Robeco Institutional Asset Management B.V. Raises Position in Comcast Corporation $CMCSA

Robeco Institutional Asset Management B.V. grew its holdings in Comcast Corporation (NASDAQ:CMCSA) by 5.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,657,898 shares of the cable giant’s stock after purchasing an additional 85,269 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Comcast were worth $52,091,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of CMCSA. Foster Group Inc. grew its stake in Comcast by 4.0% during the 2nd quarter. Foster Group Inc. now owns 7,418 shares of the cable giant’s stock worth $265,000 after purchasing an additional 282 shares in the last quarter. Argyle Capital Management LLC increased 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 buying an additional 300 shares in the last quarter. Webster Bank N. A. raised its stake in shares of Comcast by 2.9% during the 2nd quarter. Webster Bank N. A. now owns 10,809 shares of the cable giant’s stock worth $386,000 after buying an additional 305 shares during the last quarter. Cape Investment Advisory Inc. lifted its stake in shares of Comcast by 2.6% during the second quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after buying an additional 307 shares during the period. Finally, Coign Capital Advisors LLC increased its stake in Comcast by 2.1% in the second quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after purchasing an additional 324 shares during the last quarter. 84.32% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have recently commented on CMCSA shares. Williams Trading set a $40.00 target price on shares of Comcast in a research note on Friday, October 31st. Oppenheimer set a $38.00 price objective on shares of Comcast in a report on Tuesday, November 4th. Rosenblatt Securities dropped their target price on shares of Comcast from $33.00 to $30.00 and set a “neutral” rating on the stock in a report on Monday, December 1st. Loop Capital decreased their price target 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. Finally, Arete Research set a $23.00 price objective on shares of Comcast in a research note on Tuesday. Eleven analysts have rated the stock with a Buy rating, twenty have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $35.24.

Comcast Stock Performance

Shares of NASDAQ CMCSA opened at $27.90 on Thursday. 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 stock has a 50 day moving average price of $27.97 and a 200 day moving average price of $31.13. The stock has a market capitalization of $101.68 billion, a PE ratio of 4.64, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81. Comcast Corporation has a 52 week low of $25.75 and a 52 week high of $38.40.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings results on Monday, March 13th. The cable giant reported $0.77 EPS for the quarter. The business had revenue of $30.34 billion during the quarter. Comcast had a return on equity of 18.06% and a net margin of 18.33%. Analysts predict that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Dividend Announcement

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

More Comcast News

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.