Comcast Corporation $CMCSA Shares Acquired by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Comcast Corporation (NASDAQ:CMCSA) by 824.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,616,490 shares of the cable giant’s stock after purchasing an additional 10,359,800 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Comcast were worth $333,509,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Bollard Group LLC grew its holdings in shares of Comcast by 1.1% during the first quarter. Bollard Group LLC now owns 37,607 shares of the cable giant’s stock worth $1,080,000 after buying an additional 405 shares during the last quarter. Morningstar Investment Management LLC increased its position in Comcast by 6.4% in the 1st quarter. Morningstar Investment Management LLC now owns 173,139 shares of the cable giant’s stock valued at $4,971,000 after acquiring an additional 10,378 shares during the period. Public Employees Retirement System of Ohio raised its stake in Comcast by 0.8% during the 1st quarter. Public Employees Retirement System of Ohio now owns 1,772,703 shares of the cable giant’s stock valued at $50,894,000 after acquiring an additional 13,227 shares during the last quarter. Compound Planning Inc. raised its stake in Comcast by 48.8% during the 1st quarter. Compound Planning Inc. now owns 39,767 shares of the cable giant’s stock valued at $1,142,000 after acquiring an additional 13,042 shares during the last quarter. Finally, Klingman & Associates LLC lifted its position in Comcast by 7.1% during the 1st quarter. Klingman & Associates LLC now owns 8,524 shares of the cable giant’s stock worth $245,000 after acquiring an additional 568 shares during the period. Institutional investors and hedge funds own 84.32% of the company’s stock.

Comcast Stock Up 1.7%

CMCSA opened at $22.30 on Friday. The company has a debt-to-equity ratio of 0.94, a current ratio of 0.80 and a quick ratio of 0.87. The business has a 50 day simple moving average of $23.82 and a 200-day simple moving average of $27.26. The stock has a market capitalization of $79.66 billion, a P/E ratio of 7.22, a P/E/G ratio of 1.81 and a beta of 0.67. Comcast Corporation has a 12 month low of $21.28 and a 12 month high of $34.45.

Comcast (NASDAQ:CMCSA) last announced its quarterly earnings data on Thursday, July 23rd. The cable giant reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $0.97 by $0.07. The firm had revenue of $29.94 billion for the quarter, compared to analyst estimates of $29.24 billion. Comcast had a return on equity of 14.77% and a net margin of 8.97%.Comcast’s quarterly revenue was down 1.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.25 earnings per share. On average, equities analysts anticipate that Comcast Corporation will post 3.48 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 28th. Stockholders of record on Wednesday, October 7th will be paid a dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, October 7th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 5.9%. Comcast’s dividend payout ratio is 25.98%.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Comcast beat second-quarter estimates, with adjusted EPS of $1.04 and revenue of $29.94 billion, both above Wall Street expectations. The beat was supported by record wireless additions, stronger studio performance, and improving broadband trends. Comcast Reports 2nd Quarter 2026 Results
• Positive Sentiment: Peacock turned profitable for the first time, adding 2 million paid subscribers to reach 48 million, which is boosting sentiment around Comcast’s media and streaming turnaround. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost
• Positive Sentiment: Management said broadband repositioning, wireless growth, and the planned NBCUniversal/Sky separation are progressing, while Rosenblatt reiterated a Buy rating and a $31 price target, implying meaningful upside from recent levels. CMCSA Q2 Earnings Call Highlights Broadband Pivot and Wireless Growth
• Neutral Sentiment: Comcast declared a quarterly dividend of $0.33 per share, reinforcing its income profile, but this is unlikely to be the main driver of the stock’s move today.
• Neutral Sentiment: Recent short-interest data was effectively flat at zero, so there is no clear short-squeeze or bearish positioning signal helping explain the move.
• Negative Sentiment: Offsetting the positives, domestic broadband customer losses continued and second-quarter profit was lower year over year, which keeps pressure on Comcast’s core connectivity business. Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
• Negative Sentiment: Some investors were also disappointed that Comcast paused share repurchases while it prepares for the planned business separation, reducing a prior source of stock support. Comcast slips as broadband losses and buyback pause overshadow Q2 beat

Analyst Ratings Changes

A number of research firms have recently issued reports on CMCSA. New Street Research dropped their target price on Comcast from $31.00 to $30.00 and set a “buy” rating on the stock in a report on Thursday, June 25th. KeyCorp reaffirmed a “sector weight” rating on shares of Comcast in a report on Thursday, April 23rd. Citigroup lowered their price objective on shares of Comcast from $35.50 to $32.00 and set a “buy” rating on the stock in a research report on Monday, June 29th. The Goldman Sachs Group dropped their price objective on shares of Comcast from $29.00 to $26.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Comcast in a research report on Monday, July 6th. Eleven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Comcast presently has an average rating of “Hold” and an average target price of $32.96.

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.