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

Franklin Resources Inc. grew its stake in shares of Comcast Corporation (NASDAQ:CMCSA) by 12.6% in the third quarter, Holdings Channel.com reports. The fund owned 22,047,063 shares of the cable giant’s stock after buying an additional 2,470,742 shares during the quarter. Franklin Resources Inc.’s holdings in Comcast were worth $692,719,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of CMCSA. Norges Bank purchased a new stake in shares of Comcast during the second quarter valued at $3,528,361,000. Dodge & Cox boosted its position in shares of Comcast by 18.1% in the 2nd quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock valued at $3,971,309,000 after purchasing an additional 17,054,579 shares during the period. Capital Research Global Investors increased its stake 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 worth $1,059,053,000 after purchasing an additional 10,633,206 shares in the last quarter. First Trust Advisors LP increased its stake in Comcast by 133.1% in the 2nd quarter. First Trust Advisors LP now owns 10,187,177 shares of the cable giant’s stock worth $363,580,000 after purchasing an additional 5,817,614 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC raised its holdings in Comcast by 554.9% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 5,005,158 shares of the cable giant’s stock worth $178,634,000 after buying an additional 4,240,876 shares during the period. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Comcast Trading Down 1.6%

NASDAQ:CMCSA opened at $30.57 on Thursday. 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 Corporation has a fifty-two week low of $25.75 and a fifty-two week high of $37.72. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88. The stock’s 50-day moving average is $30.12 and its two-hundred day moving average is $29.90.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The business had revenue of $32.31 billion during the quarter, compared to analyst estimates of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm’s revenue was up 1.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.96 earnings per share. As a group, equities research analysts forecast that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st will be given a $0.33 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.3%. Comcast’s dividend payout ratio is presently 24.58%.

Insider Transactions at Comcast

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of Comcast stock in a transaction on 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 of the company’s stock, valued at $20,325,493.76. This trade represents a 8.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 1.32% of the stock is currently owned by insiders.

Trending Headlines about 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)

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. BNP Paribas Exane lowered shares of Comcast from a “neutral” rating to an “underperform” rating and set a $27.00 price objective for the company. in a research note on Tuesday, February 24th. Daiwa Securities Group dropped their target price on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Arete Research set a $23.00 price target on shares of Comcast in a research report on Tuesday, January 6th. Barclays set a $28.00 price objective on shares of Comcast and gave the stock an “equal weight” rating in a research note on Tuesday, January 13th. Finally, Citigroup reiterated a “buy” rating and set a $33.00 price objective (up from $32.79) on shares of Comcast in a research report on Friday, January 30th. Ten analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $34.87.

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.