HF Advisory Group LLC Purchases 52,778 Shares of Comcast Corporation $CMCSA

HF Advisory Group LLC raised its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 113.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,372 shares of the cable giant’s stock after purchasing an additional 52,778 shares during the quarter. HF Advisory Group LLC’s holdings in Comcast were worth $2,970,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in Comcast by 150.9% during the fourth quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock valued at $6,240,000 after acquiring an additional 99,986 shares during the period. Voya Financial Advisors Inc. grew its position in shares of Comcast by 3.2% during the second quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock worth $2,963,000 after purchasing an additional 2,593 shares in the last quarter. United Bank grew its position in shares of Comcast by 11.3% during the second quarter. United Bank now owns 42,216 shares of the cable giant’s stock worth $1,507,000 after purchasing an additional 4,290 shares in the last quarter. Quantbot Technologies LP bought a new stake in Comcast during the 2nd quarter valued at approximately $5,127,000. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in Comcast during the 2nd quarter valued at approximately $46,000. 84.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

CMCSA has been the subject of several recent analyst reports. Bank of America upgraded Comcast from a “neutral” rating to a “buy” rating and upped their price target for the stock from $31.00 to $37.00 in a research note on Monday, January 12th. Benchmark reduced 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. Zacks Research downgraded shares of Comcast from a “hold” rating to a “strong sell” rating in a report on Friday, February 20th. Citigroup restated a “buy” rating and set a $33.00 target price (up from $32.79) on shares of Comcast in a research report on Friday, January 30th. Finally, Scotiabank reduced their price target on shares of Comcast from $35.25 to $34.00 and set a “sector perform” rating on the stock in a report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $34.71.

Insider Buying and Selling

In related news, CEO Michael J. Cavanagh sold 57,947 shares of Comcast stock in a transaction dated 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 completion of the transaction, 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 legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.32% of the company’s stock.

Key Comcast News

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Bank of America re‑affirmed Comcast as a “Buy,” signaling institutional conviction despite short‑term weakness — this supports a longer‑term thesis for the stock. BofA Reiterates Comcast
• Positive Sentiment: Comcast is expanding rural and suburban multi‑gig broadband and launched “Total Solutions Advantage,” bundled connectivity + cybersecurity plans for small businesses — initiatives that can drive ARPU growth and enterprise penetration over time. Rural Upgrades & Bundled Cybersecurity
• Positive Sentiment: Comcast Advertising partnered with DISQO to add deterministic TV/streaming attribution, strengthening ad measurement capabilities — a revenue/cross‑sell catalyst for the advertising unit. DISQO Partnership
• Neutral Sentiment: Brokerage consensus remains centered around “Hold”; coverage is mixed which can limit near‑term conviction despite product and network progress. Consensus Hold
• Neutral Sentiment: The stock saw an earlier intraday uptick tied to the SMB plans and network expansion news; that bullish reaction has partially reversed as traders reassess momentum. Intraday Move Explained
• Negative Sentiment: A price‑target cut from Scotiabank (from $35.25 to $34.00) and its “sector perform” stance reduce near‑term upside confidence for some investors, contributing to selling pressure. Scotiabank Lowers PT
• Negative Sentiment: Headline coverage flagged the stock’s pullback as markets broadly gained, reinforcing the narrative of short‑term underperformance and analyst caution (only ~30% of analysts bullish), which pressures sentiment. Zacks: Stock Sinks

Comcast Trading Down 2.3%

CMCSA stock opened at $28.05 on Thursday. The firm has a fifty day moving average price of $30.33 and a 200 day moving average price of $29.42. Comcast Corporation has a fifty-two week low of $25.75 and a fifty-two week high of $36.66. The firm has a market cap of $100.92 billion, a PE ratio of 5.22, a price-to-earnings-growth ratio of 2.28 and a beta of 0.80. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88.

Comcast (NASDAQ:CMCSA) last released its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The company had revenue of $32.31 billion for the quarter, compared to the consensus estimate of $32.35 billion. During the same quarter in the prior year, the firm earned $0.96 earnings per share. Comcast’s revenue was up 1.2% on a year-over-year basis. Sell-side analysts anticipate that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be issued a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.7%. Comcast’s dividend payout ratio (DPR) is presently 24.58%.

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.