Rogers Communication (NYSE:RCI) Releases Earnings Results, Beats Expectations By $0.10 EPS

Rogers Communication (NYSE:RCI) (TSE:RCI.B) announced its earnings results on Thursday. The Wireless communications provider reported $1.08 EPS for the quarter, beating the consensus estimate 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 business had revenue of $4.49 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same period in the prior year, the business posted $1.46 earnings per share. Rogers Communication’s revenue was up 12.6% compared to the same quarter last year.

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 Performance

Shares of NYSE:RCI traded down $1.01 during midday trading on Friday, hitting $37.56. The company’s stock had a trading volume of 349,259 shares, compared to its average volume of 1,070,055. Rogers Communication has a fifty-two week low of $23.18 and a fifty-two week high of $40.26. The company has a debt-to-equity ratio of 1.55, a quick ratio of 0.59 and a current ratio of 0.62. The stock has a market capitalization of $20.29 billion, a price-to-earnings ratio of 4.18, a PEG ratio of 2.73 and a beta of 0.75. The stock’s 50 day simple moving average is $37.15 and its 200 day simple moving average is $36.31.

Rogers Communication Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Tuesday, March 10th will be issued 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 is 15.89%.

Analysts Set New Price Targets

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

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Van ECK Associates Corp grew its position in 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 worth $203,000 after purchasing an additional 334 shares during the last quarter. Public Sector Pension Investment Board lifted its stake in shares of Rogers Communication by 1.8% in 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 buying an additional 640 shares during the period. EverSource Wealth Advisors LLC grew its position in Rogers Communication by 52.6% during the second quarter. EverSource Wealth Advisors LLC now owns 1,981 shares of the Wireless communications provider’s stock worth $59,000 after buying an additional 683 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Rogers Communication by 7.0% during 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 boosted its stake in Rogers Communication by 13.8% during the third quarter. US Bancorp DE now owns 6,044 shares of the Wireless communications provider’s stock worth $208,000 after buying an additional 733 shares in the last quarter. 45.49% of the stock is currently owned by institutional investors and hedge funds.

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

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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