SG Americas Securities LLC Purchases 69,514 Shares of Rogers Corporation $ROG

Key Points

• SG Americas Securities LLC raised its stake in Rogers by 1,898.3%, buying 69,514 shares to own 73,176 shares (0.41% of the company) valued at about $6.7 million.
• Rogers beat Q4 expectations with EPS of $0.89 (vs. $0.60 est.) and revenue of $201.5M (vs. $196.5M), and set Q1 2026 guidance of $0.45–$0.85 per share.
• Institutional investors hold 96.02% of ROG, an insider recently sold shares reducing their stake by 10.94%, and analysts' consensus is a Hold with a $133 price target.

SG Americas Securities LLC increased its position in Rogers Corporation (NYSE:ROG - Free Report) by 1,898.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,176 shares of the electronics maker's stock after buying an additional 69,514 shares during the period. SG Americas Securities LLC owned 0.41% of Rogers worth $6,701,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Royal Bank of Canada raised its holdings in shares of Rogers by 15.7% during the 1st quarter. Royal Bank of Canada now owns 4,276 shares of the electronics maker's stock worth $288,000 after acquiring an additional 580 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Rogers by 121.3% in the first 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 position in 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 purchasing an additional 536 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Rogers by 4.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 51,135 shares of the electronics maker's stock worth $3,453,000 after purchasing an additional 2,405 shares during the last quarter. Finally, Jane Street Group LLC purchased a new stake in Rogers during the first quarter valued at $4,345,000. 96.02% of the stock is owned by institutional investors.

Rogers Stock Up 1.2%

Shares of ROG opened at $107.23 on Wednesday. The business has a fifty day moving average of $104.41 and a 200 day moving average of $93.02. The company has a market cap of $1.91 billion, a PE ratio of -32.10 and a beta of 0.36. Rogers Corporation has a 52-week low of $51.43 and a 52-week high of $112.81.

Rogers (NYSE:ROG - Get Free Report) last posted its quarterly earnings data on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share for the quarter, beating analysts' consensus estimates of $0.60 by $0.29. The business had revenue of $201.50 million for the quarter, compared to analysts' expectations of $196.50 million. Rogers had a negative net margin of 7.62% and a positive return on equity of 3.56%. Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. As a group, research analysts anticipate that Rogers Corporation will post 3.57 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Rogers news, SVP Michael Reed Webb sold 1,197 shares of the firm's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $106.25, for a total value of $127,181.25. Following the completion of the sale, the senior vice president owned 9,747 shares of the company's stock, valued at $1,035,618.75. This trade represents a 10.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.85% of the company's stock.

Analyst Ratings Changes

ROG has been the subject of a number of recent research reports. B. Riley Financial lifted their price objective on shares of Rogers from $127.00 to $133.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Zacks Research downgraded shares of Rogers from a "strong-buy" rating to a "hold" rating in a report on Monday, December 29th. Finally, Weiss Ratings reiterated a "sell (d)" rating on shares of Rogers in a research report on Thursday, January 22nd. One equities research 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. According to data from MarketBeat, Rogers currently has an average rating of "Hold" and a consensus price target of $133.00.

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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