Comcast (NASDAQ:CMCSA) Given New $32.00 Price Target at UBS Group

Comcast (NASDAQ:CMCSA) had its price objective lowered by UBS Group from $36.00 to $32.00 in a research report sent to investors on Friday morning,MarketScreener reports. The firm currently has a neutral rating on the cable giant’s stock.

CMCSA has been the topic of a number of other reports. The Goldman Sachs Group reiterated a “neutral” rating and set a $30.00 price target (down from $39.00) on shares of Comcast in a research note on Friday, October 31st. Daiwa Capital Markets reduced their price target on Comcast from $38.00 to $30.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Loop Capital reduced their price objective on shares of Comcast from $43.00 to $40.00 and set a “buy” rating for the company in a research note on Friday, October 31st. JPMorgan Chase & Co. dropped their target price on shares of Comcast from $38.00 to $33.00 and set a “neutral” rating for the company in a report on Friday, October 31st. Finally, Scotiabank lowered their price target on Comcast from $37.50 to $35.25 and set a “sector perform” rating on the stock in a report on Friday. Eleven investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $34.90.

Comcast Stock Up 1.7%

CMCSA opened at $29.75 on Friday. Comcast has a 52 week low of $25.75 and a 52 week high of $37.97. The business has a 50 day moving average price of $28.41 and a two-hundred day moving average price of $30.35. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The company has a market cap of $108.41 billion, a PE ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81.

Comcast (NASDAQ:CMCSA) last released its 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 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 analyst estimates of $32.35 billion. During the same quarter in the previous year, the company posted $0.96 earnings per share. The company’s revenue for the quarter was up 1.2% compared to the same quarter last year. As a group, research analysts anticipate that Comcast will post 4.33 EPS for the current year.

Comcast Announces Dividend

The company also recently announced 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 dividend on an annualized basis and a yield of 4.4%. Comcast’s dividend payout ratio (DPR) is 21.96%.

Hedge Funds Weigh In On Comcast

Several large investors have recently added to or reduced their stakes in CMCSA. QRG Capital Management Inc. increased its stake in Comcast by 13.0% in the second quarter. QRG Capital Management Inc. now owns 724,760 shares of the cable giant’s stock valued at $25,867,000 after purchasing an additional 83,631 shares in the last quarter. Osaic Holdings Inc. grew its holdings in shares of Comcast by 39.9% in the 2nd quarter. Osaic Holdings Inc. now owns 1,055,192 shares of the cable giant’s stock valued at $37,954,000 after buying an additional 300,898 shares during the period. Vanguard Group Inc. increased its position in shares of Comcast by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock valued at $13,185,275,000 after buying an additional 1,257,196 shares in the last quarter. Commerzbank Aktiengesellschaft FI increased its position in shares of Comcast by 47.7% in the 2nd quarter. Commerzbank Aktiengesellschaft FI now owns 532,315 shares of the cable giant’s stock valued at $18,998,000 after buying an additional 171,929 shares in the last quarter. Finally, Aberdeen Group plc raised its stake in Comcast by 5.4% during the 2nd quarter. Aberdeen Group plc now owns 2,889,947 shares of the cable giant’s stock worth $103,142,000 after buying an additional 147,231 shares during the period. 84.32% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 earnings beat — Comcast reported adjusted EPS of $0.84 (above consensus) with revenue roughly in line; management highlighted Theme Parks and Peacock as growth drivers that offset headwinds in broadband and Studios. CMCSA Q4 Earnings Beat On Theme Parks and Peacock Strength
• Positive Sentiment: Peacock subscriber growth and Theme Parks momentum — Peacock reached large subscriber counts (~44M) and parks (including Epic Universe) drove better consumer revenue, supporting upside to future content and leisure revenue. Peacock Hits 44 Million Subscribers But Losses Widen
• Positive Sentiment: Dividend maintained — Comcast confirmed a quarterly dividend ($0.33 / $1.32 annualized), supporting income-focused investors and the stock’s yield profile. Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Unusual options activity — Heavy call buying was reported around the print, indicating some traders positioned for further upside or volatility following the earnings release. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Market reaction mixed — coverage notes the company beat on EPS but revenue was essentially flat y/y and key metrics (broadband churn, studio comps) created a mixed read for near-term growth. Comcast shares rise after in-line Q4 report, overcoming tough environment
• Negative Sentiment: Broadband subscriber losses persisted — Comcast lost more broadband customers than expected as wireless competitors lure consumers, adding pressure to its core high-margin business and long-term growth outlook. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Analysts trimmed price targets — Several firms lowered PTs (TD Cowen to $39, Deutsche Bank to $35, Scotiabank to $35.25) citing slower broadband trends and studio uncertainty; ratings largely remain Buy/Peer‑perform, but lowered PTs can weigh on sentiment. TD Cowen Adjusts Price Target Deutsche Bank Adjusts Price Target on Comcast to $35 Scotiabank Adjusts Price Target on Comcast to $35.25
• Negative Sentiment: Studio and box-office headwinds — Broader industry weakness in franchise box-office performance raises near-term risk for Comcast’s Studios revenue and content profitability. Hollywood has an IP problem: Box office sales are banking on franchise hits that keep falling flat

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.