Machina Capital S.A.S. Purchases 65,132 Shares of Comcast Corporation $CMCSA

Machina Capital S.A.S. increased its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 38.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 235,880 shares of the cable giant’s stock after purchasing an additional 65,132 shares during the quarter. Comcast accounts for about 1.3% of Machina Capital S.A.S.’s investment portfolio, making the stock its 3rd largest holding. Machina Capital S.A.S.’s holdings in Comcast were worth $7,411,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Argyle Capital Management LLC increased its holdings in Comcast by 0.5% in the 2nd quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after purchasing an additional 300 shares in the last quarter. Cape Investment Advisory Inc. boosted its position in shares of Comcast by 2.6% in the second 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 period. Coign Capital Advisors LLC grew its stake in shares of Comcast by 2.1% in the second 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 in the last quarter. Live Oak Investment Partners raised its holdings in shares of Comcast by 1.2% during the 2nd quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock valued at $1,013,000 after buying an additional 328 shares during the period. Finally, OneAscent Family Office LLC lifted its position in Comcast by 4.9% during the 2nd 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 in the last quarter. 84.32% of the stock is owned by institutional investors and hedge funds.

Comcast Stock Performance

CMCSA opened at $29.76 on Wednesday. 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 business’s 50 day moving average is $28.53 and its 200-day moving average is $30.22. The stock has a market cap of $108.44 billion, a PE ratio of 5.54, a price-to-earnings-growth ratio of 2.25 and a beta of 0.81. Comcast Corporation has a twelve month low of $25.75 and a twelve month high of $37.97.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The firm had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. During the same quarter in the previous year, the business earned $0.96 EPS. The firm’s revenue for the quarter was up 1.2% on a year-over-year basis. On average, analysts predict 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. Shareholders of record on Wednesday, April 1st will be paid a dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 annualized dividend and a yield of 4.4%. Comcast’s dividend payout ratio (DPR) is presently 24.58%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Sanford C. Bernstein reduced their target price on shares of Comcast from $34.00 to $32.00 and set a “market perform” rating on the stock in a research report on Thursday, January 15th. Barclays set a $28.00 price objective on shares of Comcast and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Oppenheimer set a $38.00 target price on Comcast in a research report on Tuesday, November 4th. Daiwa Capital Markets reduced their price target on Comcast from $38.00 to $30.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Finally, Morgan Stanley dropped their price objective on Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Ten investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $34.90.

Trending Headlines about Comcast

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 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.