Rogers Corp (ROG)

• Market cap: $1.24B
• 1 day: -0.47%
• 5 days: -5.16%
• 1 month: -9.38%
• 3 months: -32.04%
• 6 months: -38.58%
• Year to date: -32.04%
• 1 year: -43.12%
• 5 years: -19.68%
• 10 years: -18.85%
• 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 Electronics 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 Other, which consists of elastomer components for applications in the general industrial market, as well as elastomer floats for level sensing in fuel tanks, motors, and storage tanks applications in the general industrial and automotive markets.

Employees: 3,200

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

6.16% more ownership

Funds ownership: 93.67% [Q3] → 99.83% (+6.16%) [Q4]

4% less capital invested

Capital invested by funds: $1.97B [Q3] → $1.89B (-$76.7M) [Q4]

3% less funds holding

Funds holding: 223 [Q3] → 216 (-7) [Q4]

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

77% less call options, than puts

Call options by funds: $742K | Put options by funds: $3.26M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $85 26% upside
• Avg. target: $85 26% upside
• High target: $85 26% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

CL King David Silver 0% 1-year accuracy 0 / 3 met price target

26% upside $85

Buy Initiated

31 Mar 2025