Rogers (NYSE:ROG) SVP Michael Reed Webb Sells 1,197 Shares

Rogers Corporation (NYSE:ROG) SVP Michael Reed Webb sold 1,197 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $106.25, for a total value of $127,181.25. Following the transaction, the senior vice president owned 9,747 shares of the company’s stock, valued at approximately $1,035,618.75. This represents a 10.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Rogers Stock Down 3.1%

NYSE:ROG opened at $107.67 on Friday. Rogers Corporation has a twelve month low of $51.43 and a twelve month high of $112.81. The stock has a market cap of $1.94 billion, a P/E ratio of -32.24 and a beta of 0.40. The firm’s fifty day simple moving average is $98.41 and its 200 day simple moving average is $87.37.

Rogers (NYSE:ROG) last announced its earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.29. Rogers had a negative net margin of 7.62% and a positive return on equity of 3.56%. The firm had revenue of $201.50 million for the quarter, compared to analyst estimates of $196.50 million. Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. On average, analysts expect that Rogers Corporation will post 3.57 EPS for the current fiscal year.

Hedge Funds Weigh In On Rogers

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Capital Research Global Investors grew its position in Rogers by 24.3% during the 4th quarter. Capital Research Global Investors now owns 1,519,040 shares of the electronics maker’s stock worth $139,098,000 after purchasing an additional 297,380 shares during the last quarter. Norges Bank acquired a new stake in Rogers during the 2nd quarter worth about $89,111,000. State Street Corp raised its stake in shares of Rogers by 3.8% during the 4th quarter. State Street Corp now owns 732,659 shares of the electronics maker’s stock valued at $67,090,000 after buying an additional 27,036 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in Rogers by 38.3% in the second quarter. Ameriprise Financial Inc. now owns 596,713 shares of the electronics maker’s stock valued at $40,863,000 after acquiring an additional 165,174 shares during the period. Finally, Clearline Capital LP boosted its holdings in Rogers by 36.6% during the fourth quarter. Clearline Capital LP now owns 472,841 shares of the electronics maker’s stock worth $43,298,000 after buying an additional 126,636 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Key Rogers News

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Q4 results beat expectations: Rogers reported stronger-than-expected Q4 revenue and EPS, and management described a “profitable reset” on the earnings call, which supports a medium-term recovery thesis. Article Title
• Positive Sentiment: Analyst take: Coverage/summary pieces highlight management’s actions to restore profitability and operational focus after Q4; this frames the quarter as the start of a reset that could be earnings-accretive over time. Article Title
• Neutral Sentiment: Earnings presentation and detailed call slides are available for review — useful for investors who want the line-item detail behind the beat and guidance. Article Title
• Neutral Sentiment: Sector roundup coverage places Rogers’ Q4 in context with other electronic components names — helpful for relative performance but not company-specific catalyst. Article Title
• Neutral Sentiment: Several unrelated local/regional items reference the name “Rogers” (obituary, museum exhibit, municipal stories) or concern other companies (e.g., Rogers Sugar) — these do not affect ROG fundamentals. Article Title
• Negative Sentiment: Insider selling: SVP Michael Reed Webb sold 1,197 shares on Feb. 19 at about $106.25, reducing his stake ~10.9%. Insider sales can raise investor concern about near-term confidence and may have contributed to downward pressure. Article Title

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Wall Street Zen upgraded Rogers from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. B. Riley Financial boosted their price objective on shares of Rogers from $127.00 to $133.00 and gave the stock a “buy” rating in a report on Wednesday. Zacks Research cut shares of Rogers from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Rogers in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $109.00.

Rogers Company Profile

Rogers Corporation (NYSE: ROG) is a global technology and materials company specializing in the development and manufacture of engineered materials and components. The company designs and produces a broad portfolio of high-performance elastomeric, foam, silicone, adhesive and thermal management solutions, as well as advanced circuit board laminates. Its products are engineered to meet stringent requirements in areas such as electrical insulation, thermal performance and electromagnetic shielding.

Rogers serves a diverse range of end markets, including automotive, aerospace and defense, telecommunications, consumer electronics and industrial applications.