Comcast Corporation $CMCSA Shares Sold by Keybank National Association OH

Keybank National Association OH cut its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 13.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 336,036 shares of the cable giant’s stock after selling 53,091 shares during the period. Keybank National Association OH’s holdings in Comcast were worth $10,558,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CMCSA. Norges Bank purchased a new stake in shares of Comcast during the second quarter worth approximately $3,528,361,000. Dodge & Cox increased its position in Comcast by 18.1% during the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock worth $3,971,309,000 after purchasing an additional 17,054,579 shares during the last quarter. First Trust Advisors LP increased its holdings in shares of Comcast by 133.1% during the 2nd quarter. First Trust Advisors LP now owns 10,187,177 shares of the cable giant’s stock worth $363,580,000 after buying an additional 5,817,614 shares during the last quarter. Worldquant Millennium Advisors LLC lifted its holdings in Comcast by 554.9% in the second quarter. Worldquant Millennium Advisors LLC now owns 5,005,158 shares of the cable giant’s stock valued at $178,634,000 after acquiring an additional 4,240,876 shares during the last quarter. Finally, State Street Corp lifted its stake in shares of Comcast by 2.5% in 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 purchasing an additional 4,231,140 shares during the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Key Comcast News

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 Stock Performance

Shares of Comcast stock opened at $29.75 on Friday. The business has a 50-day simple moving average of $28.41 and a 200-day simple moving average of $30.32. The company has a market cap of $108.41 billion, a PE ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81. Comcast Corporation has a one year low of $25.75 and a one year high of $37.97. 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 (NASDAQ:CMCSA) last announced its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 EPS 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 the consensus estimate of $32.35 billion. During the same period in the prior year, the firm posted $0.96 EPS. The company’s quarterly revenue was up 1.2% compared to the same quarter last year. On average, equities research analysts forecast that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Announces Dividend

The firm also recently declared 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. The ex-dividend date is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.4%. Comcast’s dividend payout ratio (DPR) is currently 21.96%.

Analysts Set New Price Targets

A number of research firms have commented on CMCSA. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $30.00 target price on shares of Comcast in a research report on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Comcast in a report on Friday, January 9th. Morgan Stanley decreased their price target on Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 10th. Exane BNP Paribas reiterated a “neutral” rating on shares of Comcast in a report on Tuesday. Finally, Benchmark dropped their target price on Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Eleven research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $34.90.

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.