Rogers Corporation $ROG Shares Acquired by Leeward Investments LLC MA

Leeward Investments LLC MA lifted its stake in shares of Rogers Corporation (NYSE:ROG) by 4.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund 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’s holdings in Rogers were worth $50,293,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. State of Wyoming purchased a new position in Rogers in the 2nd quarter valued at $42,000. Integrated Wealth Concepts LLC acquired a new position in Rogers in the 2nd quarter valued at $52,000. Public Employees Retirement System of Ohio acquired a new position in Rogers in the 2nd quarter valued at $67,000. Parallel Advisors LLC increased its stake in 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 period. Finally, Nykredit A S purchased a new position in Rogers during the 2nd quarter worth $149,000. 96.02% of the stock is owned by institutional investors and hedge funds.

Rogers Stock Performance

NYSE:ROG opened at $125.09 on Monday. The stock has a fifty day moving average price of $135.82 and a two-hundred day moving average price of $136.97. The stock has a market capitalization of $2.24 billion, a price-to-earnings ratio of 71.48 and a beta of 0.43. Rogers Corporation has a 1 year low of $75.14 and a 1 year high of $169.00.

Rogers (NYSE:ROG) last released its earnings results 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. On average, analysts predict that Rogers Corporation will post 3.83 EPS for the current year.

Trending Headlines about 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

Analyst Ratings Changes

Several analysts have recently commented on the stock. Wall Street Zen cut shares of Rogers from a “buy” rating to a “hold” rating in a research note on Monday, August 31st. Zacks Research downgraded shares of Rogers from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 23rd. Freedom Broker upgraded shares of Rogers to a “strong-buy” rating in a research note on Thursday, October 1st. Weiss Ratings raised shares of Rogers from a “sell (d)” rating to a “hold (c)” rating in a report on Wednesday, August 12th. Finally, B. Riley Financial cut their price target on shares of Rogers from $225.00 to $195.00 and set a “buy” rating for the company in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $195.00.

Rogers Profile

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.