Aristotle Capital Boston LLC Lowers Stock Holdings in Rogers Corporation $ROG

Aristotle Capital Boston LLC lowered its holdings in shares of Rogers Corporation (NYSE:ROG) by 8.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 86,689 shares of the electronics maker’s stock after selling 8,190 shares during the quarter. Aristotle Capital Boston LLC owned approximately 0.48% of Rogers worth $7,938,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Kemnay Advisory Services Inc. purchased a new position in Rogers during the fourth quarter worth approximately $42,000. Global Retirement Partners LLC boosted its position in Rogers by 6,576.5% during the fourth quarter. Global Retirement Partners LLC now owns 1,135 shares of the electronics maker’s stock worth $104,000 after purchasing an additional 1,118 shares in the last quarter. Virtus Advisers LLC purchased a new position in Rogers during the third quarter worth approximately $127,000. Quadrant Capital Group LLC purchased a new position in Rogers during the third quarter worth approximately $130,000. Finally, PNC Financial Services Group Inc. boosted its position in Rogers by 119.7% during the third quarter. PNC Financial Services Group Inc. now owns 1,905 shares of the electronics maker’s stock worth $153,000 after purchasing an additional 1,038 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Rogers Price Performance

NYSE ROG opened at $158.96 on Thursday. The company has a market cap of $2.84 billion, a PE ratio of -52.81 and a beta of 0.52. The stock’s 50 day simple moving average is $135.25 and its 200-day simple moving average is $112.20. Rogers Corporation has a 1-year low of $61.17 and a 1-year high of $168.94.

Rogers (NYSE:ROG) last announced its quarterly earnings data on Tuesday, April 28th. The electronics maker reported $0.75 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.07. Rogers had a positive return on equity of 4.31% and a negative net margin of 6.81%.The firm had revenue of $200.50 million for the quarter, compared to the consensus estimate of $200.50 million. Rogers has set its Q2 2026 guidance at 0.900-1.100 EPS. On average, equities research analysts anticipate that Rogers Corporation will post 3.71 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on ROG shares. Weiss Ratings upgraded Rogers from a “sell (d)” rating to a “sell (d+)” rating in a research report on Monday, May 18th. B. Riley Financial raised their target price on Rogers to $200.00 and gave the company a “buy” rating in a research report on Monday. One analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $200.00.

Trending Headlines about Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers Corporation’s shares jumped on strong trading volume, which can signal renewed investor interest after the company recently beat quarterly EPS expectations. Article Title
• Neutral Sentiment: Rogers recently reported quarterly EPS of $0.75, topping estimates, and maintained Q2 2026 guidance of $0.90 to $1.10 per share; these fundamentals support the stock but were already known from the latest earnings release.
• Negative Sentiment: A Zacks analysis warned that recent earnings estimate revisions may limit further upside in the near term, suggesting the rally could face resistance.
• Negative Sentiment: Canadian regulatory headlines about Rogers and fee-related warnings could add overhang if they raise the risk of additional scrutiny or compliance costs. Article Title

Insider Activity at Rogers

In other news, SVP Brian Keith Larabee sold 830 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $135.91, for a total transaction of $112,805.30. Following the transaction, the senior vice president owned 5,515 shares of the company’s stock, valued at approximately $749,543.65. The trade was a 13.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.08% of the stock is currently owned by corporate insiders.

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.