Seaport Res Ptn Has Pessimistic View of Comcast Q4 Earnings

Comcast Corporation (NASDAQ:CMCSA) – Equities researchers at Seaport Res Ptn lowered their Q4 2025 earnings per share estimates for Comcast in a research report issued on Friday, October 31st. Seaport Res Ptn analyst D. Joyce now anticipates that the cable giant will post earnings of $0.76 per share for the quarter, down from their prior estimate of $0.78. Seaport Res Ptn has a “Hold” rating on the stock. The consensus estimate for Comcast’s current full-year earnings is $4.33 per share. Seaport Res Ptn also issued estimates for Comcast’s Q1 2026 earnings at $0.99 EPS, Q2 2026 earnings at $1.06 EPS, Q4 2026 earnings at $0.97 EPS and FY2026 earnings at $4.09 EPS.

Comcast (NASDAQ:CMCSA) last announced its earnings results on Monday, March 13th. The cable giant reported $0.77 earnings per share (EPS) for the quarter. The company had revenue of $30.34 billion for the quarter. Comcast had a return on equity of 18.06% and a net margin of 18.33%.

Other analysts have also issued reports about the company. Moffett Nathanson boosted their target price on Comcast from $56.00 to $58.00 and gave the company a “buy” rating in a research note on Friday, September 12th. Evercore ISI decreased their target price on Comcast from $40.00 to $35.00 and set an “outperform” rating for the company in a research report on Friday. Scotiabank cut their price target on Comcast from $45.50 to $41.50 and set a “sector perform” rating on the stock in a research note on Friday. UBS Group set a $34.00 price target on Comcast in a research note on Friday. Finally, Rosenblatt Securities dropped their target price on Comcast from $38.00 to $33.00 and set a “neutral” rating for the company in a research report on Friday, October 17th. Eleven analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $36.60.

Comcast Stock Performance

Shares of Comcast stock opened at $26.98 on Monday. The business’s fifty day simple moving average is $31.26 and its 200 day simple moving average is $33.27. The firm has a market capitalization of $99.62 billion, a P/E ratio of 4.49, a price-to-earnings-growth ratio of 1.89 and a beta of 0.92. Comcast has a 12 month low of $25.75 and a 12 month high of $45.22. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96.

Hedge Funds Weigh In On Comcast

Several institutional investors and hedge funds have recently bought and sold shares of CMCSA. Norges Bank purchased a new position in Comcast in the second quarter worth $3,528,361,000. Nuveen LLC purchased a new position in Comcast in the first quarter worth $940,015,000. Dodge & Cox grew its holdings in Comcast by 18.1% in the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock worth $3,971,309,000 after purchasing an additional 17,054,579 shares during the last quarter. Pacer Advisors Inc. grew its holdings in Comcast by 1,959.3% in the first quarter. Pacer Advisors Inc. now owns 13,228,732 shares of the cable giant’s stock worth $488,140,000 after purchasing an additional 12,586,329 shares during the last quarter. Finally, First Trust Advisors LP grew its holdings in Comcast by 133.1% in the second quarter. First Trust Advisors LP now owns 10,187,177 shares of the cable giant’s stock worth $363,580,000 after purchasing an additional 5,817,614 shares during the last quarter. 84.32% of the stock is owned by hedge funds and other institutional investors.

Comcast Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Shareholders of record on Wednesday, January 14th will be issued a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 4.9%. The ex-dividend date of this dividend is Wednesday, January 14th. Comcast’s payout ratio is currently 21.96%.

Comcast Company Profile

Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising.