Comcast
CMCSA
About: Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 64 million US homes and businesses, or nearly half of the country. The firm provides services to about half of the locations in this territory. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. The firm plans to spin off most of its cable networks later in 2025. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy.
Employees: 182,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
210% more call options, than puts
Call options by funds: $1.35B | Put options by funds: $434M
2.37% more ownership
Funds ownership: 80.86% [Q1] → 83.23% (+2.37%) [Q2]
2% less capital invested
Capital invested by funds: $112B [Q1] → $111B (-$1.86B) [Q2]
4% less funds holding
Funds holding: 2,325 [Q1] → 2,242 (-83) [Q2]
14% less first-time investments, than exits
New positions opened: 142 | Existing positions closed: 166
18% less repeat investments, than reductions
Existing positions increased: 844 | Existing positions reduced: 1,026
24% less funds holding in top 10
Funds holding in top 10: 41 [Q1] → 31 (-10) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley
Benjamin Swinburne
|
11%
upside
$38
|
Equal-Weight
Maintained
|
4 Aug 2025 |
Rosenblatt
Barton Crockett
|
11%
upside
$38
|
Neutral
Maintained
|
4 Aug 2025 |
UBS
John Hodulik
|
5%
upside
$36
|
Neutral
Maintained
|
1 Aug 2025 |
Barclays
Kannan Venkateshwar
|
0%
upside
$34
|
Equal-Weight
Maintained
|
1 Aug 2025 |
Scotiabank
Maher Yaghi
|
32%
upside
$45
|
Sector Perform
Maintained
|
11 Jul 2025 |
Financial journalist opinion
Based on 60 articles about CMCSA published over the past 30 days