Comcast Corporation $CMCSA Shares Sold by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd cut its stake in Comcast Corporation (NASDAQ:CMCSA) by 2.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,451,623 shares of the cable giant’s stock after selling 76,160 shares during the period. AustralianSuper Pty Ltd’s holdings in Comcast were worth $108,450,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in CMCSA. Argyle Capital Management LLC boosted its position in shares of Comcast by 0.5% in the 2nd quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after purchasing an additional 300 shares during the period. Cape Investment Advisory Inc. lifted its stake in Comcast by 2.6% in the second quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after buying an additional 307 shares during the last quarter. Coign Capital Advisors LLC boosted its holdings in shares of Comcast by 2.1% in the second quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after acquiring an additional 324 shares during the period. Live Oak Investment Partners grew its position in shares of Comcast by 1.2% during the second quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock worth $1,013,000 after acquiring an additional 328 shares during the last quarter. Finally, OneAscent Family Office LLC increased its holdings in shares of Comcast by 4.9% in the 2nd quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock valued at $252,000 after acquiring an additional 332 shares during the period. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on CMCSA. Sanford C. Bernstein decreased their price target on shares of Comcast from $34.00 to $32.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. TD Cowen reiterated a “buy” rating on shares of Comcast in a research note on Friday, October 31st. Exane BNP Paribas reissued a “neutral” rating on shares of Comcast in a report on Tuesday. BNP Paribas Exane reduced their price objective on Comcast from $28.10 to $28.00 and set a “neutral” rating for the company in a research note on Tuesday. Finally, Morgan Stanley decreased their price objective on Comcast from $32.00 to $31.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 10th. Eleven investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Comcast currently has an average rating of “Hold” and an average price target of $35.47.

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Xfinity will offer RealTime4K streaming for Super Bowl LX — a product/marketing push that can boost subscriber engagement and premium streaming usage around a marquee live event. Xfinity Introduces RealTime4K for Super Bowl LX
• Positive Sentiment: Versant Media Group spin‑off continues to reshape Comcast’s core business map — investors may view the separation as value‑unlocking and a way to sharpen Comcast’s focus on core broadband/entertainment operations. Is Comcast Quietly Redrawing Its Core Business Map With the Versant Spin-Off?
• Neutral Sentiment: Multiple preview pieces are setting expectations for Comcast’s upcoming Q4 earnings, highlighting revenue mix, ad trends and subscriber dynamics — these previews increase short‑term volatility around the print but don’t change fundamentals until results are released. Comcast Gears Up to Report Q4 Earnings
• Neutral Sentiment: Analysts and market commentaries see the stock potentially range‑bound after the spin‑off and recent technical setup — expect trading to be driven by quarterly results and subscriber/ad revenue data. Why Comcast Stock May Stay Tuned To A Range
• Neutral Sentiment: Reported short‑interest figures for late January show apparent large increases but the published totals contain zeros/NaN values — the data looks unreliable; if genuine, rising short interest would be a bearish signal, but the anomaly makes the item ambiguous for immediate trading decisions.
• Negative Sentiment: BNP Paribas Exane trimmed its price target slightly to $28.00 and maintained a “neutral” rating — this modest cut signals limited upside from current levels and may weigh on investor sentiment near the stock’s recent trading price. BNP Paribas Exane Adjusts Price Target on Comcast

Comcast Price Performance

Shares of NASDAQ:CMCSA opened at $28.41 on Thursday. Comcast Corporation has a 52 week low of $25.75 and a 52 week high of $37.97. The company has a 50-day moving average price of $28.31 and a 200 day moving average price of $30.40. The company has a market cap of $103.52 billion, a P/E ratio of 4.73, a PEG ratio of 2.02 and a beta of 0.81. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last issued its earnings results on Thursday, October 30th. The cable giant reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The business had revenue of $31.20 billion during the quarter, compared to the consensus estimate of $30.74 billion. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The company’s revenue for the quarter was down 2.7% on a year-over-year basis. During the same period in the prior year, the business posted $1.12 EPS. Research analysts predict that Comcast Corporation will post 4.33 earnings per share for the current year.

About Comcast

Comcast Corporation (NASDAQ: CMCSA) is a diversified global media and technology company headquartered in Philadelphia, Pennsylvania. Its principal operations are organized around Comcast Cable, which provides broadband internet, video, voice and wireless services to residential and business customers in the United States under the Xfinity and Comcast Business brands, and NBCUniversal, a media and entertainment group that develops, produces and distributes content across broadcast and cable networks, film, and streaming platforms.

NBCUniversal’s assets include the NBC broadcast network, a portfolio of cable channels, Universal Pictures and other film and television production businesses, and the Peacock streaming service.