Rogers Corp
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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
16% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 69
15% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 40
2% more funds holding
Funds holding: 217 [Q4 2024] → 222 (+5) [Q1 2025]
6.82% less ownership
Funds ownership: 99.83% [Q4 2024] → 93.02% (-6.82%) [Q1 2025]
39% less capital invested
Capital invested by funds: $1.89B [Q4 2024] → $1.16B (-$730M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
65% less call options, than puts
Call options by funds: $412K | Put options by funds: $1.19M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
B. Riley Securities Craig Ellis | 25%upside $85 | Buy Maintained | 30 Apr 2025 |
CL King David Silver | 25%upside $85 | Buy Initiated | 31 Mar 2025 |
Financial journalist opinion
