Comcast Corporation $CMCSA Shares Sold by Barrow Hanley Mewhinney & Strauss LLC

Key Points

• Barrow Hanley Mewhinney & Strauss LLC cut its Comcast stake by 93.6%, selling 6,898,215 shares in Q3 and retaining 469,586 shares valued at about $14.75 million.
• CEO Michael J. Cavanagh sold 57,947 shares at an average price of $32.66 (≈$1.89 million) on Feb 11, representing an 8.52% reduction in his ownership.
• Comcast beat EPS estimates ($0.84 vs. $0.75) while revenue was roughly flat at $32.31 billion, and declared a quarterly dividend of $0.33 (4.3% yield) with an ex-dividend date of April 1.

Barrow Hanley Mewhinney & Strauss LLC lowered its position in Comcast Corporation (NASDAQ:CMCSA - Free Report) by 93.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 469,586 shares of the cable giant's stock after selling 6,898,215 shares during the quarter. Barrow Hanley Mewhinney & Strauss LLC's holdings in Comcast were worth $14,754,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of CMCSA. Mackenzie Financial Corp lifted its position in Comcast by 39.2% during the 3rd quarter. Mackenzie Financial Corp now owns 1,981,398 shares of the cable giant's stock worth $62,256,000 after acquiring an additional 557,884 shares during the period. Franklin Resources Inc. increased its holdings in shares of Comcast by 12.6% in the third 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 period. Quadrant Capital Group LLC raised its stake in shares of Comcast by 22.0% during the third quarter. Quadrant Capital Group LLC now owns 97,680 shares of the cable giant's stock worth $3,069,000 after purchasing an additional 17,585 shares during the last quarter. Van ECK Associates Corp raised its stake in shares of Comcast by 0.3% during the third quarter. Van ECK Associates Corp now owns 5,394,191 shares of the cable giant's stock worth $169,485,000 after purchasing an additional 16,541 shares during the last quarter. Finally, LifePlan Financial LLC lifted its holdings in shares of Comcast by 8.6% during the third quarter. LifePlan Financial LLC now owns 40,839 shares of the cable giant's stock worth $1,283,000 after purchasing an additional 3,231 shares during the period. 84.32% of the stock is owned by institutional investors and hedge funds.

Comcast Stock Performance

Shares of CMCSA opened at $30.57 on Thursday. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96. Comcast Corporation has a 52-week low of $25.75 and a 52-week high of $37.72. The company has a 50-day simple moving average of $30.12 and a 200-day simple moving average of $29.90. The company has a market capitalization of $109.99 billion, a PE ratio of 5.69, a P/E/G ratio of 2.42 and a beta of 0.79.

Comcast (NASDAQ:CMCSA - Get Free Report) last issued its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.75 by $0.09. The company had revenue of $32.31 billion during the quarter, compared to analysts' expectations of $32.35 billion. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm's quarterly revenue was up 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.96 earnings per share. Equities research analysts predict that Comcast Corporation will post 4.33 earnings per share for the current fiscal year.

Comcast Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st will be given a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date is Wednesday, April 1st. Comcast's payout ratio is presently 24.58%.

Analyst Upgrades and Downgrades

CMCSA has been the topic of several recent research reports. Arete Research set a $23.00 price objective on shares of Comcast in a research note on Tuesday, January 6th. Zacks Research downgraded shares of Comcast from a "hold" rating to a "strong sell" rating in a report on Friday, February 20th. Weiss Ratings reiterated a "hold (c-)" rating on shares of Comcast in a research note on Friday, January 9th. Rosenblatt Securities reissued a "neutral" rating and set a $30.00 price target on shares of Comcast in a report on Friday, January 30th. Finally, TD Cowen reduced their price objective on shares of Comcast from $40.00 to $39.00 and set a "buy" rating for the company in a research report on Friday, January 30th. Ten equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $34.87.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Xfinity will deliver THE PLAYERS Championship in RealTime4K with NBC Sports and Golf Channel — highlights Comcast’s technical capability and premium live-sports distribution that can support higher-value advertising and differentiate Xfinity’s pay-TV/streaming experience. Xfinity Teams up with NBC Sports and Golf Channel to Deliver THE PLAYERS Championship in RealTime4K
• Positive Sentiment: FreeWheel (Comcast’s ad-tech unit) launched AI agent infrastructure to improve premium video ad buying/selling — could boost ad monetization and margins over time if adoption accelerates. FreeWheel Launches AI Agent Infrastructure to Transform How Premium Video Advertising Is Bought and Sold, Pilots with PMG
• Positive Sentiment: Comcast started a $5.9M network expansion in Greater Hartford and Middletown, CT — continued capex into broadband expansion supports broadband revenue and enterprise services growth locally. Comcast Breaks Ground to Expand its High-Speed Network in Greater Hartford and Middletown, CT
• Neutral Sentiment: Comcast scheduled its Q1 2026 earnings call for April 23 — provides the next formal data point for subscribers, broadband trends, Peacock performance, and guidance. Investors will watch broadband net adds, streaming economics, and Parks results. Comcast to Host First Quarter 2026 Earnings Conference Call
• Neutral Sentiment: Industry comparison pieces highlight diverging strategies: Charter doubling down on connectivity vs Comcast leaning on parks, streaming, and sports — frames how investors should value growth vs diversification. Charter vs. Comcast: Which Cable Giant Is the Better Buy?
• Negative Sentiment: Reporting says Comcast is refocusing Peacock on the U.S., pulling back international ambitions — could limit long-term streaming scale and revenue upside versus peers that pursue global growth. Comcast Refocuses Peacock On US As Broadband Shifts Test Valuation
• Negative Sentiment: Market commentary and a Zacks note attribute today’s share weakness to broader market moves and investor caution on Comcast’s growth trajectory despite solid recent EPS — this likely explains part of the stock’s decline. Why Comcast (CMCSA) Dipped More Than Broader Market Today
• Neutral Sentiment: Reported short-interest data in recent feeds shows anomalous zeros/NaNs — appears to be a data glitch and should not be treated as a legitimate signal without confirmation from exchange reports. (no external link)

Insider Buying and Selling

In other Comcast news, CEO Michael J. Cavanagh sold 57,947 shares of the company's stock in a transaction on Wednesday, February 11th. The stock was 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.32% of the company's stock.

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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