Caxton Associates LLP Acquires 88,275 Shares of Comcast Corporation $CMCSA

Caxton Associates LLP increased its holdings in Comcast Corporation (NASDAQ:CMCSA) by 275.2% during the first quarter, HoldingsChannel reports. The fund owned 120,350 shares of the cable giant’s stock after acquiring an additional 88,275 shares during the quarter. Caxton Associates LLP’s holdings in Comcast were worth $3,455,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in CMCSA. Norges Bank bought a new position in shares of Comcast in the fourth quarter valued at approximately $2,498,626,000. Capital World Investors boosted its holdings in Comcast by 20.8% during the 4th quarter. Capital World Investors now owns 140,343,399 shares of the cable giant’s stock worth $4,194,929,000 after acquiring an additional 24,166,881 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of Comcast by 65.1% in the fourth quarter. Capital Research Global Investors now owns 55,664,933 shares of the cable giant’s stock valued at $1,663,825,000 after purchasing an additional 21,958,603 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 purchasing an additional 7,917,335 shares during the last quarter. Finally, Two Sigma Investments LP grew its position in 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 worth $205,993,000 after purchasing an additional 6,105,867 shares in the last quarter. Institutional investors own 84.32% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Weiss Ratings restated a “hold (c-)” rating on shares of Comcast in a research note on Monday, July 6th. Moffett Nathanson lowered their target price on Comcast from $53.00 to $52.00 and set a “buy” rating on the stock in a research note on Tuesday, June 16th. Deutsche Bank Aktiengesellschaft raised shares of Comcast from a “hold” rating to a “buy” rating and cut their price target for the stock from $34.00 to $32.00 in a report on Tuesday, June 30th. Morgan Stanley decreased their price objective on shares of Comcast from $33.00 to $30.00 and set an “equal weight” rating for the company in a report on Tuesday, July 7th. Finally, Freedom Capital upgraded shares of Comcast to a “hold” rating in a research note on Friday, June 12th. Eleven investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Comcast currently has a consensus rating of “Hold” and an average target price of $33.45.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast beat Q2 EPS and revenue estimates, helped by record wireless growth and stronger connectivity momentum. Comcast Reports 2nd Quarter 2026 Results
• Positive Sentiment: Peacock posted its first quarterly profit and added 2 million paid subscribers, improving the outlook for Comcast’s streaming business. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost
• Neutral Sentiment: Comcast declared a quarterly dividend of $0.33 per share, reinforcing its income appeal with an annualized yield around 6.0%. Comcast Declares Quarterly Dividend
• Negative Sentiment: Revenue and profit still declined year over year, and broadband customer losses remain a key concern for the core business. Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
• Negative Sentiment: The company paused share buybacks, which may have disappointed investors looking for capital-return support. Comcast Corp (CMCSA) Q2 2026 Earnings Call Highlights

Comcast Price Performance

CMCSA opened at $21.92 on Friday. The firm has a 50-day moving average price of $23.86 and a 200-day moving average price of $27.30. Comcast Corporation has a twelve month low of $21.91 and a twelve month high of $36.01. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 1.01. The company has a market capitalization of $78.30 billion, a price-to-earnings ratio of 4.31, a PEG ratio of 1.94 and a beta of 0.67.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings results on Thursday, July 23rd. The cable giant reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.97 by $0.07. Comcast had a return on equity of 15.47% and a net margin of 15.00%.The firm had revenue of $29.94 billion for the quarter, compared to analysts’ expectations of $29.24 billion. During the same period in the prior year, the business posted $1.25 earnings per share. The company’s revenue was down 1.2% on a year-over-year basis. Equities analysts expect that Comcast Corporation will post 3.48 EPS for the current year.

Comcast Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 28th. Stockholders of record on Wednesday, October 7th will be paid a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 6.0%. The ex-dividend date of this dividend is Wednesday, October 7th. Comcast’s dividend payout ratio (DPR) is 25.98%.

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.