Rep. Julie Johnson Sells Off Shares of Comcast Corporation (NASDAQ:CMCSA)

Representative Julie Johnson (D-Texas) recently sold shares of Comcast Corporation (NASDAQ:CMCSA). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Comcast stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Comcast Stock Performance

Shares of NASDAQ:CMCSA opened at $27.82 on Friday. The firm has a 50 day moving average of $28.10 and a 200 day moving average of $30.79. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. The company has a market capitalization of $101.37 billion, a price-to-earnings ratio of 4.63, a price-to-earnings-growth ratio of 1.98 and a beta of 0.81. Comcast Corporation has a 52 week low of $25.75 and a 52 week high of $38.40.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Thursday, October 30th. The cable giant reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The business had revenue of $31.20 billion for the quarter, compared to analysts’ expectations of $30.74 billion. During the same quarter last year, the firm earned $1.12 EPS. The business’s revenue for the quarter was down 2.7% on a year-over-year basis. On average, sell-side analysts predict that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 4th. Investors of record on Wednesday, January 14th will be issued a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 4.7%. The ex-dividend date of this dividend is Wednesday, January 14th. Comcast’s dividend payout ratio (DPR) is presently 21.96%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Citigroup dropped their price target on Comcast from $39.00 to $35.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Oppenheimer set a $38.00 target price on shares of Comcast in a research report on Tuesday, November 4th. Loop Capital cut their price target on shares of Comcast from $43.00 to $40.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. KeyCorp downgraded shares of Comcast from an “overweight” rating to a “sector weight” rating in a report on Thursday, October 30th. Finally, Royal Bank Of Canada cut their price objective on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating on the stock in a research note on Friday. Twelve investment analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Comcast presently has an average rating of “Hold” and an average price target of $34.89.

Trending Headlines about Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: MarketBeat highlights Comcast’s low P/E (~7x) and a ~4.5% yield, arguing the stock combines high yield with rebound potential as core results are expected to grow despite divestitures; institutional buying in early January is cited as supportive. 3 Low P/E Stocks: Separating Multibaggers From a Value Trap
• Positive Sentiment: Reports that Comcast has spun off Versant (new media vehicle) suggest potential value‑unlocking for shareholders if the market re-rates separated assets. This kind of corporate action can catalyze long-term upside. Comcast spins off Versant, unleashing a new media power on Wall Street
• Positive Sentiment: NBCUniversal’s push into live sports (Olympics, Super Bowl, NBA All‑Star and recent rights spending) should help differentiate the media network, supporting ad and subscription revenue over the next few quarters. NBCUniversal strategically leans into sports as it prepares for ‘Legendary February’
• Neutral Sentiment: Zacks notes elevated investor attention on CMCSA and reviews factors that will drive performance; this is informational but not a clear directional catalyst. Comcast Corporation (CMCSA) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Local retail expansion (new Xfinity store in Chehalis, WA) is positive for customer access and brand presence but is a small operational item unlikely to move the stock on its own. Chehalis Welcomes First Xfinity Store
• Negative Sentiment: Analyst pressure: Sanford C. Bernstein trimmed its price target to $32 (from $34) and kept a “market perform” rating — a reminder that analysts see limited near‑term upside, which can weigh on sentiment. Bernstein adjusts price target on Comcast
• Negative Sentiment: Consensus analyst stance remains cautious (many Holds), which mutes momentum until clearer evidence of revenue/earnings inflection or successful asset re‑rating emerges. Comcast Receives Consensus Rating of “Hold”

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Capital A Wealth Management LLC lifted its position in Comcast by 173.7% in 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 last quarter. Imprint Wealth LLC purchased a new position in shares of Comcast during the 3rd quarter worth approximately $26,000. Cranbrook Wealth Management LLC increased its holdings in Comcast by 86.0% in the 2nd quarter. Cranbrook Wealth Management LLC now owns 757 shares of the cable giant’s stock valued at $27,000 after purchasing an additional 350 shares during the last quarter. Global Trust Asset Management LLC increased its holdings in Comcast by 906.8% in the 2nd quarter. Global Trust Asset Management LLC now owns 745 shares of the cable giant’s stock valued at $27,000 after purchasing an additional 671 shares during the last quarter. Finally, 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 valued at $27,000 after purchasing an additional 624 shares during the period. Institutional investors and hedge funds own 84.32% of the company’s stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Comcast

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.