TSE:RCI.B

Rogers Communications (B) (RCI.B.TO)

46.20
+0.20 (0.43%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Rogers Communications (RCI.B) presents a mixed outlook among analysts, with the consensus indicating a belief in the sustainability of its dividend, supported by a relatively low payout ratio compared to peers. However, there are several challenges, including high debt levels of approximately $40 billion, intense competition within the telecom sector, and a mature business model that demands significant capital expenditures. The performance of Rogers’ sports assets has become a focal point, with analysts debating their future monetization potential. While some experts express bearish sentiments due to weak immigration and price pressures, others appreciate the company's hidden value and the recent strategies to reduce capex and improve free cash flow. The general sentiment reflects a cautious optimism, mostly aiming for defensive positioning in a challenging industry environment.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
PAST TOP PICK

(A Top Pick Sept 14/11. Up 12.21%.) Still likes.

HOLD

(Market Call Minute.) There is a lot of competition in this industry that will continue to eat away at margins.

SELL

(Market Call Minute.) Fully valued.

COMMENT

Doesn't own anything in the telco sector as it is getting fairly competitive. They are talking about unbundling so you would pay what you get in cable, so there could be some pricing pressure. Very attractive yield. Good cash flow. Will probably continue to buy back stock and increased their dividend a bit every year. Feels the shares are range bound in the $35-$40 level for the next little while.

DON'T BUY
Has vastly underperformed its major competitors Telus (T-T) and BCE (BCE-T) because it was the most vulnerable on both of its businesses, TV and wireless.
HOLD
It has been struggling because of competition. Dividend yield is pretty good and he thinks they will continue to increase it. When Ted Rogers died, he believes his stock went into a voting trust and this trust is being wound up in the next couple of years.
COMMENT
(Market Call Minute.) Biggest cable company and was the biggest wireless phone company. Losing share to BCE (BCE-T) and Telus (T-T).
WEAK BUY
Stock has been beaten up. People don't like the fact that there is competition in Canada. Doesn't see anything ahead that would move the stock up. Decent dividend. If you Buy it here, you probably won't get hurt but can't see any events that will make this stock pop. Prefers BCE (BCE-T) or Telus (T-T) which give better dividends.
TOP PICK
You now have Rogers at a one point multiple discount to BCE.
TOP PICK
Of the companies in this sector, this is the cheapest right now because people are concerned about competition. Has been the best dividend grower over the last 5 years. They are buying back stock. They've already spent the money on the infrastructure so they are reaping the benefits. 4.4% yield.
HOLD
(Market Call Minute) for dividend.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 16.68%.) Likes the free cash flow. Recently raised the dividend and will probably continue to do so.
WEAK BUY
Switched into BCE. Actually nothing wrong with it. Space is fantastic. CAP-X they spent 7-8 years ago they don’t have to spend now. The convergence play is finally happening. Has tremendous free cash flow. Valued a little more expensively that BCE. Have the ability to take their best in class technology and take market share with it. They have taken landline share from telcos also.
DON'T BUY
Of the three big ones it is his least favourite. More vulnerable to new entrants. Holds BCE and BA, VOD
PAST TOP PICK
(Top Pick Mar 21/11, Up 18.58%) increase in dividends and buying back stock.
Showing 346 to 360 of 869 entries