Frank Rimerman Advisors LLC Sells 31,689 Shares of Comcast Corporation $CMCSA

Frank Rimerman Advisors LLC cut its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 43.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,651 shares of the cable giant’s stock after selling 31,689 shares during the period. Frank Rimerman Advisors LLC’s holdings in Comcast were worth $1,309,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. QRG Capital Management Inc. grew its stake in shares of Comcast by 13.0% during the second quarter. QRG Capital Management Inc. now owns 724,760 shares of the cable giant’s stock valued at $25,867,000 after buying an additional 83,631 shares during the last quarter. Osaic Holdings Inc. increased its stake in Comcast by 39.9% in the 2nd quarter. Osaic Holdings Inc. now owns 1,055,192 shares of the cable giant’s stock worth $37,954,000 after purchasing an additional 300,898 shares during the period. Vanguard Group Inc. lifted its position in Comcast by 0.3% in the second quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock valued at $13,185,275,000 after purchasing an additional 1,257,196 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its stake in shares of Comcast by 47.7% during the second quarter. Commerzbank Aktiengesellschaft FI now owns 532,315 shares of the cable giant’s stock valued at $18,998,000 after purchasing an additional 171,929 shares during the period. Finally, Aberdeen Group plc grew its holdings in shares of Comcast by 5.4% in the second quarter. Aberdeen Group plc now owns 2,889,947 shares of the cable giant’s stock worth $103,142,000 after purchasing an additional 147,231 shares during the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on CMCSA. Citigroup restated a “buy” rating and issued a $33.00 price objective (up previously from $32.79) on shares of Comcast in a research report on Friday. JPMorgan Chase & Co. cut their target price on Comcast from $38.00 to $33.00 and set a “neutral” rating on the stock in a research note on Friday, October 31st. Daiwa Capital Markets reduced their price target on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a report on Tuesday, November 18th. Benchmark dropped their price objective on Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a report on Monday, January 5th. Finally, Rosenblatt Securities reissued a “neutral” rating and set a $30.00 target price on shares of Comcast in a research note on Friday. Eleven equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $34.90.

Comcast Stock Up 1.7%

Shares of Comcast stock opened at $29.75 on Friday. The company has a 50-day simple moving average of $28.41 and a two-hundred day simple moving average of $30.32. The stock has a market capitalization of $108.41 billion, a PE ratio of 5.54, a price-to-earnings-growth ratio of 2.06 and a beta of 0.81. Comcast Corporation has a 52-week low of $25.75 and a 52-week high of $37.97. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.09. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The firm had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the previous year, the business earned $0.96 earnings per share. The company’s revenue was up 1.2% on a year-over-year basis. On average, analysts anticipate that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Announces Dividend

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

Comcast News Roundup

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 Company 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.