produced earnings of $5.38, delivering a surprise of +1.70%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Roper Technologies appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAnother stock from the Zacks Computers - IT Services industry, Hexagon AB Unsponsored ADR (HXGBY - Free Report) , is soon expected to post earnings of $0.09 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -18.2%. Revenues for the quarter are expected to be $1.15 billion, down 24.6% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Hexagon AB Unsponsored ADR has been revised 66.7% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.

When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Hexagon AB Unsponsored ADR will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

PORTLAND, Ore., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Record diesel prices helped push truckload rates higher in September despite lower volumes for dry van and refrigerated (“reefer”) freight compared with August, according to DAT Freight & Analytics.

Spot and contract rates including fuel rose for all three equipment types as the monthly national average on-highway diesel price surpassed $6 for the first time. Excluding fuel, van and flatbed rates declined in both markets while reefer rates increased.

Monthly freight volumes were mixed, but all three equipment types remained below year-earlier levels. The DAT Truckload Volume Index (TVI) fell from August for van and reefer loads and increased for flatbed:

Dry van: 252, down 1% from August and down 1% year over yearReefer: 178, down 5% from August and down 10% year over yearFlatbed: 298, up 2% from August and down 7% year over year Spot and contract rates increased month over month

National average broker-to-carrier spot rates rose for all three equipment types:

Dry van: $3.01 a mile, up 12 cents from August and up 96 cents from September 2025Reefer: $3.62 a mile, up 24 cents from August and up $1.18 from September 2025Flatbed: $3.61 a mile, up 7 cents from August and up $1.11 from September 2025 The monthly average reefer spot rate set a record, topping the previous high of $3.60 in January 2022. Reefer spot linehaul rates rose 9 cents from August to $2.70 a mile, while van fell 2 cents to $2.17 and flatbed fell 10 cents to $2.60. Linehaul rates exclude an amount equal to an average fuel surcharge.

National average contract rates paid by shippers to brokers also rose for all three equipment types:

Dry van: $3.24 a mile, up 13 cents from August and up 82 cents from September 2025Reefer: $3.58 a mile, up 16 cents from August and up 82 cents from September 2025Flatbed: $4.04 a mile, up 12 cents from August and up 99 cents from September 2025 Monthly average reefer and flatbed contract rates set records. Excluding fuel, contract linehaul rates changed by 5 cents or less from August: van fell 1 cent to $2.40 a mile, reefer rose 1 cent to $2.66, and flatbed fell 5 cents to $3.03.

Fuel surcharges set records

Spot rates are typically negotiated as a single price per mile. DAT estimates the fuel portion of spot and contract rates using an average fuel surcharge, and in September that estimate reached a record for all three equipment types:

Dry van: 84 cents a mile, up 14 cents from AugustReefer: 92 cents a mile, up 15 cents from AugustFlatbed: $1.01 a mile, up 17 cents from August The previous highs were set in June 2022: 75 cents for van, 82 cents for reefer, and 90 cents for flatbed. DAT’s monthly records go back to 2010.

For a truck traveling 500 miles a day at 6 miles per gallon, fuel cost about $524 a day at September’s average diesel price of $6.291 a gallon, compared with $310 in February when diesel averaged $3.722. That’s an additional $214 a day, or about $1,070 over a five-day week.

“On the spot market, where there is no separate fuel surcharge, what matters for carriers is whether the rates they negotiate can cover their higher fuel bills,” said Dean Croke, DAT’s principal industry analyst. “Rates usually take three to four weeks to catch up with rising diesel prices, and carriers have to pay for fuel in the meantime.”

About the DAT Truckload Volume Index

The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month for hauls of 250 miles or more in the United States and Canada. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform. Rates are derived from invoice data submitted by shippers, brokers, and carriers, who provide transaction records directly from their TMS systems. Monthly average spot rates reflect amounts paid by the broker to the carrier. Contract rates are paid by shippers primarily to asset-based carriers and brokers. Fuel prices come from U.S. Energy Information Administration surveys.

About DAT Freight & Analytics

DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and DAT Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.

Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.

Media Contact

Georgia Jablon
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/b09f1495-4a95-456c-af82-f66b06ae9651

Wayne, Pa., Oct. 09, 2026 (GLOBE NEWSWIRE) -- Frontline Education, a leading provider of administration software purpose-built for K-12, today announced that Frontline Professional Growth x AI for Education has been named a winner in two categories in the Tech & Learning Awards of Excellence: Back to School 2026. The partnership was recognized in both the Primary and Secondary Education categories. 

The Back-to-School awards recognize products and solutions that demonstrate versatility, value, innovation, and the ability to address real-world challenges across education. Judged by a panel of experienced education technology experts, the awards represent recognition from one of the industry’s leading education technology publications. 

“AI is advancing faster than any one set of tools or practices can keep up with,” said Joel Sackett, Chief Product Officer at Frontline Education. “For school districts, the priority is to build the knowledge and judgment educators need to adapt as the technology evolves. This recognition reinforces the value of giving educators a strong foundation in AI literacy and responsible use—one they can carry into their classrooms today and build on over time.” 

Supporting Responsible AI Learning Across K-12 

Built by AI for Education and delivered through Frontline Professional Growth, the four-course suite is designed to help districts turn AI awareness into everyday practice: 

GenAI Literacy in Practice: Essentials for Every Educator helps educators move past uncertainty and make informed decisions about when AI is useful—and when it isn’t.  AI-Powered Planning: Using GenAI to Design Better Instruction helps educators spend less time starting from scratch and more time adapting lessons to meet students’ needs.  Using AI Responsibly: Ethics in Practice for Educators helps educators recognize potential risks and apply appropriate judgment before bringing AI into their work.  AI-Ready Students: Teaching Responsible Use and Academic Integrity helps educators establish clear expectations so students can use AI to support learning while still doing their own thinking.  Delivered through Frontline Professional Growth, the courses give district leaders a way to make that learning available across schools, track completion and establish shared expectations for responsible AI use. 

“AI literacy starts with educators understanding the principles behind the technology, not simply learning how to use a single tool,” said Amanda Bickerstaff, Co-Founder and CEO of AI for Education. “Together with Frontline, we’re giving districts a durable foundation they can build on as the technology and education landscape evolve.” 

To learn more about AI for Education x Frontline Professional Growth, visit frontlineeducation.com/partners/ai-for-education. 

#### 

About Frontline Education  

Frontline Education is a leading provider of school administration software, supporting more than 10,000 K-12 organizations nationwide. Our solutions span four key areas — Human Capital Management, Student Solutions, Business Operations, and Data & Analytics — helping school systems operate efficiently and deliver better outcomes for students and staff.  

A part of Roper Technologies (NASDAQ: ROP), Frontline combines long-term stability with a commitment to innovation in K-12 education. We’re proud to be recognized with a 2025 Glassdoor Best Places to Work award, reflecting our people-first culture and dedication to those who serve our schools. 

The latest quarterly U.S. Bank Freight Payment Index – Rates Edition showed contract and spot rates following different paths from June through August. Produced in collaboration with DAT Freight & Analytics, the report showed contract rates increasing while spot rates moderated from their June level.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261001882013/en/

Dry van rates and volumes

Dry van spot rates decreased from $2.38 per mile in June to $2.35 in July and $2.17 in August. Contract rates moved higher during the same period, rising from $2.30 per mile in June to $2.38 in July and $2.39 in August. By August, contract rates carried a premium of roughly $0.22 per mile over spot freight.

Fuel costs also played a growing role in overall transportation spending. Average fuel surcharge rates increased from $0.62 per mile in June to $0.70 in August, elevating total freight costs even as spot linehaul pricing softened.

“Fuel costs are increasing while linehaul pricing is softening, making it important for transportation teams to closely analyze the components of their freight spend,” said Jeff Pape, head of transportation for U.S. Bank Corporate Payment Systems.

“Fuel made up about 21% of the per-mile broker-to-shipper spot rate on dry van loads in June,” said Patrick Pretorius, General Manager Shipper Segment, DAT. “By August, it was 24%, and diesel is trending higher into the fall. Higher fuel costs push smaller, thinner-margin carriers out of the market, which adds to an already shrinking driver pool. Shippers who've spent two years squeezing rate per mile would do well to shift focus to consolidation and network planning, as the market is tightening from two directions at once.”

The Rates Edition, launched in January 2026, complements the U.S. Bank Freight Payment Index, which the bank has published quarterly since 2017. The Index measures quantitative changes in freight shipments and spend activity based on data from transactions processed through U.S. Bank Freight Payment, which processes more than $46 billion in freight payments annually.

About U.S. Bank Freight Payment

For more than 25 years, U.S. Bank Freight Payment has been a trusted steward between shippers and carriers—protecting capital flow, payment accuracy, data integrity and relationships with bank-grade standards. We audit invoices line-by-line, pay securely and on time, and deliver clean, decision-grade reporting, with $46 billion in freight payments processed annually. We keep innovating—advancing automation, analytics and workflows that turn freight spend into action. Our experts lean in to resolve issues and optimize working capital—reducing friction, extending terms and moving supply chains forward with clarity, confidence and certainty. Learn more here.

About DAT Freight & Analytics

DAT Freight & Analytics operates DAT One, North America’s largest truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ, the industry’s leading freight data analytics service; Trucker Tools, the leader in load visibility; and Outgo, the freight financial services platform. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database of more than $1 trillion in freight market transactions. Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Headquartered in Beaverton, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Learn more at: https://www.dat.com/.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261001882013/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

 | Source: Roper Technologies, Inc.

SARASOTA, Fla., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that Abhijit Dubey has joined the Company's Board of Directors.

Mr. Dubey is Chief Executive Officer and Chief AI Officer of NTT DATA, Inc., a global business and technology services company. He also serves as a Director of NTT DATA Group Corporation, the publicly listed parent company of NTT DATA, Inc. In his current role, Mr. Dubey leads NTT DATA's strategy, growth, and operating performance, as well as the company's enterprise-wide AI strategy and its transformation toward an AI-native operating model.

Prior to his current role, Mr. Dubey served as Chairman and Global Chief Executive Officer of NTT Ltd. Before joining NTT, he spent more than 20 years at McKinsey & Company, including as a Senior Partner, where he was a core leader of the firm's global Technology, Media, and Telecommunications Practice and founded McKinsey's cloud computing practice.

“Abhijit's experience leading a large, global technology organization through an AI-driven transformation makes him a great fit for our Board,” said Neil Hunn, Roper Technologies' President and CEO. “His perspective on enterprise software, AI adoption, and scaling technology businesses globally will be a valuable addition as we continue to grow our portfolio of vertical market software and technology enabled product businesses.”

“Abhijit brings a rare combination of large-scale operating experience with technology and AI leadership to our Board,” said Amy Woods Brinkley, Roper Technologies' Board Chair. “We are confident that his background will support Roper's governance as we continue to execute on our long-term strategy.”

About Roper Technologies

Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.

Contact information:
Investor Relations
941-556-2601
[email protected]

A fat dividend yield can signal generosity or a countdown clock, and retirees who chase the wrong one lose twice when the payout finally breaks. Four tests separate the durable payers from the traps before the cut arrives.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Retirees seeking income are easy marks for fat headline yields. A dividend cut damages two things at once: the monthly check and the share price. The four tests below catch most payouts headed for the chopping block.

Quick Snapshot of the Four Test Cases Stock Yield profile What it illustrates Cisco Systems Moderate, growing Durable payer with strong cash coverage Roper Technologies Very low, fast-growing Compounder returning cash via buybacks and M&A Comcast Mid, restructuring Legacy payer facing a spin-off and paused buyback AGNC Investment Very high headline yield Classic mortgage REIT yield-trap profile A Bogleheads thread posed the retiree question bluntly: is a double-digit yield real income or a countdown clock? The four rules answer that.

Rule 1: Match the Payout Ratio to the Right Denominator Earnings per share works for most operating companies but misleads for REITs, MLPs, and BDCs. Use free cash flow for operators, adjusted funds from operations for REITs, and net investment income for business development companies.

Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) generated $14.18 billion of operating cash flow in FY2026 against a $1.68 annualized dividend on roughly 3.94 billion shares. Coverage is not close.

AGNC Investment Corp. (NASDAQ:AGNC) is the cautionary case. Q2 GAAP EPS of 52 cents per diluted share was flattered by $461 million in net swap gains. Q1 printed a $(0.17) loss while the $0.12 monthly distribution continued. Recurring net spread and dollar roll income of 40 cents per share actually funds the payout.

Rule 2: Read the Dividend Growth Record A dividend that rose every year through recessions signals management treats it as a promise. One that has been cut once will be cut again.

Cisco’s quarterly payment has stair-stepped from 6 cents in 2011 to 42 cents in 2026 with no cut on the record. Roper Technologies (NASDAQ:ROP) raised from 75 cents in 2024 to 82 cents in 2025 to 91 cents in 2026.

AGNC moved the other way. The monthly payout was 22 cents in late 2014, 20 cents through 2015–2016, 18 cents through 2017–2019, 16 cents into early 2020 and 12 cents since April 2020. Management framed the current rate as the “75th consecutive monthly dividend payment of 12 cents per share”. Stability at a reset level counts as flat.

Rule 3: Read the Balance Sheet Before the Yield Debt maturities decide whether a dividend survives a bad year. AGNC operates at 7.4x leverage with $121.8 billion in assets against $12.5 billion of equity and a 13-day weighted-average repo maturity. That funding stack rolls constantly and reprices with every spread shock.

Roper funded buybacks with $2 billion in net revolver borrowings, pushing interest expense to $111 million from $79 million. Still manageable against $447 million of adjusted free cash flow in Q2, but worth tracking.

Comcast (NASDAQ:CMCSA) sent the loudest signal: the buyback was paused on June 29 ahead of the NBCUniversal and Sky separation. The CFO said “we’ll take the coming months to work through capital allocation, capital structure policies”. No dividend guarantee was made for either standalone entity.

Rule 4: Compare the Yield to Its Own History Most readers skip this test. A yield well above a company’s own norm almost always means the share price fell, and the market usually has a reason. There are seven warning signs a big yield is about to be cut, and we listed all of them in a free report: Dividend Traps.

Cisco at a 1.5% yield is doing exactly what its history suggests: rising payout, rising stock. AGNC’s headline 14.4% yield looks generous only because the stock trades near $10 versus a tangible book value of $9. Comcast’s 5.8% yield is elevated versus its own multi-year norm because the stock sits closer to its 52-week low of $21 than its high of $32. Piper Sandler also cut its Cisco price target this week on growth concerns per CNBC, a reminder that even durable payers get repriced.

Taxes Change the Math Qualified dividends from U.S. corporations are taxed at long-term capital-gains rates (0%, 15% or 20% depending on income). REIT distributions, including AGNC’s, are ordinary income taxed at your marginal bracket, softened by the Section 199A pass-through deduction. Verify current brackets on IRS.gov before sizing a position; retirees in higher brackets often net less from a REIT than the headline suggests.

One Test Catches the Most Dangerous Payouts Yield versus own history is the single most predictive filter: A stock yielding double its five-year average is almost always in trouble the market has sniffed out. Payout ratio against the right denominator is the confirmation test: If recurring cash flow does not cover the check, headline earnings do not matter. Never buy a payer whose buyback was paused during a corporate restructuring without a stated dividend commitment: That is Comcast’s situation and the setup that precedes most legacy-media dividend cuts of the past decade. Contact [email protected] for any questions or corrections.

NewEdge Advisors LLC grew its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 153.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,023 shares of the industrial products company’s stock after purchasing an additional 3,644 shares during the period. NewEdge Advisors LLC’s holdings in Roper Technologies were worth $2,038,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ROP. BlackRock Inc. acquired a new position in Roper Technologies in the second quarter valued at about $3,346,912,000. Wellington Management Group LLP purchased a new position in shares of Roper Technologies during the 2nd quarter worth approximately $890,328,000. Norges Bank purchased a new position in shares of Roper Technologies during the 4th quarter worth approximately $1,112,873,000. Corient Private Wealth LP acquired a new stake in Roper Technologies in the 2nd quarter valued at approximately $80,953,000. Finally, Flossbach Von Storch SE purchased a new stake in Roper Technologies in the second quarter valued at approximately $448,321,000. 93.31% of the stock is owned by institutional investors and hedge funds.

Roper Technologies stock opened at $372.74 on Friday. The company has a current ratio of 0.55, a quick ratio of 0.51 and a debt-to-equity ratio of 0.57. The stock has a market capitalization of $36.86 billion, a price-to-earnings ratio of 15.44, a PEG ratio of 1.87 and a beta of 0.75. The stock has a 50 day moving average of $391.02 and a two-hundred day moving average of $361.23. Roper Technologies, Inc. has a twelve month low of $305.96 and a twelve month high of $521.28.

Roper Technologies (NASDAQ:ROP – Get Free Report) last released its earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, topping the consensus estimate of $5.29 by $0.09. The company had revenue of $2.11 billion during the quarter. Roper Technologies had a net margin of 30.24% and a return on equity of 11.36%. The firm’s revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the business posted $4.87 EPS. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. As a group, research analysts expect that Roper Technologies, Inc. will post 22.22 earnings per share for the current year. Roper Technologies Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, October 2nd. Roper Technologies’s dividend payout ratio (DPR) is currently 15.08%.

Wall Street Analyst Weigh In Several research analysts have recently commented on ROP shares. Argus upgraded Roper Technologies from a “hold” rating to a “buy” rating and set a $450.00 price target for the company in a research report on Thursday, August 6th. Zacks Research lowered Roper Technologies from a “strong-buy” rating to a “hold” rating in a research report on Thursday, June 25th. BMO Capital Markets began coverage on shares of Roper Technologies in a report on Friday, July 10th. They issued a “market perform” rating and a $393.00 target price on the stock. Piper Sandler decreased their price target on Roper Technologies from $540.00 to $526.00 and set an “overweight” rating for the company in a report on Friday, July 24th. Finally, JPMorgan Chase & Co. upped their target price on shares of Roper Technologies from $397.00 to $415.00 and gave the company an “underweight” rating in a report on Wednesday, July 29th. Seven analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $466.94.

Read Our Latest Stock Analysis on Roper Technologies

Insider Transactions at Roper Technologies In other news, EVP John K. Stipancich sold 2,000 shares of Roper Technologies stock in a transaction on Monday, July 27th. The stock was sold at an average price of $379.05, for a total transaction of $758,100.00. Following the completion of the transaction, the executive vice president owned 35,634 shares of the company’s stock, valued at $13,507,067.70. The trade was a 5.31% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Richard F. Wallman sold 6,434 shares of Roper Technologies stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the transaction, the director owned 7,423 shares of the company’s stock, valued at approximately $2,679,703. The trade was a 46.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.80% of the company’s stock.

Roper Technologies Company Profile (Free Report)

Roper Technologies, Inc (NASDAQ:ROP) is a diversified technology company that develops and operates specialized businesses serving niche markets. Its portfolio primarily consists of software and technology-enabled businesses that provide products and services to commercial, government, healthcare, education, and other professional customers.

The company’s activities include vertical-market software, network and data-management software, and technology-enabled products. Its software businesses support functions such as healthcare operations, education administration, construction and engineering, legal and professional services, and enterprise workflow management.

Recommended Stories Five stocks we like better than Roper Technologies J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons Want to see what other hedge funds are holding ROP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Roper Technologies, Inc. (NASDAQ:ROP – Free Report).

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Key Takeaways ROP's Application Software revenues rose 8% year over year to $1.18 billion in Q2 2026.Aderant and Deltek gained from higher SaaS adoption and GenAI innovation across key workflows.Vertafore ARR growth and CentralReach recurring revenue momentum support long-term expansion. Roper Technologies, Inc. (ROP - Free Report) is gaining from continued momentum in the Application Software segment. In the second quarter of 2026, ROP’s Application Software segment accounted for nearly 56% of Roper’s total revenues. The segment revenues grew 8% year over year to $1.18 billion. Organic revenues also increased 5% in the same period.

Strength across its Aderant, Deltek, Vertafore and CentralReach businesses has been driving the segment’s performance. Higher adoption of SaaS solutions and continued GenAI innovation in areas such as collections, billing appeals, talent & time are supporting growth at the Aderant business. Healthy demand for SaaS offerings in the private sector continues to benefit the Deltek business.

The Vertafore business continues to benefit from strong enterprise delivery capabilities for its largest customers, driving healthy annual recurring revenue (ARR) growth. Also, solid momentum in the CentralReach business, supported by higher recurring revenues, remains a key growth driver for the segment.

Solid momentum in the project-based private sector, higher education, property and casualty insurance, and legal markets also bodes well for Roper’s segment’s growth. Roper expects the segment to maintain solid momentum, with organic revenue growth projected to remain above the mid-single-digit range for the rest of 2026. The Application Software segment is expected to remain a key long-term growth driver, supported by recurring subscription revenues, increasing software adoption and continued product enhancements.

Segment Snapshot of ROP’s PeersAmong its major peers, Autodesk, Inc.’s (ADSK - Free Report) performance is gaining from new business growth, steady subscription renewal rates and strong competitive performance. Higher demand for its cloud-based products, mobile solutions and design suites also bodes well for Autodesk. Autodesk’s aggressive push into cloud infrastructure and AI integration demands substantial capital deployment for data centers, computing resources and specialized talent acquisition.

Roper's other peer, Atlassian Corp.’s (TEAM - Free Report) AI-powered capabilities are seeing rapid adoption. Atlassian’s AI-powered Rovo platform and automation tools are boosting growth in its premium and enterprise offerings, driven by strong demand for AI-based workflows. Atlassian’s focus on adding generative AI features to its collaboration software is expected to support long-term revenue growth.

ROP’s Price Performance, Valuation & EstimatesShares of Roper have gained 13.8% in the past three months compared with the industry’s growth of 15.5%.

Image Source: Zacks Investment Research

From a valuation standpoint, ROP is trading at a forward price-to-earnings ratio of 15.86X compared with the industry’s average of 18.43X. Roper carries a Value Score of C.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ROP’s 2026 earnings has increased over the past 60 days.

Image Source: Zacks Investment Research

Roper currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

PORTLAND, Ore., Sept. 15, 2026 (GLOBE NEWSWIRE) -- National average truckload spot rates fell across all three equipment types in August, posting the steepest July-to-August declines in DAT’s 16-year rate history, according to DAT Freight & Analytics, provider of the industry’s leading load boards and freight analytics.

The pullback also moved dry van and refrigerated (“reefer”) spot rates back below contract rates after spot rates exceeded contract rates in June and July.

Spot rates post record August declines

The national average van spot linehaul rate fell 20 cents to $2.19 per mile in August, the reefer rate fell 14 cents to $2.61, and the flatbed rate fell 20 cents to $2.70. Each was the largest July-to-August decrease for that equipment type in DAT’s rate history.

A seasonal decline in August is common: spot rates have fallen from July to August in 13 or 14 of the past 16 years, depending on equipment type. This year’s change was unusually steep:

Dry van: down 8.4%, compared with the previous record August decline of 6.7% in 2018Reefer: down 5.1%, compared with the previous record of 4.8% in 2012 and 2013Flatbed: down 6.9%, compared with the previous record of 6.4% in 2023 Spot rates are paid by freight brokers to carriers on a per-transaction basis; linehaul rates exclude an amount equal to an average fuel surcharge. Despite the pullback, spot linehaul rates remained more than 30% higher than in August 2025 across all three equipment types.

Spot-contract rate gap reopens

Van and reefer spot rates moved back below contract rates in August, reversing the brief stretch in June and July when spot rates were higher. Contract rates are negotiated prices paid by shippers to asset-based carriers and freight brokers.

Van spot linehaul averaged $2.19 per mile compared with $2.41 for contract freight, a 22-cent gap after the two were roughly even in July. Reefer spot linehaul averaged $2.61 compared with $2.65 for contract freight, a 4-cent gap. In July, reefer spot rates were 13 cents higher than contract rates.

Flatbed contract rates remained above spot rates throughout the summer. The gap widened to 38 cents in August from 19 cents in July.

Truckload volumes decline

The DAT Truckload Volume Index (TVI), which measures loads moved during the month, declined across all three equipment types compared with July:

Van TVI: 247, down 5% from July and roughly flat year over yearReefer TVI: 181, down 2% from July and 10% year over yearFlatbed TVI: 288, down 3% from July and 5% year over year “Last month’s decreases in rates and volumes in large part reflect normal seasonality and freight that shippers pulled forward earlier in the summer,” said Dean Croke, DAT’s principal industry analyst. “However, truck capacity tightened significantly during CVSA Brake Safety Week and rates still eased, suggesting much cooler demand for trucks heading into the end of the month, the first week of September, and the Labor Day holiday.”

Diesel prices add cost pressure

In addition to declining spot rates, diesel prices approached record territory by the end of August, adding another layer of cost pressure for carriers. Van fuel surcharges averaged 70 cents per mile last month, up 8 cents from July; reefer surcharges averaged 77 cents, up 10 cents; and flatbed averaged 84 cents, up 10 cents.

Fuel price volatility affects spot and contract freight differently. Contract rates typically include a fuel surcharge that adjusts with the price of diesel. Spot rates are negotiated as an all-in price paid by the broker, with no separate surcharge, leaving carriers more exposed to rapid changes in fuel prices.

About the DAT Truckload Volume Index

The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform, which tracks rates paid on actual shipments. Benchmark spot and contract rates reflect invoice data for hauls of 250 miles or more in the United States and Canada. That transaction-level data reflects what shippers, brokers, and carriers paid and charged, providing a direct read on market conditions.

About DAT Freight & Analytics

DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.

Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.

Media Contact

Georgia Jablon
[email protected] 

HighTower Advisors LLC lessened its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 13.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,067 shares of the industrial products company’s stock after selling 1,378 shares during the quarter. HighTower Advisors LLC’s holdings in Roper Technologies were worth $3,068,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. California State Teachers Retirement System increased its holdings in shares of Roper Technologies by 31,706.7% in the 2nd quarter. California State Teachers Retirement System now owns 56,111,830 shares of the industrial products company’s stock valued at $18,987,682,000 after acquiring an additional 55,935,415 shares during the last quarter. BlackRock Inc. acquired a new position in Roper Technologies in the second quarter valued at approximately $3,346,912,000. State Street Corp boosted its holdings in Roper Technologies by 2.1% in the fourth quarter. State Street Corp now owns 5,092,005 shares of the industrial products company’s stock valued at $2,266,604,000 after purchasing an additional 105,250 shares in the last quarter. Geode Capital Management LLC increased its stake in Roper Technologies by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 2,641,573 shares of the industrial products company’s stock valued at $1,172,099,000 after purchasing an additional 22,335 shares during the last quarter. Finally, Wellington Management Group LLP purchased a new stake in Roper Technologies in the second quarter valued at $890,328,000. 93.31% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets ROP has been the subject of a number of research reports. JPMorgan Chase & Co. boosted their price objective on Roper Technologies from $397.00 to $415.00 and gave the company an “underweight” rating in a research note on Wednesday, July 29th. Weiss Ratings raised Roper Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, August 14th. Mizuho set a $355.00 target price on Roper Technologies in a research note on Tuesday, July 21st. Robert W. Baird set a $480.00 price target on shares of Roper Technologies in a research note on Friday, July 24th. Finally, Argus raised Roper Technologies from a “hold” rating to a “buy” rating and set a $450.00 target price for the company in a research note on Thursday, August 6th. Seven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $466.94.

Read Our Latest Research Report on Roper Technologies Roper Technologies Trading Down 0.0% Roper Technologies stock opened at $388.52 on Friday. The stock has a 50-day moving average price of $388.87 and a 200 day moving average price of $359.96. Roper Technologies, Inc. has a 52 week low of $305.96 and a 52 week high of $521.28. The stock has a market cap of $38.42 billion, a PE ratio of 16.09, a P/E/G ratio of 1.94 and a beta of 0.75. The company has a current ratio of 0.55, a quick ratio of 0.51 and a debt-to-equity ratio of 0.57.

Roper Technologies (NASDAQ:ROP – Get Free Report) last issued its earnings results on Thursday, July 23rd. The industrial products company reported $5.38 earnings per share for the quarter, topping the consensus estimate of $5.29 by $0.09. Roper Technologies had a return on equity of 11.36% and a net margin of 30.24%.The business had revenue of $2.11 billion for the quarter. During the same period last year, the business posted $4.87 earnings per share. The company’s quarterly revenue was up 8.5% compared to the same quarter last year. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. Equities research analysts predict that Roper Technologies, Inc. will post 22.22 earnings per share for the current fiscal year.

Roper Technologies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be given a $0.91 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $3.64 annualized dividend and a yield of 0.9%. Roper Technologies’s dividend payout ratio (DPR) is 15.08%.

Insider Activity at Roper Technologies In other news, Director Richard F. Wallman sold 6,434 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the transaction, the director owned 7,423 shares of the company’s stock, valued at approximately $2,679,703. This trade represents a 46.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John K. Stipancich sold 2,000 shares of Roper Technologies stock in a transaction on Monday, July 27th. The stock was sold at an average price of $379.05, for a total transaction of $758,100.00. Following the completion of the transaction, the executive vice president directly owned 35,634 shares of the company’s stock, valued at approximately $13,507,067.70. This represents a 5.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

Roper Technologies Company Profile (Free Report)

Roper Technologies, Inc (NASDAQ:ROP) is a diversified technology company that develops and operates specialized businesses serving niche markets. Its portfolio primarily consists of software and technology-enabled businesses that provide products and services to commercial, government, healthcare, education, and other professional customers.

The company’s activities include vertical-market software, network and data-management software, and technology-enabled products. Its software businesses support functions such as healthcare operations, education administration, construction and engineering, legal and professional services, and enterprise workflow management.

Read More Five stocks we like better than Roper Technologies Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run Want to see what other hedge funds are holding ROP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Roper Technologies, Inc. (NASDAQ:ROP – Free Report).

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PowerPlan Intelligent Unitization automates asset classification, reducing audit and regulatory exposure while accelerating tax benefits  | Source: PowerPlan Inc.

ATLANTA, Sept. 10, 2026 (GLOBE NEWSWIRE) -- PowerPlan, a leading provider of financial software solutions for asset-intensive companies, today announced Intelligent Unitization, the latest addition to a growing portfolio of asset intelligence offerings. Intelligent Unitization is the first AI-powered solution built specifically to support ongoing unitization and backlog reduction, a growing challenge for energy companies as they increase capital investments to meet today’s unprecedented demands.

Unitization is the process of converting capital project costs into individual asset records once a project goes into service. As capital investments accelerate, the backlog grows: across the electric utility industry, non-unitized plant balances have increased roughly 10x over the last 30 years, totaling more than $180B, according to PowerPlan’s analysis of FERC Form 1 filings.

"Intelligent Unitization represents a breakthrough in how our customers manage capital," said Raphael Shure, CEO of PowerPlan. "This isn't generic AI. It’s purpose-built on more than 30 years of utility asset accounting expertise and trained on the real-world accounting requirements our customers live with every day. That foundation enables it to make an immediate impact for customers and scale efficiently in the future with a fraction of the manual effort previously required."

“Unitization has been a challenge for utility accounting teams for decades, and it's only getting harder as capital investment accelerates,” said Jim Dahlby, Chief Customer Officer at PowerPlan. “By working directly with our customers, we were able to bring this breakthrough AI product to market in partnership with them. We look forward to continuing that collaboration as customers use Intelligent Unitization to work down their backlog.”

One of PowerPlan’s customers and development partners used Intelligent Unitization to automatically reconcile a major capital project's asset records in minutes, replacing a process that previously required days of manual cross-referencing. The result was a fully traceable audit trail and more time for the accounting team to focus on higher-value work.

Beyond the efficiency gains, Intelligent Unitization delivers scalable benefits across a utility's capital program. The solution applies AI to automatically classify and reconcile records, so that accounting and field engineering teams no longer need to manually cross-reference growing volumes of capital data even as capital investment accelerates. It also helps unlock accounting and tax benefits sooner by unitizing directly within the platform utilities already use for asset and tax management instead of leaving it stalled in a disconnected process. Plus, as regulators tighten timelines for moving assets to plant-in-service accounts, faster unitization helps utilities stay ahead of that bar.

PowerPlan Intelligent Unitization is available immediately to all PowerPlan Project and Asset Accounting customers. It's the next innovation delivered as part of a broader PowerPlan AI roadmap designed to support the full asset lifecycle.

For more information about PowerPlan Intelligent Unitization:

Join the webinar: Accounting Innovation Update: What’s New and What’s Next, Tuesday, Sept. 15, 2026, 2:00 PM Eastern Daylight TimeWatch the videoVisit the website
About PowerPlan
For more than 30 years, PowerPlan has helped asset-intensive companies, from utilities and energy to telecommunications and rail, understand, unlock, and realize the full financial power of their assets. Through our industry-leading expertise, AI-powered technology, and vast experience listening to and working in tandem with our clients, PowerPlan software sets the standard that CFOs can count on for financial clarity. PowerPlan operates as an independent subsidiary of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. For more information, visit www.powerplan.com.

MEDIA CONTACT:
Connie Phillips
Sr. Manager, Marketing Communications, PowerPlan
[email protected]
678-223-2800

A video accompanying this announcement is available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/f96400b6-fabb-42b0-a1a2-000d1789ce36.

PowerPlan Intelligent Unitization Intelligent Unitization is the first AI-powered solution built specifically to support both ongoing ...

PowerPlan Intelligent Unitization

 | Source: Roper Technologies, Inc.

SARASOTA, Fla., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026, at 8:30 AM (Central Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.

About Roper Technologies

Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.

Contact information:
Investor Relations
941-556-2601
[email protected]

 | Source: Roper Technologies, Inc.

SARASOTA, Fla., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Citi Global TMT Conference on Thursday, September 10, 2026, at 8:50 AM (Eastern Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.

About Roper Technologies

Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.

Contact information:
Investor Relations
941-556-2601
[email protected]

Some dividend stocks boast decades of unbroken raise streaks yet leave income investors with almost nothing to show for it. These three companies sit in that strange category, and the tension between their legendary consistency and their near-invisible payouts reveals…

Three of the market’s most durable dividend-raise histories share an awkward feature for anyone actually trying to live on the checks: the yield is nothing. Roper, Nordson, and Sherwin-Williams have all pushed their per-share payouts higher for decades, yet a 0.84% yield at Roper, a 0.99% yield at Nordson, and a 0.92% yield at Sherwin-Williams mean $10,000 invested today generates roughly $84, $99, and $92 in annual dividend income, respectively. That is the tension this bundle is about. The streaks are nearly untouchable. The income, for a retiree who needs cash flow now, is almost nothing.

Roper Technologies: A Vertical-Software Compounder With a Rounding-Error Payout Roper Technologies (NASDAQ:ROP | ROP Price Prediction) trades at $424.96 with a market cap of roughly $42.15 billion and pays a quarterly dividend of $0.91 per share, or $3.64 annualized. That works out to a yield of 0.84%. The raise cadence is intact: the payout stepped up from $0.825 quarterly in 2025 to $0.91 in 2026, and the dividend record on file goes all the way back to 1999, with higher annual amounts stacked across every year in between.

Safety is the easy part as Roper generated $447 million of free cash flow in Q2 alone and $2.6 billion on a trailing-12-month basis, against a dividend that costs the company only a fraction of that. Trailing EPS of $24.21 versus a $3.555 trailing dividend leaves an enormous cushion. The bull case for a growth-tilted income investor is compounding: management has called free cash flow per share its “most important financial metric” and repurchased 9 million shares for $3.2 billion since the program began, shrinking the count faster than most peers.

However, if you need current income, Roper does not deliver it. The stock is also down 18.35% over the past year and 8.05% over five, so the total-return backstop the low yield leans on has stalled.

Nordson: A Precision Industrial With a Fresh Raise and Sub-1% Yield Nordson (NASDAQ:NDSN) sits at $323.08 with a market cap of $18.09 billion. The board just declared a $0.94 per share quarterly dividend, up from $0.82, lifting the annualized rate to $3.76. The reported yield is 0.99%. The dividend record on file reaches back to 1999, and the year-by-year progression shows successively higher payments across every listed year, consistent with the company’s long-standing reputation as one of the market’s most persistent dividend raisers.

The coverage for this stock looks pristine. EPS of $9.71 against a $3.28 trailing dividend leaves ample room. Free cash flow reached $237 million in Q3, and management put $137 million into dividends and $159 million into buybacks through nine months while cutting leverage to 1.7 times. CEO Sundaram Nagarajan positioned the model as a “quality growth compounder” with approximately 60% recurring revenue and a backlog up 35% year over year. Bull case for income buyers: a decades-long raise pattern, a just-announced hike, and a business tilted toward semiconductor, electronics, and medical demand.

On the other hand, Nordson trades at 33x trailing earnings and 25x forward, after a 46.34% one-year run. Paying a premium multiple for a sub-1% yield puts this squarely in growth-trade territory.

Sherwin-Williams: An Aristocrat With Rich Multiples and a Thin Check Sherwin-Williams (NYSE:SHW) changes hands at $339.01, with a market cap near $83.72 billion. The quarterly dividend is $0.80 per share, or $3.20 annualized, for a reported yield of 0.92%. The dividend record on file starts in 1999, and the annual rate has climbed from $0.55 quarterly in 2021 to $0.80 today, extending the paint maker’s widely recognized status as a long-tenured Aristocrat.

EPS of $10.83 dwarfs the $3.19 trailing dividend, and Q2 free cash flow conversion hit 86%. Management combined dividends and buybacks to return $1.5 billion to shareholders in the quarter alone, ending it with net debt to adjusted EBITDA of 2.4 times. The bull case for income buyers is durability: pricing power in Paint Stores, a raised FY26 EPS band of $11.80 to $12.20, and a payout ratio that leaves the streak effectively untouchable.

The caveat here is that Sherwin-Williams trades at 32x trailing and 29x forward earnings. Nothing about that price says “income stock,” and the yield reflects it.

Takeaway for Income Investors Roper, Nordson, and Sherwin-Williams all pass the dividend-safety test with room to spare, and each has a raise history that stretches across decades of the dividend record. That is why they get named in every “untouchable streak” screen. For someone who needs to fund living expenses right now, they are the wrong tool: yields of 0.84%, 0.99%, and 0.92% mean the checks are rounding errors on the position. These are long-duration compounders that happen to pay a dividend, not income stocks that happen to compound. If cash flow is the goal, a mid six-figure balance can do a lot more than $90 a year, and we sketched the full plan for pulling $1,500 a month out of $250K in a free income report.

Contact [email protected] for any questions or corrections.

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Students and families can now choose PayPal or Venmo to pay tuition, adding two more everyday payment options to a major life expense.

Key Points:

PayPal and Venmo are now accepted for tuition payments through new integrations with Illumia, Nelnet Campus Commerce, and TouchNet, a Global Payments company. Students and families can pay tuition directly through their participating schools' existing payment portal using PayPal and Venmo. The expansion marks one year since PayPal Inc.'s landmark agreements with the Big Ten and Big 12 which included a change to institutional revenue-share payments for student athletes, building on its push onto college campuses. , /PRNewswire/ -- PayPal (Nasdaq: PYPL) today announced new integrations with three of the nation's leading education payment platforms, Illumia, Nelnet Campus Commerce, and TouchNet, that give students and their families the option to pay tuition and fees directly with PayPal or Venmo. These integrations are live at schools across the nation, including Bellarmine University, Butler University, Kansas State University, Michigan State University, and Texas Tech University, with more institutions expected to join throughout the year. Illumia, Nelnet Campus Commerce, and TouchNet collectively serve thousands of colleges and universities across the country.

PayPal and Venmo are already how many students and families manage money day to day. They pay for groceries, split rent, earn rewards, and send money to friends and family. That familiarity and convenience now extends to tuition, one of the most significant payments for students and their families.

This summer marks a year since PayPal and Venmo struck landmark agreements with the Big Ten and Big 12 Conferences, which included enabling institutional revenue-share payments for student athletes directly through its platform. Venmo built on that momentum throughout the school year, expanding its presence on college campuses through NIL partnerships with student athletes, college-branded cards, student ambassadors, and gameday activations. Together, these efforts continue to bring the brand to life for students and fans alike. This expansion brings that same energy and infrastructure to tuition for the broader student body, giving students and families a trusted and familiar way to pay for one more part of college life.

"Tuition is one of the biggest payments a family will make, and it should come with the same flexibility and security that millions of people already count on PayPal and Venmo for every day," said Frank Keller, President, Checkout Solutions & PayPal. "That's why we're proud to bring that same choice and protection into the reliable systems schools have already built."

Paying for tuition with PayPal or Venmo comes with the same trust and security customers rely on for everyday purchases, including encryption and fraud monitoring. Students and families can pay using whichever funding instrument they prefer, including bank accounts, credit cards, and PayPal or Venmo balances1.

"A modern tuition payment experience has to work for both sides of the transaction," said Don Smith, SVP & General Manager of Integrated Payments at Illumia. "Students and families want the flexibility to use payment methods that fit how they manage their money, while institutions need those options to work within the systems and processes their teams already rely on. This integration helps schools expand choice in a practical way, improving the payer experience without creating a disconnected path for campus teams."

"For students and families, tuition is the single biggest financial decision they'll navigate for higher education. Every payment option we add, including PayPal and Venmo, is about meeting them at that moment with more flexibility and less friction, so affordability isn't a barrier to staying enrolled," said Jackie Strohbehn, President of Nelnet Campus Commerce.

"We are helping campuses deliver greater convenience and operational efficiency in a single experience," said Jeremy Loch, President of TouchNet. "This integration enables institutions to broaden choice and create a more frictionless payment experience for students and families, while preserving the efficiency and visibility campus teams need to support student success. The result is a seamless experience that delivers value for both tuition payers and institutions."

PayPal and Venmo will begin rolling out across the country for tuition payments at select schools.

About PayPal
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com, and https://investor.pypl.com.

About Illumia
Illumia (formerly Transact + CBORD), a business unit of Roper Technologies (Nasdaq: ROP), powers the payments, access, foodservice, and credentialing systems that more than 10,000 higher education, healthcare, and senior living institutions depend on every day. Its unified platform delivers the stability, security, and reliability these environments demand — where downtime is not an option. Illumia transforms the experiences organizations deliver to their communities while modernizing how those organizations operate. For more information, visit illumiatech.com.

About Nelnet Campus Commerce
Nelnet Campus Commerce delivers unlimited payment opportunities across campus. Solutions use the latest technology to create a unique and integrated payment experience for more than 1,100 higher education institutions across the country. The intuitive and secure solutions are PCI Level 1 validated and integrate with every major Enterprise Resource Planning (ERP) system. From payment processing and refunds to tuition payment plans and online storefronts, Nelnet Campus Commerce helps process every payment on campus. For more information, visit CampusCommerce.com.

About TouchNet, a Global Payments company
TouchNet unifies campuswide payments and campus ID software solutions for institutions of higher education around the world. Colleges and universities rely on TouchNet to integrate and secure payments, permissions, and other related business transactions for a comprehensive, actionable view campuswide. TouchNet's unmatched integration, transparency, and security gives institutions greater control over transactions, costs, and compliance. As the market leader in higher education commerce technology, our platform-driven approach enables greater operational efficiencies and self-service access to real-time information for students and staff. TouchNet is a Global Payments company. For more information, visit touchnet.com.

Press & Media Contact
Gideon Anstey
[email protected] 

PayPal and Venmo Balance accounts required to hold and use a balance. SOURCE PayPal Holdings, Inc.

Key Takeaways Roper's Application Software revenues rose 8% to $1.18 billion in the second quarter of 2026.Aderant, Deltek and CentralReach are supporting segment growth through SaaS adoption and innovation.Roper expects Application Software organic revenue growth above mid-single digits through the rest of 2026. Roper Technologies, Inc. (ROP - Free Report) is witnessing persistent strength in the Application Software segment. In the second quarter of 2026, the Application Software segment accounted for nearly 56% of Roper’s total revenues. Segment revenues increased 8% year over year to $1.18 billion. Organic revenues also increased 5% in the same period.

Strength across its Aderant, Deltek, Vertafore and CentralReach businesses has been supporting the segment’s results. The growing adoption of SaaS solutions and continued GenAI innovation (collections, billing appeals, talent & time) are key catalysts to Aderant’s growth. Solid demand for SaaS solutions in the private sector bodes well for the Deltek business.

The Vertafore business is gaining from excellent enterprise delivery capabilities to the largest customers in the market, which has also resulted in strong annual recurring revenue (ARR) growth. Solid momentum in the CentralReach business, driven by higher recurring revenues, also bodes well for the segment.

Solid momentum in the project-based private sector, higher education, property and casualty insurance, and legal markets also bodes well for the segment’s growth. Roper expects the segment to maintain solid momentum by delivering organic revenue growth of more than mid-single digits for the rest of 2026. The Application Software segment is well-positioned to drive Roper’s long-term growth and profitability, supported by recurring subscription revenues, broader software adoption and ongoing product enhancements.

Segment Snapshot of ROP’s PeersAmong its major peers, Atlassian Corp.’s (TEAM - Free Report) AI-powered capabilities are seeing rapid adoption. Atlassian’s AI-powered Rovo platform and automation tools are boosting growth in its premium and enterprise offerings, driven by strong demand for AI-based workflows. Atlassian’s focus on adding generative AI features to its collaboration software is expected to support long-term revenue growth.

Roper's other peer, Autodesk, Inc.’s (ADSK - Free Report) performance is gaining from new business growth, steady subscription renewal rates and strong competitive performance. Higher demand for its cloud-based products, mobile solutions and design suites also bodes well for Autodesk. Autodesk’s aggressive push into cloud infrastructure and AI integration demands substantial capital deployment for data centers, computing resources and specialized talent acquisition.

ROP’s Price Performance, Valuation & EstimatesShares of Roper have gained 14% in the past month compared with the industry’s growth of 13.4%.

Image Source: Zacks Investment Research

From a valuation standpoint, ROP is trading at a forward price-to-earnings ratio of 16.91X compared with the industry’s average of 18.93X. Roper carries a Value Score of C.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ROP’s 2026 earnings has increased 4.7% over the past 60 days.

Image Source: Zacks Investment Research

Roper currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Roper Technologies, Inc. (ROP) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 11, 2026 9:55 AM EDT

Company Participants

Jason Conley - Executive VP & CFO
Zack Moxcey - Vice President of Investor Relations

Conference Call Participants

Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division

Presentation

Hoi-Fung Wong
Oppenheimer & Co. Inc., Research Division

Good morning, everyone. Welcome to the Oppenheimer Technology Conference. Ken Wong here. I think most of you guys know me, your software analyst. Happy to have with us the team from Roper. I've got Jason Conley, EVP and CFO; Zack Moxcey, VP of Investor Relations. Good morning, guys. Welcome aboard.

Jason Conley
Executive VP & CFO

Good morning. Good to see you, Ken.

Hoi-Fung Wong
Oppenheimer & Co. Inc., Research Division

Great to see you guys also. [Operator Instructions] So with that, Jason, welcome aboard. Look, I think a lot of folks now, especially in the tech world, are generally very much aware of Roper. You guys have made a fantastic transformation from an industrial company to a software company. But even still, I think it'd be great to provide the audience with a kind of a quick background on Roper, and then we can dive into the formal fireside.

Jason Conley
Executive VP & CFO

Sure, love to. So yes, Roper is a vertical market software and technology company. And -- we're focused on sustainably compounding free cash flow per share in the mid-teens over a long period of time. We are kind of an N of 1 in the software space because we have this sustainable M&A motion, so we have a lot of M&A optionality.

With that, we own 29 businesses, they're leaders in their niche vertical markets. And typically, we choose fairly smaller TAMs. We think they're attractive because of their protective nature and with