Comcast (NASDAQ:CMCSA) Upgraded at Zacks Research

Zacks Research upgraded shares of Comcast (NASDAQ:CMCSA) from a strong sell rating to a hold rating in a research note published on Tuesday morning,Zacks.com reports.

CMCSA has been the subject of several other reports. UBS Group decreased their price objective on Comcast from $36.00 to $32.00 and set a “neutral” rating for the company in a report on Friday, January 30th. Arete Research set a $23.00 price target on shares of Comcast in a research report on Tuesday, January 6th. Rosenblatt Securities reiterated a “neutral” rating and set a $30.00 price target on shares of Comcast in a research note on Friday, January 30th. BNP Paribas Exane lowered their price objective on shares of Comcast from $27.00 to $26.00 and set an “underperform” rating on the stock in a research report on Thursday, March 26th. Finally, Benchmark dropped their price objective on shares of Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Ten investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $34.71.

Comcast Price Performance

CMCSA stock opened at $27.93 on Tuesday. The stock has a market cap of $100.49 billion, a price-to-earnings ratio of 5.20, a PEG ratio of 2.23 and a beta of 0.80. 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 has a fifty-two week low of $25.75 and a fifty-two week high of $36.66. The business has a 50 day moving average price of $30.30 and a 200 day moving average price of $29.41.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping the consensus estimate of $0.75 by $0.09. The firm had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. Comcast’s revenue for the quarter was up 1.2% compared to the same quarter last year. During the same period last year, the business earned $0.96 EPS. Equities research analysts anticipate that Comcast will post 4.33 earnings per share for the current fiscal 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 issued a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.7%. Comcast’s dividend payout ratio (DPR) is 24.58%.

Insider Buying and Selling at Comcast

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of the firm’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 completion of the transaction, the chief executive officer directly owned 622,336 shares in the company, valued at approximately $20,325,493.76. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.32% of the stock is currently owned by corporate insiders.

Institutional Trading of Comcast

Large investors have recently modified their holdings of the business. Capital A Wealth Management LLC grew its holdings in Comcast by 173.7% during the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock valued at $25,000 after buying an additional 436 shares during the last quarter. Imprint Wealth LLC purchased a new position in Comcast in the 3rd quarter valued at about $26,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in shares of Comcast during the 4th quarter worth about $27,000. United Financial Planning Group LLC purchased a new stake in shares of Comcast during the third quarter worth about $28,000. Finally, Howard Hughes Medical Institute purchased a new stake in Comcast in the 2nd quarter worth approximately $29,000. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast is expanding multi‑gigabit broadband into rural/suburban communities and launched “Total Solutions Advantage,” a bundled connectivity + cybersecurity service for small businesses — a revenue diversification and growth-angle that investors typically view favorably for broadband ARPU and business revenue stability. Will Comcast’s (CMCSA) Rural Upgrades and Bundled Cybersecurity Pivot Reshape Its Broadband Narrative?
• Positive Sentiment: BofA reiterated Comcast as a “buy,” signaling continued confidence from a major bank despite weak short‑term performance — a supportive institutional voice that can limit downside and attract long‑term buyers. BofA Reiterates Comcast (CMCSA) As “Buy” Despite Weak Short-Term Performance
• Positive Sentiment: Zacks upgraded Comcast from “strong sell” to “hold,” reducing one layer of bearish analyst pressure and potentially stabilizing sentiment. Zacks.com
• Neutral Sentiment: Analysts remain mixed on Comcast amid discussions of partnerships and edge/AI computing opportunities (referenced to an NVIDIA-related angle); consensus price target (~$32.50) implies upside, but coverage is split, so volatility may persist as investors wait for clearer proofs of monetization. Analysts Remain Mixed on Comcast (CMCSA) Amid NVIDIA Deal
• Neutral Sentiment: Roundups noting Comcast among “stocks making big moves” increase short‑term attention but don’t by themselves change fundamentals. These mentions can drive trading volume and short-term volatility. Stocks making big moves yesterday: … and Comcast
• Negative Sentiment: Scotiabank trimmed its price target from $35.25 to $34.00 (still “sector perform”), reducing near‑term upside expectations and signaling more conservative assumptions about growth or multiple expansion. Scotiabank adjusts price target on Comcast to $34
• Negative Sentiment: Market pieces and headlines documenting a recent intraday/share decline (multiple outlets flagged a ~2% drop) reflect short‑term selling pressure and negative momentum that can amplify declines in low‑volume sessions. Comcast (CMCSA) Stock Sinks As Market Gains: Here’s Why

About Comcast

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.