Comcast Corporation $CMCSA Shares Acquired by AGF Management Ltd.

AGF Management Ltd. increased its position in Comcast Corporation (NASDAQ:CMCSA) by 5.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 619,703 shares of the cable giant’s stock after purchasing an additional 30,922 shares during the period. AGF Management Ltd.’s holdings in Comcast were worth $19,471,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Argyle Capital Management LLC lifted its stake 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 purchasing an additional 300 shares during the last quarter. Cape Investment Advisory Inc. lifted its position 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 worth $438,000 after buying an additional 307 shares during the last quarter. Coign Capital Advisors LLC grew its position in shares of Comcast by 2.1% during the 2nd quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after buying an additional 324 shares during the last quarter. Live Oak Investment Partners boosted its stake in Comcast by 1.2% in the second quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock valued at $1,013,000 after acquiring an additional 328 shares during the period. Finally, OneAscent Family Office LLC grew its holdings in shares of 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. Institutional investors and hedge funds own 84.32% of the company’s stock.

Comcast Price Performance

NASDAQ CMCSA opened at $29.59 on Tuesday. Comcast Corporation has a 1 year low of $25.75 and a 1 year high of $37.97. The business’s fifty day moving average is $28.47 and its two-hundred day moving average is $30.26. The stock has a market capitalization of $107.82 billion, a P/E ratio of 5.51, a P/E/G ratio of 2.12 and a beta of 0.81. 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 issued its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $32.35 billion. During the same period in the previous year, the firm posted $0.96 EPS. The company’s quarterly revenue was up 1.2% on a year-over-year basis. On average, research analysts forecast that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st will be given a $0.33 dividend. This represents a $1.32 annualized dividend and a dividend yield of 4.5%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is 24.58%.

Analysts Set New Price Targets

Several brokerages have weighed in on CMCSA. Loop Capital dropped their target price on Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Bank of America raised shares of Comcast from a “neutral” rating to a “buy” rating and boosted their target price for the company from $31.00 to $37.00 in a research note on Monday, January 12th. Barclays set a $28.00 price objective on Comcast and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Benchmark cut their target price on Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Comcast from $38.00 to $33.00 and set a “neutral” rating on the stock in a research note on Friday, October 31st. Eleven equities 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, the company currently has a consensus rating of “Hold” and a consensus price target of $34.90.

Comcast News Roundup

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast expanded its Project UP digital-inclusion effort, extending Easter Seals’ BridgingApps program to five more affiliates — a reputational and long-term demand-building initiative for broadband adoption. Easter Seals Program Expansion
• Positive Sentiment: Coverage highlighting Comcast as a high-yield, dividend-friendly name keeps it attractive to income-focused investors and may support demand from dividend-seeking funds. Dividend / Income Coverage
• Neutral Sentiment: Management is reportedly reworking Comcast’s connectivity operations amid rising legal and sports-related stakes — a strategic reset that could reduce costs or shift investment priorities, but also signals heightened execution risk. Connectivity Business Reset
• Neutral Sentiment: Comcast is a trending topic on investor sites, drawing attention that can increase short-term volatility but doesn’t by itself change fundamentals. Trending Stock Coverage
• Neutral Sentiment: Rosenblatt reiterated a “Neutral” rating on CMCSA, which is maintenance rather than a catalyst. Rosenblatt Rating
• Neutral Sentiment: Reported short-interest data in the feed appears anomalous (zeros/NaN); there’s no clear evidence here of a large short squeeze or covering that would move the stock materially. (Data caution — treat as non-confirmatory.)
• Negative Sentiment: Multiple analyst price-target cuts are weighing on the stock: TD Cowen lowered its target to $39.00. TD Cowen PT Cut
• Negative Sentiment: Scotiabank reduced its price target to $35.25, signaling weaker near-term expectations. Scotiabank PT Cut
• Negative Sentiment: Deutsche Bank cut its target to $35.00 and UBS trimmed its target to $32.00 — several peers moving lower increases downward pressure on the stock. Deutsche Bank PT Cut UBS PT Cut

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.