14,872 Rogers Corporation $ROG Shares Purchased by Leeward Investments LLC MA

Leeward Investments LLC MA boosted its holdings in Rogers Corporation (NYSE:ROG) by 4.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 328,731 shares of the electronics maker’s stock after purchasing an additional 14,872 shares during the quarter. Rogers comprises approximately 2.5% of Leeward Investments LLC MA’s portfolio, making the stock its 2nd biggest position. Leeward Investments LLC MA owned approximately 1.84% of Rogers worth $50,293,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in ROG. State of Wyoming purchased a new stake in shares of Rogers during the 2nd quarter worth approximately $42,000. Integrated Wealth Concepts LLC acquired a new position in shares of Rogers in the 2nd quarter valued at $52,000. Public Employees Retirement System of Ohio purchased a new position in shares of Rogers in the 2nd quarter valued at $67,000. Parallel Advisors LLC grew its position in shares of Rogers by 19.7% in the 1st quarter. Parallel Advisors LLC now owns 875 shares of the electronics maker’s stock valued at $94,000 after buying an additional 144 shares during the last quarter. Finally, Nykredit A S purchased a new position in shares of Rogers in the 2nd quarter valued at $149,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: B. Riley maintained a Buy rating on Rogers Corporation and set a $195 price target, implying substantial upside from the recent trading level. However, the target was reduced from $225, limiting the positive signal. B. Riley Rogers Corporation price target report
• Neutral Sentiment: Freedom Capital forecast third-quarter 2026 EPS of $1.18, above the company’s prior-quarter result but not a material new catalyst. Analysts’ full-year consensus remains approximately $3.83 per share.
• Negative Sentiment: The reduction in B. Riley’s price target from $225 to $195 signals more cautious expectations, even though the firm remains bullish. This may weigh on sentiment, particularly after Rogers Corporation previously reported quarterly EPS of $0.92, below the $0.99 consensus estimate.
• Neutral Sentiment: Reports that Rogers Communications’ wireless revenue declined, its cash flow improved, and it declared a dividend concern RCI, not Rogers Corporation. The related telecom, political, and campaign-branding stories have no apparent fundamental impact on ROG. Rogers Communications wireless revenue report

Rogers Price Performance

Shares of NYSE:ROG opened at $125.09 on Monday. Rogers Corporation has a 1-year low of $75.14 and a 1-year high of $169.00. The stock has a market cap of $2.24 billion, a P/E ratio of 71.48 and a beta of 0.43. The firm has a fifty day moving average price of $135.82 and a 200 day moving average price of $136.97.

Rogers (NYSE:ROG) last posted its quarterly earnings data on Tuesday, July 28th. The electronics maker reported $0.92 EPS for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.07). Rogers had a net margin of 3.75% and a return on equity of 5.17%. The business had revenue of $216.80 million during the quarter, compared to analyst estimates of $215.00 million. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. Sell-side analysts expect that Rogers Corporation will post 3.83 EPS for the current fiscal year.

Analyst Ratings Changes

ROG has been the topic of several research analyst reports. Zacks Research lowered shares of Rogers from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 23rd. B. Riley Financial decreased their price objective on shares of Rogers from $225.00 to $195.00 and set a “buy” rating for the company in a research note on Thursday. Wall Street Zen lowered Rogers from a “buy” rating to a “hold” rating in a report on Monday, August 31st. Weiss Ratings raised Rogers from a “sell (d)” rating to a “hold (c)” rating in a report on Wednesday, August 12th. Finally, Freedom Broker upgraded Rogers to a “strong-buy” rating in a research report on Thursday, October 1st. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $195.00.

About Rogers

Rogers Corporation (NYSE: ROG) is a global manufacturer of engineered materials and specialty components used in demanding applications. The company develops high-performance elastomers, polymer composites, laminates and other material technologies designed to provide electrical insulation, thermal management, vibration control, protection and reliability.

Its products are used in electric and hybrid vehicles, power electronics, telecommunications and 5G infrastructure, aerospace and defense systems, healthcare equipment, renewable energy systems and various industrial applications.