Insider Selling: Rogers (NYSE:ROG) SVP Sells 1,197 Shares of Stock

February 21, 2026 by InsiderTrades.com

Key Points

Insider sale: SVP Michael Reed Webb sold 1,197 shares on Feb. 19 at an average price of $106.25 (≈$127,181), trimming his stake by about 10.94% to 9,747 shares valued at roughly $1.04M.
Earnings beat and guidance: Rogers beat Q4 estimates with $0.89 EPS (vs. $0.60 expected) and $201.5M revenue (vs. $196.5M), and issued Q1 2026 guidance of $0.45–$0.85 EPS.
Market and analyst backdrop: The stock trades near its 1‑year high ($112.81) with a $1.94B market cap, an average analyst rating of "Hold" (target $109), and heavy institutional ownership (~96%) amid mixed analyst views.

Rogers Corporation (NYSE:ROG - Get Free Report) SVP Michael Reed Webb sold 1,197 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $106.25, for a total transaction of $127,181.25. Following the completion of the sale, the senior vice president owned 9,747 shares of the company's stock, valued at approximately $1,035,618.75. The trade was a 10.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

Rogers Price Performance

NYSE:ROG opened at $107.67 on Friday. Rogers Corporation has a 1-year low of $51.43 and a 1-year high of $112.81. The company's 50-day moving average is $98.41 and its two-hundred day moving average is $87.37. The firm has a market capitalization of $1.94 billion, a price-to-earnings ratio of -32.24 and a beta of 0.40.

Rogers (NYSE:ROG - Get Free Report) last released its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 EPS for the quarter, topping analysts' consensus estimates of $0.60 by $0.29. The company had revenue of $201.50 million for the quarter, compared to analysts' expectations of $196.50 million. Rogers had a positive return on equity of 3.56% and a negative net margin of 7.62%.Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. As a group, equities analysts anticipate that Rogers Corporation will post 3.57 earnings per share for the current fiscal year.

Analyst Ratings Changes

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

Get Our Latest Stock Report on ROG

More Rogers News

Here are the key news stories impacting Rogers this week:

Positive Sentiment: Q4 results beat expectations: Rogers reported stronger-than-expected Q4 revenue and EPS, and management described a “profitable reset” on the earnings call, which supports a medium-term recovery thesis. Article Title
Positive Sentiment: Analyst take: Coverage/summary pieces highlight management’s actions to restore profitability and operational focus after Q4; this frames the quarter as the start of a reset that could be earnings-accretive over time. Article Title
Neutral Sentiment: Earnings presentation and detailed call slides are available for review — useful for investors who want the line-item detail behind the beat and guidance. Article Title
Neutral Sentiment: Sector roundup coverage places Rogers’ Q4 in context with other electronic components names — helpful for relative performance but not company-specific catalyst. Article Title
Neutral Sentiment: Several unrelated local/regional items reference the name “Rogers” (obituary, museum exhibit, municipal stories) or concern other companies (e.g., Rogers Sugar) — these do not affect ROG fundamentals. Article Title
Negative Sentiment: Insider selling: SVP Michael Reed Webb sold 1,197 shares on Feb. 19 at about $106.25, reducing his stake ~10.9%. Insider sales can raise investor concern about near-term confidence and may have contributed to downward pressure. Article Title

Hedge Funds Weigh In On Rogers

Institutional investors and hedge funds have recently made changes to their positions in the business. Royal Bank of Canada raised its holdings in shares of Rogers by 15.7% during the first 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 during the period. AQR Capital Management LLC boosted its stake in Rogers by 121.3% during the first quarter. AQR Capital Management LLC now owns 8,376 shares of the electronics maker's stock valued at $566,000 after buying an additional 4,591 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Rogers by 5.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,221 shares of the electronics maker's stock valued at $758,000 after buying an additional 536 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Rogers by 4.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 51,135 shares of the electronics maker's stock worth $3,453,000 after purchasing an additional 2,405 shares in the last quarter. Finally, Jane Street Group LLC acquired a new stake in shares of Rogers during the first quarter valued at approximately $4,345,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

About Rogers

(Get Free Report)

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.