WINTON GROUP Ltd Trims Position in Rogers Corporation $ROG

WINTON GROUP Ltd trimmed its position in Rogers Corporation (NYSE:ROG) by 28.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,063 shares of the electronics maker’s stock after selling 4,066 shares during the quarter. WINTON GROUP Ltd’s holdings in Rogers were worth $1,648,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. State of Wyoming purchased a new position in Rogers during the second quarter valued at approximately $42,000. Kemnay Advisory Services Inc. purchased a new stake in Rogers in the 4th quarter worth approximately $42,000. Integrated Wealth Concepts LLC bought a new position in Rogers in the 2nd quarter valued at $52,000. Public Employees Retirement System of Ohio bought a new position in Rogers in the 2nd quarter valued at $67,000. Finally, Parallel Advisors LLC grew its position in shares of Rogers by 19.7% during the 1st 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. 96.02% of the stock is currently owned by institutional investors.

Rogers Price Performance

ROG stock opened at $136.33 on Friday. Rogers Corporation has a one year low of $75.14 and a one year high of $169.00. The stock has a market cap of $2.44 billion, a PE ratio of 77.90 and a beta of 0.50. The firm has a 50 day simple moving average of $131.27 and a two-hundred day simple moving average of $129.49.

Rogers (NYSE:ROG) last released 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). The firm had revenue of $216.80 million for the quarter, compared to analysts’ expectations of $215.00 million. Rogers had a net margin of 3.75% and a return on equity of 5.17%. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. On average, research analysts expect that Rogers Corporation will post 3.83 EPS for the current fiscal year.

Rogers News Roundup

Here are the key news stories impacting Rogers this week:

• Neutral Sentiment: Reports about Brad Rogers concern his appointment as president and CEO of North American Construction Group (NYSE/TSX: NOA), effective December 1, 2026, after his departure from Jupiter Mines. This is unrelated to Rogers Corporation and should not be viewed as a catalyst for ROG. North American Construction Group leadership announcement
• Neutral Sentiment: Coverage of Rogers Communications’ pricing of US$1 billion of U.S. debt and C$600 million of Canadian notes relates to the Canadian telecommunications company, not Rogers Corporation. Rogers Communications debt offering
• Neutral Sentiment: Articles about Mike Rogers’ Michigan Senate campaign and political statements, as well as sports coverage involving a player named Rogers, have no identifiable financial connection to Rogers Corporation. Mike Rogers political coverage

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on ROG shares. Wall Street Zen cut shares of Rogers from a “buy” rating to a “hold” rating in a report on Monday, August 31st. B. Riley Financial lifted their price objective on Rogers to $200.00 and gave the company a “buy” rating in a research note on Monday, June 15th. Zacks Research cut Rogers from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 23rd. Finally, Weiss Ratings upgraded Rogers from a “sell (d)” rating to a “hold (c)” rating in a research note on Wednesday, August 12th. One equities research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Rogers currently has an average rating of “Hold” and a consensus target price of $200.00.

About Rogers

Rogers Corporation is a global materials technology company that develops and manufactures high-performance materials and components for demanding applications. The company’s products are designed to provide thermal management, electrical insulation, signal integrity, vibration control, cushioning and protection in challenging operating environments.

Its product portfolio includes specialty laminates for high-frequency and high-speed circuitry, ceramic and other substrates used in power electronics, silicone and urethane foams, elastomeric materials, and other engineered solutions.