Comcast Corporation $CMCSA Stock Holdings Boosted by Franklin Resources Inc.

Franklin Resources Inc. increased its position in Comcast Corporation (NASDAQ:CMCSA) by 12.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,047,063 shares of the cable giant’s stock after acquiring an additional 2,470,742 shares during the period. Franklin Resources Inc. owned approximately 0.61% of Comcast worth $692,719,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in Comcast by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock worth $13,185,275,000 after purchasing an additional 1,257,196 shares during the last quarter. State Street Corp raised its holdings in shares of Comcast by 2.5% during the second quarter. State Street Corp now owns 172,769,800 shares of the cable giant’s stock valued at $6,166,154,000 after buying an additional 4,231,140 shares during the last quarter. Dodge & Cox boosted its position 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 worth $3,971,309,000 after buying an additional 17,054,579 shares during the period. Norges Bank acquired a new position in shares of Comcast during the second quarter worth approximately $3,528,361,000. Finally, Charles Schwab Investment Management Inc. grew its holdings in Comcast by 7.5% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 36,154,170 shares of the cable giant’s stock worth $1,289,984,000 after buying an additional 2,517,906 shares in the last quarter. 84.32% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have weighed in on CMCSA. BNP Paribas Exane downgraded Comcast from a “neutral” rating to an “underperform” rating and set a $27.00 target price on the stock. in a research note on Tuesday, February 24th. UBS Group decreased their price target on Comcast from $36.00 to $32.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. Arete Research set a $23.00 price target on Comcast in a report on Tuesday, January 6th. Daiwa Securities Group reduced 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. Finally, Scotiabank decreased their target price on shares of Comcast from $37.50 to $35.25 and set a “sector perform” rating for the company in a research report on Friday, January 30th. Ten research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Comcast has an average rating of “Hold” and a consensus target price of $34.87.

Insider Activity

In other news, CEO Michael J. Cavanagh sold 57,947 shares of Comcast stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total value of $1,892,549.02. Following the transaction, the chief executive officer owned 622,336 shares of the company’s stock, valued at $20,325,493.76. The trade was a 8.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 1.32% of the stock is owned by corporate insiders.

Comcast Stock Down 1.6%

Shares of CMCSA stock opened at $30.57 on Thursday. Comcast Corporation has a 1 year low of $25.75 and a 1 year high of $37.72. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The business’s fifty day moving average is $30.12 and its 200-day moving average is $29.90. The stock has a market cap of $109.99 billion, a PE ratio of 5.69, a price-to-earnings-growth ratio of 2.42 and a beta of 0.79.

Comcast (NASDAQ:CMCSA) last announced its earnings results 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. The business had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The company’s quarterly revenue was up 1.2% on a year-over-year basis. During the same quarter last year, the business posted $0.96 earnings per share. Equities analysts expect that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st will be given a dividend of $0.33 per share. The ex-dividend date is Wednesday, April 1st. This represents a $1.32 annualized dividend and a dividend yield of 4.3%. Comcast’s dividend payout ratio (DPR) is 24.58%.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Xfinity will deliver THE PLAYERS Championship in RealTime4K with NBC Sports and Golf Channel — highlights Comcast’s technical capability and premium live-sports distribution that can support higher-value advertising and differentiate Xfinity’s pay-TV/streaming experience. Xfinity Teams up with NBC Sports and Golf Channel to Deliver THE PLAYERS Championship in RealTime4K
• Positive Sentiment: FreeWheel (Comcast’s ad-tech unit) launched AI agent infrastructure to improve premium video ad buying/selling — could boost ad monetization and margins over time if adoption accelerates. FreeWheel Launches AI Agent Infrastructure to Transform How Premium Video Advertising Is Bought and Sold, Pilots with PMG
• Positive Sentiment: Comcast started a $5.9M network expansion in Greater Hartford and Middletown, CT — continued capex into broadband expansion supports broadband revenue and enterprise services growth locally. Comcast Breaks Ground to Expand its High-Speed Network in Greater Hartford and Middletown, CT
• Neutral Sentiment: Comcast scheduled its Q1 2026 earnings call for April 23 — provides the next formal data point for subscribers, broadband trends, Peacock performance, and guidance. Investors will watch broadband net adds, streaming economics, and Parks results. Comcast to Host First Quarter 2026 Earnings Conference Call
• Neutral Sentiment: Industry comparison pieces highlight diverging strategies: Charter doubling down on connectivity vs Comcast leaning on parks, streaming, and sports — frames how investors should value growth vs diversification. Charter vs. Comcast: Which Cable Giant Is the Better Buy?
• Negative Sentiment: Reporting says Comcast is refocusing Peacock on the U.S., pulling back international ambitions — could limit long-term streaming scale and revenue upside versus peers that pursue global growth. Comcast Refocuses Peacock On US As Broadband Shifts Test Valuation
• Negative Sentiment: Market commentary and a Zacks note attribute today’s share weakness to broader market moves and investor caution on Comcast’s growth trajectory despite solid recent EPS — this likely explains part of the stock’s decline. Why Comcast (CMCSA) Dipped More Than Broader Market Today
• Neutral Sentiment: Reported short-interest data in recent feeds shows anomalous zeros/NaNs — appears to be a data glitch and should not be treated as a legitimate signal without confirmation from exchange reports. (no external link)

Comcast 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.