Hilltop Holdings Inc. Reduces Stock Holdings in Comcast Corporation $CMCSA

Hilltop Holdings Inc. cut its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 53.9% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 36,067 shares of the cable giant’s stock after selling 42,095 shares during the period. Hilltop Holdings Inc.’s holdings in Comcast were worth $1,035,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CMCSA. Norges Bank purchased a new stake in shares of Comcast during the fourth quarter valued at approximately $2,498,626,000. Capital World Investors lifted its position in shares of Comcast by 20.8% during the fourth quarter. Capital World Investors now owns 140,343,399 shares of the cable giant’s stock worth $4,194,929,000 after purchasing an additional 24,166,881 shares in the last quarter. Capital Research Global Investors boosted its stake in shares of Comcast by 65.1% in the fourth quarter. Capital Research Global Investors now owns 55,664,933 shares of the cable giant’s stock valued at $1,663,825,000 after purchasing an additional 21,958,603 shares during the period. State Street Corp boosted its stake in shares of Comcast by 4.6% in the third 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 period. Finally, Two Sigma Investments LP grew 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 valued at $205,993,000 after purchasing an additional 6,105,867 shares in the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on CMCSA shares. KeyCorp reaffirmed a “sector weight” rating on shares of Comcast in a research note on Thursday, April 23rd. Moffett Nathanson decreased their price objective on shares of Comcast from $53.00 to $52.00 and set a “buy” rating for the company in a research report on Tuesday, June 16th. Barclays set a $26.00 target price on Comcast and gave the company an “equal weight” rating in a research note on Friday. BNP Paribas Exane dropped their target price on Comcast from $25.00 to $22.00 and set an “underperform” rating on the stock in a research report on Tuesday, July 14th. Finally, Zacks Research upgraded Comcast from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 31st. Eleven investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Comcast has an average rating of “Hold” and an average target price of $32.96.

Key Headlines Impacting Comcast

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 Stock Up 1.7%

Shares of NASDAQ:CMCSA opened at $22.30 on Friday. The firm has a market cap of $79.66 billion, a PE ratio of 7.22, a price-to-earnings-growth ratio of 1.84 and a beta of 0.67. The company has a fifty day simple moving average of $23.82 and a 200 day simple moving average of $27.26. The company has a current ratio of 0.80, a quick ratio of 0.87 and a debt-to-equity ratio of 0.94. Comcast Corporation has a 12-month low of $21.28 and a 12-month high of $34.45.

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

Comcast Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 28th. Stockholders of record on Wednesday, October 7th will be paid a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend yield of 5.9%. The ex-dividend date is Wednesday, October 7th. Comcast’s dividend payout ratio is 25.98%.

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.