AE Wealth Management LLC Acquires 113,252 Shares of Comcast Corporation $CMCSA

AE Wealth Management LLC raised its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 20.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 678,450 shares of the cable giant’s stock after acquiring an additional 113,252 shares during the quarter. AE Wealth Management LLC’s holdings in Comcast were worth $21,317,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Comcast by 150.9% in the fourth quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock worth $6,240,000 after buying an additional 99,986 shares during the last quarter. Voya Financial Advisors Inc. increased its position in shares of Comcast by 3.2% in the 2nd quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock valued at $2,963,000 after acquiring an additional 2,593 shares during the period. Consolidated Portfolio Review Corp purchased a new position in Comcast in the 2nd quarter worth $219,000. Woodward Diversified Capital LLC raised its stake in Comcast by 79.9% in the 2nd quarter. Woodward Diversified Capital LLC now owns 13,052 shares of the cable giant’s stock worth $466,000 after acquiring an additional 5,798 shares during the last quarter. Finally, Cantor Fitzgerald Investment Advisors L.P. lifted its position in Comcast by 0.5% during the 2nd quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 355,596 shares of the cable giant’s stock worth $12,691,000 after acquiring an additional 1,765 shares during the period. Institutional investors own 84.32% of the company’s stock.

Wall Street Analysts Forecast Growth

CMCSA has been the topic of a number of research reports. Rosenblatt Securities cut their price objective on Comcast from $33.00 to $30.00 and set a “neutral” rating on the stock in a report on Monday, December 1st. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Comcast from $44.00 to $40.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Williams Trading set a $40.00 price target on shares of Comcast in a report on Friday, October 31st. The Goldman Sachs Group reissued a “neutral” rating and issued a $30.00 price objective (down previously from $39.00) on shares of Comcast in a report on Friday, October 31st. Finally, Pivotal Research lowered their target price on Comcast from $40.00 to $36.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Eleven investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Comcast has an average rating of “Hold” and a consensus target price of $35.47.

Key Stories Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Adjusted EPS beat expectations — Comcast reported $0.84 adj. EPS vs. ~$0.75 consensus, which helped offset other weaknesses. Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Theme parks and Peacock subscriber growth provided revenue offsets — parks benefited from Epic Universe and Peacock hit ~44M subscribers, supporting revenue diversification beyond broadband. Comcast Corp (CMCSA) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Unusual call-option buying suggests bullish speculative interest — large uptick in call volume noted by market observers, which can amplify upside momentum. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Revenue roughly in-line / slight miss — Q4 revenue was $32.31B vs. ~$32.35B expected, keeping top-line growth essentially flat (+1.2% Y/Y). This limited the magnitude of either directional surprise. Comcast posts slight Q4 revenue miss, shares move higher on earnings beat
• Neutral Sentiment: Dividend maintained — board declared a $0.33 quarterly payout (annualized $1.32), supporting income investors but not signaling payout growth. Comcast Maintains Dividend on an Annualized Basis in 2026
• Negative Sentiment: Broadband subscriber losses worsened — Comcast lost more broadband customers than expected as wireless and competitor promotions pressured its core business, a key long-term revenue risk. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Peacock losses widened despite subscriber gains — content and rights costs (including the NBA deal) increased losses at Peacock, weighing on margins even as subscribers grew. Peacock Hits 44 Million Subscribers But Losses Widen On NBA Deal

Comcast Price Performance

Shares of Comcast stock opened at $29.24 on Friday. The firm has a market cap of $106.55 billion, a PE ratio of 4.87, a P/E/G ratio of 2.00 and a beta of 0.81. Comcast Corporation has a twelve month low of $25.75 and a twelve month high of $37.97. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The business has a 50-day moving average price of $28.36 and a 200 day moving average price of $30.39.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The company had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. Comcast had a return on equity of 18.06% and a net margin of 18.33%.Comcast’s revenue for the quarter was up 1.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.96 earnings per share. Sell-side analysts predict that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be issued a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 4.5%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s payout ratio is presently 21.96%.

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.