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

Generates significant free cash flow. Good dividend. Doesn't have significant capital expenditures ahead so will continue to bump up dividends. (Also see Top Picks.)

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WATCH

Founder, Ted Rogers, died recently and he is watching it closely these days. Would like to see how it works out.

TOP PICK

Good financing in August to pay for their broadband purchase and flush out the balance sheet. Very strong cash flow. Yield of 3% plus. Good price.

BUY

Fell off recently because of disappointing sales in the iPhone. People bought a normal cell phone instead. Believes this company is somewhat recession proof as you stay home more using video as entertainment. GSM gives them a leg up on BCE and Telus. Have the Internet and Rogers home phone for the landlines.

PAST TOP PICK

(A Top Pick Dec 31/07. Down 22%.) Good recession resistant business. Great balance sheet. Generating $1 billion of free cash yearly.

TOP PICK

Like it for its operating characteristics. Good margins and turnover growth. Good street expectations in terms of growth going forward. Likes global wireless.

PAST TOP PICK

(Past Top Pick Jan 21/08. Down 4%.) Very good value here. Trading at about 5 X cash flow. Dividend is safe and feels they will continue to buy back their own stock.

TOP PICK

Good defensive large cap play. Also has a bit of growth. Has a great cable franchise in Ontario and Quebec. Also has a good growth platform with the wireless bundles.

TOP PICK

Maybe not cheap, but market is not looking for cheap but is looking for quality, sustainability and predictability. Nice dividend of 2.9%. Likes the entire telecommunication sector.

TOP PICK

This is the recession proof king of cash. Has about $1 billion of free cash flow every year. People will continue to watch a lot of cable TV. Cell phones are no longer discretionary. Raised dividends. Buying stock back.

BUY

A classic seasonal play. Historically it has done very well from the end of October through until April each year. This year is off to a good start. It has a nice base building pattern. Should breakthrough shortly and go up to another high of around $38.

BUY

Always had too much debt in the past. For the first time, it has a really fantastic balance sheet, earnings and dividends. Perfect stock to own in a recession. Would prefer it in the high $20's but it might not get there.

TOP PICK

Not quarterly numbers were very good in this environment. Revenues are about $2.9 billion, against a $2.6 billion last year. August debt issue of $1.75 billion and as a result were able to acquire 20 Hz of bandwidth for about $1 billion. Nice dividend.

PAST TOP PICK

(A Top Pick June 27/08. Down 23%.) Picked for 2009, not this year. Doubled their figures in the 3rd quarter. Would still Buy.

STRONG BUY

Likes the company at this price. There are some concerns that with the wireless auctions that there will be some disruption of their model. Well run and generating tons of cash.

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