Starboard Value filed Amendment No. 1 to its Schedule 13D on Rogers Corp (ROG), reporting beneficial ownership of 1,203,457 shares, equal to 6.7% of the class. The group reports primarily sole voting and dispositive power over these shares through affiliated entities, while Jeffrey C. Smith and Peter A. Feld report shared voting and dispositive power over 1,203,457 shares.
Ownership percentages are based on 17,984,499 shares outstanding as of October 24, 2025. The filing states the positions were purchased with working capital (which may include margin loans) in open‑market transactions. Disclosed aggregate purchase prices include $56,941,247 for 697,455 shares (Starboard V&O Fund) and $22,531,020 for 237,035 shares (Starboard X Master), among others.
The amendment also adds an exhibit listing transactions over the past sixty days and updates the Item 5 ownership details and Item 3 source of funds.
Rogers Corp (ROG) Form 4: A company officer (SVP & GM - EMS) reported selling 775 shares of Capital (Common) Stock at $85.8658 on 10/31/2025. Following the transaction, the officer directly beneficially owns 4,462 shares. A footnote states this total includes 68 shares acquired under the Issuer's Global Stock Ownership Plan for Employees for the six-month period ended June 15, 2025.
Rogers Corporation (ROG) received a Form 144 notice indicating a holder intends to sell up to 775 common shares through Charles Schwab & Co., Inc. on or about 10/31/2025 on the NYSE. The filing lists an aggregate market value of $66,546.00 for the proposed sale.
The shares were acquired via equity compensation upon restricted stock lapses on 02/09/2024 (243), 02/10/2024 (56), and 02/09/2025 (476). Shares outstanding were 17,984,499 at the time referenced in the notice; this is a baseline figure, not the amount being sold.
Rogers Corporation (ROG) reported Q3 2025 results. Net sales were $216.0 million versus $210.3 million a year ago. Gross margin was $72.3 million (down from $74.1 million) and operating income was $15.7 million. Net income was $8.6 million, or $0.48 per diluted share, compared with $0.58 last year.
For the first nine months, revenue was $609.3 million versus $637.9 million, with a net loss of $66.4 million, driven by $71.8 million of non‑cash impairments recognized earlier in the year ($67.3 million goodwill and $4.5 million indefinite‑lived intangible related to the curamik reporting unit). Operating cash flow was $54.3 million; capital expenditures were $25.4 million. Cash and cash equivalents were $167.8 million, and there were no outstanding borrowings under the $450 million revolving credit facility. The company repurchased $38.1 million of stock year‑to‑date; 17,984,499 shares were outstanding as of October 24, 2025.
Rogers Corporation (ROG) furnished an 8-K announcing its third quarter 2025 results. The company disclosed that a press release dated October 29, 2025 details the Q3 performance and is included as Exhibit 99.1, incorporated by reference under Items 2.02 (Results of Operations and Financial Condition) and 7.01 (Regulation FD Disclosure).
The information in Items 2.02 and 7.01 is furnished, not filed, and is not subject to Section 18 liabilities or incorporated into other filings unless specifically referenced.
BlackRock Portfolio Management LLC filed an amended Schedule 13G reporting its beneficial ownership in Rogers Corp (ROG). The firm reported ownership of 844,330 shares of common stock, representing 4.7% of the class as of 09/30/2025.
BlackRock reports sole voting power over 838,144 shares and sole dispositive power over 844,330 shares, with no shared voting or dispositive power. The filing classifies the reporting person as HC and includes a certification that the securities were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.
Rogers Corporation announced Board changes. On October 16, 2025, Peter C. Wallace notified the Board he will not stand for re‑election and will step down effective at the 2026 Annual Meeting. The company stated his decision was not due to any disagreement regarding operations, policies, or practices. The Board appointed Armand F. Lauzon, Jr., an independent director, as Chair of the Board effective October 16, 2025. Rogers also plans to search for an additional independent director.
Dimensional Fund Advisors LP filed an amendment to a Schedule 13G reporting beneficial ownership of 891,292 shares of Rogers Corp common stock, equal to 4.9% of the class. The filing states these shares are owned by funds managed or advised by Dimensional and that Dimensional disclaims beneficial ownership of the securities while acknowledging voting and dispositive powers in its advisory role. Of the reported shares, Dimensional has sole voting power over 866,514 shares and sole dispositive power over 891,292 shares. The form affirms the holdings were acquired in the ordinary course of business and not to influence control.
Russell Laura, an officer identified as SVP, CFO and Treasurer of Rogers Corporation (ROG), reported a change in beneficial ownership related to Company common stock. On 09/05/2025 the Form 4 shows a transaction coded F for 31 shares disposed at a price of $78.76 per share. Following the transaction the reporting person beneficially owned 8,384 shares, held directly. The filing includes an explanation that the 31 shares were shares withheld by the Company to satisfy tax withholding requirements on the vesting of time-based restricted stock units.
Rogers Corporation insider filing: Raymond Sean Reeder, Corporate Controller & CAO, reported a transaction on 08/14/2025 disposing of 1,262 shares of Rogers Corporation common stock at a price of $76.52 per share. The filing states the shares were withheld by the company to satisfy tax withholding on the vesting of performance-based restricted stock units. The report also notes that the reported beneficial ownership includes 28 shares acquired under the issuer's Global Stock Ownership Plan for Employees for the six-month period ended June 15, 2025. The Form 4 was executed under power of attorney by Sherri L. Collver on 08/15/2025.