B. Metzler seel. Sohn & Co. AG Sells 66,091 Shares of Comcast Corporation $CMCSA

Key Points

• B. Metzler seel. Sohn & Co. AG reduced its Comcast stake by 20.2% (sold 66,091 shares), leaving 260,907 shares worth $7.8M, and CEO Michael J. Cavanagh separately sold 57,947 shares for about $1.89M; institutional ownership is 84.32% while insiders own 1.32%.
• Comcast delivered a Q1 beat — revenue $31.46B and adjusted EPS $0.79 vs. $0.73 est. (revenue +5.3% y/y) — and cited ad lifts, narrowed broadband losses and strong wireless adds, driving roughly a 7.7% jump in the stock.
• The company pays a quarterly dividend of $0.33 (annualized $1.32) for a 4.2% yield, trades at a P/E of 5.89, and carries a consensus analyst rating of "Hold" with an average target of $34.85.

B. Metzler seel. Sohn & Co. AG lessened its holdings in Comcast Corporation (NASDAQ:CMCSA - Free Report) by 20.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 260,907 shares of the cable giant's stock after selling 66,091 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Comcast were worth $7,801,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Imprint Wealth LLC bought a new stake in Comcast in the 3rd quarter valued at $26,000. United Financial Planning Group LLC bought a new stake in shares of Comcast in the 3rd quarter worth about $28,000. Olistico Wealth LLC bought a new stake in shares of Comcast in the 4th quarter worth about $29,000. Richardson Financial Services Inc. grew its holdings in shares of Comcast by 212.6% in the 4th quarter. Richardson Financial Services Inc. now owns 1,016 shares of the cable giant's stock worth $30,000 after purchasing an additional 691 shares during the last quarter. Finally, Lodestone Wealth Management LLC bought a new stake in shares of Comcast in the 4th quarter worth about $33,000. Institutional investors own 84.32% of the company's stock.

Insider Buying and Selling

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total transaction of $1,892,549.02. Following the sale, the chief executive officer owned 622,336 shares of the company's stock, valued at $20,325,493.76. This represents a 8.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.32% of the stock is currently owned by corporate insiders.

Trending Headlines about Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q1 beat — Comcast reported Q1 revenue of about $31.46B and adjusted EPS of $0.79, topping Street estimates and prompting the rally. Read More.
• Positive Sentiment: Big-event advertising lift — Ad sales were boosted by the Milan Cortina Winter Olympics and Super Bowl LX, lifting Content/advertising revenue for the quarter. Read More.
• Positive Sentiment: Connectivity momentum — Broadband subscriber losses narrowed (net loss ~65k) and wireless additions were strong (hundreds of thousands of net wireless line adds), signaling stabilization in core services. Read More.
• Positive Sentiment: Wireless product push — Xfinity Mobile launched new premium plans (Mobile Plus and Mobile Select) aimed at higher ARPU and retention. Read More.
• Positive Sentiment: Streaming & conversion catalysts — Management expects Peacock to approach profitability next quarter and plans to convert the majority of free wireless lines to paid in 2H 2026, both of which could lift margins. Read More.
• Neutral Sentiment: Valuation view — Some DCF and P/E analyses argue CMCSA may trade below intrinsic value, supporting upside if execution continues; this is analyst-driven context rather than a company action. Read More.
• Negative Sentiment: Year-over-year profit drop and longer-term share slump — EPS declined from $1.09 a year ago to $0.79 this quarter and the stock had been down roughly 10% over the past year, underscoring that challenges remain. Read More.
• Negative Sentiment: Insider and institutional activity — Recent insider sales and large institutional position changes have been noted by market trackers, which can be viewed as a near-term headwind for sentiment. Read More.

Comcast Stock Up 7.7%

Shares of NASDAQ:CMCSA opened at $31.64 on Friday. Comcast Corporation has a 12 month low of $25.75 and a 12 month high of $36.66. The company's 50-day moving average price is $29.81 and its two-hundred day moving average price is $29.11. 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 firm has a market cap of $113.84 billion, a P/E ratio of 5.89, a P/E/G ratio of 2.44 and a beta of 0.80.

Comcast (NASDAQ:CMCSA - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The cable giant reported $0.79 EPS for the quarter, topping analysts' consensus estimates of $0.73 by $0.06. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm had revenue of $31.46 billion for the quarter, compared to analyst estimates of $30.42 billion. During the same quarter in the prior year, the firm earned $1.09 EPS. The company's revenue was up 5.3% on a year-over-year basis. As a group, research analysts forecast that Comcast Corporation will post 3.46 EPS for the current fiscal year.

Comcast Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st were issued a dividend of $0.33 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.32 dividend on an annualized basis and a yield of 4.2%. Comcast's dividend payout ratio is currently 24.58%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. BNP Paribas Exane lowered their target price on shares of Comcast from $26.00 to $25.00 and set an "underperform" rating on the stock in a report on Wednesday, April 8th. Bank of America raised shares of Comcast from a "neutral" rating to a "buy" rating and upped their target price for the stock from $31.00 to $37.00 in a report on Monday, January 12th. Zacks Research raised shares of Comcast from a "strong sell" rating to a "hold" rating in a report on Tuesday, March 31st. Barclays set a $28.00 target price on shares of Comcast and gave the stock an "equal weight" rating in a report on Tuesday, January 13th. Finally, UBS Group lowered their target price on shares of Comcast from $36.00 to $32.00 and set a "neutral" rating on the stock in a report on Friday, January 30th. Ten investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $34.85.

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.

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