Comcast Corporation $CMCSA Shares Sold by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership lessened its stake in Comcast Corporation (NASDAQ:CMCSA) by 12.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,338,813 shares of the cable giant’s stock after selling 3,011,695 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.59% of Comcast worth $670,466,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Capital A Wealth Management LLC grew its holdings in 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 during the period. Avalon Trust Co raised its stake in shares of Comcast by 433.3% during the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock worth $27,000 after buying an additional 624 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of Comcast during the 2nd quarter valued at approximately $29,000. Newbridge Financial Services Group Inc. acquired a new stake in Comcast in the 2nd quarter valued at $31,000. Finally, Corsicana & Co. acquired a new stake in Comcast in the 3rd quarter valued at $32,000. Institutional investors and hedge funds own 84.32% of the company’s stock.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast will expand its Comcast Business high‑speed, symmetrical internet, cybersecurity and tech services into the Quad Cities — its first infrastructure investment in Iowa — which should grow B2B recurring revenue and widen the company’s service footprint. Read More.
• Positive Sentiment: FreeWheel (Comcast’s ad tech unit) launched an AI agent infrastructure to streamline buying/selling of premium video ads and is piloting with PMG — a product that can boost ad yield and margin over time if adoption scales. Read More.
• Positive Sentiment: Xfinity will deliver THE PLAYERS Championship in RealTime4K via NBC Sports/Golf Channel, a content/tech differentiator that can aid customer retention and upsell for video/broadband bundles. Read More.
• Neutral Sentiment: Comcast scheduled its Q1 2026 earnings conference call for April 23 — a clear near‑term catalyst when management will give updated subscriber, ad and parks/streaming outlooks. Read More.
• Neutral Sentiment: Industry piece comparing Charter vs. Comcast highlights strategic differences (Charter focused on connectivity; Comcast more diversified into theme parks, streaming, live sports). Useful framing for investors weighing relative long‑term bets. Read More.
• Neutral Sentiment: Short‑interest reports this week show a flagged “large increase” but the published values are zero/NaN and days‑to‑cover = 0.0 — likely a data/reporting anomaly, so treat short‑interest impact as unclear until corrected filings are posted.
• Negative Sentiment: Market coverage notes Comcast shares have dipped more than the broader market in recent sessions, reflecting short‑term selling pressure and investor caution despite recent product wins. Read More.

Insider Buying and Selling at Comcast

In other news, CEO Michael J. Cavanagh sold 57,947 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total transaction of $1,892,549.02. Following the transaction, the chief executive officer owned 622,336 shares of the company’s stock, valued at approximately $20,325,493.76. The trade was a 8.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 1.32% of the company’s stock.

Comcast Stock Down 1.3%

Shares of NASDAQ CMCSA opened at $30.16 on Friday. The stock has a market cap of $108.51 billion, a PE ratio of 5.62, a P/E/G ratio of 2.38 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. Comcast Corporation has a 12-month low of $25.75 and a 12-month high of $37.72. The company has a 50-day moving average of $30.12 and a 200 day moving average of $29.91.

Comcast (NASDAQ:CMCSA) last issued its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, topping 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 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 business’s revenue for the quarter was up 1.2% compared to the same quarter last year. As a group, sell-side analysts predict that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Announces Dividend

The business also recently declared 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 is Wednesday, April 1st. Comcast’s payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on CMCSA shares. Morgan Stanley reduced their price objective on shares of Comcast from $32.00 to $31.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 10th. Rosenblatt Securities restated a “neutral” rating and set a $30.00 price target on shares of Comcast in a research report on Friday, January 30th. Daiwa Securities Group decreased their price target 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. TD Cowen lowered their price objective on Comcast from $40.00 to $39.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Finally, UBS Group cut their price objective on Comcast from $36.00 to $32.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. Ten investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $34.87.

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.