Investors Buy Large Volume of Call Options on Comcast (NASDAQ:CMCSA)

Comcast Corporation (NASDAQ:CMCSA) was the target of some unusual options trading on Thursday. Traders bought 80,692 call options on the company. This is an increase of approximately 48% compared to the typical volume of 54,522 call options.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Williams Trading set a $40.00 target price on shares of Comcast in a report on Friday, October 31st. Loop Capital reduced their price target on shares of Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Arete Research set a $23.00 price objective on shares of Comcast in a research report on Tuesday, January 6th. Evercore ISI cut their target price on Comcast from $40.00 to $35.00 and set an “outperform” rating for the company in a research note on Friday, October 31st. Finally, Moffett Nathanson decreased their price target on Comcast from $58.00 to $53.00 and set a “buy” rating on the stock in a research note on Thursday, November 13th. 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. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $35.47.

Comcast Stock Up 2.9%

Shares of CMCSA opened at $29.24 on Friday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. Comcast has a 52 week low of $25.75 and a 52 week high of $37.97. The stock has a market capitalization of $106.55 billion, a price-to-earnings ratio of 4.87, a PEG ratio of 2.00 and a beta of 0.81. The stock has a fifty day moving average of $28.36 and a 200-day moving average of $30.39.

Comcast (NASDAQ:CMCSA) last issued its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the prior year, the firm earned $0.96 EPS. The business’s revenue for the quarter was up 1.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Comcast will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

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

Comcast News Roundup

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

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Capital A Wealth Management LLC raised its position in shares of Comcast by 173.7% during the second 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 last quarter. Imprint Wealth LLC bought a new position in Comcast during the 3rd quarter worth approximately $26,000. Avalon Trust Co lifted its position in shares of Comcast by 433.3% in the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock worth $27,000 after purchasing an additional 624 shares during the period. United Financial Planning Group LLC acquired a new position in shares of Comcast in the 3rd quarter worth approximately $28,000. Finally, Howard Hughes Medical Institute bought a new stake in shares of Comcast in the 2nd quarter valued at $29,000. 84.32% of the stock is owned by institutional investors.

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.