Invesco Ltd. Lowers Position in Comcast Corporation $CMCSA

Invesco Ltd. decreased its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,379,586 shares of the cable giant’s stock after selling 1,094,800 shares during the quarter. Invesco Ltd. owned 1.08% of Comcast worth $1,237,307,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Seven Mile Advisory lifted its stake in shares of Comcast by 23.0% in the 3rd quarter. Seven Mile Advisory now owns 20,091 shares of the cable giant’s stock valued at $631,000 after purchasing an additional 3,757 shares during the period. Sei Investments Co. grew its position in Comcast by 16.6% during the third quarter. Sei Investments Co. now owns 3,699,642 shares of the cable giant’s stock valued at $116,245,000 after buying an additional 527,106 shares during the period. Douglass Winthrop Advisors LLC grew its position in Comcast by 7.3% during the third quarter. Douglass Winthrop Advisors LLC now owns 20,545 shares of the cable giant’s stock valued at $646,000 after buying an additional 1,404 shares during the period. Crux Wealth Advisors increased its holdings in Comcast by 27.3% in the third quarter. Crux Wealth Advisors now owns 47,047 shares of the cable giant’s stock valued at $1,478,000 after buying an additional 10,095 shares in the last quarter. Finally, BOKF NA increased its holdings in Comcast by 0.9% in the third quarter. BOKF NA now owns 103,725 shares of the cable giant’s stock valued at $3,259,000 after buying an additional 941 shares in the last quarter. 84.32% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Comcast

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of the 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 completion of the sale, the chief executive officer owned 622,336 shares in the company, valued at approximately $20,325,493.76. This represents a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.32% of the company’s stock.

Comcast Stock Down 1.3%

NASDAQ CMCSA opened at $30.16 on Friday. The business has a fifty day moving average price of $30.12 and a 200 day moving average price of $29.91. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The company has a market cap of $108.51 billion, a P/E ratio of 5.62, a P/E/G ratio of 2.38 and a beta of 0.79. Comcast Corporation has a one year low of $25.75 and a one year high of $37.72.

Comcast (NASDAQ:CMCSA) last released 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. The business had revenue of $32.31 billion during the quarter, compared to analyst estimates of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The company’s revenue for the quarter was up 1.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.96 earnings per share. Research analysts anticipate that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Dividend Announcement

The firm 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 dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio is currently 24.58%.

Analysts Set New Price Targets

Several research firms have recently issued reports on CMCSA. Daiwa Securities Group lowered their target price on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. Weiss Ratings restated a “hold (c-)” rating on shares of Comcast in a research note on Friday, January 9th. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $30.00 price target on shares of Comcast in a report on Friday, January 30th. Moffett Nathanson lowered their price target on Comcast from $58.00 to $53.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. Finally, Bank of America raised Comcast from a “neutral” rating to a “buy” rating and raised their price objective for the company from $31.00 to $37.00 in a report on Monday, January 12th. Ten research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $34.87.

Comcast News Summary

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.