Comcast Corporation $CMCSA Stock Holdings Increased by Entropy Technologies LP

Entropy Technologies LP grew its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 54.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 370,999 shares of the cable giant’s stock after acquiring an additional 131,380 shares during the quarter. Comcast comprises approximately 0.9% of Entropy Technologies LP’s holdings, making the stock its 10th largest holding. Entropy Technologies LP’s holdings in Comcast were worth $11,657,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of CMCSA. Capital A Wealth Management LLC raised its stake in Comcast by 173.7% during 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 in the last quarter. Avalon Trust Co grew its stake in shares of Comcast by 433.3% in 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 in the last quarter. Howard Hughes Medical Institute purchased a new position in shares of Comcast in the 2nd quarter worth $29,000. Newbridge Financial Services Group Inc. bought a new stake in shares of Comcast in the 2nd quarter worth about $31,000. Finally, Corsicana & Co. bought a new stake in shares of Comcast in the 3rd quarter worth about $32,000. 84.32% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CMCSA has been the subject of a number of analyst reports. Zacks Research downgraded shares of Comcast from a “hold” rating to a “strong sell” rating in a report on Friday, February 20th. Scotiabank decreased their price objective on Comcast from $37.50 to $35.25 and set a “sector perform” rating on the stock in a research report on Friday, January 30th. Morgan Stanley lowered their price objective on Comcast from $32.00 to $31.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 10th. Daiwa Securities Group cut their target price on Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Finally, Barclays set a $28.00 price target on Comcast and gave the company an “equal weight” rating in a report on Tuesday, January 13th. Ten equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $34.87.

Comcast Stock Down 1.3%

Shares of NASDAQ:CMCSA opened at $30.16 on Friday. Comcast Corporation has a 1 year low of $25.75 and a 1 year high of $37.72. The business has a 50 day simple moving average of $30.12 and a two-hundred day simple moving average of $29.91. The firm has a market capitalization of $108.51 billion, a PE ratio of 5.62, a price-to-earnings-growth ratio of 2.38 and a beta of 0.79. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88.

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

Comcast Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st will be given 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 dividend payout ratio (DPR) is 24.58%.

Insider Activity

In other news, CEO Michael J. Cavanagh sold 57,947 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total value of $1,892,549.02. Following the transaction, the chief executive officer directly owned 622,336 shares in the company, valued at approximately $20,325,493.76. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 1.32% of the company’s stock.

Key Comcast News

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.

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.