Hilltop Holdings Inc. Reduces Holdings in Comcast Corporation $CMCSA

Hilltop Holdings Inc. lowered its holdings in shares of Comcast Corporation (NASDAQ:CMCSA) by 53.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,067 shares of the cable giant’s stock after selling 42,095 shares during the period. Hilltop Holdings Inc.’s holdings in Comcast were worth $1,035,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Brighton Jones LLC increased its position in Comcast by 150.9% during the fourth quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock worth $6,240,000 after buying an additional 99,986 shares in the last quarter. Voya Financial Advisors Inc. lifted its position in shares of Comcast by 3.2% in the second quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock valued at $2,963,000 after acquiring an additional 2,593 shares in the last quarter. United Bank lifted its position in shares of Comcast by 11.3% in the second quarter. United Bank now owns 42,216 shares of the cable giant’s stock valued at $1,507,000 after acquiring an additional 4,290 shares in the last quarter. HUB Investment Partners LLC increased its position in Comcast by 119.4% during the 2nd quarter. HUB Investment Partners LLC now owns 16,974 shares of the cable giant’s stock worth $606,000 after purchasing an additional 9,236 shares in the last quarter. Finally, Diversify Advisory Services LLC raised its stake in Comcast by 66.8% in the 2nd quarter. Diversify Advisory Services LLC now owns 39,607 shares of the cable giant’s stock valued at $1,414,000 after purchasing an additional 15,865 shares during the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

More Comcast News

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

Comcast Trading Up 1.7%

NASDAQ CMCSA opened at $22.30 on Friday. The firm has a market capitalization of $79.66 billion, a price-to-earnings ratio of 7.22, a PEG ratio of 1.84 and a beta of 0.67. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.87 and a current ratio of 0.80. Comcast Corporation has a one year low of $21.28 and a one year high of $34.45. The company’s 50 day moving average price is $23.82 and its 200 day moving average price is $27.26.

Comcast (NASDAQ:CMCSA) last released its quarterly earnings data on Thursday, July 23rd. The cable giant reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.07. Comcast had a net margin of 8.97% and a return on equity of 14.77%. The company had revenue of $29.94 billion during the quarter, compared to the consensus estimate of $29.24 billion. During the same period in the previous year, the firm earned $1.25 earnings per share. Comcast’s revenue for the quarter was down 1.2% on a year-over-year basis. On average, sell-side analysts predict that Comcast Corporation will post 3.47 EPS for the current year.

Comcast Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Morgan Stanley set a $29.00 price objective on shares of Comcast in a research note on Friday. KeyCorp reaffirmed a “sector weight” rating on shares of Comcast in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft raised shares of Comcast from a “hold” rating to a “buy” rating and cut their price target for the stock from $34.00 to $32.00 in a research note on Tuesday, June 30th. The Goldman Sachs Group dropped their price objective on Comcast from $29.00 to $26.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Finally, Barclays set a $26.00 target price on Comcast and gave the stock an “equal weight” rating in a research report on Friday. Eleven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target 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.