Lokken Investment Group LLC Makes New Investment in Comcast Corporation $CMCSA

Lokken Investment Group LLC acquired a new stake in shares of Comcast Corporation (NASDAQ:CMCSA) during the third quarter, according to its most recent disclosure with the SEC. The fund acquired 37,257 shares of the cable giant’s stock, valued at approximately $1,171,000.

Other hedge funds also recently made changes to their positions in the company. Capital A Wealth Management LLC increased its stake in shares of Comcast by 173.7% in the second quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after purchasing an additional 436 shares in the last quarter. Avalon Trust Co increased its stake in Comcast by 433.3% in the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock worth $27,000 after buying an additional 624 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in Comcast during the second quarter valued at about $29,000. Princeton Global Asset Management LLC lifted its position in shares of Comcast by 403.5% in the second quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock valued at $31,000 after acquiring an additional 686 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. bought a new position in shares of Comcast in the second quarter worth about $31,000. 84.32% of the stock is currently owned by institutional investors.

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: BofA raises its price target on Comcast amid the company’s media-asset reorganization, supporting upside expectations. BofA boosts Comcast (CMCSA) price target amid media asset reorganization
• Positive Sentiment: Large asset managers show mixed but meaningful position moves — BlackRock added ~19.6M shares (per Q4 institutional data), a vote of confidence from a major holder. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Positive Sentiment: Comcast’s Project UP digital-access initiative is expanding to more Easterseals affiliates — a positive for brand, regulatory goodwill and long-term subscriber potential. Easter Seals Houston Program to Expand Across the Nation Through Comcast’s Billion-Dollar Project Up Initiative
• Neutral Sentiment: Rosenblatt reiterates a “Neutral” rating on CMCSA, reflecting balanced near-term outlook from some sell‑side desks. Comcast’s (CMCSA) “Neutral” Rating Reiterated at Rosenblatt Securities
• Neutral Sentiment: Short-interest data published this week appears erroneous/zeroed (shows 0 shares / NaN increases), so don’t read it as a reliable signal until corrected by exchanges — short‑interest noise is unlikely to be a driver today.
• Negative Sentiment: Q4 2025 results: revenue modestly up (~+1.2% YoY) but operating profit (-30%) and net income (-54.6%) fell sharply; diluted EPS dropped ~51.6% YoY — headline EPS weakness is the main near-term negative catalyst despite stronger cash flow and liquidity. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Negative Sentiment: Several sell‑side firms trimmed price targets recently (Scotiabank, Deutsche, UBS among others), increasing analyst downside risk despite some buys — this puts pressure on sentiment. Comcast (CMCSA) Price Target Reduced at Scotiabank
• Negative Sentiment: Notable institutional selling was reported (JPMorgan removed a large stake) and congressional insiders have been net sellers recently — selling pressure from big holders can weigh on the stock. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down

Comcast Stock Up 0.6%

Shares of CMCSA opened at $29.76 on Wednesday. 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 fifty day moving average of $28.53 and a 200 day moving average of $30.22. The company has a market cap of $108.44 billion, a PE ratio of 5.54, a P/E/G ratio of 2.25 and a beta of 0.81. Comcast Corporation has a 52-week low of $25.75 and a 52-week 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 for the quarter, beating the consensus estimate of $0.75 by $0.09. The business had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The business’s revenue for the quarter was up 1.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 earnings per share. On average, sell-side analysts expect that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st will be given 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 is 24.58%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Sanford C. Bernstein dropped their price target on Comcast from $34.00 to $32.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. Citigroup reissued a “buy” rating and set a $33.00 price objective (up previously from $32.79) on shares of Comcast in a report on Friday. BNP Paribas Exane reduced their target price on Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. Bank of America upgraded Comcast from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $31.00 to $37.00 in a research report on Monday, January 12th. Finally, Oppenheimer set a $38.00 price target on Comcast in a research note on Tuesday, November 4th. Ten analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Comcast presently has a consensus rating of “Hold” and an average price target of $34.90.

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.