Rogers Communication (NYSE:RCI) Releases Quarterly Earnings Results

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

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 Stock Down 2.1%

NYSE RCI traded down $0.82 during trading on Friday, hitting $37.75. The company’s stock had a trading volume of 381,793 shares, compared to its average volume of 1,072,063. Rogers Communication has a fifty-two week low of $23.18 and a fifty-two week high of $40.26. The company has a market cap of $20.39 billion, a PE ratio of 4.18, a P/E/G ratio of 2.73 and a beta of 0.75. The company has a debt-to-equity ratio of 1.55, a current ratio of 0.62 and a quick ratio of 0.59. The business’s 50 day simple moving average is $37.15 and its 200-day simple moving average is $36.31.

Rogers Communication Announces Dividend

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 paid a $0.50 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $2.00 dividend on an annualized basis and a yield of 5.3%. Rogers Communication’s dividend payout ratio (DPR) is 15.89%.

Trending Headlines about Rogers Communication

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 analysts have commented on the company. TD Cowen reaffirmed a “buy” rating on shares of Rogers Communication in a research report on Friday. Barclays reissued a “positive” rating and set a $37.00 target price on shares of Rogers Communication in a research note on Tuesday. TD Securities reaffirmed a “buy” rating on shares of Rogers Communication in a research note on Friday. Desjardins lowered shares of Rogers Communication from a “buy” rating to a “hold” rating in a report on Wednesday, December 10th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Rogers Communication in a research note on Friday, December 26th. Five equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $36.00.

Institutional Trading of Rogers Communication

Large investors have recently bought and sold shares of the stock. Van ECK Associates Corp lifted its holdings in shares of Rogers Communication by 6.0% in the 3rd quarter. Van ECK Associates Corp now owns 5,889 shares of the Wireless communications provider’s stock valued at $203,000 after buying an additional 334 shares during the period. Public Sector Pension Investment Board raised its position in Rogers Communication by 1.8% during the second quarter. Public Sector Pension Investment Board now owns 37,181 shares of the Wireless communications provider’s stock valued at $1,101,000 after acquiring an additional 640 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in Rogers Communication by 52.6% in the second quarter. EverSource Wealth Advisors LLC now owns 1,981 shares of the Wireless communications provider’s stock valued at $59,000 after acquiring an additional 683 shares during the period. Cerity Partners LLC boosted its position in Rogers Communication by 7.0% in the 2nd quarter. Cerity Partners LLC now owns 11,007 shares of the Wireless communications provider’s stock worth $326,000 after purchasing an additional 724 shares in the last quarter. Finally, US Bancorp DE grew its stake in shares of Rogers Communication by 13.8% during the 3rd quarter. US Bancorp DE now owns 6,044 shares of the Wireless communications provider’s stock worth $208,000 after purchasing an additional 733 shares during the period. Hedge funds and other institutional investors own 45.49% of the company’s stock.

Rogers Communication Company Profile

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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