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.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
DON'T BUY
No earnings. Not a fan.
BUY
Likes the cable companies.
TOP PICK
Stable cash flow. Different sectors are growing well.
PAST TOP PICK
(Was a top pick on Nov 7 up 9.5%) Still likes, but not as strongly because of the tech aspect.
DON'T BUY
Not sure of the value of their assets.
DON'T BUY
Not sure if they can execute their strategy of increasingtheir consumer base.
BUY
Making some good moves.
PAST TOP PICK
Still likes.
PAST TOP PICK
Expect the @Home issue is being sorted out. Still likes.
BUY
Steady revenues.
TOP PICK
Cheap. Wireless exposure is positive.
TOP PICK
Likes their cable. Generates cash.
TOP PICK
Likes the cable business. At a good price. Good cash flow. Good mngmnt team.
PAST TOP PICK
(Was a top pick on Apr 11 up 4%) Still likes
BUY
Likes cable sector. Rogers #1 and Shaw #2. Good valuation.
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