Rogers Corporation
In the published model solve dated 2026-Q2, anchored at $125.52, Rogers Corporation (ROG) is priced for +16.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Rogers Corporation makes engineered materials, high-frequency circuit substrates, power-electronics ceramics, and elastomeric components, that go into electric vehicles, radar, and industrial systems, so its demand tracks the electrification and sensing build-out rather than commodity volumes. • The price is rich on current numbers: trailing operating income is negative as the cycle bottoms, and even on through-cycle margins the stock sits above every valuation family, implying growth held at
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245 institutional managers reported holding ROG in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 60%. 41 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 479k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ROG has cut its share count 5% over the past five years, spending $72.20M on repurchases. It pays no dividend. Cash returned over the past three years: $72.20M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ROG over the trailing three years: 2023: 2 buys totaling $549k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ROG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | -5.0% | -15.3% |
| 2023-10-28 | +1.5% | +10.4% |
| 2024-02-28 | -2.4% | +3.7% |
| 2024-04-27 | +11.0% | -0.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ROG's latest 8-K filings: 2026-07-28 (items 2.02, 7.01, 9.01); 2026-05-19 (items 5.02, 8.01, 9.01); 2026-05-07 (items 5.02, 5.07, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-03-03 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.