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

HOLD

Would not add it it but will continue to hold it. 9 or 10% return with growth and yield. For 2 to 3 years it is the premier of its kind. He has a half position.

WEAK BUY

Market leader. Balance sheet is very, very good. Do throw off a lot of free cash flow. In a very competitive environment. Thinks they will hold their own within that environment. Reasonably profitable. Could see some dividend increases in the near future.

PAST TOP PICK

(A Top Pick July 21/09. Up 18%.) Very strong positioning and generating a lot of free cash flow. Buying back stock and increasing dividends.

BUY

Just had a fine quarter.

PAST TOP PICK

(A Top Pick Apr 13/09. Up 33.56%.)

TOP PICK

Looks cheaper than Telus (T-T), BCE (BCE-T) and Shaw (SJR.B-T). Feels this is the best in class. Almost 4% dividend.

PAST TOP PICK

(A Top Pick July 21/09. Up 11% not including dividends.) Likes wireless and this is the largest provider in Canada. Lowest ARPU and highest margins. Very strong balance sheet. Still a Buy.

PAST TOP PICK

(A Top Pick Apr 13/09. Up 30%.) Great free cash flow generator. Has room to increase dividends and buy backs stock. Hold.

PAST TOP PICK

(Top Pick Feb 19/09, Up 10%) Hasn’t done much. It has so much free cash flow and the ability to raise dividends, which it just did. Despite the wireless competition, the ability to buy back stock and to grow appeals to him. A great yield in this environment.

COMMENT

New competition has come into Canada and impacting them quicker than anticipated. The fact that they raised the dividend signals that they see themselves more as a cash generating machine and not so much as a growth stock.

BUY

Likes it and owns it. Part of problem with telco space, especially in the wireless side is the new entrants and they will have an impact. It’s hard for people to switch carriers. He thinks it will not be as bad as people think. Thinks it is in great shape and could increase dividends even more. Cable has done a great job of increasing pricing.

BUY

Has been greatly oversold when people got nervous about new competition. An entrenched company with tremendous marketing machines and a huge base of installed customers. A cash flow machine.

DON'T BUY

(Market Call Minute.) Would rather own a utility or a bank rather than a cable or telco.

BUY

Has a great mix of different assets such as wireless, cable and sports. Worries about competition are overblown.

SELL

His model price is $28.04, a -16% discount. Very expensive here.

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