Access Investment Management LLC Acquires 40,360 Shares of Comcast Corporation $CMCSA

Access Investment Management LLC raised its holdings in Comcast Corporation (NASDAQ:CMCSA) by 29.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 177,365 shares of the cable giant’s stock after buying an additional 40,360 shares during the quarter. Comcast accounts for 1.5% of Access Investment Management LLC’s investment portfolio, making the stock its 26th largest holding. Access Investment Management LLC’s holdings in Comcast were worth $5,573,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Capital A Wealth Management LLC raised its holdings 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 valued at $25,000 after purchasing an additional 436 shares during the period. Avalon Trust Co increased its position in Comcast by 433.3% in the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock valued at $27,000 after buying an additional 624 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in Comcast during the 2nd quarter worth approximately $29,000. Princeton Global Asset Management LLC raised its stake in Comcast by 403.5% during the 2nd quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock worth $31,000 after buying an additional 686 shares during the period. Finally, Newbridge Financial Services Group Inc. bought a new position in Comcast in the second quarter worth approximately $31,000. Institutional investors and hedge funds own 84.32% of the company’s stock.

Analysts Set New Price Targets

CMCSA has been the subject of several recent research reports. Pivotal Research decreased their price objective on Comcast from $40.00 to $36.00 and set a “buy” rating for the company in a report on Friday, October 31st. Moffett Nathanson reduced their price target on shares of Comcast from $58.00 to $53.00 and set a “buy” rating for the company in a research report on Thursday, November 13th. Rosenblatt Securities restated a “neutral” rating and set a $30.00 price objective on shares of Comcast in a report on Friday. Exane BNP Paribas reaffirmed a “neutral” rating on shares of Comcast in a research note on Tuesday. Finally, Bank of America upgraded shares of Comcast from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $31.00 to $37.00 in a report on Monday, January 12th. Eleven research 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. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $34.90.

Comcast Stock Performance

NASDAQ CMCSA opened at $29.75 on Friday. The company has a fifty day moving average price of $28.41 and a 200-day moving average price of $30.32. 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 has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88. Comcast Corporation has a 1 year low of $25.75 and a 1 year 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 analysts’ consensus estimates of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The company had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. During the same period last year, the firm earned $0.96 earnings per share. The firm’s revenue was up 1.2% on a year-over-year basis. As a group, equities research 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 $0.33 dividend. 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 is currently 21.96%.

Key Headlines Impacting Comcast

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.