Marathon Asset Management Ltd Cuts Stock Holdings in Rogers Corporation $ROG

Marathon Asset Management Ltd reduced its position in Rogers Corporation (NYSE:ROG) by 26.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 129,314 shares of the electronics maker’s stock after selling 46,623 shares during the quarter. Marathon Asset Management Ltd owned about 0.71% of Rogers worth $10,405,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Rogers by 81.2% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 444 shares of the electronics maker’s stock valued at $30,000 after purchasing an additional 199 shares during the last quarter. Parallel Advisors LLC raised its position in shares of Rogers by 106.9% during the 2nd quarter. Parallel Advisors LLC now owns 745 shares of the electronics maker’s stock valued at $51,000 after buying an additional 385 shares during the period. GAMMA Investing LLC lifted its holdings in Rogers by 171.2% in the second quarter. GAMMA Investing LLC now owns 1,006 shares of the electronics maker’s stock valued at $69,000 after acquiring an additional 635 shares during the last quarter. Central Pacific Bank Trust Division grew its position in Rogers by 11.1% in the third quarter. Central Pacific Bank Trust Division now owns 2,500 shares of the electronics maker’s stock worth $201,000 after acquiring an additional 250 shares during the period. Finally, Front Street Capital Management Inc. acquired a new stake in Rogers during the second quarter worth $201,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Rogers News

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Technical bullish signal — ROG has passed above its 200‑day moving average, which can attract momentum and technical traders and remove a key resistance level. This may help explain the stock trading higher despite below‑average volume. Rogers (NYSE:ROG) Share Price Passes Above Two Hundred Day Moving Average
• Neutral Sentiment: Industry overlap but different company — a Financial Post article on satellite-to-cell services references Rogers’ beta trial (Rogers Communications). That rollout may increase demand for RF/microwave materials and high‑frequency laminates over time; Rogers Corporation supplies such materials, so there is a potential indirect opportunity but the article concerns a telecom operator not ROG directly. Impact is uncertain and likely medium‑term. In orbit: Canada’s satellite-to-cell offerings poised to grow after Rogers beta trial
• Neutral Sentiment: Local/community stories and sports items use the name “Rogers” but are unrelated to Rogers Corporation’s business and are unlikely to move the stock (town tornado repairs, high‑school sports, church meals, university notes, entertainment pieces). Treat these as noise for ROG investors. Rising from the rubble: Rogers looks to finish tornado repairs in 2026, future projects on the horizon
• Neutral Sentiment: Other local/sports/entertainment links in the feed reference “Rogers” as a place or person (not the company ROG) and have no evident corporate implication. Rogers quarterback Regan delivers encore performance, named NWADG Player of the Year again

Wall Street Analyst Weigh In

ROG has been the subject of a number of recent analyst reports. Zacks Research raised Rogers from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 28th. Weiss Ratings reissued a “sell (d)” rating on shares of Rogers in a research report on Wednesday, October 8th. Wall Street Zen upgraded Rogers from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Finally, B. Riley restated a “buy” rating on shares of Rogers in a report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $85.00.

Rogers Stock Performance

ROG opened at $94.34 on Monday. Rogers Corporation has a one year low of $51.43 and a one year high of $110.00. The company has a market cap of $1.70 billion, a P/E ratio of -25.99 and a beta of 0.42. The business’s 50-day simple moving average is $86.06 and its 200-day simple moving average is $78.88.

Rogers (NYSE:ROG) last announced its quarterly earnings results on Wednesday, October 29th. The electronics maker reported $0.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.70 by $0.20. Rogers had a positive return on equity of 2.92% and a negative net margin of 8.35%.The firm had revenue of $216.00 million during the quarter, compared to the consensus estimate of $207.53 million. Rogers has set its Q4 2025 guidance at 0.400-0.800 EPS. As a group, analysts predict that Rogers Corporation will post 3.57 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Rogers news, SVP Brian Keith Larabee sold 775 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $85.87, for a total value of $66,549.25. Following the completion of the transaction, the senior vice president owned 4,462 shares in the company, valued at $383,151.94. This represents a 14.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.85% of the stock is currently owned by company insiders.

Rogers Profile

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.