AlphaQuest LLC Purchases 32,543 Shares of Comcast Corporation $CMCSA

AlphaQuest LLC increased its position in Comcast Corporation (NASDAQ:CMCSA) by 41.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm 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.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in Comcast by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock valued at $13,185,275,000 after purchasing an additional 1,257,196 shares during the period. State Street Corp grew its holdings in Comcast by 2.5% during the 2nd quarter. State Street Corp now owns 172,769,800 shares of the cable giant’s stock valued at $6,166,154,000 after buying an additional 4,231,140 shares in the last quarter. Dodge & Cox raised its position in shares of Comcast by 18.1% during the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock valued at $3,971,309,000 after buying an additional 17,054,579 shares during the last quarter. Norges Bank purchased a new position in shares of Comcast in the second quarter worth $3,528,361,000. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Comcast by 7.5% during the second quarter. Charles Schwab Investment Management Inc. now owns 36,154,170 shares of the cable giant’s stock worth $1,289,984,000 after acquiring an additional 2,517,906 shares during the last quarter. 84.32% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

CMCSA has been the topic of several research analyst reports. The Goldman Sachs Group reiterated a “neutral” rating and issued a $30.00 price target (down previously from $39.00) on shares of Comcast in a research note on Friday, October 31st. TD Cowen reaffirmed a “buy” rating on shares of Comcast in a report on Friday, October 31st. Exane BNP Paribas reissued a “neutral” rating on shares of Comcast in a research note on Tuesday. Royal Bank Of Canada cut their price target on Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a report on Friday, January 16th. Finally, KeyCorp cut Comcast from an “overweight” rating to a “sector weight” rating in a report on Thursday, October 30th. Eleven investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $35.47.

Key Comcast News

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 stock has a market capitalization of $106.55 billion, a P/E ratio of 4.87, a PEG ratio of 2.00 and a beta of 0.81. The business has a 50 day simple moving average of $28.36 and a two-hundred day simple moving average of $30.39. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $37.97. 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 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The business had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. During the same quarter last year, the business posted $0.96 earnings per share. The business’s quarterly revenue was up 1.2% compared to the same quarter last year. As a group, analysts predict that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st will be issued a dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. Comcast’s dividend payout ratio is presently 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.