Insider transaction details
On February 19, 2026, Michael Reed Webb, Senior Vice President and Chief Administrative Officer at Rogers Corp (NYSE: ROG), sold 1,197 shares of the company's common stock for approximately $127,181. The shares were disposed of at $106.25 each. On the same date Webb also surrendered 307 shares valued at $34,110, at $111.11 per share, to cover tax withholding obligations related to the vesting of restricted stock units.
Ownership following sales
After these transactions, Webb is recorded as directly holding 9,747 shares of Rogers Corp.
Share price context
The $106.25 sale price on the larger disposition was slightly below the stock's then-current market price of $108.25 and not far from its 52-week high of $112.81. The shares have risen strongly over the past six months, with the company’s equity advancing more than 50% over that period. Market commentary cited alongside the stock’s move has also indicated the shares remain below a calculated Fair Value.
Recent operating performance
Rogers Corporation reported fourth-quarter adjusted earnings per share of $0.89, above the consensus estimate of $0.60. Revenue for the quarter totaled $201.5 million, exceeding the expected $196.5 million and representing a 4.8% increase from the same quarter a year earlier. Management attributed the revenue improvement primarily to stronger sales across industrial, ADAS and renewable energy end markets.
The company’s quarterly results were characterized by analysts and observers as demonstrating both solid sales growth and improved operational efficiency. Those dynamics were cited as reasons Rogers outperformed market expectations for the quarter and as factors underpinning recent analyst attention.
What the transactions and results mean
The insider dispositions included a routine tax-withholding sale linked to RSU vesting. The larger, discretionary sale at $106.25 and the company’s recent financial performance sit together in the public record: a senior executive sold shares while the company posted an earnings beat and revenue growth concentrated in specific technology and industrial end markets.
Key points
- SVP Michael Reed Webb sold 1,197 shares at $106.25 and disposed of 307 shares at $111.11 to cover RSU tax withholding on February 19, 2026.
- Rogers reported Q4 adjusted EPS of $0.89 on $201.5 million in revenue, beating expectations and showing 4.8% year-over-year revenue growth driven by industrial, ADAS and renewable energy sectors.
- The stock has gained over 50% in the past six months and traded near its 52-week high, while remaining estimated below Fair Value by market metrics.
Risks and uncertainties
- Insider sales can influence investor perception of management sentiment toward the stock, which may affect trading dynamics in the short term - relevant to equity market participants.
- The share price has moved sharply higher in the last six months and is close to its 52-week peak, which introduces potential price volatility - relevant to traders and portfolio managers.
- Analyst assessments may change as they digest quarterly results and sector performance; future revisions could alter market expectations - relevant to sell-side and buy-side analysts covering industrial and technology-linked markets.
Conclusion
The reported insider transactions by a senior Rogers executive occurred alongside a quarter that outpaced analyst estimates, with revenue growth concentrated in industrial, ADAS and renewable energy end markets. Webb's holdings after the sales stand at 9,747 shares. The combination of insider activity, recent strong share appreciation and the quarterly beat are items market participants and analysts will continue to monitor.