BNP Paribas Exane Cuts Comcast (NASDAQ:CMCSA) Price Target to $28.00

Comcast (NASDAQ:CMCSA) had its price objective reduced by BNP Paribas Exane from $28.10 to $28.00 in a research report sent to investors on Tuesday morning,MarketScreener reports. They currently have a neutral rating on the cable giant’s stock.

A number of other equities research analysts also recently commented on CMCSA. Scotiabank set a $37.50 target price on Comcast in a report on Wednesday, January 7th. Zacks Research raised shares of Comcast from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 9th. Loop Capital dropped their target price on shares of Comcast from $43.00 to $40.00 and set a “buy” rating for the company in a report on Friday, October 31st. Williams Trading set a $40.00 price target on shares of Comcast in a research report on Friday, October 31st. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $30.00 price target (down previously from $39.00) on shares of Comcast in a report on Friday, October 31st. Eleven research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Comcast presently has a consensus rating of “Hold” and an average target price of $35.47.

Comcast Trading Up 2.9%

NASDAQ CMCSA opened at $29.24 on Tuesday. Comcast has a 52-week low of $25.75 and a 52-week high of $37.97. The firm has a 50-day moving average price of $28.36 and a 200 day moving average price of $30.39. The stock has a market capitalization of $106.55 billion, a P/E ratio of 4.87, a P/E/G ratio of 2.00 and a beta of 0.81. 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 (NASDAQ:CMCSA) last issued its 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 18.06% and a net margin of 18.33%.The business had revenue of $32.31 billion during the quarter, compared to the consensus estimate of $32.35 billion. During the same period in the prior year, the business posted $0.96 EPS. The company’s revenue for the quarter was up 1.2% on a year-over-year basis. Equities research analysts expect that Comcast 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. Investors of record on Wednesday, April 1st will be given a dividend of $0.33 per share. The ex-dividend date is Wednesday, April 1st. This represents a $1.32 annualized dividend and a yield of 4.5%. Comcast’s dividend payout ratio is 21.96%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Argyle Capital Management LLC grew its holdings in Comcast by 0.5% in the second quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after purchasing an additional 300 shares during the period. Cape Investment Advisory Inc. boosted its holdings in shares of Comcast by 2.6% in the 2nd quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after purchasing an additional 307 shares during the last quarter. Coign Capital Advisors LLC grew its stake in shares of Comcast by 2.1% during the 2nd quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after buying an additional 324 shares during the period. Live Oak Investment Partners grew its stake in shares of Comcast by 1.2% during the 2nd quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock valued at $1,013,000 after buying an additional 328 shares during the period. Finally, OneAscent Family Office LLC increased its holdings in shares of Comcast by 4.9% during the 2nd quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock worth $252,000 after buying an additional 332 shares during the last quarter. Institutional investors and hedge funds own 84.32% of the company’s stock.

More Comcast News

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

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.