Comcast (NASDAQ:CMCSA) Given Neutral Rating at Rosenblatt Securities

Rosenblatt Securities reaffirmed their neutral rating on shares of Comcast (NASDAQ:CMCSA) in a research note released on Friday morning,Benzinga reports. They currently have a $30.00 target price on the cable giant’s stock.

Several other brokerages also recently commented on CMCSA. Daiwa Capital Markets cut their price objective on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Citigroup reiterated a “buy” rating and issued a $33.00 target price (up previously from $32.79) on shares of Comcast in a research note on Friday. Arete Research set a $23.00 price objective on shares of Comcast in a report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft cut their target price on Comcast from $44.00 to $40.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Finally, Sanford C. Bernstein reduced their target price on Comcast from $34.00 to $32.00 and set a “market perform” rating for the company in a report on Thursday, January 15th. Eleven equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $35.08.

Comcast Stock Up 1.7%

CMCSA stock opened at $29.75 on Friday. The business has a 50 day moving average of $28.41 and a 200 day moving average of $30.35. The firm has a market cap of $108.41 billion, a PE ratio of 5.54, a price-to-earnings-growth ratio of 2.06 and a beta of 0.81. Comcast has a twelve month low of $25.75 and a twelve month high of $37.97. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last released its earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $32.35 billion. During the same period 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. On average, research analysts forecast that Comcast will post 4.33 EPS for the current fiscal year.

Comcast Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st will be issued a $0.33 dividend. 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 4.4%. Comcast’s dividend payout ratio is currently 21.96%.

Institutional Investors Weigh In On Comcast

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Capital A Wealth Management LLC grew its position in Comcast by 173.7% during the second quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock valued at $25,000 after buying an additional 436 shares during the period. Avalon Trust Co raised its position in Comcast by 433.3% in the second quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock worth $27,000 after acquiring an additional 624 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of Comcast during the 2nd quarter worth $29,000. Imprint Wealth LLC bought a new stake in shares of Comcast during the 3rd quarter valued at $26,000. Finally, Princeton Global Asset Management LLC increased its stake in shares of Comcast by 403.5% in the 2nd quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock worth $31,000 after purchasing an additional 686 shares in the last quarter. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Trending Headlines about 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.