Macquarie Group Ltd. Grows Position in Comcast Corporation $CMCSA

Posted by Brenda Bartman on Jun 13th, 2026

Macquarie Group Ltd. raised its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,169,611 shares of the cable giant’s stock after purchasing an additional 185,604 shares during the quarter. Macquarie Group Ltd.’s holdings in Comcast were worth $94,322,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Lowe Brockenbrough & Co. Inc. lifted its stake in shares of Comcast by 4.9% in the 4th quarter. Lowe Brockenbrough & Co. Inc. now owns 7,532 shares of the cable giant’s stock valued at $225,000 after purchasing an additional 352 shares during the period. Cora Capital Advisors LLC lifted its stake in shares of Comcast by 3.4% in the 4th quarter. Cora Capital Advisors LLC now owns 11,013 shares of the cable giant’s stock valued at $329,000 after purchasing an additional 362 shares during the period. FSA Advisors Inc. lifted its stake in shares of Comcast by 5.5% in the 3rd quarter. FSA Advisors Inc. now owns 7,203 shares of the cable giant’s stock valued at $226,000 after purchasing an additional 376 shares during the period. Oakworth Capital Inc. lifted its stake in shares of Comcast by 7.4% in the 4th quarter. Oakworth Capital Inc. now owns 5,479 shares of the cable giant’s stock valued at $164,000 after purchasing an additional 377 shares during the period. Finally, WPG Advisers LLC lifted its stake in shares of Comcast by 15.9% in the 4th quarter. WPG Advisers LLC now owns 2,801 shares of the cable giant’s stock valued at $84,000 after purchasing an additional 384 shares during the period. Institutional investors and hedge funds own 84.32% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on CMCSA. New Street Research cut their price target on Comcast from $36.00 to $31.00 and set a “buy” rating on the stock in a research note on Wednesday, May 13th. Weiss Ratings restated a “hold (c-)” rating on shares of Comcast in a research report on Wednesday, April 8th. Wall Street Zen upgraded shares of Comcast to a “hold” rating in a research report on Saturday, March 14th. Royal Bank Of Canada upped their price objective on shares of Comcast from $31.00 to $32.00 and gave the company a “sector perform” rating in a research report on Friday, April 24th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $29.00 price objective on shares of Comcast in a research report on Thursday, April 23rd. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $34.56.

Read Our Latest Analysis on CMCSA

Comcast Price Performance

CMCSA opened at $24.50 on Friday. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 1.01. Comcast Corporation has a 12 month low of $23.13 and a 12 month high of $36.66. The company has a fifty day simple moving average of $26.32 and a 200 day simple moving average of $28.31. The stock has a market cap of $87.52 billion, a P/E ratio of 4.82, a P/E/G ratio of 1.95 and a beta of 0.67.

Comcast (NASDAQ:CMCSA – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The cable giant reported $0.79 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.06. Comcast had a net margin of 15.00% and a return on equity of 15.47%. The business had revenue of $31.46 billion during the quarter, compared to analysts’ expectations of $30.42 billion. During the same quarter in the prior year, the company earned $1.09 EPS. The firm’s quarterly revenue was up 5.3% on a year-over-year basis. On average, research analysts expect that Comcast Corporation will post 3.53 EPS for the current year.

Comcast Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Wednesday, July 1st will be issued a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 5.4%. The ex-dividend date is Wednesday, July 1st. Comcast’s dividend payout ratio is 25.98%.

Comcast Profile

(Free Report)

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.