J. Safra Sarasin Holding AG Has $1.81 Million Stake in Comcast Corporation $CMCSA

J. Safra Sarasin Holding AG lowered its holdings in Comcast Corporation (NASDAQ:CMCSA) by 44.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 60,664 shares of the cable giant’s stock after selling 47,918 shares during the period. J. Safra Sarasin Holding AG’s holdings in Comcast were worth $1,813,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Capital A Wealth Management LLC boosted its stake in shares of 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 buying an additional 436 shares during the period. Imprint Wealth LLC acquired a new position in Comcast in the 3rd quarter valued at $26,000. United Financial Planning Group LLC bought a new stake in shares of Comcast during the 3rd quarter valued at $28,000. Howard Hughes Medical Institute acquired a new stake in shares of Comcast during the 2nd quarter worth $29,000. Finally, Olistico Wealth LLC acquired a new stake in shares of Comcast during the 4th quarter worth $29,000. Institutional investors and hedge funds own 84.32% of the company’s stock.

Insiders Place Their Bets

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of the business’s stock in a transaction on 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 sale, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 1.26% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently commented on CMCSA. Sanford C. Bernstein dropped their price target on Comcast from $34.00 to $32.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. Bank of America upgraded shares of 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. BNP Paribas Exane decreased their target price on shares of Comcast from $27.00 to $26.00 and set an “underperform” rating on the stock in a report on Thursday, March 26th. The Goldman Sachs Group dropped their target price on shares of Comcast from $30.00 to $28.00 and set a “neutral” rating for the company in a research report on Wednesday, March 25th. Finally, Pivotal Research downgraded shares of Comcast from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Ten research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $34.76.

Comcast Stock Down 0.7%

Shares of NASDAQ CMCSA opened at $28.71 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 company has a market cap of $103.29 billion, a price-to-earnings ratio of 5.35, a PEG ratio of 2.30 and a beta of 0.79. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $37.13. The stock has a 50-day moving average price of $30.34 and a two-hundred day moving average price of $29.43.

Comcast (NASDAQ:CMCSA) last posted its quarterly 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 company had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.96 EPS. As a group, analysts forecast that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be paid a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 annualized dividend and a yield of 4.6%. Comcast’s dividend payout ratio is presently 24.58%.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast Advertising partnered with DISQO to deliver deterministic TV attribution across Comcast TV and streaming campaigns — a potential boost to ad demand and measurement credibility for Comcast Advertising. DISQO and Comcast Advertising Partner
• Positive Sentiment: Comcast Business launched “Total Solutions Advantage,” simplified all‑in‑one plans for small businesses starting at $60/month — expands SMB product portfolio and could drive ARPU and business broadband growth if adoption scales. Comcast Business Launches Total Solutions Advantage
• Positive Sentiment: Local network expansions: Comcast reported multi‑gigabit, symmetrical internet availability added for thousands of homes/businesses in Merrimack County, NH and in East Nottingham & Oxford Borough, PA — incremental customer reach that supports broadband net‑adds and future revenue. Merrimack County expansion East Nottingham & Oxford expansion
• Neutral Sentiment: Market commentary noted Comcast among stocks making intraday moves yesterday — useful context for volatility but not a specific company catalyst. Stocks making big moves yesterday
• Neutral Sentiment: Preview pieces outline what to watch in Comcast’s next quarterly earnings (subscriber trends, ad revenue, broadband growth and margins) — a near‑term catalyst that will drive direction once results are released. What to Expect From Comcast’s Next Quarterly Earnings Report
• Neutral Sentiment: Coverage consensus remains a “Hold,” reflecting mixed analyst views even as operational initiatives roll out — suggests limited near‑term upgrades absent clearer macro or earnings upside. Given Consensus Recommendation of “Hold”
• Negative Sentiment: Underlying fundamentals carry caution: last quarter showed an EPS beat but a slight revenue miss and EPS down year‑over‑year, which can temper investor enthusiasm and leave the name vulnerable to profit‑taking. (Context from recent results and analyst estimates.)

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.