Clearline Capital LP Raises Stock Holdings in Rogers Corporation $ROG

Clearline Capital LP boosted its position in Rogers Corporation (NYSE:ROG) by 36.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 472,841 shares of the electronics maker’s stock after purchasing an additional 126,636 shares during the quarter. Rogers comprises 2.1% of Clearline Capital LP’s portfolio, making the stock its 5th biggest holding. Clearline Capital LP’s holdings in Rogers were worth $43,298,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of ROG. Atreides Management LP boosted its stake in shares of Rogers by 1.8% during the fourth quarter. Atreides Management LP now owns 171,920 shares of the electronics maker’s stock valued at $15,743,000 after purchasing an additional 2,995 shares in the last quarter. AQR Capital Management LLC raised its holdings in Rogers by 23.1% in the 4th quarter. AQR Capital Management LLC now owns 46,107 shares of the electronics maker’s stock valued at $4,222,000 after buying an additional 8,644 shares during the last quarter. Lazard Asset Management LLC boosted its position in Rogers by 3.9% during the 4th quarter. Lazard Asset Management LLC now owns 20,933 shares of the electronics maker’s stock worth $1,917,000 after buying an additional 781 shares during the period. Amundi grew its holdings in Rogers by 181.6% during the 4th quarter. Amundi now owns 8,091 shares of the electronics maker’s stock worth $741,000 after acquiring an additional 5,218 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in Rogers by 1.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,395 shares of the electronics maker’s stock worth $1,594,000 after acquiring an additional 235 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors.

Key Stories Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers Corporation’s shares jumped on strong trading volume, which can signal renewed investor interest after the company recently beat quarterly EPS expectations. Article Title
• Neutral Sentiment: Rogers recently reported quarterly EPS of $0.75, topping estimates, and maintained Q2 2026 guidance of $0.90 to $1.10 per share; these fundamentals support the stock but were already known from the latest earnings release.
• Negative Sentiment: A Zacks analysis warned that recent earnings estimate revisions may limit further upside in the near term, suggesting the rally could face resistance.
• Negative Sentiment: Canadian regulatory headlines about Rogers and fee-related warnings could add overhang if they raise the risk of additional scrutiny or compliance costs. Article Title

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. B. Riley Financial raised their price target on shares of Rogers to $200.00 and gave the company a “buy” rating in a research note on Monday. Weiss Ratings raised Rogers from a “sell (d)” rating to a “sell (d+)” rating in a research report on Monday, May 18th. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $200.00.

Rogers Stock Performance

Shares of NYSE ROG opened at $158.96 on Thursday. The company’s 50 day moving average price is $135.25 and its 200-day moving average price is $112.20. Rogers Corporation has a 52-week low of $61.17 and a 52-week high of $168.94. The company has a market capitalization of $2.84 billion, a P/E ratio of -52.81 and a beta of 0.52.

Rogers (NYSE:ROG) last announced its earnings results on Tuesday, April 28th. The electronics maker reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.07. The business had revenue of $200.50 million during the quarter, compared to the consensus estimate of $200.50 million. Rogers had a negative net margin of 6.81% and a positive return on equity of 4.31%. Rogers has set its Q2 2026 guidance at 0.900-1.100 EPS. Analysts forecast that Rogers Corporation will post 3.71 earnings per share for the current year.

Insider Activity

In related news, SVP Brian Keith Larabee sold 830 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $135.91, for a total transaction of $112,805.30. Following the completion of the sale, the senior vice president owned 5,515 shares of the company’s stock, valued at $749,543.65. This trade represents a 13.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 1.08% of the stock is owned by corporate insiders.

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.