Banque Cantonale Vaudoise Has $2.03 Million Stake in Comcast Corporation $CMCSA

Banque Cantonale Vaudoise lifted its holdings in Comcast Corporation (NASDAQ:CMCSA) by 37.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 64,656 shares of the cable giant’s stock after acquiring an additional 17,757 shares during the period. Banque Cantonale Vaudoise’s holdings in Comcast were worth $2,032,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CMCSA. Capital A Wealth Management LLC raised its stake in Comcast by 173.7% during the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after buying an additional 436 shares during the period. Avalon Trust Co grew its stake in Comcast by 433.3% in the second quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock valued at $27,000 after acquiring an additional 624 shares during the period. Howard Hughes Medical Institute bought a new stake in shares of Comcast during the second quarter valued at approximately $29,000. Newbridge Financial Services Group Inc. acquired a new position in shares of Comcast during the second quarter worth approximately $31,000. Finally, Corsicana & Co. acquired a new position in shares of Comcast during the third quarter worth approximately $32,000. 84.32% of the stock is owned by institutional investors and hedge funds.

Comcast Stock Down 1.6%

CMCSA opened at $30.57 on Thursday. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $37.72. The company has a market cap of $109.99 billion, a PE ratio of 5.69, a price-to-earnings-growth ratio of 2.42 and a beta of 0.79. 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 company has a 50 day moving average of $30.12 and a 200 day moving average of $29.90.

Comcast (NASDAQ:CMCSA) last posted its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. The business had revenue of $32.31 billion during the quarter, compared to analyst estimates of $32.35 billion. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The company’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.96 EPS. On average, sell-side analysts expect that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Dividend Announcement

The company also recently declared 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 4.3%. Comcast’s payout ratio is 24.58%.

Insider Transactions at Comcast

In related news, CEO Michael J. Cavanagh sold 57,947 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $32.66, for a total value of $1,892,549.02. Following the completion of the sale, the chief executive officer owned 622,336 shares in the company, valued at $20,325,493.76. The trade was a 8.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.32% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

CMCSA has been the subject of a number of analyst reports. Scotiabank reduced their price objective on shares of Comcast from $37.50 to $35.25 and set a “sector perform” rating for the company in a report on Friday, January 30th. Arete Research set a $23.00 target price on shares of Comcast in a report on Tuesday, January 6th. BNP Paribas Exane cut shares of Comcast from a “neutral” rating to an “underperform” rating and set a $27.00 price target on the stock. in a research report on Tuesday, February 24th. Zacks Research lowered Comcast from a “hold” rating to a “strong sell” rating in a report on Friday, February 20th. Finally, Bank of America raised Comcast from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $31.00 to $37.00 in a research note on Monday, January 12th. Ten research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, Comcast has an average rating of “Hold” and an average target price of $34.87.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Xfinity will deliver THE PLAYERS Championship in RealTime4K with NBC Sports and Golf Channel — highlights Comcast’s technical capability and premium live-sports distribution that can support higher-value advertising and differentiate Xfinity’s pay-TV/streaming experience. Xfinity Teams up with NBC Sports and Golf Channel to Deliver THE PLAYERS Championship in RealTime4K
• Positive Sentiment: FreeWheel (Comcast’s ad-tech unit) launched AI agent infrastructure to improve premium video ad buying/selling — could boost ad monetization and margins over time if adoption accelerates. FreeWheel Launches AI Agent Infrastructure to Transform How Premium Video Advertising Is Bought and Sold, Pilots with PMG
• Positive Sentiment: Comcast started a $5.9M network expansion in Greater Hartford and Middletown, CT — continued capex into broadband expansion supports broadband revenue and enterprise services growth locally. Comcast Breaks Ground to Expand its High-Speed Network in Greater Hartford and Middletown, CT
• Neutral Sentiment: Comcast scheduled its Q1 2026 earnings call for April 23 — provides the next formal data point for subscribers, broadband trends, Peacock performance, and guidance. Investors will watch broadband net adds, streaming economics, and Parks results. Comcast to Host First Quarter 2026 Earnings Conference Call
• Neutral Sentiment: Industry comparison pieces highlight diverging strategies: Charter doubling down on connectivity vs Comcast leaning on parks, streaming, and sports — frames how investors should value growth vs diversification. Charter vs. Comcast: Which Cable Giant Is the Better Buy?
• Negative Sentiment: Reporting says Comcast is refocusing Peacock on the U.S., pulling back international ambitions — could limit long-term streaming scale and revenue upside versus peers that pursue global growth. Comcast Refocuses Peacock On US As Broadband Shifts Test Valuation
• Negative Sentiment: Market commentary and a Zacks note attribute today’s share weakness to broader market moves and investor caution on Comcast’s growth trajectory despite solid recent EPS — this likely explains part of the stock’s decline. Why Comcast (CMCSA) Dipped More Than Broader Market Today
• Neutral Sentiment: Reported short-interest data in recent feeds shows anomalous zeros/NaNs — appears to be a data glitch and should not be treated as a legitimate signal without confirmation from exchange reports. (no external link)

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.