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ROG Rogers Corporation

Information Technology, filed as ROGERS CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 3 Owners
  • Max 1.6%
  • $72M
  • 1 add 1 reduce 1 exit 1 small

In 2026 Q2 First Eagle Investment Management added to Rogers, Third Avenue Management trimmed, and Starboard Value sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.6% (Third Avenue Management). Not free-float ownership.

  1. Third Avenue Management Reduce 1.6%
  2. Gavin Baker Add 0.22%
  3. First Eagle Investment Manage... Add 0.05%

Who owns ROG

Sorted by value, long equity only, as of 2026 Q2.

History
Gavin Baker, Atreides Management 0.22% Small add +1.7% 189,311 $31M History
First Eagle Investment Management 0.05%, was 0.02% Add +42.8% 188,268 $31M History
Third Avenue Management 1.6%, was 2.6% Reduce −59.2% 61,584 $10M History
Starboard Value exited 2026 Q2 Last 2026 Q1 1.4% Exit −1.37% 584,328 $63M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ROG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ROG insider trades
  • None no insider bought on the open market
  • $2M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Brian Keith Larabee SVP & GM - Ems
    Sale
    $113K 830 shares at $135.91 13% of stake
    Traded May 1 Filed May 1
  2. Peter C Wallace Director
    Sale
    $317K 2,397 shares at $132.20 36% of stake
    Traded Apr 30 Filed May 1
  3. Michael Reed Webb SVP & Chief Admin Officer
    Sale
    $106K 954 shares at $111.31 11% of stake
    Traded Mar 2 Filed Mar 2
  4. Michael Reed Webb SVP & Chief Admin Officer
    Sale
    $72K 673 shares at $107.28 6.9% of stake
    Traded Feb 20 Filed Feb 23
  5. Michael Reed Webb SVP & Chief Admin Officer
    Sale
    $127K 1,197 shares at $106.25 11% of stake
    Traded Feb 19 Filed Feb 20
  6. Peter C Wallace Director
    Sale
    $859K 8,000 shares at $107.37 55% of stake
    Traded Feb 19 Filed Feb 20
  7. Peter C Wallace Director
    Sale
    $315K 3,700 shares at $85.03 20% of stake
    Traded Nov 10–11 Filed Nov 12, 2025
  8. Brian Keith Larabee SVP & GM - Ems
    Sale
    $67K 775 shares at $85.87 15% of stake
    Traded Oct 31, 2025 Filed Oct 31, 2025

Also filed in the last 12 months, not counted as buying or selling: 19 share withholdings for taxes and 16 stock grants.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,9.01
8-K 5.02,8.01,9.01
8-K 5.02,5.07,9.01
SCHEDULE 13G —
SCHEDULE 13G —
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G/A —
DEFA14A
DEF 14A
8-K 5.02

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $908.4M $830.1M $810.8M
Gross profit $307.1M $277.1M $256.8M
Gross margin * 33.8% 33.4% 31.7%
Net income $56.6M $26.1M -$61.8M
Net margin * 6.2% 3.1% -7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $526.9M $493.9M $500M
Total non-current assets * $990.3M $987.2M $929.9M
Total assets $1.52B $1.48B $1.43B
Total current liabilities $116.4M $123.5M $126.1M
Total equity $1.26B $1.25B $1.2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $131.4M $127.1M $101.2M
Cash from investing -$47.9M -$45.6M -$14.8M
Cash from financing -$190.3M -$50.1M -$53.9M
Net change in cash -$104.2M $28.1M $37.2M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.