Epoch Investment Partners Inc. Trims Holdings in Comcast Corporation $CMCSA

Epoch Investment Partners Inc. trimmed its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 4.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 717,727 shares of the cable giant’s stock after selling 35,448 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Comcast were worth $20,606,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Lowe Brockenbrough & Co. Inc. grew its holdings in Comcast by 4.9% during the 4th quarter. Lowe Brockenbrough & Co. Inc. now owns 7,532 shares of the cable giant’s stock valued at $225,000 after buying an additional 352 shares in the last quarter. Cora Capital Advisors LLC increased its position in shares of Comcast by 3.4% during the fourth quarter. Cora Capital Advisors LLC now owns 11,013 shares of the cable giant’s stock valued at $329,000 after buying an additional 362 shares during the period. Oakworth Capital Inc. lifted its holdings in shares of Comcast by 7.4% in the fourth quarter. Oakworth Capital Inc. now owns 5,479 shares of the cable giant’s stock worth $164,000 after buying an additional 377 shares in the last quarter. WPG Advisers LLC lifted its holdings in shares of Comcast by 15.9% in the fourth quarter. WPG Advisers LLC now owns 2,801 shares of the cable giant’s stock worth $84,000 after buying an additional 384 shares in the last quarter. Finally, Addison Advisors LLC boosted its position in shares of Comcast by 55.7% in the fourth quarter. Addison Advisors LLC now owns 1,074 shares of the cable giant’s stock valued at $32,000 after acquiring an additional 384 shares during the period. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Key Stories Impacting Comcast

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

Analysts Set New Price Targets

Several brokerages recently commented on CMCSA. Evercore boosted their price objective on shares of Comcast from $35.00 to $36.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Moffett Nathanson cut their price target on shares of Comcast from $53.00 to $52.00 and set a “buy” rating for the company in a report on Tuesday, June 16th. Barclays set a $26.00 price target on shares of Comcast and gave the company an “equal weight” rating in a research report on Friday. UBS Group reaffirmed a “neutral” rating on shares of Comcast in a report on Tuesday, June 23rd. Finally, Citigroup lowered their price objective on Comcast from $35.50 to $32.00 and set a “buy” rating on the stock in a research report on Monday, June 29th. Eleven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Comcast has a consensus rating of “Hold” and an average target price of $32.96.

Comcast Stock Up 1.7%

CMCSA stock opened at $22.30 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.87 and a debt-to-equity ratio of 0.94. The company’s 50 day moving average is $23.82 and its 200 day moving average is $27.26. The stock has a market cap of $79.66 billion, a price-to-earnings ratio of 7.22, a price-to-earnings-growth ratio of 1.84 and a beta of 0.67. Comcast Corporation has a 1-year low of $21.28 and a 1-year high of $34.45.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Thursday, July 23rd. The cable giant reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.07. Comcast had a net margin of 8.97% and a return on equity of 14.77%. The business had revenue of $29.94 billion during the quarter, compared to analyst estimates of $29.24 billion. During the same period in the previous year, the business posted $1.25 earnings per share. Comcast’s revenue for the quarter was down 1.2% on a year-over-year basis. Sell-side analysts predict that Comcast Corporation will post 3.47 EPS for the current fiscal 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 given a dividend of $0.33 per share. The ex-dividend date is Wednesday, October 7th. This represents a $1.32 annualized dividend and a dividend yield of 5.9%. Comcast’s dividend payout ratio (DPR) 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.