Rogers Corporation $ROG Shares Acquired by Sei Investments Co.

Key Points

• Sei Investments increased its Rogers Corporation stake by 26.6% in the first quarter, buying 8,680 additional shares to hold 41,262 shares valued at approximately $4.43 million. Institutional investors and hedge funds collectively own 96.02% of ROG.
• Rogers reported quarterly EPS of $0.92, missing the $0.99 consensus estimate, while revenue of $216.8 million slightly exceeded expectations. The company provided third-quarter 2026 EPS guidance of $1.10 to $1.30.
• ROG carries a consensus “Hold” rating and a $200 price target, with analyst views split among Buy, Hold, and Sell. Shares opened at $131.69, compared with a 52-week range of $69.32 to $169.00.

Sei Investments Co. increased its holdings in Rogers Corporation (NYSE:ROG - Free Report) by 26.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,262 shares of the electronics maker's stock after buying an additional 8,680 shares during the period. Sei Investments Co. owned about 0.23% of Rogers worth $4,429,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Kemnay Advisory Services Inc. purchased a new position in Rogers during the 4th quarter valued at about $42,000. Parallel Advisors LLC lifted its holdings in shares of Rogers by 19.7% in the first quarter. Parallel Advisors LLC now owns 875 shares of the electronics maker's stock valued at $94,000 after purchasing an additional 144 shares in the last quarter. Global Retirement Partners LLC lifted its holdings in shares of Rogers by 6,576.5% in the fourth quarter. Global Retirement Partners LLC now owns 1,135 shares of the electronics maker's stock valued at $104,000 after purchasing an additional 1,118 shares in the last quarter. Virtus Advisers LLC purchased a new stake in shares of Rogers in the third quarter valued at about $127,000. Finally, Quadrant Capital Group LLC acquired a new stake in shares of Rogers in the third quarter valued at approximately $130,000. 96.02% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Neutral Sentiment: Mike Rogers advanced to the general-election stage of Michigan’s Senate race after the primary, with Democrats now preparing to challenge him. The political coverage is unrelated to Rogers Corporation’s operations or financial outlook. After tough Michigan primary, Democrats set sights on Rogers
• Neutral Sentiment: Multiple outlets reported Abdul El-Sayed’s victory in the Michigan Democratic Senate primary and discussed the resulting high-stakes contest with Mike Rogers. These reports do not involve Rogers Corporation (ROG). Abdul El-Sayed wins Michigan Senate primary
• Neutral Sentiment: Coverage of the Michigan Senate primary and polling focused on the political race, not the electronics-materials manufacturer Rogers Corporation. Rogers beats El-Sayed, loses to Stevens in Michigan Senate poll
• Neutral Sentiment: “Rogers Night Out” is a community event returning after a seven-year gap and has no apparent connection to Rogers Corporation’s business or stock. Rogers Night Out returns after seven years
• Neutral Sentiment: The National Bank Open tennis coverage refers to title sponsorship by Rogers Communications, not Rogers Corporation NYSE: ROG, and is not expected to affect ROG’s valuation. How to watch the National Bank Open

Rogers Stock Performance

ROG stock opened at $131.69 on Thursday. The stock has a market capitalization of $2.35 billion, a P/E ratio of 75.25 and a beta of 0.51. Rogers Corporation has a one year low of $69.32 and a one year high of $169.00. The company has a 50 day moving average price of $143.11 and a two-hundred day moving average price of $124.28.

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

Analysts Set New Price Targets

ROG has been the subject of a number of recent research reports. Weiss Ratings cut shares of Rogers from a "sell (d+)" rating to a "sell (d)" rating in a research note on Wednesday, July 29th. B. Riley Financial upped their target price on Rogers to $200.00 and gave the company a "buy" rating in a research note on Monday, June 15th. Finally, Zacks Research cut Rogers from a "strong-buy" rating to a "hold" rating in a report on Thursday, July 23rd. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Rogers presently has an average rating of "Hold" and a consensus target price of $200.00.

About Rogers

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.

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