Recent Research Analysts’ Ratings Updates for Comcast (CMCSA)

Comcast (NASDAQ: CMCSA) has recently received a number of price target changes and ratings updates:

• 2/3/2025 – Comcast was downgraded by analysts at Scotiabank from a “sector outperform” rating to a “sector perform” rating. They now have a $44.50 price target on the stock, down previously from $48.00.
• 2/3/2025 – Comcast had its price target lowered by analysts at Rosenblatt Securities from $45.00 to $36.00. They now have a “neutral” rating on the stock.
• 2/3/2025 – Comcast had its price target lowered by analysts at Barclays PLC from $42.00 to $37.00. They now have an “equal weight” rating on the stock.
• 2/3/2025 – Comcast was downgraded by analysts at StockNews.com from a “strong-buy” rating to a “buy” rating.
• 1/31/2025 – Comcast had its price target lowered by analysts at JPMorgan Chase & Co. from $45.00 to $39.00. They now have a “neutral” rating on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at Macquarie from $42.00 to $36.00. They now have a “neutral” rating on the stock.
• 1/31/2025 – Comcast was downgraded by analysts at Bank of America Co. from a “buy” rating to a “neutral” rating. They now have a $38.00 price target on the stock, down previously from $50.00.
• 1/31/2025 – Comcast was upgraded by analysts at BNP Paribas from an “underperform” rating to a “neutral” rating. They now have a $35.00 price target on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at Wells Fargo & Company from $45.00 to $37.00. They now have an “equal weight” rating on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at Morgan Stanley from $45.00 to $38.00. They now have an “equal weight” rating on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at Citigroup Inc. from $47.00 to $44.00. They now have a “buy” rating on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at Benchmark Co. from $57.00 to $55.00. They now have a “buy” rating on the stock.
• 1/31/2025 – Comcast had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $50.00 to $44.00. They now have a “buy” rating on the stock.
• 1/17/2025 – Comcast was upgraded by analysts at StockNews.com from a “buy” rating to a “strong-buy” rating.
• 1/6/2025 – Comcast had its “neutral” rating reaffirmed by analysts at Macquarie. They now have a $42.00 price target on the stock.
• 1/6/2025 – Comcast had its price target lowered by analysts at Wells Fargo & Company from $46.00 to $45.00. They now have an “equal weight” rating on the stock.
• 1/4/2025 – Comcast was downgraded by analysts at StockNews.com from a “strong-buy” rating to a “buy” rating.
• 1/2/2025 – Comcast had its price target lowered by analysts at Loop Capital from $54.00 to $53.00. They now have a “buy” rating on the stock.
• 12/27/2024 – Comcast was upgraded by analysts at StockNews.com from a “buy” rating to a “strong-buy” rating.
• 12/19/2024 – Comcast was downgraded by analysts at StockNews.com from a “strong-buy” rating to a “buy” rating.
• 12/16/2024 – Comcast was downgraded by analysts at Morgan Stanley from an “overweight” rating to an “equal weight” rating. They now have a $45.00 price target on the stock, down previously from $48.00.
• 12/11/2024 – Comcast was upgraded by analysts at Seaport Res Ptn from a “hold” rating to a “strong-buy” rating.

Comcast Stock Performance

NASDAQ CMCSA traded up $0.11 during trading on Tuesday, hitting $33.30. 17,159,256 shares of the company’s stock traded hands, compared to its average volume of 26,464,246. Comcast Co. has a 12-month low of $32.50 and a 12-month high of $45.38. The stock has a market capitalization of $127.41 billion, a price-to-earnings ratio of 8.02, a PEG ratio of 1.23 and a beta of 1.00. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.72 and a current ratio of 0.68. The business has a 50 day moving average of $38.41 and a 200-day moving average of $40.02.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, January 30th. The cable giant reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.08. Comcast had a net margin of 13.09% and a return on equity of 19.98%. As a group, equities research analysts anticipate that Comcast Co. will post 4.4 earnings per share for the current fiscal year.

Comcast Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 23rd. Stockholders of record on Wednesday, April 2nd will be given a $0.33 dividend. This represents a $1.32 annualized dividend and a dividend yield of 3.96%. The ex-dividend date of this dividend is Wednesday, April 2nd. This is a positive change from Comcast’s previous quarterly dividend of $0.31. Comcast’s payout ratio is currently 29.88%.

Insider Buying and Selling

In other news, President Michael J. Cavanagh sold 25,537 shares of Comcast stock in a transaction dated Tuesday, November 26th. The stock was sold at an average price of $42.59, for a total transaction of $1,087,620.83. Following the transaction, the president now directly owns 534,849 shares of the company’s stock, valued at $22,779,218.91. The trade was a 4.56 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Brian L. Roberts sold 234,464 shares of the stock in a transaction that occurred on Tuesday, November 26th. The shares were sold at an average price of $42.66, for a total transaction of $10,002,234.24. Following the sale, the chief executive officer now directly owns 6,669,928 shares of the company’s stock, valued at approximately $284,539,128.48. This trade represents a 3.40 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.26% of the stock is owned by corporate insiders.

Institutional Trading of Comcast

A number of institutional investors have recently bought and sold shares of the stock. FMR LLC increased its stake in shares of Comcast by 5.4% during the third quarter. FMR LLC now owns 117,420,328 shares of the cable giant’s stock valued at $4,904,647,000 after buying an additional 6,062,658 shares during the period. Charles Schwab Investment Management Inc. increased its stake in shares of Comcast by 1.3% during the third quarter. Charles Schwab Investment Management Inc. now owns 31,871,235 shares of the cable giant’s stock valued at $1,331,192,000 after buying an additional 416,759 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Comcast by 6.0% during the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 30,364,136 shares of the cable giant’s stock valued at $1,268,310,000 after buying an additional 1,717,762 shares during the period. Ontario Teachers Pension Plan Board increased its stake in shares of Comcast by 5.4% during the third quarter. Ontario Teachers Pension Plan Board now owns 15,983,230 shares of the cable giant’s stock valued at $667,620,000 after buying an additional 822,936 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC increased its stake in shares of Comcast by 4.8% during the third quarter. Hotchkis & Wiley Capital Management LLC now owns 14,918,501 shares of the cable giant’s stock valued at $623,146,000 after buying an additional 676,920 shares during the period. 84.32% of the stock is currently owned by institutional investors.

Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising.