Transaction details
Director Wallace Peter C disclosed the sale of 8,000 shares of Rogers Corp common stock on February 19, 2026, in a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a weighted average price of $107.37, producing a total transaction value of $858,947. The execution prices for the lots in the sale ranged from $107.00 to $107.87.
Position after the sale
Following this disposition, Wallace Peter C directly holds 6,657 shares of Rogers Corp.
Market context
The sale occurred as Rogers shares were trading near their 52-week high of $112.81, after the stock climbed about 50% over the prior six months. Analysis indicates the shares may still be trading below a calculated Fair Value, with that Fair Value positioned above the current market price.
Quarterly results that matter
Rogers Corp recently released fourth-quarter financial results that exceeded analyst expectations. The company recorded adjusted earnings per share of $0.89, outpacing the consensus estimate of $0.60. Quarterly revenue reached $201.5 million, surpassing the expected $196.5 million and representing a 4.8% increase from the year-ago period.
Management attributed the revenue expansion primarily to stronger sales in the industrial sector, advanced driver-assistance systems (ADAS) applications, and renewable energy markets. The company’s results point to both robust sales growth and improved operating efficiency for the quarter.
Investor reception and implications
Investors have viewed the earnings beat and revenue outperformance as a positive sign of the company’s current operational momentum and market penetration. The combination of an insider sale, a share-price rally, and a valuation assessment that shows potential upside presents a mixed set of signals for market participants evaluating Rogers’ near-term prospects.
Note: The article reflects disclosures filed and reported results. Where available, valuations and analysis referenced reflect contemporary assessments of the company’s Fair Value relative to its trading price.