Comcast Corporation $CMCSA is Entropy Technologies LP’s 10th Largest Position

Entropy Technologies LP raised its position in Comcast Corporation (NASDAQ:CMCSA) by 54.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 370,999 shares of the cable giant’s stock after acquiring an additional 131,380 shares during the quarter. Comcast makes up 0.9% of Entropy Technologies LP’s portfolio, making the stock its 10th biggest holding. Entropy Technologies LP’s holdings in Comcast were worth $11,657,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Osaic Holdings Inc. raised its position in Comcast by 39.9% in the second quarter. Osaic Holdings Inc. now owns 1,055,192 shares of the cable giant’s stock worth $37,954,000 after acquiring an additional 300,898 shares during the period. Vanguard Group Inc. grew its position in shares of Comcast by 0.3% during 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 acquiring an additional 1,257,196 shares during the period. Principal Financial Group Inc. increased its stake in shares of Comcast by 9.7% in the 3rd quarter. Principal Financial Group Inc. now owns 7,536,937 shares of the cable giant’s stock worth $236,810,000 after purchasing an additional 665,635 shares in the last quarter. Ashton Thomas Private Wealth LLC raised its holdings in Comcast by 75.3% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 340,764 shares of the cable giant’s stock worth $10,707,000 after purchasing an additional 146,339 shares during the period. Finally, Candriam S.C.A. raised its holdings in Comcast by 3.5% in the 3rd quarter. Candriam S.C.A. now owns 952,154 shares of the cable giant’s stock worth $29,917,000 after purchasing an additional 32,262 shares during the period. 84.32% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast will expand its Comcast Business high‑speed, symmetrical internet, cybersecurity and tech services into the Quad Cities — its first infrastructure investment in Iowa — which should grow B2B recurring revenue and widen the company’s service footprint. Read More.
• Positive Sentiment: FreeWheel (Comcast’s ad tech unit) launched an AI agent infrastructure to streamline buying/selling of premium video ads and is piloting with PMG — a product that can boost ad yield and margin over time if adoption scales. Read More.
• Positive Sentiment: Xfinity will deliver THE PLAYERS Championship in RealTime4K via NBC Sports/Golf Channel, a content/tech differentiator that can aid customer retention and upsell for video/broadband bundles. Read More.
• Neutral Sentiment: Comcast scheduled its Q1 2026 earnings conference call for April 23 — a clear near‑term catalyst when management will give updated subscriber, ad and parks/streaming outlooks. Read More.
• Neutral Sentiment: Industry piece comparing Charter vs. Comcast highlights strategic differences (Charter focused on connectivity; Comcast more diversified into theme parks, streaming, live sports). Useful framing for investors weighing relative long‑term bets. Read More.
• Neutral Sentiment: Short‑interest reports this week show a flagged “large increase” but the published values are zero/NaN and days‑to‑cover = 0.0 — likely a data/reporting anomaly, so treat short‑interest impact as unclear until corrected filings are posted.
• Negative Sentiment: Market coverage notes Comcast shares have dipped more than the broader market in recent sessions, reflecting short‑term selling pressure and investor caution despite recent product wins. Read More.

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 value of $1,892,549.02. Following the sale, the chief executive officer directly owned 622,336 shares in the company, valued at approximately $20,325,493.76. The trade was a 8.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 1.32% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on CMCSA. Pivotal Research lowered Comcast from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Deutsche Bank Aktiengesellschaft decreased their price objective on Comcast from $40.00 to $35.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Sanford C. Bernstein cut their price objective on Comcast from $34.00 to $32.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. Bank of America raised shares of Comcast from a “neutral” rating to a “buy” rating and increased their target price for the stock from $31.00 to $37.00 in a report on Monday, January 12th. Finally, Morgan Stanley lowered their price target on shares of Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Ten investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Comcast has a consensus rating of “Hold” and an average target price of $34.87.

Comcast Stock Performance

NASDAQ:CMCSA opened at $30.16 on Friday. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96. Comcast Corporation has a 12-month low of $25.75 and a 12-month high of $37.72. The stock has a 50-day moving average price of $30.12 and a 200 day moving average price of $29.91. The stock has a market capitalization of $108.51 billion, a P/E ratio of 5.62, a P/E/G ratio of 2.38 and a beta of 0.79.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping 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 company had revenue of $32.31 billion for the quarter, compared to analysts’ expectations of $32.35 billion. During the same period in the previous year, the firm earned $0.96 EPS. The firm’s revenue was up 1.2% compared to the same quarter last year. Equities research analysts forecast that Comcast Corporation will post 4.33 EPS for the current fiscal year.

Comcast Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be paid a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date of this dividend is Wednesday, April 1st. Comcast’s dividend payout ratio (DPR) is presently 24.58%.

Comcast 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.