Rogers Communications (B) (RCI.B.TO) Buy,…

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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

Jul 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.

Consensus

Cautious

Valuation

Undervalued

Similar

Telus, T.TO

COMMENT

2040 Bonds? There are lots of uncertainties over 30 years in the technology space. The good thing about them is that if you don’t intend to hold them to maturity, they are liquid and you can sell them into the market. For the long end of the curve, he prefers companies that could be protected so he can make sure he gets his coupons and capital back.

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TOP PICK

Has better growth potential than Bell (BCE-T) or Telus (T-T). Has catch up to do on the dividends and can see them raising it by 10% or more in Feb/12. Shaw’s (SJR.B-T) announcement about not doing wireless is very positive for this sector.

BUY

This is an extremely competitive marketplace right now. Recently we saw the revenues per customer dropped due to voice side. Cable side is doing all right. Good balance sheet and good yield. Can’t decide between Rogers and Bell, perhaps Bell is slightly preferred.

BUY

Expects the dividend will appreciate somewhere between 5%-10% over the next 2-3 years. Generating significant free cash flow, buying back shares and raising dividends. Smart phones are going to be very beneficial to their earnings and bottom line. Valuation is very reasonable at 12X earnings.

BUY

You can buy it here. Likes Bell with the dividend as well. Wouldn’t be surprised if Rogers splits up and then merged with a US company.

PAST TOP PICK

(A Top Pick July 15/10. Up 2.55%.)

DON'T BUY

Extremely competitive environment. A lot of the strength is on the cable side of the business, yet the wireless is where it should be. Thinks margins will not be there for some time. Great balance sheet and free cash flow.

BUY

Likes the wireless a lot. They are all doing well. Canada is still behind the US in subscriber levels.

DON'T BUY

Not of interest to him – high debt load. He has Bell.

BUY ON WEAKNESS

A good solid hold. Would prefer $35 or $36 to buy. 4% yield. Phones and cable TV are not things that go away. They have lagged the group.

COMMENT

Preferred shares will do you a world of good because of how they are taxed. Caller wanted Rogers. You have to go preferred if you want them.

PAST TOP PICK

(A Top Pick July 26/10.Up 6%.)

BUY

Triple B rating. It’s becoming a pretty good story. The 2039 vs 2040 He’d buy the discounted one for a TFSA.

DON'T BUY

2040 AAA bonds? Doesn’t know why anyone would buy a corporate bond with such a long term. It’s a dangerous time in the cycle and people are reaching for yield. He prefers a much shorter period.

BUY

Likes at this price and has been buying. Smart phone market is in an explosive growth mode and in some respects the carriers are a low Beta way to play that growth. This company is very strong on the data size and with all the new products there is increase in data usage. 4% yield.

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