ROP ROPER TECHNOLOGIES INC

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 19, 2026 Processed 21d 11h ago SEC 0001193125-26-230480
8-K context-dependent: Items 5.02
Latest settled — T+5d ⚠ clustered
ROP ▼ -3.36% at T+5d
NEUTRAL call ✗ call lost -3.36% · α vs SPY -5.60% · entry $328.91 → $317.87
Next anchor: T+20d in 7d
Last close $333.75 (close Jun 8) · +1.47% from $328.91 entry
Entry anchored
May 19, 03:04 PM ET
via Databento tick
T+1d
-1.76%
call -1.76% · α -2.80%
$323.12
settled 21d ago
T+5d
-3.36%
call -3.36% · α -5.60%
$317.87
settled 14d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

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Executive Summary

Roper Technologies held its 2026 Annual Meeting on May 19, 2026. Shareholders approved amendments to the 2021 Incentive Plan (adding 14,150,000 shares) and the Employee Stock Purchase Plan (adding 1,000,000 shares, increasing discount to 15% and payroll deduction cap to 15%), elected all nine director nominees, ratified PwC as auditor, and approved say-on-pay. A shareholder proposal for a strategic review of a potential spin-off was overwhelmingly rejected.

Actionable Insight

All items approved as management recommended. The increased share authorization provides flexibility for future equity grants but is routine. The overwhelming rejection of the shareholder proposal indicates no near-term strategic change. No trading implications from this filing.

Key Facts

  • Shareholders approved amendment to 2021 Incentive Plan, increasing authorized shares by 14,150,000 to a total of 23,409,479 shares.
  • Shareholders approved amendment to ESPP, adding 1,000,000 new shares, increasing purchase discount from 10% to 15%, and raising payroll deduction limit from 10% to 15%.
  • All nine director nominees were elected with strong support (votes for ranging from 86.3M to 89.2M).
  • Say-on-pay proposal passed with 83.8M for, 5.3M against.
  • Shareholder proposal requesting a strategic review of a spin-off of Application Software and Network Software segments was rejected (only 536,956 votes for, 88.5M against).
  • Ratification of PricewaterhouseCoopers LLP as independent auditor for 2026 passed with 88.5M votes for.

Financial Impact

Potential dilution from increased share authorization under the incentive plan and ESPP, but no immediate financial impact. The 14.15M new shares represent approximately 1.3% of current shares outstanding based on market cap.

dilutionshare count

Risk Factors

  • Potential future dilution from equity awards under the expanded incentive plan.
  • ESPP amendments increase employee participation and discount, which may marginally increase share issuance.

Market Snapshot

Exchange
Nasdaq
Sector
Industrial Instruments For Measurement, Display, and Control
Analyst Consensus
46% bullish (26 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-230480
Document: d156759d8k.htm0001193125-26-230480
Document: d156759dex102.htm0001193125-26-230480
Document: 0001193125-26-230480-index-headers.html0001193125-26-230480
Document: 0001193125-26-230480-index.html0001193125-26-230480
Document: 0001193125-26-230480.txt0001193125-26-230480
7 reports for ROP
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May 19, 2026
21d ago
8-K
NEUTRAL ★ 3/10
$328.91 $317.87▼ −3.36%▼ −5.60%$333.75 (+1.47%)
May 19, 2026
21d ago
Press Release
NEUTRAL ★ 3/10
$328.91 $317.87▼ −3.36%▼ −5.60%$333.75 (+1.47%)
May 18, 2026
22d ago
Press Release
NEUTRAL ★ 2/10
$331.01 $320.30▼ −3.24%▼ −4.85%$333.75 (+0.83%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 8/10
$363.76 $355.97▼ −2.14%▼ −3.62%$333.75 (−8.25%)
Apr 23, 2026
6w ago
Press Release
BULLISH ★ 8/10
$363.76 $355.97▼ −2.14%▼ −3.62%$333.75 (−8.25%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$358.83 $354.00▼ −1.35%▼ −6.67%$333.75 (−6.99%)
Apr 2, 2026
9w ago
Press Release
NEUTRAL ★ 3/10
$356.97 $343.15▼ −3.87%▼ −7.49%$333.75 (−6.50%)
Showing 7 of 7

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