Rogers Communication (NYSE:RCI) Posts Quarterly Earnings Results

Rogers Communication (NYSE:RCI) (TSE:RCI.B) posted its quarterly earnings results on Thursday. The Wireless communications provider reported $1.08 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.10, Zacks reports. The firm had revenue of $4.49 billion during the quarter, compared to analyst estimates of $5.94 billion. Rogers Communication had a return on equity of 17.14% and a net margin of 32.49%.The business’s revenue for the quarter was up 12.6% on a year-over-year basis. During the same period last year, the company earned $1.46 earnings per share.

Here are the key takeaways from Rogers Communication’s conference call:

• Rogers met or exceeded 2025 guidance, delivered industry-leading margins (wireless 67%, cable 59%), reduced leverage to 3.9x and reported Q4 free cash flow of CAD 1.0B (2025 FCF > CAD 3.3B), signaling stronger cash generation and a healthier balance sheet.
• The company closed on a 75% controlling interest in MLSE
• In wireless Rogers maintained a disciplined pricing stance (39k phone net adds in Q4, improved postpaid churn to 1.43%) rather than chase deep promotions, forecasting market growth of ~2–2.5% and company 2026 service revenue growth of 3–5% with Adjusted EBITDA up 1–3%.
• Management is cutting capital intensity (Q4 CapEx down 7%, 2026 CapEx guidance CAD 3.3B–3.5B) and expects higher free cash flow in 2026 (CAD 3.3B–3.5B), which should support deleveraging and optionality for strategic investments or returns.
• Management warned that lower immigration, increased TPIA/MVNO and promotion-driven competitive intensity are making some rural/greenfield investments uneconomical, which could constrain long‑term network expansion and future growth opportunities.

Rogers Communication Price Performance

Shares of RCI stock traded down $0.90 during trading hours on Friday, hitting $37.67. 413,800 shares of the company’s stock were exchanged, compared to its average volume of 1,074,081. The company has a market capitalization of $20.35 billion, a PE ratio of 4.19, a PEG ratio of 2.73 and a beta of 0.75. The company has a current ratio of 0.62, a quick ratio of 0.59 and a debt-to-equity ratio of 1.55. Rogers Communication has a 12-month low of $23.18 and a 12-month high of $40.26. The business’s 50 day simple moving average is $37.15 and its 200-day simple moving average is $36.31.

Rogers Communication Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Tuesday, March 10th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 5.3%. The ex-dividend date is Tuesday, March 10th. Rogers Communication’s dividend payout ratio (DPR) is presently 15.89%.

Institutional Trading of Rogers Communication

Hedge funds have recently added to or reduced their stakes in the business. Invesco Ltd. increased its holdings in shares of Rogers Communication by 52.3% in the second quarter. Invesco Ltd. now owns 934,712 shares of the Wireless communications provider’s stock worth $27,724,000 after buying an additional 321,124 shares during the period. EverSource Wealth Advisors LLC increased its stake in Rogers Communication by 52.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,981 shares of the Wireless communications provider’s stock worth $59,000 after purchasing an additional 683 shares during the period. Marshall Wace LLP lifted its position in Rogers Communication by 36.5% in the second quarter. Marshall Wace LLP now owns 37,179 shares of the Wireless communications provider’s stock valued at $1,103,000 after purchasing an additional 9,951 shares during the last quarter. Cerity Partners LLC boosted its stake in shares of Rogers Communication by 7.0% during the second quarter. Cerity Partners LLC now owns 11,007 shares of the Wireless communications provider’s stock valued at $326,000 after purchasing an additional 724 shares during the period. Finally, AXA S.A. grew its holdings in shares of Rogers Communication by 231.1% in the second quarter. AXA S.A. now owns 49,945 shares of the Wireless communications provider’s stock worth $1,481,000 after purchasing an additional 34,860 shares during the last quarter. 45.49% of the stock is owned by institutional investors.

More Rogers Communication News

Here are the key news stories impacting Rogers Communication this week:

• Positive Sentiment: Q4 EPS beat consensus — Rogers reported $1.08 EPS versus the $0.98 Zacks consensus, showing an earnings beat that supports valuation and cash‑flow narratives. Rogers Communication (RCI) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Revenue beat reported by Reuters — headline Q4 revenue was described as above estimates, driven by growth in media, sports and telecom, which supports top‑line momentum. Canada’s Rogers Communications posts quarterly revenue above estimates
• Positive Sentiment: Board declared a quarterly dividend of $0.50 (annualized yield ~5.2%) — supports income investors and can underpin demand for the shares. Ex‑dividend: March 10; payable April 2. Rogers Communications Declares 50 Cents per Share Quarterly Dividend
• Positive Sentiment: Some analyst commentary expects upside — a Barclays note flagged potential for the stock to rise (contrasting with their formal rating), which can provide near‑term bullish headline flow. Rogers Communication (NYSE:RCI) Stock Price Expected to Rise, Barclays Analyst Says
• Neutral Sentiment: Barclays maintains a Hold rating — keeps institutional stance cautious; not a catalyst for a strong move but limits upgrade‑driven upside. Barclays Sticks to Their Hold Rating for Rogers Communication (RCI)
• Neutral Sentiment: Q4 call highlights and presentation released — useful for assessing guidance, capital allocation and segment trends; no major surprises flagged in headlines. Rogers Communication Q4 Earnings Call Highlights
• Neutral Sentiment: Analyst/data deep dives and investor materials are available for further metric comparison (Zacks, Seeking Alpha slides) — helpful for modeling but not immediate stock drivers. Compared to Estimates, Rogers Communication (RCI) Q4 Earnings: A Look at Key Metrics
• Neutral Sentiment: Comparative piece vs. Telefónica Brasil — background on regional peers and valuation context; primarily for portfolio benchmarking. Head to Head Comparison: Telefonica Brasil (NYSE:VIV) versus Rogers Communication (NYSE:RCI)
• Negative Sentiment: Some headlines note a revenue shortfall vs certain analyst estimates and EPS down year‑over‑year — Q4 revenue was reported at $4.49B in one release vs higher consensus and EPS fell from $1.46 a year ago to $1.08, which raises questions about margin sustainability and growth quality. Rogers Communications announced its quarterly earnings results

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Royal Bank Of Canada reiterated an “outperform” rating on shares of Rogers Communication in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Rogers Communication in a report on Friday, December 26th. TD Cowen reissued a “buy” rating on shares of Rogers Communication in a report on Friday. Scotiabank restated a “sector perform” rating on shares of Rogers Communication in a research report on Monday, January 12th. Finally, Barclays reiterated a “positive” rating and issued a $37.00 price objective on shares of Rogers Communication in a research report on Tuesday. Five investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $36.00.

About Rogers Communication

Rogers Communications Inc is a Canadian integrated communications and media company headquartered in Toronto, Ontario. The company provides a broad range of telecommunications services to residential and business customers across Canada, including wireless voice and data services, cable television, high-speed internet, and home phone services. In the enterprise market it offers managed IT, data center and cloud solutions, networking and connectivity services targeted to small businesses, large enterprises and public sector clients.

In addition to connectivity services, Rogers operates a significant media portfolio that includes national and regional television and radio assets, sports broadcasting properties and other content businesses.

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