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.

605 watching

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

BUY

Very attractive yield, which is very safe. Very strong balance sheet. Expect they will continue to buy back stock and increase their dividend. Good yield play.

BUY ON WEAKNESS

Longer term this is one that he would look at and is getting closer to his price range. Very competitive market and margins are being squeezed.

DON'T BUY

This whole area, particularly on the cable side, is a tough business to be in. Too much competition. Lost some spark when Rogers himself died. He would rather be in Bell (BCE-T), which has a somewhat better dividend.

BUY

Likes telecoms and thinks wireless is a wonderful place to be. The 55% penetration in Canada, while it has been growing, is well below the US 75% penetration. A lot of room to grow.

PAST TOP PICK

(A Top Pick Dec 13/10. Up 3.64%.) 6.11% bond due Aug/25/40 with a Short of equal term of Gov’t CDN bond.

BUY

Thinks Bell (BCE-T) and Telus (T-T) have over performed so is only buying this one because of valuation. Recently raised its dividend substantially and had huge share buy backs. FV is closer to $40. Because of competition, wouldn’t buy aggressively.

BUY

Under $34 is a great entry point. They have bottomed.

WEAK BUY

She got out because of the increasing competition with new players. You could buy it here for 5-10 years because they have a safe and attractive dividend, but she doesn’t see a near term upside. The banks or pipelines have more potential for appreciation.

BUY

Probably not a bad time to buy it. Stock has been depressed. Very good exposure to wireless and cable space, which are both doing relatively well. What they are faced with is increased competition and declining margins. But they should be able to increase dividends. They are well positioned to be able to take advantage of the continued wireless boom. They are a big expensive for him.

TOP PICK

It has performed the worst of the bunch but throwing off almost 2 billion in cash flow. Increased dividend 11% and are buying back shares. Longer term believes if you have the pipe in the ground and it is paid for and people are demanding more and more data then all these guys are going to make good money.

DON'T BUY

Took his profits a couple of months ago. Likes the sector longer term. He was looking for better growth opportunities. Longer term it will do fine but he is concerned short term. He might go back into it.

SELL

Sold because the whole space has become much more competitive and is waiting on the sidelines until the dust settles. Sold this and Shaw and most of BCE.

BUY ON WEAKNESS

A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.

TOP PICK

Just raised the dividend 11%. A little bit weak on the wireless side but essentially in line. Getting hit by new entrants. Average Revenue Per User (ARPU) was down by about $1.50 from $62.50. Huge free cash generator. Announced they are going to buy back 1.5 billion of stock.

WAIT

This is a story that struggled recently. You are dealing with a very confusing regulating body. Its payout ratio is rather high. Traditionally has been a very well run business. If it got a little big cheaper he would consider buying it. Owns BCE.

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