Atlantic Union Bankshares Corp Has $1.56 Million Holdings in Comcast Corporation $CMCSA

Atlantic Union Bankshares Corp lifted its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 113.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,660 shares of the cable giant’s stock after acquiring an additional 26,429 shares during the period. Atlantic Union Bankshares Corp’s holdings in Comcast were worth $1,560,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Capital A Wealth Management LLC lifted its holdings in shares of Comcast by 173.7% in 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 in the last quarter. Avalon Trust Co lifted its stake 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 acquiring 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 grew its stake in shares of 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 acquiring an additional 686 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. acquired a new stake in shares of Comcast in the second quarter valued at approximately $31,000. 84.32% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CMCSA. Arete Research set a $23.00 target price on shares of Comcast in a report on Tuesday, January 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of Comcast in a research report on Friday, January 9th. JPMorgan Chase & Co. decreased their price objective on Comcast from $38.00 to $33.00 and set a “neutral” rating for the company in a report on Friday, October 31st. BNP Paribas Exane lowered their target price on Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Finally, Sanford C. Bernstein dropped their target price on Comcast from $34.00 to $32.00 and set a “market perform” rating on the stock in a report on Thursday, January 15th. Ten analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Comcast presently has a consensus rating of “Hold” and an average target price of $34.90.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: BofA raises its price target on Comcast amid the company’s media-asset reorganization, supporting upside expectations. BofA boosts Comcast (CMCSA) price target amid media asset reorganization
• Positive Sentiment: Large asset managers show mixed but meaningful position moves — BlackRock added ~19.6M shares (per Q4 institutional data), a vote of confidence from a major holder. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Positive Sentiment: Comcast’s Project UP digital-access initiative is expanding to more Easterseals affiliates — a positive for brand, regulatory goodwill and long-term subscriber potential. Easter Seals Houston Program to Expand Across the Nation Through Comcast’s Billion-Dollar Project Up Initiative
• Neutral Sentiment: Rosenblatt reiterates a “Neutral” rating on CMCSA, reflecting balanced near-term outlook from some sell‑side desks. Comcast’s (CMCSA) “Neutral” Rating Reiterated at Rosenblatt Securities
• Neutral Sentiment: Short-interest data published this week appears erroneous/zeroed (shows 0 shares / NaN increases), so don’t read it as a reliable signal until corrected by exchanges — short‑interest noise is unlikely to be a driver today.
• Negative Sentiment: Q4 2025 results: revenue modestly up (~+1.2% YoY) but operating profit (-30%) and net income (-54.6%) fell sharply; diluted EPS dropped ~51.6% YoY — headline EPS weakness is the main near-term negative catalyst despite stronger cash flow and liquidity. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Negative Sentiment: Several sell‑side firms trimmed price targets recently (Scotiabank, Deutsche, UBS among others), increasing analyst downside risk despite some buys — this puts pressure on sentiment. Comcast (CMCSA) Price Target Reduced at Scotiabank
• Negative Sentiment: Notable institutional selling was reported (JPMorgan removed a large stake) and congressional insiders have been net sellers recently — selling pressure from big holders can weigh on the stock. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down

Comcast Stock Performance

CMCSA opened at $29.76 on Wednesday. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. Comcast Corporation has a 12-month low of $25.75 and a 12-month high of $37.97. The business has a 50 day moving average of $28.53 and a 200-day moving average of $30.22. The stock has a market cap of $108.44 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 2.25 and a beta of 0.81.

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

Comcast Announces Dividend

The business also recently disclosed 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. 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 presently 24.58%.

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.