Hara Capital LLC boosted its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 421.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 42,302 shares of the cable giant’s stock after purchasing an additional 34,197 shares during the quarter. Hara Capital LLC’s holdings in Comcast were worth $1,264,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in CMCSA. Capital A Wealth Management LLC grew its stake in shares of Comcast by 173.7% in the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after purchasing an additional 436 shares during the last quarter. Imprint Wealth LLC acquired a new stake in Comcast during the third quarter valued at approximately $26,000. United Financial Planning Group LLC bought a new stake in Comcast during the third quarter worth approximately $28,000. Howard Hughes Medical Institute bought a new stake in Comcast during the second quarter worth approximately $29,000. Finally, Olistico Wealth LLC acquired a new position in Comcast in the fourth quarter worth approximately $29,000. Institutional investors own 84.32% of the company’s stock.
Wall Street Analyst Weigh In
CMCSA has been the subject of a number of recent research reports. Citigroup reiterated a “buy” rating and set a $33.00 price objective (up from $32.79) on shares of Comcast in a research report on Friday, January 30th. TD Cowen decreased their target price on Comcast from $40.00 to $39.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Comcast in a research report on Friday, January 9th. Benchmark reduced their target price on Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a report on Monday, January 5th. Finally, Arete Research set a $23.00 price target on Comcast in a research report on Tuesday, January 6th. Ten research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Comcast has an average rating of “Hold” and a consensus price target of $34.76.
Insider Transactions at Comcast
In related news, CEO Michael J. Cavanagh sold 57,947 shares of the stock in a transaction dated Wednesday, February 11th. The stock was 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 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.26% of the company’s stock.
Comcast Trading Down 0.7%
Comcast stock opened at $28.71 on Wednesday. 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 price-to-earnings ratio of 5.35, a P/E/G ratio of 2.30 and a beta of 0.79. The company has a 50 day moving average price of $30.34 and a 200 day moving average price of $29.43.
Comcast (NASDAQ:CMCSA – Get Free Report) last announced its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.09. The company had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The company’s revenue was up 1.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.96 EPS. Research analysts forecast that Comcast Corporation will post 4.33 EPS for the current year.
Comcast Dividend Announcement
The firm also recently declared 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. This represents a $1.32 annualized dividend and a yield of 4.6%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s payout ratio is presently 24.58%.
Key Headlines 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.)
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.
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