Comcast Corporation $CMCSA Shares Sold by Frank Rimerman Advisors LLC

Frank Rimerman Advisors LLC decreased its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 52.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 19,695 shares of the cable giant’s stock after selling 21,956 shares during the quarter. Frank Rimerman Advisors LLC’s holdings in Comcast were worth $589,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in CMCSA. Cape Investment Advisory Inc. boosted its position in shares of Comcast by 2.6% in the 2nd quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock valued at $438,000 after purchasing an additional 307 shares during the period. Lakeshore Capital Group Inc. increased its position in Comcast by 2.6% during the third quarter. Lakeshore Capital Group Inc. now owns 13,636 shares of the cable giant’s stock worth $428,000 after buying an additional 343 shares during the period. Hengehold Capital Management LLC lifted its stake in Comcast by 0.5% in the third quarter. Hengehold Capital Management LLC now owns 82,778 shares of the cable giant’s stock valued at $2,601,000 after buying an additional 372 shares during the last quarter. Commonwealth Financial Services LLC lifted its stake in Comcast by 4.6% in the third quarter. Commonwealth Financial Services LLC now owns 8,429 shares of the cable giant’s stock valued at $265,000 after buying an additional 372 shares during the last quarter. Finally, Grove Bank & Trust boosted its holdings in shares of Comcast by 1.1% in the third quarter. Grove Bank & Trust now owns 35,919 shares of the cable giant’s stock valued at $1,129,000 after acquiring an additional 375 shares during the period. 84.32% of the stock is owned by hedge funds and other institutional investors.

Comcast Stock Performance

NASDAQ:CMCSA opened at $27.93 on Friday. The firm’s fifty day simple moving average is $30.30 and its 200-day simple moving average is $29.41. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The stock has a market cap of $100.49 billion, a PE ratio of 5.20, a price-to-earnings-growth ratio of 2.23 and a beta of 0.80. Comcast Corporation has a fifty-two week low of $25.75 and a fifty-two week high of $36.66.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, beating the consensus estimate of $0.75 by $0.09. The firm had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The business’s revenue for the quarter was up 1.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.96 earnings per share. Analysts expect that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The business also recently declared 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. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is presently 24.58%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on CMCSA shares. Barclays set a $28.00 target price on shares of Comcast and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Benchmark lowered their price objective on shares of Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Pivotal Research lowered shares of Comcast from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Comcast in a report on Friday, January 9th. Finally, Royal Bank Of Canada lowered their price target on Comcast from $32.00 to $31.00 and set a “sector perform” rating on the stock in a report on Friday, January 16th. Ten equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, Comcast presently has a consensus rating of “Hold” and a consensus price target of $34.71.

Insider Activity at Comcast

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

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast is expanding multi‑gigabit broadband into rural/suburban communities and launched “Total Solutions Advantage,” a bundled connectivity + cybersecurity service for small businesses — a revenue diversification and growth-angle that investors typically view favorably for broadband ARPU and business revenue stability. Will Comcast’s (CMCSA) Rural Upgrades and Bundled Cybersecurity Pivot Reshape Its Broadband Narrative?
• Positive Sentiment: BofA reiterated Comcast as a “buy,” signaling continued confidence from a major bank despite weak short‑term performance — a supportive institutional voice that can limit downside and attract long‑term buyers. BofA Reiterates Comcast (CMCSA) As “Buy” Despite Weak Short-Term Performance
• Positive Sentiment: Zacks upgraded Comcast from “strong sell” to “hold,” reducing one layer of bearish analyst pressure and potentially stabilizing sentiment. Zacks.com
• Neutral Sentiment: Analysts remain mixed on Comcast amid discussions of partnerships and edge/AI computing opportunities (referenced to an NVIDIA-related angle); consensus price target (~$32.50) implies upside, but coverage is split, so volatility may persist as investors wait for clearer proofs of monetization. Analysts Remain Mixed on Comcast (CMCSA) Amid NVIDIA Deal
• Neutral Sentiment: Roundups noting Comcast among “stocks making big moves” increase short‑term attention but don’t by themselves change fundamentals. These mentions can drive trading volume and short-term volatility. Stocks making big moves yesterday: … and Comcast
• Negative Sentiment: Scotiabank trimmed its price target from $35.25 to $34.00 (still “sector perform”), reducing near‑term upside expectations and signaling more conservative assumptions about growth or multiple expansion. Scotiabank adjusts price target on Comcast to $34
• Negative Sentiment: Market pieces and headlines documenting a recent intraday/share decline (multiple outlets flagged a ~2% drop) reflect short‑term selling pressure and negative momentum that can amplify declines in low‑volume sessions. Comcast (CMCSA) Stock Sinks As Market Gains: Here’s Why

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.