A Curious Plump Sum for Rogers Corp

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Now, listen closely. A rather portly pile of cash – nearly forty million dollars, if you please – has mysteriously appeared in the hands of Rogers Corporation. ACK Asset Management, a firm run by people who clearly enjoy counting things, decided to scoop up 436,707 shares. It’s a bit like a giant magpie, isn’t it? Collecting shiny things.

What’s Been Going On?

On February 13th, 2026, this ACK Asset Management – a name that sounds suspiciously like a cough – filed a document with the SEC. This document, written in a language only accountants truly understand, revealed they’d purchased those shares of Rogers. A rather significant amount, as we’ve established. It’s enough to make a lesser company wobble on its foundations.

A Bit More to Chew On

  • This new purchase represents a full 5% of ACK’s entire hoard of investments as of December 31st, 2025. A sizeable chunk, wouldn’t you say? They must have a particular fondness for whatever Rogers is brewing.
  • Here’s a peek at ACK’s top five treasures, as of late:
    • NYSE: MTRN: $59.03 million (7.5% of their loot)
    • NYSE: GVA: $57.67 million (7.3% of their loot)
    • NYSE: WMS: $56.48 million (7.1% of their loot)
    • NYSE: ATS: $50.84 million (6.4% of their loot)
    • NYSE: CNM: $46.77 million (5.9% of their loot)
  • As of February 12th, 2026, Rogers shares were going for $108.98 – a 25% jump in the last year. They’ve even left the S&P 500 trailing behind, by a rather cheeky 12.1 percentage points.

Rogers Corporation: What Do They Actually Do?

Metric Value
Price (as of market close February 12, 2026) $108.98
Market capitalization $1.92 billion
Revenue (TTM) $801.5 million
Net income (TTM) ($66.9 million)

A Closer Look at the Widget-Makers

  • Rogers concocts engineered materials and components. Things like circuit materials, ceramic substrates, busbars, and even squishy elastomer components.
  • They make these bits and bobs for electric vehicles, wireless infrastructure, and all sorts of other contraptions. They seem to enjoy catering to anyone with a need for advanced materials.
  • Their customers include manufacturers of everything from electric cars to airplanes. A rather diverse bunch, wouldn’t you agree?

Rogers is, in essence, a global purveyor of high-performance materials. They’re rather good at making the stuff that makes other stuff work. A sneaky important role, if you ask me.

What Does This Mean for You, the Investor?

Suppliers of engineered materials aren’t usually the companies making headlines. They’re the quiet ones, toiling away in their workshops. But they have a habit of popping up when things start to shift. Rogers delivered $216.0 million in sales last quarter, a little nudge upwards, with their profits looking a bit plumper. They’ve even been buying back their own shares, which is a bit like a squirrel hoarding nuts for the winter.

Their Advanced Electronics Solutions division is benefiting from the boom in electric vehicles and wireless gadgets. And their Elastomeric Material Solutions are doing well with airplanes and portable gizmos. They’re expecting sales to continue growing, though not at quite the same pace.

At 5% of their portfolio, this is a substantial bet by ACK Asset Management. They’re clearly confident in Rogers’ future. Shares are up 25% in the last year, but they still have room to grow.

For those who play the long game, the question is whether Rogers can maintain its profitability and capitalize on the recovery of the electric vehicle and aerospace industries. If they can, operating leverage could give them a rather delightful surprise.

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2026-02-14 22:12