Investors Buy Large Volume of Call Options on Comcast (NASDAQ:CMCSA)

Comcast Corporation (NASDAQ:CMCSA) saw unusually large options trading on Thursday. Investors bought 80,692 call options on the company. This represents an increase of approximately 48% compared to the average daily volume of 54,522 call options.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. BNP Paribas Exane lowered their price target on Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a research report on Tuesday. UBS Group set a $37.00 target price on shares of Comcast in a research note on Monday, January 12th. Royal Bank Of Canada dropped their target price on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research report on Friday, January 16th. Arete Research set a $23.00 price target on shares of Comcast in a report on Tuesday, January 6th. Finally, Barclays set a $28.00 price target on shares of Comcast and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Eleven analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $35.47.

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 adjusted earnings beat Wall Street: Comcast reported $0.84 EPS vs. consensus ~$0.75, surprising on profitability and driving investor relief. Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Dividend maintained: Board kept the annualized dividend at $1.32 (quarterly $0.33), supporting yield-focused holders. Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Theme parks and streaming helped revenue growth: Attractions (Epic Universe) and Peacock subscriber gains contributed to a 1.2% Y/Y revenue increase, partially offsetting declines in legacy lines. Comcast’s Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Revenue slightly missed expectations: Q4 revenue was $32.31B vs. street ~$32.35B — a marginal shortfall that tempers the upside from the EPS beat. Comcast posts slight Q4 revenue miss, shares move higher on earnings beat
• Neutral Sentiment: Full earnings call/transcript and slide deck available — useful for investors wanting detail on segment trends, cost actions and management commentary. Comcast Corporation (CMCSA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Broadband subscriber losses persist and outpaced expectations, citing stronger offers from wireless competitors — this remains the biggest near-term structural risk to Comcast’s core cash flow. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Peacock added subscribers (reported ~44M) but losses widened, partly due to the NBA rights deal — streaming profitability remains a near-term drag. Peacock Hits 44 Million Subscribers But Losses Widen On NBA Deal

Comcast Trading Up 3.5%

Shares of CMCSA stock traded up $1.00 on Thursday, reaching $29.41. 39,888,746 shares of the stock were exchanged, compared to its average volume of 36,669,621. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88. Comcast has a one year low of $25.75 and a one year high of $37.97. The stock has a market cap of $107.15 billion, a PE ratio of 4.89, a P/E/G ratio of 2.02 and a beta of 0.81. The stock has a 50 day moving average price of $28.31 and a 200 day moving average price of $30.40.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 18.33% and a return on equity of 18.06%. The business had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. During the same period in the prior year, the business posted $0.96 earnings per share. Comcast’s revenue was up 1.2% compared to the same quarter last year. Equities research analysts forecast that Comcast will post 4.33 EPS for the current fiscal year.

Institutional Investors Weigh In On Comcast

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Viewpoint Investment Partners Corp acquired a new stake in Comcast in the 4th quarter valued at about $378,000. Quent Capital LLC raised its stake in Comcast by 70.6% in the fourth quarter. Quent Capital LLC now owns 12,667 shares of the cable giant’s stock valued at $379,000 after buying an additional 5,244 shares during the period. Live Oak Investment Partners lifted its position in shares of Comcast by 40.8% in the fourth quarter. Live Oak Investment Partners now owns 42,555 shares of the cable giant’s stock valued at $1,272,000 after buying an additional 12,323 shares during the last quarter. Brindle & Bay Financial Advisors LLC bought a new position in shares of Comcast during the 4th quarter worth approximately $828,000. Finally, Vanguard Group Inc. increased its holdings in shares of Comcast by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 369,311,219 shares of the cable giant’s stock worth $11,038,712,000 after acquiring an additional 2,160,829 shares during the last quarter. 84.32% of the stock is currently owned by institutional investors and hedge funds.

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.