Entropy Technologies LP Increases Stock Holdings in Comcast Corporation $CMCSA

Entropy Technologies LP grew its position in Comcast Corporation (NASDAQ:CMCSA) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 398,871 shares of the cable giant’s stock after buying an additional 27,872 shares during the quarter. Entropy Technologies LP’s holdings in Comcast were worth $11,922,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Comcast by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 369,311,219 shares of the cable giant’s stock valued at $11,038,712,000 after acquiring an additional 2,160,829 shares during the last quarter. Rothschild & Co Wealth Management UK Ltd boosted its stake in shares of Comcast by 1.0% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 11,327,445 shares of the cable giant’s stock valued at $355,908,000 after acquiring an additional 113,461 shares during the last quarter. North Dakota State Investment Board acquired a new stake in shares of Comcast during the fourth quarter valued at $3,754,000. Vest Financial LLC boosted its stake in shares of Comcast by 72.1% during the fourth quarter. Vest Financial LLC now owns 232,883 shares of the cable giant’s stock valued at $6,961,000 after acquiring an additional 97,601 shares during the last quarter. Finally, Victory Capital Management Inc. boosted its stake in shares of Comcast by 9.7% during the third quarter. Victory Capital Management Inc. now owns 7,834,053 shares of the cable giant’s stock valued at $246,146,000 after acquiring an additional 693,156 shares during the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Investors are highlighting Comcast as a potentially cheap stock, with multiple recent articles pointing to attractive valuation metrics and a bullish case from value-focused investors. This has helped keep the name on traders’ watchlists. Is Comcast Corporation (CMCSA) A Good Stock To Buy Now?
• Positive Sentiment: Comcast is also drawing attention for its planned bilingual 2026 FIFA World Cup coverage across Xfinity and Xumo platforms, which could boost engagement, streaming usage, and ad opportunities if the rollout resonates with viewers. Comcast Bets On Bilingual World Cup Coverage To Deepen Xfinity Engagement
• Neutral Sentiment: Recent market commentary says Comcast has been “rising higher than the market,” but the move appears tied more to trading momentum and stock screening than to a major new fundamental catalyst. Comcast (CMCSA) Rises Higher Than Market: Key Facts
• Neutral Sentiment: Several articles note that Comcast remains a “mixed bag,” with valuation looking attractive but broadband weakness continuing to weigh on the longer-term growth story.
• Negative Sentiment: Comcast’s stock is still under pressure overall and remains well below recent moving averages, reflecting investor caution about growth, competition, and the broadband overhang.

Wall Street Analyst Weigh In

Several analysts have commented on the company. Deutsche Bank Aktiengesellschaft cut Comcast from a “buy” rating to a “hold” rating and set a $34.00 price target for the company. in a report on Friday, April 24th. Weiss Ratings restated a “hold (c-)” rating on shares of Comcast in a report on Wednesday, April 8th. Morgan Stanley lifted their price target on Comcast from $31.00 to $33.00 and gave the company an “equal weight” rating in a report on Friday, April 24th. Royal Bank Of Canada lifted their price target on Comcast from $31.00 to $32.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. Finally, Wall Street Zen upgraded Comcast to a “hold” rating in a report on Saturday, March 14th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $34.56.

Comcast Stock Performance

NASDAQ CMCSA opened at $24.50 on Friday. The firm has a market capitalization of $87.52 billion, a P/E ratio of 4.82, a P/E/G ratio of 1.99 and a beta of 0.67. Comcast Corporation has a 1-year low of $23.13 and a 1-year high of $36.66. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.87 and a quick ratio of 0.87. The business’s 50-day simple moving average is $26.32 and its 200-day simple moving average is $28.31.

Comcast (NASDAQ:CMCSA) last released its quarterly earnings data on Thursday, April 23rd. The cable giant reported $0.79 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.06. The business had revenue of $31.46 billion for the quarter, compared to analyst estimates of $30.42 billion. Comcast had a return on equity of 15.47% and a net margin of 15.00%.The company’s revenue was up 5.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.09 EPS. Equities analysts predict that Comcast Corporation will post 3.53 EPS for the current year.

Comcast Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Wednesday, July 1st will be given a dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $1.32 annualized dividend and a yield of 5.4%. Comcast’s payout ratio is 25.98%.

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.