Rogers (NYSE:ROG) Releases Q3 2026 Earnings Guidance

Rogers (NYSE:ROG) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.100-1.300 for the period. The company issued revenue guidance of $233.0 million-$243.0 million.

Rogers Price Performance

NYSE:ROG traded up $3.78 during trading hours on Thursday, reaching $120.57. The company’s stock had a trading volume of 31,903 shares, compared to its average volume of 232,696. Rogers has a one year low of $61.17 and a one year high of $169.00. The business’s 50-day moving average is $144.26 and its 200-day moving average is $123.26. The company has a market cap of $2.15 billion, a price-to-earnings ratio of 68.90 and a beta of 0.48.

Rogers (NYSE:ROG) last issued its quarterly earnings data on Tuesday, July 28th. The electronics maker reported $0.92 EPS for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.07). Rogers had a net margin of 3.75% and a return on equity of 5.18%. The company had revenue of $216.80 million for the quarter, compared to analyst estimates of $215.00 million. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. On average, sell-side analysts predict that Rogers will post 3.71 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Weiss Ratings raised Rogers from a “sell (d)” rating to a “sell (d+)” rating in a research report on Monday, May 18th. B. Riley Financial increased 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 downgraded Rogers from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 23rd. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $200.00.

Insider Activity at Rogers

In related news, SVP Brian Keith Larabee sold 830 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $135.91, for a total value of $112,805.30. Following the completion of the sale, the senior vice president owned 5,515 shares in the company, valued at $749,543.65. This represents a 13.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.08% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Rogers

Several large investors have recently made changes to their positions in ROG. Royal Bank of Canada increased its holdings in 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 purchasing an additional 580 shares in the last quarter. AQR Capital Management LLC lifted its position in Rogers by 121.3% during the 1st quarter. AQR Capital Management LLC now owns 8,376 shares of the electronics maker’s stock worth $566,000 after buying an additional 4,591 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Rogers by 5.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,221 shares of the electronics maker’s stock worth $758,000 after acquiring an additional 536 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake 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 valued at $3,453,000 after purchasing an additional 2,405 shares in the last quarter. Finally, Jane Street Group LLC acquired a new position in shares of Rogers during the 1st quarter worth approximately $4,345,000. Institutional investors own 96.02% of the company’s stock.

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.