Rogers Corp (ROG)

• Market cap: $1.87B
• 1 day: -1.49%
• 5 days: -4.39%
• 1 month: -2.56%
• 3 months: -3.18%
• 6 months: -18.07%
• Year to date: -24.66%
• 1 year: -24.97%
• 5 years: -22.07%
• 10 years: 27.49%
• Sector: Materials
• Industry: Plastic Materials, Synthetic Resins & Nonvulcan Elastomers

About: Rogers Corporation designs develop and manufacture engineered materials and components for sale to original equipment manufacturers and component suppliers. The firm operates in three business segments: advanced connectivity solutions, which manufactures circuit materials for applications in communications infrastructure, automotive, and consumer electronics markets; elastomeric material solutions, which provide cushioning, sealing, and impact protection in automotive, transportation, and construction applications; and power electronics solutions, which sells ceramic substrate materials for power module applications. The firm generates revenue in the United States, China, and Germany, but has a presence around the world.

Employees: 3,300

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $1.95M

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

6% less funds holding

Funds holding: 235 [Q2] → 222 (-13) [Q3]

7.94% less ownership

Funds ownership: 101.2% [Q2] → 93.25% (-7.94%) [Q3]

14% less capital invested

Capital invested by funds: $2.28B [Q2] → $1.96B (-$316M) [Q3]

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33