Nisa Investment Advisors LLC Acquires 1,613,443 Shares of Comcast Corporation $CMCSA

Nisa Investment Advisors LLC grew its stake in Comcast Corporation (NASDAQ:CMCSA) by 129.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,860,191 shares of the cable giant’s stock after purchasing an additional 1,613,443 shares during the quarter. Nisa Investment Advisors LLC owned about 0.08% of Comcast worth $85,491,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the stock. Dodge & Cox increased its holdings in Comcast by 18.1% in the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock valued at $3,971,309,000 after purchasing an additional 17,054,579 shares during the last quarter. Capital Research Global Investors boosted its holdings in Comcast by 46.1% during the third quarter. Capital Research Global Investors now owns 33,706,330 shares of the cable giant’s stock worth $1,059,053,000 after buying an additional 10,633,206 shares during the last quarter. State Street Corp boosted its holdings in Comcast by 4.6% during the third quarter. State Street Corp now owns 180,687,135 shares of the cable giant’s stock worth $5,677,190,000 after buying an additional 7,917,335 shares during the last quarter. SG Americas Securities LLC grew its position in shares of Comcast by 2,970.5% during the 4th quarter. SG Americas Securities LLC now owns 7,394,728 shares of the cable giant’s stock worth $221,028,000 after buying an additional 7,153,895 shares during the period. Finally, Two Sigma Investments LP increased its stake in shares of Comcast by 1,356.2% in the 3rd quarter. Two Sigma Investments LP now owns 6,556,098 shares of the cable giant’s stock valued at $205,993,000 after acquiring an additional 6,105,867 shares during the last quarter. 84.32% of the stock is owned by institutional investors and hedge funds.

Comcast Price Performance

Shares of CMCSA opened at $28.71 on Wednesday. The stock has a 50 day simple moving average of $30.34 and a 200 day simple moving average of $29.43. Comcast Corporation has a 52-week low of $25.75 and a 52-week high of $37.13. 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 firm has a market capitalization of $103.29 billion, a PE ratio of 5.35, a P/E/G ratio of 2.30 and a beta of 0.79.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. During the same period last year, the company posted $0.96 EPS. The business’s quarterly revenue was up 1.2% on a year-over-year basis. Sell-side analysts predict that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Announces Dividend

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 issued a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is presently 24.58%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CMCSA. Wall Street Zen upgraded shares of Comcast to a “hold” rating in a research report on Saturday, March 14th. Rosenblatt Securities restated a “neutral” rating and set a $30.00 price objective on shares of Comcast in a report on Friday, January 30th. UBS Group lowered their target price on shares of Comcast from $36.00 to $32.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. BNP Paribas Exane reduced their price target on shares of Comcast from $27.00 to $26.00 and set an “underperform” rating on the stock in a research report on Thursday, March 26th. Finally, Royal Bank Of Canada decreased their price target on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a report on Friday, January 16th. Ten investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $34.76.

Key Stories 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.)

Insider Buying and Selling

In related news, CEO Michael J. Cavanagh sold 57,947 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer directly owned 622,336 shares of the company’s stock, valued at approximately $20,325,493.76. This represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.26% of the company’s stock.

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.