Access Investment Management LLC Increases Holdings in Comcast Corporation $CMCSA

Access Investment Management LLC increased its stake in Comcast Corporation (NASDAQ:CMCSA) by 29.5% during the third quarter, Holdings Channel.com reports. The institutional investor owned 177,365 shares of the cable giant’s stock after buying an additional 40,360 shares during the period. Comcast comprises 1.5% of Access Investment Management LLC’s investment portfolio, making the stock its 26th biggest holding. Access Investment Management LLC’s holdings in Comcast were worth $5,573,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in CMCSA. Mediolanum International Funds Ltd raised its position in Comcast by 79.6% in the third quarter. Mediolanum International Funds Ltd now owns 906,516 shares of the cable giant’s stock worth $28,546,000 after acquiring an additional 401,764 shares during the period. Principal Financial Group Inc. increased its stake in shares of Comcast by 9.7% during the 3rd quarter. Principal Financial Group Inc. now owns 7,536,937 shares of the cable giant’s stock worth $236,810,000 after purchasing an additional 665,635 shares during the last quarter. Mutual Advisors LLC raised its holdings in shares of Comcast by 2.3% in the 3rd quarter. Mutual Advisors LLC now owns 44,994 shares of the cable giant’s stock worth $1,318,000 after purchasing an additional 1,013 shares during the period. Transcend Capital Advisors LLC lifted its stake in Comcast by 8.7% in the third quarter. Transcend Capital Advisors LLC now owns 33,658 shares of the cable giant’s stock valued at $1,058,000 after purchasing an additional 2,698 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in Comcast by 1.8% during the third quarter. Thrivent Financial for Lutherans now owns 2,843,850 shares of the cable giant’s stock valued at $88,443,000 after purchasing an additional 50,563 shares during the period. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Wall Street Analyst Weigh In

CMCSA has been the topic of several research reports. Scotiabank lowered their target price on Comcast from $37.50 to $35.25 and set a “sector perform” rating on the stock in a research note on Friday. Evercore ISI lowered their price objective on Comcast from $40.00 to $35.00 and set an “outperform” rating on the stock in a research note on Friday, October 31st. BNP Paribas Exane dropped their price objective on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. KeyCorp downgraded shares of Comcast from an “overweight” rating to a “sector weight” rating in a research note on Thursday, October 30th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of Comcast from $40.00 to $35.00 and set a “buy” rating on the stock in a research report on Friday. Eleven analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Comcast presently has an average rating of “Hold” and an average target price of $34.90.

Comcast Trading Up 1.7%

Shares of CMCSA opened at $29.75 on Friday. Comcast Corporation has a twelve month low of $25.75 and a twelve month high of $37.97. The stock has a market cap of $108.41 billion, a PE ratio of 5.54, a P/E/G ratio of 2.06 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. The business’s 50-day moving average price is $28.41 and its 200-day moving average price is $30.32.

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

Comcast Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st will be issued a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 annualized dividend and a dividend yield of 4.4%. Comcast’s dividend payout ratio is presently 21.96%.

Key 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 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.