Winnow Wealth LLC Acquires Shares of 30,037 Comcast Corporation $CMCSA

Winnow Wealth LLC bought a new position in shares of Comcast Corporation (NASDAQ:CMCSA) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 30,037 shares of the cable giant’s stock, valued at approximately $961,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CMCSA. QRG Capital Management Inc. grew its stake in shares of Comcast by 13.0% during the second quarter. QRG Capital Management Inc. now owns 724,760 shares of the cable giant’s stock worth $25,867,000 after buying an additional 83,631 shares during the last quarter. Osaic Holdings Inc. boosted its holdings in shares of Comcast by 39.9% during the 2nd quarter. Osaic Holdings Inc. now owns 1,055,192 shares of the cable giant’s stock valued at $37,954,000 after acquiring an additional 300,898 shares in the last quarter. Vanguard Group Inc. grew its position in Comcast by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock worth $13,185,275,000 after acquiring an additional 1,257,196 shares during the last quarter. Commerzbank Aktiengesellschaft FI increased its holdings in Comcast by 47.7% in the 2nd quarter. Commerzbank Aktiengesellschaft FI now owns 532,315 shares of the cable giant’s stock worth $18,998,000 after purchasing an additional 171,929 shares in the last quarter. Finally, Aberdeen Group plc raised its position in Comcast by 5.4% in the second quarter. Aberdeen Group plc now owns 2,889,947 shares of the cable giant’s stock valued at $103,142,000 after purchasing an additional 147,231 shares during the last quarter. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Comcast News Roundup

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

Several research firms have recently weighed in on CMCSA. KeyCorp cut Comcast from an “overweight” rating to a “sector weight” rating in a report on Thursday, October 30th. Exane BNP Paribas reiterated a “neutral” rating on shares of Comcast in a research report on Tuesday. Williams Trading set a $40.00 price target on shares of Comcast in a research report on Friday, October 31st. Morgan Stanley cut their price target on shares of Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Finally, Sanford C. Bernstein reduced their price objective on shares of Comcast from $34.00 to $32.00 and set a “market perform” rating on the stock in a research note on Thursday, January 15th. Eleven equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Comcast has an average rating of “Hold” and an average target price of $35.08.

Comcast Price Performance

CMCSA stock opened at $29.75 on Friday. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The firm has a market cap of $108.41 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 2.06 and a beta of 0.81. The company’s fifty day simple moving average is $28.41 and its 200 day simple moving average is $30.35. 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 results on Thursday, January 29th. The cable giant reported $0.84 earnings per share 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 the consensus estimate of $32.35 billion. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The business’s revenue was up 1.2% compared to the same quarter last year. During the same period last year, the business posted $0.96 EPS. On average, analysts expect that Comcast Corporation will post 4.33 earnings per share for the current year.

Comcast Announces Dividend

The firm 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 $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date is Wednesday, April 1st. Comcast’s payout ratio is presently 21.96%.

Comcast 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.