Mediolanum International Funds Ltd Buys 401,764 Shares of Comcast Corporation $CMCSA

Mediolanum International Funds Ltd increased its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 79.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 906,516 shares of the cable giant’s stock after acquiring an additional 401,764 shares during the period. Mediolanum International Funds Ltd’s holdings in Comcast were worth $28,546,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of CMCSA. Capital A Wealth Management LLC boosted its position in Comcast by 173.7% in the second quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock valued at $25,000 after buying an additional 436 shares in the last quarter. Avalon Trust Co raised its stake 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 acquiring an additional 624 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Comcast in the 2nd quarter worth approximately $29,000. Princeton Global Asset Management LLC grew its position in Comcast by 403.5% during the 2nd quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock worth $31,000 after acquiring an additional 686 shares during the last quarter. Finally, Newbridge Financial Services Group Inc. bought a new stake in Comcast during the 2nd quarter worth approximately $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: 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

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on CMCSA shares. Royal Bank Of Canada reduced their price objective on Comcast from $32.00 to $31.00 and set a “sector perform” rating on the stock in a research note on Friday, January 16th. BNP Paribas Exane reduced their price target on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. The Goldman Sachs Group restated a “neutral” rating and issued a $30.00 price objective (down previously from $39.00) on shares of Comcast in a research report on Friday, October 31st. Barclays set a $28.00 target price on shares of Comcast and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Finally, Arete Research set a $23.00 price target on shares of Comcast in a report on Tuesday, January 6th. Eleven research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Comcast presently has an average rating of “Hold” and a consensus target price of $34.90.

Comcast Trading Up 1.7%

CMCSA opened at $29.75 on Friday. The firm has a 50 day simple moving average of $28.41 and a 200 day simple moving average of $30.32. Comcast Corporation has a fifty-two week low of $25.75 and a fifty-two week high of $37.97. The company has a market cap of $108.41 billion, a price-to-earnings ratio of 5.54, a price-to-earnings-growth ratio of 2.06 and a beta of 0.81. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88.

Comcast (NASDAQ:CMCSA) last released its earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The firm 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%. The business’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.96 EPS. On average, sell-side analysts anticipate that Comcast Corporation will post 4.33 earnings per share for the current year.

Comcast Dividend Announcement

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

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.