Comcast Corporation $CMCSA Shares Purchased by National Pension Service

National Pension Service raised its position in Comcast Corporation (NASDAQ:CMCSA) by 3.3% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 9,019,961 shares of the cable giant’s stock after purchasing an additional 284,872 shares during the period. National Pension Service owned 0.24% of Comcast worth $283,407,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Searle & CO. lifted its stake in shares of Comcast by 5.4% in the third quarter. Searle & CO. now owns 7,760 shares of the cable giant’s stock worth $244,000 after buying an additional 400 shares in the last quarter. Twin City Private Wealth LLC lifted its stake in Comcast by 1.7% in the 3rd quarter. Twin City Private Wealth LLC now owns 86,696 shares of the cable giant’s stock worth $2,724,000 after purchasing an additional 1,465 shares in the last quarter. Winnow Wealth LLC acquired a new position in shares of Comcast during the 3rd quarter worth approximately $961,000. AlphaQuest LLC grew its position in shares of Comcast by 41.8% in the third quarter. AlphaQuest LLC now owns 110,444 shares of the cable giant’s stock valued at $3,470,000 after purchasing an additional 32,543 shares in the last quarter. Finally, Cypress Capital Group increased its holdings in shares of Comcast by 5.0% in the third quarter. Cypress Capital Group now owns 15,272 shares of the cable giant’s stock valued at $480,000 after purchasing an additional 725 shares during the last quarter. 84.32% of the stock is currently owned by institutional investors and hedge funds.

More Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 earnings beat — Comcast reported adjusted EPS of $0.84 (above consensus) with revenue roughly in line; management highlighted Theme Parks and Peacock as growth drivers that offset headwinds in broadband and Studios. CMCSA Q4 Earnings Beat On Theme Parks and Peacock Strength
• Positive Sentiment: Peacock subscriber growth and Theme Parks momentum — Peacock reached large subscriber counts (~44M) and parks (including Epic Universe) drove better consumer revenue, supporting upside to future content and leisure revenue. Peacock Hits 44 Million Subscribers But Losses Widen
• Positive Sentiment: Dividend maintained — Comcast confirmed a quarterly dividend ($0.33 / $1.32 annualized), supporting income-focused investors and the stock’s yield profile. Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Unusual options activity — Heavy call buying was reported around the print, indicating some traders positioned for further upside or volatility following the earnings release. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Market reaction mixed — coverage notes the company beat on EPS but revenue was essentially flat y/y and key metrics (broadband churn, studio comps) created a mixed read for near-term growth. Comcast shares rise after in-line Q4 report, overcoming tough environment
• Negative Sentiment: Broadband subscriber losses persisted — Comcast lost more broadband customers than expected as wireless competitors lure consumers, adding pressure to its core high-margin business and long-term growth outlook. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Analysts trimmed price targets — Several firms lowered PTs (TD Cowen to $39, Deutsche Bank to $35, Scotiabank to $35.25) citing slower broadband trends and studio uncertainty; ratings largely remain Buy/Peer‑perform, but lowered PTs can weigh on sentiment. TD Cowen Adjusts Price Target Deutsche Bank Adjusts Price Target on Comcast to $35 Scotiabank Adjusts Price Target on Comcast to $35.25
• Negative Sentiment: Studio and box-office headwinds — Broader industry weakness in franchise box-office performance raises near-term risk for Comcast’s Studios revenue and content profitability. Hollywood has an IP problem: Box office sales are banking on franchise hits that keep falling flat

Comcast Stock Performance

Shares of CMCSA stock opened at $29.75 on Friday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The firm has a market cap of $108.41 billion, a P/E ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81. The firm’s 50 day moving average price is $28.41 and its 200-day moving average price is $30.35. Comcast Corporation has a one year low of $25.75 and a one year high of $37.97.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The company had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. During the same quarter in the previous year, the company earned $0.96 earnings per share. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. As a group, equities research analysts predict that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be issued a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is 21.96%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CMCSA shares. Daiwa Capital Markets lowered their price objective on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. 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. Loop Capital reduced their target price on shares of Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Rosenblatt Securities reissued a “neutral” rating and issued a $30.00 price target on shares of Comcast in a research note on Friday. Finally, Williams Trading set a $40.00 price target on shares of Comcast in a research report on Friday, October 31st. Eleven analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $35.08.

Comcast Profile

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.