Rep. Julie Johnson Sells Comcast Corporation (NASDAQ:CMCSA) Stock

Representative Julie Johnson (D-Texas) recently sold shares of Comcast Corporation (NASDAQ:CMCSA). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Comcast stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Comcast Stock Performance

Shares of NASDAQ:CMCSA traded down $0.53 on Friday, hitting $27.82. The company’s stock had a trading volume of 38,588,779 shares, compared to its average volume of 28,003,744. The company has a market capitalization of $101.37 billion, a price-to-earnings ratio of 4.63, a price-to-earnings-growth ratio of 1.98 and a beta of 0.81. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $38.40. The stock’s 50-day moving average is $28.10 and its two-hundred day moving average is $30.75.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings data on Thursday, October 30th. The cable giant reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The business had revenue of $31.20 billion during the quarter, compared to the consensus estimate of $30.74 billion. Comcast had a net margin of 18.33% and a return on equity of 18.06%. The company’s quarterly revenue was down 2.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.12 earnings per share. On average, equities research analysts forecast that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Shareholders of record on Wednesday, January 14th will be given a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.7%. The ex-dividend date is Wednesday, January 14th. Comcast’s payout ratio is 21.96%.

Institutional Investors Weigh In On Comcast

Several hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new stake in Comcast during the second quarter valued at about $3,528,361,000. Dodge & Cox raised its holdings in shares of Comcast by 18.1% during the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock valued at $3,971,309,000 after acquiring an additional 17,054,579 shares during the period. Capital Research Global Investors lifted its position in shares of Comcast by 46.1% in the 3rd quarter. Capital Research Global Investors now owns 33,706,330 shares of the cable giant’s stock valued at $1,059,053,000 after acquiring an additional 10,633,206 shares in the last quarter. State Street Corp boosted its stake in Comcast by 4.6% in the 3rd quarter. State Street Corp now owns 180,687,135 shares of the cable giant’s stock worth $5,677,190,000 after purchasing an additional 7,917,335 shares during the period. Finally, SG Americas Securities LLC grew its position in Comcast by 2,970.5% during the 4th quarter. SG Americas Securities LLC now owns 7,394,728 shares of the cable giant’s stock worth $221,028,000 after purchasing an additional 7,153,895 shares in the last quarter. 84.32% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently issued reports on CMCSA shares. Daiwa Capital Markets decreased their price objective on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Comcast in a research note on Friday, January 9th. Sanford C. Bernstein dropped their price objective on Comcast from $34.00 to $32.00 and set a “market perform” rating on the stock in a research note on Thursday. Zacks Research upgraded Comcast from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 9th. Finally, Loop Capital lowered their target price on Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a report on Friday, October 31st. Twelve research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Comcast has a consensus rating of “Hold” and a consensus target price of $34.89.

Trending Headlines about Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: MarketBeat highlights Comcast’s low P/E (~7x) and a ~4.5% yield, arguing the stock combines high yield with rebound potential as core results are expected to grow despite divestitures; institutional buying in early January is cited as supportive. 3 Low P/E Stocks: Separating Multibaggers From a Value Trap
• Positive Sentiment: Reports that Comcast has spun off Versant (new media vehicle) suggest potential value?unlocking for shareholders if the market re-rates separated assets. This kind of corporate action can catalyze long-term upside. Comcast spins off Versant, unleashing a new media power on Wall Street
• Positive Sentiment: NBCUniversal’s push into live sports (Olympics, Super Bowl, NBA All?Star and recent rights spending) should help differentiate the media network, supporting ad and subscription revenue over the next few quarters. NBCUniversal strategically leans into sports as it prepares for ‘Legendary February’
• Neutral Sentiment: Zacks notes elevated investor attention on CMCSA and reviews factors that will drive performance; this is informational but not a clear directional catalyst. Comcast Corporation (CMCSA) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Local retail expansion (new Xfinity store in Chehalis, WA) is positive for customer access and brand presence but is a small operational item unlikely to move the stock on its own. Chehalis Welcomes First Xfinity Store
• Negative Sentiment: Analyst pressure: Sanford C. Bernstein trimmed its price target to $32 (from $34) and kept a “market perform” rating — a reminder that analysts see limited near?term upside, which can weigh on sentiment. Bernstein adjusts price target on Comcast
• Negative Sentiment: Consensus analyst stance remains cautious (many Holds), which mutes momentum until clearer evidence of revenue/earnings inflection or successful asset re?rating emerges. Comcast Receives Consensus Rating of “Hold”

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.