Everett Harris & Co. CA Trims Stake in Comcast Corporation $CMCSA

Everett Harris & Co. CA reduced its holdings in Comcast Corporation (NASDAQ:CMCSA) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,493,747 shares of the cable giant’s stock after selling 41,669 shares during the quarter. Comcast accounts for about 0.6% of Everett Harris & Co. CA’s investment portfolio, making the stock its 26th largest position. Everett Harris & Co. CA’s holdings in Comcast were worth $46,934,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC raised its position in shares of Comcast by 150.9% during the 4th quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock valued at $6,240,000 after buying an additional 99,986 shares in the last quarter. Voya Financial Advisors Inc. increased its stake in Comcast by 3.2% in the second quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock valued at $2,963,000 after acquiring an additional 2,593 shares during the last quarter. Consolidated Portfolio Review Corp purchased a new stake in Comcast during the second quarter valued at about $219,000. Woodward Diversified Capital LLC lifted its stake in Comcast by 79.9% during the second quarter. Woodward Diversified Capital LLC now owns 13,052 shares of the cable giant’s stock worth $466,000 after purchasing an additional 5,798 shares during the last quarter. Finally, Cantor Fitzgerald Investment Advisors L.P. boosted its holdings in shares of Comcast by 0.5% in the 2nd quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 355,596 shares of the cable giant’s stock worth $12,691,000 after purchasing an additional 1,765 shares in the last quarter. Institutional investors own 84.32% of the company’s stock.

Comcast Stock Performance

Shares of NASDAQ:CMCSA opened at $29.24 on Friday. 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 price of $28.36 and a 200-day moving average price of $30.39. The company has a market cap of $106.55 billion, a price-to-earnings ratio of 4.87, a price-to-earnings-growth ratio of 2.00 and a beta of 0.81. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $37.97.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The company 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. Comcast’s revenue was up 1.2% compared to the same quarter last year. As a group, equities analysts anticipate that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be issued a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. The ex-dividend date is Wednesday, April 1st. Comcast’s dividend payout ratio is currently 21.96%.

Wall Street Analyst Weigh In

CMCSA has been the topic of a number of research reports. Daiwa Capital Markets decreased their price objective on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a report on Tuesday, November 18th. Arete Research set a $23.00 price objective on shares of Comcast in a report on Tuesday, January 6th. Loop Capital reduced their target price on shares of Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a report on Friday, October 31st. UBS Group set a $37.00 target price on shares of Comcast in a research report on Monday, January 12th. Finally, Rosenblatt Securities cut their price target on shares of Comcast from $33.00 to $30.00 and set a “neutral” rating for the company in a research report on Monday, December 1st. Eleven equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $35.47.

Trending Headlines about Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Adjusted EPS beat expectations — Comcast reported $0.84 adj. EPS vs. ~$0.75 consensus, which helped offset other weaknesses. Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Theme parks and Peacock subscriber growth provided revenue offsets — parks benefited from Epic Universe and Peacock hit ~44M subscribers, supporting revenue diversification beyond broadband. Comcast Corp (CMCSA) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Unusual call-option buying suggests bullish speculative interest — large uptick in call volume noted by market observers, which can amplify upside momentum. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Revenue roughly in-line / slight miss — Q4 revenue was $32.31B vs. ~$32.35B expected, keeping top-line growth essentially flat (+1.2% Y/Y). This limited the magnitude of either directional surprise. Comcast posts slight Q4 revenue miss, shares move higher on earnings beat
• Neutral Sentiment: Dividend maintained — board declared a $0.33 quarterly payout (annualized $1.32), supporting income investors but not signaling payout growth. Comcast Maintains Dividend on an Annualized Basis in 2026
• Negative Sentiment: Broadband subscriber losses worsened — Comcast lost more broadband customers than expected as wireless and competitor promotions pressured its core business, a key long-term revenue risk. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Peacock losses widened despite subscriber gains — content and rights costs (including the NBA deal) increased losses at Peacock, weighing on margins even as subscribers grew. Peacock Hits 44 Million Subscribers But Losses Widen On NBA Deal

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.