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.
605 watching
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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
WEAK BUY
Never a terrible thing to own a company that you have to send money to. Invest in companies that you know. Has survived all kinds of winds of change. Coming out a dominant player in cable industry. Shaw takeover will probably happen, and will probably be a positive. Lots of money flowing in.
DON'T BUY
Board and management turmoil, and the repercussions are not finished. Possible Shaw takeover in limbo. Wait till the dust settles. Volatile. He'd prefer to hold BCE.
DON'T BUY
Worst performer of the telcos. He can't even name the new CEO. So much turnover in head office. Nothing's worked out. He hates the Shaw deal with a passion, takes away focus, adds uncertainty. Stay away. He much prefers Telus.
TOP PICK
He likes the telcos. Rogers is generating lots of free cash flow. They did well migrating to 5G. He also owns their peers, but Rogers has the most upside--the street is doubting this Shaw merger which is weakening shares, but he sees an opportunity. He believes the Shaw merger deal will be approved. (Analysts’ price target is $72.83)
BUY
RCI.B vs. BCE vs. T 3 great companies. Lots of drama with RCI.B, valuation is the most attractive, you have to buy it. BCE is doing great things, becoming more of a utility over time, sets up well. Telus doing everything right, but high valuation, best executor, but not as much upside. All are buys, in order: RCI.B, BCE, then Telus.
DON'T BUY
Question is whether the Shaw deal will close. Competition Bureau is lukewarm. Rogers keeps making more concessions, and the deal keeps getting pushed out. Don't invest today. Prefers BCE for stability.
BUY
All over the place, but it's a great opportunity if you can just ignore the noise and buy it. A good stock to own in this environment.
COMMENT
It is a long term hold and should do better once the deal is done. He doesn't own telcos right now but Telus has been his favourite. It is below market valuation. Telcos are not high growth compared to other sectors.
WAIT
Decent 3.7% yield. When rates rise, telcos tend to be weaker, as their dividend yields look less attractive. Long term, he likes it. Still runway for growth, plus it has the media. Wait till it gets above the 200-day MA to confirm it's in a new buy trend. He owns BCE.
DON'T BUY
Buy at 52-week low? Telecoms haven't done well the last few years. But over time, you're getting a 4-5% wealth increase, quite attractive. Better names like BCE, Telus, VZ or BT. Family drama really put him off.
PARTIAL BUY
Series of higher lows, making the lows more durable. Not his typical holding, but the catalyst with Shaw is significant. Will probably work out. He'd wait to see the chart develop. Telcos have been difficult, but getting better. Start with a partial position, and add as the chart shows strength.
BUY ON WEAKNESS
Doesn't think company is a safe buy. Not sure whether stock price has bottomed out. Current share price might be presenting buying opportunity. Expecting the Shaw deal to go through (conditionally). Very strong business model with excellent technology.
DON'T BUY
Allan Tong’s Discover Picks Rogers has no one to blame but itself for Friday’s debacle. Shares plunged 4.61% the following Monday. The company was already making shareholders nervous with its bitter and very public family feud for control of the reigns. This battle last winter that made the hit series, Succession, look like a children’s cartoon. Despite paying a 3.25% dividend and trading at an 18.9x PE, Rogers stock is still flirting with year-to-date lows. Compare this to Telus which pays a 4.7% divvy and trades at 23x, and BCE which pays 5.79% at 19.59x. To be fair, Rogers stocks’ competitors are also trading near 2022 lows, but during Monday those shares were trading flat or slightly positive. Read Oligopolies, duopolies, 3 telcos stocks examined for our full analysis.
HOLD
Has done fairly well compared to BCE and Telus. He expects the Shaw deal to go through. Usually there's back and forth between the company and the regulators. He owns Telus instead.
BUY
Does not own shares in company. Believes Shaw deal will go through & will be good for shareholders. High quality infrastructure assets. Good time to be buying with recent market selloff.
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