Comcast Corporation $CMCSA Shares Purchased by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp boosted its position in Comcast Corporation (NASDAQ:CMCSA) by 29.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 192,723 shares of the cable giant’s stock after buying an additional 44,145 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Comcast were worth $5,533,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of CMCSA. Imprint Wealth LLC purchased a new stake in shares of Comcast in the third quarter valued at approximately $26,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in Comcast in the fourth quarter valued at $27,000. Whipplewood Advisors LLC lifted its holdings in Comcast by 75.5% in the first quarter. Whipplewood Advisors LLC now owns 932 shares of the cable giant’s stock valued at $27,000 after acquiring an additional 401 shares during the period. Main Street Group LTD purchased a new stake in shares of Comcast during the 1st quarter worth $27,000. Finally, Richardson Financial Services Inc. grew its stake in shares of Comcast by 212.6% during the 4th quarter. Richardson Financial Services Inc. now owns 1,016 shares of the cable giant’s stock worth $30,000 after purchasing an additional 691 shares during the period. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast beat second-quarter estimates, with adjusted EPS of $1.04 and revenue of $29.94 billion, both above Wall Street expectations. The beat was supported by record wireless additions, stronger studio performance, and improving broadband trends. Comcast Reports 2nd Quarter 2026 Results
• Positive Sentiment: Peacock turned profitable for the first time, adding 2 million paid subscribers to reach 48 million, which is boosting sentiment around Comcast’s media and streaming turnaround. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost
• Positive Sentiment: Management said broadband repositioning, wireless growth, and the planned NBCUniversal/Sky separation are progressing, while Rosenblatt reiterated a Buy rating and a $31 price target, implying meaningful upside from recent levels. CMCSA Q2 Earnings Call Highlights Broadband Pivot and Wireless Growth
• Neutral Sentiment: Comcast declared a quarterly dividend of $0.33 per share, reinforcing its income profile, but this is unlikely to be the main driver of the stock’s move today.
• Neutral Sentiment: Recent short-interest data was effectively flat at zero, so there is no clear short-squeeze or bearish positioning signal helping explain the move.
• Negative Sentiment: Offsetting the positives, domestic broadband customer losses continued and second-quarter profit was lower year over year, which keeps pressure on Comcast’s core connectivity business. Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
• Negative Sentiment: Some investors were also disappointed that Comcast paused share repurchases while it prepares for the planned business separation, reducing a prior source of stock support. Comcast slips as broadband losses and buyback pause overshadow Q2 beat

Comcast Price Performance

CMCSA opened at $22.30 on Monday. Comcast Corporation has a 12 month low of $21.28 and a 12 month high of $34.45. The business has a 50-day moving average of $23.82 and a two-hundred day moving average of $27.26. The company has a debt-to-equity ratio of 0.94, a current ratio of 0.80 and a quick ratio of 0.80. The stock has a market capitalization of $79.66 billion, a price-to-earnings ratio of 7.22, a price-to-earnings-growth ratio of 1.84 and a beta of 0.67.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, July 23rd. The cable giant reported $1.04 EPS for the quarter, topping the consensus estimate of $0.97 by $0.07. The firm had revenue of $29.94 billion during the quarter, compared to analyst estimates of $29.24 billion. Comcast had a net margin of 8.97% and a return on equity of 14.77%. Comcast’s revenue for the quarter was down 1.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.25 earnings per share. On average, research analysts expect that Comcast Corporation will post 3.47 earnings per share for the current year.

Comcast Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 28th. Investors of record on Wednesday, October 7th will be issued a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 5.9%. The ex-dividend date is Wednesday, October 7th. Comcast’s dividend payout ratio is currently 42.72%.

Wall Street Analysts Forecast Growth

CMCSA has been the topic of a number of research reports. Rosenblatt Securities restated a “buy” rating and issued a $31.00 price target on shares of Comcast in a report on Friday. Sanford C. Bernstein reiterated a “market perform” rating and set a $28.00 target price on shares of Comcast in a research report on Monday, July 13th. Morgan Stanley set a $29.00 target price on Comcast in a report on Friday. Evercore lifted their price target on Comcast from $35.00 to $36.00 and gave the stock an “outperform” rating in a research note on Friday, April 24th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Comcast in a research report on Monday, July 6th. Eleven investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $32.96.

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.