Citizens & Northern Corp Has $330,000 Holdings in Comcast Corporation $CMCSA

Key Points

• Citizens & Northern Corp cut its stake in Comcast (CMCSA) by 75.6% in Q4, selling 34,119 shares and leaving 11,030 shares valued at about $330,000.
• Comcast beat Q1 expectations, reporting $31.46 billion in revenue and $0.79 adjusted EPS (vs. $0.73 estimate), helping drive a ~7.7% stock jump, aided by ad lift and strong wireless adds despite EPS declining year‑over‑year from $1.09.
• Insider and institutional activity: CEO Michael J. Cavanagh sold 57,947 shares for roughly $1.89M (an 8.52% reduction in his holding), while institutions own about 84% of the stock and Comcast yields ~4.2%.

Citizens & Northern Corp reduced its stake in shares of Comcast Corporation (NASDAQ:CMCSA - Free Report) by 75.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,030 shares of the cable giant's stock after selling 34,119 shares during the quarter. Citizens & Northern Corp's holdings in Comcast were worth $330,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. State Street Corp raised its stake in Comcast by 4.6% during the 3rd quarter. State Street Corp now owns 180,687,135 shares of the cable giant's stock valued at $5,677,190,000 after purchasing an additional 7,917,335 shares during the last quarter. Dodge & Cox raised its stake in Comcast by 1.2% during the 3rd quarter. Dodge & Cox now owns 112,567,918 shares of the cable giant's stock valued at $3,536,884,000 after purchasing an additional 1,295,598 shares during the last quarter. Capital Research Global Investors raised its stake in Comcast by 46.1% during the 3rd quarter. Capital Research Global Investors now owns 33,706,330 shares of the cable giant's stock valued at $1,059,053,000 after purchasing an additional 10,633,206 shares during the last quarter. Legal & General Group Plc raised its stake in Comcast by 2.9% during the 3rd quarter. Legal & General Group Plc now owns 24,104,774 shares of the cable giant's stock valued at $757,372,000 after purchasing an additional 686,520 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in Comcast by 12.6% during the 3rd quarter. Franklin Resources Inc. now owns 22,047,063 shares of the cable giant's stock valued at $692,719,000 after purchasing an additional 2,470,742 shares during the last quarter. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Comcast

In other news, CEO Michael J. Cavanagh sold 57,947 shares of the company's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $32.66, for a total value of $1,892,549.02. Following the sale, the chief executive officer owned 622,336 shares of the company's stock, valued at approximately $20,325,493.76. This represents a 8.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.32% of the company's stock.

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 Trading Up 7.7%

Shares of CMCSA stock opened at $31.64 on Friday. Comcast Corporation has a 52-week low of $25.75 and a 52-week high of $36.66. The stock has a market cap of $113.84 billion, a price-to-earnings ratio of 5.89, a P/E/G ratio of 2.44 and a beta of 0.80. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The firm has a fifty day moving average of $29.81 and a 200-day moving average of $29.11.

Comcast (NASDAQ:CMCSA - Get Free Report) last posted its earnings results on Thursday, April 23rd. The cable giant reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.06. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The business 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 firm's quarterly revenue was up 5.3% compared to the same quarter last year. On average, equities research analysts forecast that Comcast Corporation will post 3.46 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st were issued a $0.33 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.32 annualized dividend and a dividend yield of 4.2%. Comcast's dividend payout ratio is presently 24.58%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on CMCSA shares. Wall Street Zen upgraded shares of Comcast to a "hold" rating in a research note on Saturday, March 14th. Scotiabank cut their target price on shares of Comcast from $35.25 to $34.00 and set a "sector perform" rating for the company in a research note on Wednesday, April 1st. Royal Bank Of Canada dropped their price objective on shares of Comcast from $32.00 to $31.00 and set a "sector perform" rating for the company in a research note on Friday, January 16th. Zacks Research upgraded shares of Comcast from a "strong sell" rating to a "hold" rating in a research note on Tuesday, March 31st. Finally, Bank of America upgraded shares of Comcast from a "neutral" rating to a "buy" rating and increased their price objective for the company from $31.00 to $37.00 in a research note on Monday, January 12th. Ten equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $34.85.

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.

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