Comcast Corporation $CMCSA Shares Purchased by AlphaQuest LLC

AlphaQuest LLC boosted its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 41.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 110,444 shares of the cable giant’s stock after buying an additional 32,543 shares during the period. AlphaQuest LLC’s holdings in Comcast were worth $3,470,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Capital A Wealth Management LLC raised its holdings in shares of Comcast by 173.7% during the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after acquiring an additional 436 shares during the period. Avalon Trust Co grew its holdings in shares of Comcast by 433.3% in the second quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock valued at $27,000 after purchasing an additional 624 shares during the period. Howard Hughes Medical Institute acquired a new stake in Comcast during the second quarter worth about $29,000. Princeton Global Asset Management LLC raised its stake in Comcast by 403.5% during the second quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock worth $31,000 after purchasing an additional 686 shares during the period. Finally, Newbridge Financial Services Group Inc. purchased a new position in Comcast during the second quarter worth about $31,000. 84.32% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on CMCSA. Scotiabank set a $37.50 price target on shares of Comcast in a research note on Wednesday, January 7th. Arete Research set a $23.00 price objective on Comcast in a report on Tuesday, January 6th. Zacks Research upgraded Comcast from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Royal Bank Of Canada reduced their target price on Comcast from $32.00 to $31.00 and set a “sector perform” rating on the stock in a research report on Friday, January 16th. Finally, Morgan Stanley decreased their price target on Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 10th. Eleven equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Comcast currently has a consensus rating of “Hold” and an average price target of $35.47.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Adjusted EPS beat expectations — Comcast reported $0.84 adj. EPS vs. ~$0.75 consensus, which helped offset other weaknesses. Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Theme parks and Peacock subscriber growth provided revenue offsets — parks benefited from Epic Universe and Peacock hit ~44M subscribers, supporting revenue diversification beyond broadband. Comcast Corp (CMCSA) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Unusual call-option buying suggests bullish speculative interest — large uptick in call volume noted by market observers, which can amplify upside momentum. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Revenue roughly in-line / slight miss — Q4 revenue was $32.31B vs. ~$32.35B expected, keeping top-line growth essentially flat (+1.2% Y/Y). This limited the magnitude of either directional surprise. Comcast posts slight Q4 revenue miss, shares move higher on earnings beat
• Neutral Sentiment: Dividend maintained — board declared a $0.33 quarterly payout (annualized $1.32), supporting income investors but not signaling payout growth. Comcast Maintains Dividend on an Annualized Basis in 2026
• Negative Sentiment: Broadband subscriber losses worsened — Comcast lost more broadband customers than expected as wireless and competitor promotions pressured its core business, a key long-term revenue risk. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Peacock losses widened despite subscriber gains — content and rights costs (including the NBA deal) increased losses at Peacock, weighing on margins even as subscribers grew. Peacock Hits 44 Million Subscribers But Losses Widen On NBA Deal

Comcast Price Performance

CMCSA stock opened at $29.24 on Friday. The business’s fifty day moving average price is $28.36 and its 200 day moving average price is $30.39. Comcast Corporation has a 12-month low of $25.75 and a 12-month high of $37.97. The company has a market capitalization of $106.55 billion, a PE ratio of 4.87, a P/E/G ratio of 2.00 and a beta of 0.81. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 18.33% and a return on equity of 18.06%. The business had revenue of $32.31 billion for the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the prior year, the company earned $0.96 earnings per share. The business’s quarterly revenue was up 1.2% on a year-over-year basis. On average, sell-side analysts anticipate that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The company also recently declared 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. The ex-dividend date is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.5%. Comcast’s payout ratio is currently 21.96%.

About Comcast

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.