Public Sector Pension Investment Board Has $5.29 Million Stock Holdings in Rogers Corporation $ROG

Posted by Chris Copeland on Feb 20th, 2026

Public Sector Pension Investment Board lifted its position in shares of Rogers Corporation (NYSE:ROG – Free Report) by 14.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,763 shares of the electronics maker’s stock after purchasing an additional 8,327 shares during the period. Public Sector Pension Investment Board’s holdings in Rogers were worth $5,291,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Central Pacific Bank Trust Division boosted its position in Rogers by 11.1% during the 3rd quarter. Central Pacific Bank Trust Division now owns 2,500 shares of the electronics maker’s stock worth $201,000 after buying an additional 250 shares during the period. Front Street Capital Management Inc. acquired a new position in Rogers in the 2nd quarter valued at approximately $201,000. Inspire Advisors LLC bought a new position in shares of Rogers during the third quarter valued at $208,000. Ethic Inc. bought a new position in shares of Rogers during the third quarter valued at $226,000. Finally, PharVision Advisers LLC acquired a new position in shares of Rogers during the second quarter worth $262,000. Institutional investors own 96.02% of the company’s stock.

Rogers Price Performance

Shares of Rogers stock opened at $110.81 on Friday. The stock’s 50-day moving average is $98.12 and its 200 day moving average is $87.11. Rogers Corporation has a one year low of $51.43 and a one year high of $112.81. The firm has a market cap of $1.99 billion, a price-to-earnings ratio of -33.18 and a beta of 0.40.

Rogers (NYSE:ROG – Get Free Report) last issued its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.29. The firm had revenue of $201.50 million for the quarter, compared to analyst estimates of $196.50 million. Rogers had a positive return on equity of 3.56% and a negative net margin of 7.62%.Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. On average, sell-side analysts expect that Rogers Corporation will post 3.57 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

ROG has been the subject of a number of recent research reports. Zacks Research downgraded Rogers from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Weiss Ratings reiterated a “sell (d)” rating on shares of Rogers in a research report on Thursday, January 22nd. Wall Street Zen raised Rogers from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. Finally, B. Riley Financial lifted their price objective on Rogers from $127.00 to $133.00 and gave the stock a “buy” rating in a research note on Wednesday. Two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $109.00.

View Our Latest Report on ROG

Key Rogers News

Here are the key news stories impacting Rogers this week:

Positive Sentiment: Q4 results beat analyst expectations — EPS of $0.89 versus a ~$0.60 consensus and revenue of $201.5M, supporting the rally as the company showed better-than-feared near-term performance. Rogers Corp (ROG) Q4 2025 Earnings Call Highlights: Strong Financial Performance and Strategic …
Positive Sentiment: Management set Q1 2026 EPS guidance (0.45–0.85) and is targeting ~5% sales growth with a large ~530 bps EBITDA-margin expansion while accelerating design wins — this combination implies improving profitability and execution that investors are rewarding. Rogers targets 5% sales growth and 530 bps EBITDA margin expansion in Q1 2026 while accelerating design wins
Positive Sentiment: Earnings-call commentary framed a “profitable reset” and emphasized margin recovery initiatives and design-win momentum — narrative shift from cost-cutting to sustainable margin improvement is supporting investor confidence. Rogers Corp. Earnings Call Signals Profitable Reset
Neutral Sentiment: Analyst materials and the investor presentation/transcript provide detailed segment trends and the roadmap for 2026; useful for modeling but contain execution-dependent assumptions. Rogers Corporation 2025 Q4 – Results – Earnings Call Presentation
Negative Sentiment: Despite the beat, the company still reports a negative net margin (≈-7.6%) and a negative trailing PE, reflecting uneven profitability historically — investors should watch whether margin guidance is met.
Negative Sentiment: Guidance range is relatively wide (Q1 EPS 0.45–0.85), indicating some uncertainty; execution risk remains around achieving the aggressive margin expansion target. Rogers Corporation (ROG) Q4 2025 Earnings Call Transcript

Rogers Company Profile

(Free Report)

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.