Mediolanum International Funds Ltd Purchases 401,764 Shares of Comcast Corporation $CMCSA

Mediolanum International Funds Ltd boosted its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 79.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 906,516 shares of the cable giant’s stock after acquiring an additional 401,764 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Comcast were worth $28,546,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in CMCSA. Argyle Capital Management LLC increased its position in Comcast by 0.5% during the second quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock worth $2,184,000 after buying an additional 300 shares during the last quarter. Cape Investment Advisory Inc. raised its stake in shares of Comcast by 2.6% in the 2nd quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after acquiring an additional 307 shares in the last quarter. Coign Capital Advisors LLC lifted its holdings in Comcast by 2.1% in the 2nd quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock worth $568,000 after purchasing an additional 324 shares during the last quarter. Live Oak Investment Partners boosted its position in Comcast by 1.2% during the second quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock worth $1,013,000 after purchasing an additional 328 shares during the period. Finally, OneAscent Family Office LLC grew its holdings in Comcast by 4.9% during the second quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock valued at $252,000 after purchasing an additional 332 shares during the last quarter. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently weighed in on CMCSA shares. Royal Bank Of Canada reduced their price objective on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research note on Friday, January 16th. Benchmark cut their target price on shares of Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Daiwa Capital Markets lowered their price target on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Zacks Research raised Comcast from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Finally, Evercore ISI decreased 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. Eleven equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Comcast currently has an average rating of “Hold” and an average target price of $34.90.

Comcast Price Performance

Shares of CMCSA stock opened at $29.75 on Friday. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $37.97. The company has a market capitalization of $108.41 billion, a P/E ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81. The stock has a 50 day moving average of $28.41 and a two-hundred day moving average of $30.32. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last issued its earnings results 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 return on equity of 16.86% and a net margin of 16.17%.The business had revenue of $32.31 billion during the quarter, compared to analyst estimates of $32.35 billion. During the same period in the prior year, the company posted $0.96 earnings per share. Comcast’s revenue was up 1.2% on a year-over-year basis. As a group, equities analysts expect that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The firm also recently disclosed 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 4.4%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is presently 21.96%.

Trending Headlines about 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 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.