Epoch Investment Partners Inc. Cuts Position in Comcast Corporation $CMCSA

Epoch Investment Partners Inc. cut its holdings in Comcast Corporation (NASDAQ:CMCSA) by 4.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 717,727 shares of the cable giant’s stock after selling 35,448 shares during the period. Epoch Investment Partners Inc.’s holdings in Comcast were worth $20,606,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Comcast by 150.9% during the 4th quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock valued at $6,240,000 after purchasing an additional 99,986 shares during the last quarter. Voya Financial Advisors Inc. boosted its holdings in shares of Comcast by 3.2% in the 2nd quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock worth $2,963,000 after buying an additional 2,593 shares during the last quarter. United Bank boosted its holdings in shares of Comcast by 11.3% in the 2nd quarter. United Bank now owns 42,216 shares of the cable giant’s stock worth $1,507,000 after buying an additional 4,290 shares during the last quarter. HUB Investment Partners LLC grew its position in Comcast by 119.4% during the second quarter. HUB Investment Partners LLC now owns 16,974 shares of the cable giant’s stock valued at $606,000 after buying an additional 9,236 shares during the period. Finally, Diversify Advisory Services LLC grew its position in Comcast by 66.8% during the second quarter. Diversify Advisory Services LLC now owns 39,607 shares of the cable giant’s stock valued at $1,414,000 after buying an additional 15,865 shares during the period. 84.32% of the stock is currently owned by institutional investors.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast beat second-quarter estimates, with adjusted EPS of $1.04 and revenue of $29.94 billion, both above Wall Street expectations. The beat was supported by record wireless additions, stronger studio performance, and improving broadband trends. Comcast Reports 2nd Quarter 2026 Results
• Positive Sentiment: Peacock turned profitable for the first time, adding 2 million paid subscribers to reach 48 million, which is boosting sentiment around Comcast’s media and streaming turnaround. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost
• Positive Sentiment: Management said broadband repositioning, wireless growth, and the planned NBCUniversal/Sky separation are progressing, while Rosenblatt reiterated a Buy rating and a $31 price target, implying meaningful upside from recent levels. CMCSA Q2 Earnings Call Highlights Broadband Pivot and Wireless Growth
• Neutral Sentiment: Comcast declared a quarterly dividend of $0.33 per share, reinforcing its income profile, but this is unlikely to be the main driver of the stock’s move today.
• Neutral Sentiment: Recent short-interest data was effectively flat at zero, so there is no clear short-squeeze or bearish positioning signal helping explain the move.
• Negative Sentiment: Offsetting the positives, domestic broadband customer losses continued and second-quarter profit was lower year over year, which keeps pressure on Comcast’s core connectivity business. Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
• Negative Sentiment: Some investors were also disappointed that Comcast paused share repurchases while it prepares for the planned business separation, reducing a prior source of stock support. Comcast slips as broadband losses and buyback pause overshadow Q2 beat

Comcast Trading Up 1.7%

Shares of Comcast stock opened at $22.30 on Friday. The stock has a market capitalization of $79.66 billion, a P/E ratio of 7.22, a P/E/G ratio of 1.84 and a beta of 0.67. Comcast Corporation has a 52-week low of $21.28 and a 52-week high of $34.45. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.87 and a current ratio of 0.80. The stock’s 50-day simple moving average is $23.82 and its 200 day simple moving average is $27.26.

Comcast (NASDAQ:CMCSA) last issued its earnings results on Thursday, July 23rd. The cable giant reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $0.97 by $0.07. The firm had revenue of $29.94 billion during the quarter, compared to analyst estimates of $29.24 billion. Comcast had a net margin of 8.97% and a return on equity of 14.77%. The company’s quarterly revenue was down 1.2% on a year-over-year basis. During the same quarter last year, the business earned $1.25 earnings per share. As a group, research analysts anticipate that Comcast Corporation will post 3.47 EPS for the current year.

Comcast Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 28th. Investors 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 5.9%. The ex-dividend date is Wednesday, October 7th. Comcast’s dividend payout ratio is presently 25.98%.

Analyst Upgrades and Downgrades

Several brokerages have commented on CMCSA. Wells Fargo & Company set a $23.00 price objective on shares of Comcast and gave the stock an “underweight” rating in a research report on Friday. Morgan Stanley set a $29.00 target price on shares of Comcast in a research report on Friday. Freedom Capital upgraded shares of Comcast to a “hold” rating in a research note on Friday, June 12th. Barclays set a $26.00 price target on shares of Comcast and gave the stock an “equal weight” rating in a report on Friday. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $31.00 price objective on shares of Comcast in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $32.96.

Comcast 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.