Comcast (NASDAQ:CMCSA – Free Report) had its price objective reduced by Deutsche Bank Aktiengesellschaft from $40.00 to $35.00 in a report released on Friday,MarketScreener reports. They currently have a buy rating on the cable giant’s stock.
A number of other analysts have also recently commented on the stock. BNP Paribas Exane lowered their price objective on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating for the company in a research report on Tuesday. Benchmark decreased their target price on Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a research note on Monday, January 5th. TD Cowen dropped their price target on Comcast from $40.00 to $39.00 and set a “buy” rating on the stock in a research report on Friday. Arete Research set a $23.00 price objective on Comcast in a research report on Tuesday, January 6th. Finally, Barclays set a $28.00 target price on shares of Comcast and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. Eleven analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $35.08.
Get Our Latest Analysis on Comcast
Comcast Trading Up 1.7%
Comcast (NASDAQ:CMCSA – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The business had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. During the same quarter last year, the firm earned $0.96 EPS. Comcast’s quarterly revenue was up 1.2% compared to the same quarter last year. On average, equities analysts expect that Comcast will post 4.33 earnings per share for the current year.
Comcast Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st will be paid a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date is Wednesday, April 1st. Comcast’s payout ratio is presently 21.96%.
Institutional Trading of Comcast
A number of hedge funds and other institutional investors have recently modified their holdings of CMCSA. Secured Retirement Advisors LLC boosted its position in Comcast by 5.9% during the fourth quarter. Secured Retirement Advisors LLC now owns 31,525 shares of the cable giant’s stock valued at $942,000 after purchasing an additional 1,749 shares during the last quarter. Laurel Wealth Advisors LLC bought a new stake in shares of Comcast during the 4th quarter worth approximately $37,000. Verity Asset Management Inc. grew its stake in shares of Comcast by 50.1% in the fourth quarter. Verity Asset Management Inc. now owns 15,037 shares of the cable giant’s stock valued at $449,000 after buying an additional 5,017 shares in the last quarter. Canandaigua National Trust Co of Florida acquired a new position in Comcast during the fourth quarter worth $784,000. Finally, Bogart Wealth LLC raised its position in Comcast by 17.1% during the fourth quarter. Bogart Wealth LLC now owns 5,032 shares of the cable giant’s stock worth $150,000 after acquiring an additional 735 shares in the last quarter. Institutional investors and hedge funds own 84.32% of the company’s stock.
Key Comcast News
Here are the key news stories impacting Comcast this week:
- Positive Sentiment: Q4 earnings beat — Comcast reported adjusted EPS of $0.84 (above consensus) with revenue roughly in line; management highlighted Theme Parks and Peacock as growth drivers that offset headwinds in broadband and Studios. CMCSA Q4 Earnings Beat On Theme Parks and Peacock Strength
- Positive Sentiment: Peacock subscriber growth and Theme Parks momentum — Peacock reached large subscriber counts (~44M) and parks (including Epic Universe) drove better consumer revenue, supporting upside to future content and leisure revenue. Peacock Hits 44 Million Subscribers But Losses Widen
- Positive Sentiment: Dividend maintained — Comcast confirmed a quarterly dividend ($0.33 / $1.32 annualized), supporting income-focused investors and the stock’s yield profile. Comcast Maintains Dividend on an Annualized Basis in 2026
- Positive Sentiment: Unusual options activity — Heavy call buying was reported around the print, indicating some traders positioned for further upside or volatility following the earnings release. Looking At Comcast’s Recent Unusual Options Activity
- Neutral Sentiment: Market reaction mixed — coverage notes the company beat on EPS but revenue was essentially flat y/y and key metrics (broadband churn, studio comps) created a mixed read for near-term growth. Comcast shares rise after in-line Q4 report, overcoming tough environment
- Negative Sentiment: Broadband subscriber losses persisted — Comcast lost more broadband customers than expected as wireless competitors lure consumers, adding pressure to its core high-margin business and long-term growth outlook. Comcast sheds more broadband customers as wireless competition mounts
- Negative Sentiment: Analysts trimmed price targets — Several firms lowered PTs (TD Cowen to $39, Deutsche Bank to $35, Scotiabank to $35.25) citing slower broadband trends and studio uncertainty; ratings largely remain Buy/Peer?perform, but lowered PTs can weigh on sentiment. TD Cowen Adjusts Price Target Deutsche Bank Adjusts Price Target on Comcast to $35 Scotiabank Adjusts Price Target on Comcast to $35.25
- Negative Sentiment: Studio and box-office headwinds — Broader industry weakness in franchise box-office performance raises near-term risk for Comcast’s Studios revenue and content profitability. Hollywood has an IP problem: Box office sales are banking on franchise hits that keep falling flat
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.
Further Reading
- Five stocks we like better than Comcast
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- A U.S. “birthright” claim worth trillions – activated quietly
- The Crash Has Already Started (Most Just Don’t See It Yet)
Receive News & Ratings for Comcast Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Comcast and related companies with MarketBeat.com's FREE daily email newsletter.
