Comcast’s (CMCSA) “Neutral” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reissued their neutral rating on shares of Comcast (NASDAQ:CMCSA) in a report published on Friday morning,Benzinga reports. Rosenblatt Securities currently has a $30.00 price objective on the cable giant’s stock.

CMCSA has been the subject of several other research reports. Benchmark dropped their price objective on shares of Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Scotiabank set a $37.50 price objective on Comcast in a report on Wednesday, January 7th. Morgan Stanley reduced their target price on Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. BNP Paribas Exane decreased their price objective on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating for the company in a research report on Tuesday, January 27th. Finally, Daiwa Capital Markets cut their target price on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. 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’s stock. According to MarketBeat.com, Comcast currently has a consensus rating of “Hold” and an average target price of $34.90.

Comcast Stock Performance

NASDAQ CMCSA opened at $29.75 on Friday. The stock has a market cap of $108.41 billion, a PE ratio of 5.54, a P/E/G ratio of 2.12 and a beta of 0.81. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The firm has a 50-day moving average of $28.41 and a 200-day moving average of $30.29. Comcast has a 52-week low of $25.75 and a 52-week high of $37.97.

Comcast (NASDAQ:CMCSA) last released its quarterly 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. 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 analysts’ expectations of $32.35 billion. During the same period in the prior year, the firm earned $0.96 EPS. The business’s revenue was up 1.2% on a year-over-year basis. On average, sell-side analysts anticipate that Comcast will post 4.33 EPS for the current year.

Comcast Dividend Announcement

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

Institutional Trading of Comcast

A number of institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC increased its stake in shares of Comcast by 150.9% during the 4th quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock worth $6,240,000 after purchasing an additional 99,986 shares during the last quarter. Voya Financial Advisors Inc. grew its position in shares of Comcast by 3.2% in the second quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock valued at $2,963,000 after purchasing an additional 2,593 shares in the last quarter. Consolidated Portfolio Review Corp purchased a new position in Comcast during the 2nd quarter valued at about $219,000. Robeco Institutional Asset Management B.V. grew its stake in Comcast by 18.7% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,572,629 shares of the cable giant’s stock valued at $56,127,000 after acquiring an additional 248,144 shares in the last quarter. Finally, Pure Financial Advisors LLC increased its holdings in shares of Comcast by 18.4% in the second quarter. Pure Financial Advisors LLC now owns 9,107 shares of the cable giant’s stock worth $325,000 after purchasing an additional 1,415 shares during the period. 84.32% of the stock is owned by hedge funds and other institutional investors.

Comcast News Summary

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.