CenterBook Partners LP Purchases 27,407 Shares of Rogers Corporation $ROG

CenterBook Partners LP raised its position in Rogers Corporation (NYSE:ROG) by 137.4% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 47,358 shares of the electronics maker’s stock after acquiring an additional 27,407 shares during the period. CenterBook Partners LP owned about 0.26% of Rogers worth $3,810,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of ROG. Geode Capital Management LLC increased its stake in Rogers by 1.0% in the 2nd quarter. Geode Capital Management LLC now owns 420,556 shares of the electronics maker’s stock valued at $28,803,000 after buying an additional 4,240 shares during the last quarter. Summit Global Investments bought a new position in shares of Rogers in the 2nd quarter valued at about $812,000. Bank of Montreal Can acquired a new stake in shares of Rogers in the second quarter valued at about $327,000. Creative Planning raised its holdings in Rogers by 39.0% during the second quarter. Creative Planning now owns 36,505 shares of the electronics maker’s stock worth $2,500,000 after acquiring an additional 10,246 shares in the last quarter. Finally, Norges Bank acquired a new position in Rogers during the second quarter valued at approximately $89,111,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ROG. B. Riley Financial upped their price objective on Rogers from $127.00 to $133.00 and gave the stock a “buy” rating in a research note on Wednesday. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Rogers in a research report on Thursday, January 22nd. Zacks Research cut shares of Rogers from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Finally, Wall Street Zen upgraded shares of Rogers from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. Two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $109.00.

Rogers Trading Up 3.9%

Rogers stock opened at $107.20 on Thursday. The company has a market capitalization of $1.93 billion, a price-to-earnings ratio of -32.09 and a beta of 0.40. Rogers Corporation has a 12 month low of $51.43 and a 12 month high of $112.81. The stock’s 50 day moving average is $97.80 and its 200-day moving average is $86.94.

Rogers (NYSE:ROG) last released its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.29. The business had revenue of $209.10 million for the quarter, compared to analyst estimates of $196.50 million. Rogers had a negative net margin of 7.62% and a positive return on equity of 3.54%. Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. As a group, equities research analysts predict that Rogers Corporation will post 3.57 earnings per share for the current fiscal year.

Rogers News Roundup

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Q4 results beat expectations — Rogers reported $0.89 EPS vs. consensus ~$0.60 and revenue of $209.1M vs. ~$196.5M, showing upside to estimates. Read More.
• Positive Sentiment: Management emphasized cost improvements, stronger adjusted earnings and improved cash flow (management called it a “profitable reset”), which supports margin recovery narratives investors favor. Read More.
• Positive Sentiment: Company reiterated operational momentum: targeting ~5% sales growth and ~530 bps EBITDA margin expansion in Q1 2026 while accelerating design wins — a constructive message for future topline and margin improvement. Read More.
• Neutral Sentiment: Q1 2026 guidance is a wide range: EPS $0.45–$0.85 (consensus ~$0.75) and revenue $193–$208M (consensus ~$206M). The range leaves room for upside but reflects ongoing uncertainty. Read More.
• Negative Sentiment: Despite the beat, Rogers still showed a negative net margin (~-8.35% reported) and full‑year sales were modestly down vs. prior year, highlighting work remaining to restore consistent profitability. Read More.

Rogers 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.