Trust Co. of Vermont Sells 72,334 Shares of Comcast Corporation $CMCSA

Trust Co. of Vermont lowered its holdings in Comcast Corporation (NASDAQ:CMCSA) by 47.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 81,045 shares of the cable giant’s stock after selling 72,334 shares during the quarter. Trust Co. of Vermont’s holdings in Comcast were worth $2,422,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Dodge & Cox increased 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 acquiring an additional 17,054,579 shares in the last quarter. Capital Research Global Investors lifted its position in 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% during the 3rd quarter. State Street Corp now owns 180,687,135 shares of the cable giant’s stock valued at $5,677,190,000 after purchasing an additional 7,917,335 shares during the last quarter. SG Americas Securities LLC increased its holdings 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. Finally, Two Sigma Investments LP increased its holdings in Comcast by 1,356.2% during the 3rd quarter. Two Sigma Investments LP now owns 6,556,098 shares of the cable giant’s stock worth $205,993,000 after purchasing an additional 6,105,867 shares in the last quarter. 84.32% of the stock is owned by institutional investors.

Comcast Stock Performance

Shares of CMCSA opened at $27.93 on Friday. The stock has a 50 day moving average of $30.30 and a 200 day moving average of $29.41. The company has a market capitalization of $100.49 billion, a price-to-earnings ratio of 5.20, a PEG ratio of 2.23 and a beta of 0.80. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $36.66. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.09. Comcast had a return on equity of 16.86% and a net margin of 16.17%.The business had revenue of $32.31 billion for the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the previous year, the firm earned $0.96 earnings per share. The business’s revenue was up 1.2% on a year-over-year basis. As a group, sell-side analysts forecast that Comcast Corporation will post 4.33 earnings per share for the current year.

Comcast Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors 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 yield of 4.7%. Comcast’s dividend payout ratio is presently 24.58%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on CMCSA. TD Cowen dropped their target price on Comcast from $40.00 to $39.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Zacks Research upgraded Comcast from a “strong sell” rating to a “hold” rating in a report on Tuesday. Scotiabank lowered their price target on Comcast from $35.25 to $34.00 and set a “sector perform” rating for the company in a research report on Wednesday. Morgan Stanley cut their price objective on shares of Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Finally, Royal Bank Of Canada reduced 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 note on Friday, January 16th. Ten equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, Comcast presently has a consensus rating of “Hold” and a consensus target price of $34.71.

More 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

Insider Transactions at Comcast

In related news, CEO Michael J. Cavanagh sold 57,947 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total transaction of $1,892,549.02. Following the completion of the sale, the chief executive officer owned 622,336 shares in the company, valued at approximately $20,325,493.76. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 1.32% of the company’s stock.

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.