ACK Asset Management disclosed a new position in Rogers (NYSE:ROG), acquiring 436,707 shares worth $39.99 million in the fourth quarter of 2025. Rogers now represents 5% of the fund’s assets under management.
On February 13, 2026, ACK Asset Management LLC revealed a significant move by acquiring 436,707 shares of Rogers (NYSE:ROG) in a trade amounting to $39.99 million. This strategic investment marked a notable addition to the fund’s portfolio.
What Happened
As per the SEC filing on February 13, 2026, ACK Asset Management LLC initiated a new position in Rogers (NYSE:ROG), acquiring 436,707 shares with an estimated transaction value of $39.99 million.
What Else to Know
- The newly acquired Rogers shares now represent 5.0% of the fund’s 13F assets under management as of December 31, 2025.
- Top five holdings post-filing include MTRN, GVA, WMS, ATS, and CNM.
- Rogers shares were priced at $108.98 on February 12, 2026, showing a 25.0% increase over the past year, outperforming the S&P 500 by 12.1 percentage points.
Company Overview
| 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) |
Company Snapshot
- Rogers specializes in engineered materials and components for various industries, including electric vehicles, wireless infrastructure, aerospace, and defense.
- Its revenue streams come from designing, manufacturing, and selling advanced materials for diverse applications.
- Primary customers span across EV/HEV, wireless, automotive, aerospace, defense, industrial, and mass transit sectors globally.
What This Transaction Means for Investors
Rogers’ recent financial performance indicates promising growth potential, especially in segments like Advanced Electronics Solutions and Elastomeric Material Solutions.
The company’s third-quarter results showcased significant sales uptick, margin expansion, and improved earnings, reflecting positive market trends and operational efficiency.
Investors are advised to monitor Rogers’ margin sustainability, exposure to key sectors like EV and aerospace, and potential for operating leverage in the future.
Should You Buy Stock in Rogers Right Now?
Considering Rogers’ recent performance and market positioning, investors may evaluate its long-term growth prospects. However, alternative investment opportunities with higher growth potential are also worth exploring.
For comprehensive stock recommendations and expert insights, investors can refer to Stock Advisor’s latest top 10 stock list.
*Stock Advisor returns as of February 14, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Drainage Systems and Materion. The Motley Fool recommends ATS Corp. The Motley Fool has a disclosure policy.
