Comcast Corporation $CMCSA Shares Bought by Principal Financial Group Inc.

Principal Financial Group Inc. lifted its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 9.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,536,937 shares of the cable giant’s stock after purchasing an additional 665,635 shares during the quarter. Principal Financial Group Inc. owned about 0.20% of Comcast worth $236,810,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Argyle Capital Management LLC grew its stake in shares of Comcast by 0.5% during the 2nd quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after buying an additional 300 shares during the period. Cape Investment Advisory Inc. boosted its holdings in Comcast by 2.6% in the second 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 during the last quarter. Coign Capital Advisors LLC grew its position in Comcast by 2.1% during the second quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after acquiring an additional 324 shares during the period. Live Oak Investment Partners increased its stake 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 acquiring an additional 328 shares during the last quarter. Finally, OneAscent Family Office LLC increased its stake in Comcast by 4.9% during the second quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock worth $252,000 after acquiring an additional 332 shares during the last quarter. 84.32% of the stock is owned by institutional investors and hedge funds.

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 Stock Up 1.7%

Shares of Comcast stock opened at $29.75 on Monday. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96. The stock has a market capitalization of $108.41 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 2.12 and a beta of 0.81. Comcast Corporation has a twelve month low of $25.75 and a twelve month high of $37.97. The business’s 50 day simple moving average is $28.41 and its 200-day simple moving average is $30.29.

Comcast (NASDAQ:CMCSA) last posted its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (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 firm had revenue of $32.31 billion during the quarter, compared to analyst estimates of $32.35 billion. During the same period in the previous year, the business posted $0.96 EPS. Comcast’s revenue was up 1.2% on a year-over-year basis. Equities research analysts forecast that Comcast Corporation will post 4.33 earnings per share for the current year.

Comcast Announces Dividend

The business 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 dividend of $0.33 per share. This represents a $1.32 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio is currently 21.96%.

Analyst Ratings Changes

Several research firms have recently weighed in on CMCSA. Deutsche Bank Aktiengesellschaft reduced their price objective on Comcast from $40.00 to $35.00 and set a “buy” rating on the stock in a research note on Friday. Benchmark reduced their price target on shares of Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Zacks Research raised shares of Comcast from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Daiwa Capital Markets cut their target price on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. Finally, Oppenheimer set a $38.00 price target on shares of Comcast in a research report on Tuesday, November 4th. 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, Comcast presently has an average rating of “Hold” and an average target price of $34.90.

About Comcast

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.