Rogers Communications
RCI
About: Rogers Communications is the largest wireless service provider in Canada, with more than 11 million subscribers equating to one-third of the total Canadian market. Rogers' wireless business accounts for more than half of total revenue and has been growing at a higher rate than other segments. Rogers' cable segment, which provides about 38% of total revenue after acquiring Shaw, offers home internet, television, and landline phone service to consumers and businesses. Remaining sales come from Rogers' media unit, which owns and operates various television and radio stations and the Toronto Blue Jays. Rogers' significant exposure to sports also includes ownership stakes in the Toronto Maple Leafs, Raptors, FC, and Argonauts.
Employees: 24,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
60% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 8 (+3) [Q2]
35% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 77
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
13% more capital invested
Capital invested by funds: $6.7B [Q1] → $7.6B (+$895M) [Q2]
1% more funds holding
Funds holding: 250 [Q1] → 253 (+3) [Q2]
0.96% more ownership
Funds ownership: 58.52% [Q1] → 59.48% (+0.96%) [Q2]
53% less call options, than puts
Call options by funds: $218M | Put options by funds: $460M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
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Barclays
Kannan Venkateshwar
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$33
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Equal-Weight
Maintained
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12 Aug 2025 |
Financial journalist opinion
Based on 9 articles about RCI published over the past 30 days
