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
TOP PICK
Good defensive stock but hasn't performed that well because of new entrants coming in but the company is in such great shape financially. A lot of free cash flow. Have 3-year agreements with iPhones and RIM (RIM-T). Cable division is doing well. Would like them to increase their dividends.
BUY
Still likes it. It is still one of the long-term growth stories in Canada. Prefers Rogers over Telus, Bell.
BUY ON WEAKNESS
Have retired some of their debt so is not as leveraged as it once was. Made great inroads into the cellular and television markets but the days of high-margin areas like iPhones, people taking huge cable packages, being able to make great acquisitions are done. Expect it will disappoint in the next few quarters. As a long-term investment, try to pick it up at $24-$25.
BUY
Free cash flow story. Balance sheet is in good shape and the business is running well.
HOLD
Has a half position. Getting a little nervous about this as the technicals are starting to break down. Hold off buying to see what the stock actually does. Likes the 3.8% dividend. Environment for handheld devices is going to get a lot more competitive so margins will be under pressure.
BUY
Likes this company very much. Excellent dividend yield and committed to raising it. Trading at a very cheap valuation.
TOP PICK
Likes all the telcos. Expecting the dividend will grow every year. In spite of the competition in wireless, their opportunities in the broadband Internet are so great as more and more entertainment is pushed down the pipe the threat of competition is outweighed.
PAST TOP PICK
(Top Pick Aug 25/08, Down 15%) Thank goodness for dividend. Is defensive, still thinks it is one of the great growth stories. The big 3 will continue to own this market.
BUY
(Market Call Minute.) Pretty cheap right now. Changing from a growth play to a dividend and value play.
BUY
Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it.
PAST TOP PICK
(A Top Pick July 21/09. Down 5.08%.) Still likes this one long-term. Largest wireless player and still have the highest R2 (?) and the lowest churn. Their exclusive rights to the iPhone will benefit them long-term.
TOP PICK
New wireless entrants into the Canadian mobile phone business has led to a big selloff in companies such as BCE (BCE-T), Rogers and Telus (T-T) and was overdone. Cell phone competition will come in but they'll make it up in volume. 3.9% yield.
COMMENT
Has some Fair Market Value and a modest yield. Doesn't look too bad. Given how indifferently the stock has reacted overall since the market bottom, it looks to him like it wants to go lower however, if the market keeps on going, you could get a little bounce in the short term.
BUY
Likes the group. Has been a bit of a decline in areas that he thought would go sideways. This is a free cash flow machine so at this price it is a Buy. 4% yield.
COMMENT
Rogers (RCI.B-T) or Telus (T-T) long term (5 years)? Prefers Rogers, which he owns. Yield of about 3.9%. Likes the potential growth.
Showing 496 to 510 of 869 entries