Lecap Asset Management Ltd. Has $1.44 Million Stock Position in Comcast Corporation $CMCSA

Lecap Asset Management Ltd. raised its position in Comcast Corporation (NASDAQ:CMCSA) by 649.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 45,673 shares of the cable giant’s stock after acquiring an additional 39,575 shares during the period. Lecap Asset Management Ltd.’s holdings in Comcast were worth $1,435,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. Capital A Wealth Management LLC raised its holdings in Comcast by 173.7% during the second quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after buying an additional 436 shares during the last quarter. Global Trust Asset Management LLC raised its holdings in shares of Comcast by 906.8% in the 2nd quarter. Global Trust Asset Management LLC now owns 745 shares of the cable giant’s stock worth $27,000 after acquiring an additional 671 shares during the last quarter. Cranbrook Wealth Management LLC lifted its position in Comcast by 86.0% in the 2nd quarter. Cranbrook Wealth Management LLC now owns 757 shares of the cable giant’s stock valued at $27,000 after acquiring an additional 350 shares in the last quarter. Avalon Trust Co lifted its position in Comcast by 433.3% in the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock valued at $27,000 after acquiring an additional 624 shares in the last quarter. Finally, Ransom Advisory Ltd acquired a new position in Comcast during the 1st quarter valued at about $29,000. 84.32% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Loop Capital lowered their price objective on Comcast from $43.00 to $40.00 and set a “buy” rating for the company in a research note on Friday, October 31st. JPMorgan Chase & Co. decreased their price target on Comcast from $38.00 to $33.00 and set a “neutral” rating for the company in a report on Friday, October 31st. Cowen restated a “buy” rating on shares of Comcast in a research note on Friday, October 31st. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Comcast from $44.00 to $40.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. Finally, Benchmark dropped their price target on shares of Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research report on Monday. Eleven analysts have rated the stock with a Buy rating, twenty have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $35.24.

Comcast Trading Up 1.8%

Shares of CMCSA stock opened at $27.90 on Thursday. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The firm has a market cap of $101.68 billion, a P/E ratio of 4.64, a PEG ratio of 1.92 and a beta of 0.81. The company has a 50 day moving average of $27.97 and a 200-day moving average of $31.13. Comcast Corporation has a 12-month low of $25.75 and a 12-month high of $38.40.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings data on Monday, March 13th. The cable giant reported $0.77 earnings per share for the quarter. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The business had revenue of $30.34 billion during the quarter. Sell-side analysts anticipate that Comcast Corporation will post 4.33 earnings per share for the current year.

Comcast Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 4th. Stockholders of record on Wednesday, January 14th will be paid a $0.33 dividend. The ex-dividend date is Wednesday, January 14th. This represents a $1.32 annualized dividend and a dividend yield of 4.7%. Comcast’s dividend payout ratio (DPR) is presently 21.96%.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Versant’s weak debut after the spinoff took pressure off Comcast’s shares and was reported as mixed media—Comcast gained while the new stock fell, which investors interpret as the parent retaining more value post-spinoff. Mixed media: Versant slides on its first day of trading while Comcast gains
• Positive Sentiment: Benchmark lowered its price target from $46 to $44 but maintained a Buy rating—supporting upside thesis that Comcast shares are still undervalued versus the new target. Benchmark adjusts price target on Comcast to $44 from $46, maintains Buy rating
• Neutral Sentiment: Coverage pieces are revisiting Comcast’s valuation after recent share weakness — useful context for investors deciding whether the current price reflects the company’s free cash flow and cable/streaming mix. Comcast (CMCSA) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Analysts and investors are focused on Comcast’s upcoming Q4 2025 earnings—expectations and guidance will likely drive near-term moves more than headlines alone. What to Expect From Comcast Corporation’s Q4 2025 Earnings Report
• Negative Sentiment: Arete Research issued downgrades (from Hold/Neutral to Sell/Strong Sell) and set a $23 price target in separate notes—selling pressure from these calls could weigh on the stock if other shops follow. Zacks: Arete downgrades Comcast to Strong Sell Finviz / TickerReport: Arete sets $23 price target
• Negative Sentiment: Industry fallout from Comcast’s TV asset spinoff: Reuters reports that Paramount/Skydance are using the market’s reaction to Comcast’s move as leverage in a competing takeover campaign for Warner Bros Discovery—heightening strategic uncertainty around content assets and potential M&A outcomes. Comcast’s TV spin hands Paramount more ammunition in its Warner Bros campaign

Comcast Company 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.