AE Wealth Management LLC Boosts Stake in Comcast Corporation $CMCSA

AE Wealth Management LLC boosted its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 20.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 678,450 shares of the cable giant’s stock after acquiring an additional 113,252 shares during the period. AE Wealth Management LLC’s holdings in Comcast were worth $21,317,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Argyle Capital Management LLC boosted its stake in Comcast by 0.5% during the 2nd quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after purchasing an additional 300 shares during the last quarter. Cape Investment Advisory Inc. grew its position in shares of Comcast by 2.6% during the 2nd quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after acquiring an additional 307 shares during the period. Coign Capital Advisors LLC grew its holdings in Comcast by 2.1% during the second quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after purchasing an additional 324 shares during the period. Live Oak Investment Partners raised its stake in shares of Comcast by 1.2% in the second quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock worth $1,013,000 after buying an additional 328 shares during the period. Finally, OneAscent Family Office LLC lifted its position in shares of Comcast by 4.9% during the 2nd quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock valued at $252,000 after buying an additional 332 shares in the last quarter. Institutional investors own 84.32% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on CMCSA shares. The Goldman Sachs Group reissued a “neutral” rating and issued a $30.00 target price (down from $39.00) on shares of Comcast in a report on Friday, October 31st. Rosenblatt Securities decreased their price objective on shares of Comcast from $33.00 to $30.00 and set a “neutral” rating on the stock in a research report on Monday, December 1st. Oppenheimer set a $38.00 target price on shares of Comcast in a report on Tuesday, November 4th. Zacks Research raised Comcast from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 9th. Finally, Royal Bank Of Canada dropped their price objective on Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research note on Friday, January 16th. Eleven investment 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. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $35.47.

Key Stories 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

Shares of Comcast stock opened at $29.24 on Friday. The firm has a market cap of $106.55 billion, a PE ratio of 4.87, a PEG ratio of 2.00 and a beta of 0.81. The stock has a 50 day moving average of $28.36 and a 200 day moving average of $30.39. 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 Corporation has a 12 month low of $25.75 and a 12 month high of $37.97.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings data 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. The business had revenue of $32.31 billion for the quarter, compared to analysts’ expectations of $32.35 billion. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The company’s revenue for the quarter was up 1.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.96 EPS. On average, research analysts expect that Comcast Corporation will post 4.33 EPS for the current fiscal 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 paid a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is presently 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.