Segall Bryant & Hamill LLC Reduces Stock Holdings in Rogers Corporation $ROG

Segall Bryant & Hamill LLC cut its stake in shares of Rogers Corporation (NYSE:ROG) by 38.1% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 81,835 shares of the electronics maker’s stock after selling 50,290 shares during the period. Segall Bryant & Hamill LLC’s holdings in Rogers were worth $8,783,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Royal Bank of Canada boosted its stake in shares of Rogers by 15.7% in the first quarter. Royal Bank of Canada now owns 4,276 shares of the electronics maker’s stock valued at $288,000 after purchasing an additional 580 shares during the period. AQR Capital Management LLC raised its position in shares of Rogers by 121.3% in the 1st quarter. AQR Capital Management LLC now owns 8,376 shares of the electronics maker’s stock valued at $566,000 after purchasing an additional 4,591 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Rogers by 5.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,221 shares of the electronics maker’s stock worth $758,000 after buying an additional 536 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Rogers by 4.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 51,135 shares of the electronics maker’s stock valued at $3,453,000 after acquiring an additional 2,405 shares during the last quarter. Finally, Jane Street Group LLC acquired a new position in Rogers during the 1st quarter worth $4,345,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on ROG. Weiss Ratings lowered shares of Rogers from a “sell (d+)” rating to a “sell (d)” rating in a research note on Wednesday. Zacks Research lowered Rogers from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 23rd. Finally, B. Riley Financial upped their price target on Rogers to $200.00 and gave the company a “buy” rating in a research report on Monday, June 15th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $200.00.

Rogers Price Performance

Shares of NYSE ROG opened at $123.29 on Monday. The business’s fifty day moving average price is $143.82 and its two-hundred day moving average price is $123.64. The firm has a market capitalization of $2.20 billion, a PE ratio of 70.45 and a beta of 0.48. Rogers Corporation has a 1-year low of $61.17 and a 1-year high of $169.00.

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

Key Headlines Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Analyst sentiment improved after Zacks upgraded Rogers Corporation to a Rank #2 (Buy), citing greater optimism about the company’s earnings prospects. The upgrade could provide near-term support for ROG. Zacks rating upgrade article
• Neutral Sentiment: Recent Seeking Alpha analysis says Rogers’ operational recovery is progressing quickly, but the investment case depends on successful execution and sustained growth through 2027 and 2028. This highlights potential upside while emphasizing the company’s longer-term execution risk. Rogers Corporation recovery analysis

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.