Public Sector Pension Investment Board Acquires 8,327 Shares of Rogers Corporation $ROG

Public Sector Pension Investment Board lifted its stake in Rogers Corporation (NYSE:ROG) by 14.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 65,763 shares of the electronics maker’s stock after buying an additional 8,327 shares during the period. Public Sector Pension Investment Board owned approximately 0.37% of Rogers 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 ROG. Central Pacific Bank Trust Division increased its stake 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 acquiring an additional 250 shares during the period. Front Street Capital Management Inc. acquired a new stake in shares of Rogers during the 2nd quarter worth $201,000. Inspire Advisors LLC bought a new position in shares of Rogers in the third quarter worth $208,000. Ethic Inc. bought a new position in shares of Rogers in the third quarter worth $226,000. Finally, PharVision Advisers LLC acquired a new position in Rogers in the second quarter valued at about $262,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Stories Impacting Rogers

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 Trading Up 3.4%

Shares of Rogers stock opened at $110.81 on Friday. The firm’s 50 day moving average is $98.12 and its 200 day moving average is $87.11. The firm has a market capitalization of $1.99 billion, a PE ratio of -33.18 and a beta of 0.40. Rogers Corporation has a 1 year low of $51.43 and a 1 year high of $112.81.

Rogers (NYSE:ROG) last issued its earnings results 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 firm had revenue of $201.50 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 3.56%. 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 year.

Wall Street Analysts Forecast Growth

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

Rogers Company 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.