Keybank National Association OH Trims Stock Position in Comcast Corporation $CMCSA

Keybank National Association OH lessened its stake in Comcast Corporation (NASDAQ:CMCSA) by 13.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 336,036 shares of the cable giant’s stock after selling 53,091 shares during the period. Keybank National Association OH’s holdings in Comcast were worth $10,558,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the company. Howard Capital Management Inc. boosted its position in shares of Comcast by 0.9% in the 3rd quarter. Howard Capital Management Inc. now owns 120,342 shares of the cable giant’s stock valued at $3,781,000 after purchasing an additional 1,037 shares during the period. National Pension Service lifted its stake in Comcast by 3.3% in the third quarter. National Pension Service now owns 9,019,961 shares of the cable giant’s stock valued at $283,407,000 after buying an additional 284,872 shares during the last quarter. Searle & CO. boosted its holdings in shares of Comcast by 5.4% in the third quarter. Searle & CO. now owns 7,760 shares of the cable giant’s stock valued at $244,000 after acquiring an additional 400 shares during the period. Twin City Private Wealth LLC grew its position in shares of Comcast by 1.7% during the third quarter. Twin City Private Wealth LLC now owns 86,696 shares of the cable giant’s stock worth $2,724,000 after acquiring an additional 1,465 shares during the last quarter. Finally, Winnow Wealth LLC acquired a new position in shares of Comcast in the 3rd quarter valued at $961,000. 84.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CMCSA. KeyCorp cut shares of Comcast from an “overweight” rating to a “sector weight” rating in a research note on Thursday, October 30th. Scotiabank decreased their target price on shares of Comcast from $37.50 to $35.25 and set a “sector perform” rating for the company in a research note on Friday. Williams Trading set a $40.00 price objective on Comcast in a research report on Friday, October 31st. Oppenheimer set a $38.00 target price on Comcast in a research note on Tuesday, November 4th. Finally, Deutsche Bank Aktiengesellschaft cut their price target on Comcast from $40.00 to $35.00 and set a “buy” rating for the company in a research note on Friday. 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. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $34.90.

Comcast Price Performance

Shares of NASDAQ CMCSA 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. Comcast Corporation has a one year low of $25.75 and a one year high of $37.97. The firm has a market capitalization of $108.41 billion, a P/E ratio of 5.54, a PEG ratio of 2.06 and a beta of 0.81. The company’s fifty day moving average is $28.41 and its two-hundred day moving average 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, topping analysts’ consensus estimates of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. During the same quarter in the previous year, the firm earned $0.96 earnings per share. The firm’s revenue was up 1.2% on a year-over-year basis. Analysts forecast that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Dividend Announcement

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

Key Headlines Impacting Comcast

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.