HF Advisory Group LLC Grows Stock Position in Comcast Corporation $CMCSA

HF Advisory Group LLC boosted its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 113.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 99,372 shares of the cable giant’s stock after buying 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 filing with the Securities & Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Capital A Wealth Management LLC boosted its stake in shares of Comcast by 173.7% during the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after purchasing an additional 436 shares during the period. Howard Hughes Medical Institute bought a new position in Comcast during the 2nd quarter valued at about $29,000. Imprint Wealth LLC purchased a new stake in Comcast in the 3rd quarter worth about $26,000. Newbridge Financial Services Group Inc. purchased a new stake in Comcast in the 2nd quarter worth about $31,000. Finally, United Financial Planning Group LLC bought a new stake in Comcast in the third quarter worth about $28,000. Institutional investors own 84.32% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wall Street Zen raised Comcast to a “hold” rating in a research note on Saturday, March 14th. Benchmark decreased their price target on Comcast from $46.00 to $44.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Rosenblatt Securities restated a “neutral” rating and set a $30.00 price objective on shares of Comcast in a report on Friday, January 30th. Deutsche Bank Aktiengesellschaft cut their price objective on Comcast from $40.00 to $35.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. Finally, The Goldman Sachs Group reduced their target price on Comcast from $30.00 to $28.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 25th. Ten analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $34.71.

Insider Activity at Comcast

In other news, CEO Michael J. Cavanagh sold 57,947 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 622,336 shares of the company’s stock, valued at approximately $20,325,493.76. This represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.32% of the company’s stock.

Comcast Price Performance

Shares of CMCSA stock opened at $28.05 on Thursday. Comcast Corporation has a twelve month low of $25.75 and a twelve month high of $36.66. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96. The stock has a fifty day simple moving average of $30.33 and a two-hundred day simple moving average of $29.42. The stock has a market capitalization of $100.92 billion, a price-to-earnings ratio of 5.22, a P/E/G ratio of 2.28 and a beta of 0.80.

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

Comcast Announces Dividend

The firm 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 dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.7%. Comcast’s dividend payout ratio (DPR) is 24.58%.

Comcast News Roundup

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 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.