Sei Investments Co. Acquires 2,142,200 Shares of Comcast Corporation $CMCSA

Sei Investments Co. boosted its stake in Comcast Corporation (NASDAQ:CMCSA) by 57.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,869,043 shares of the cable giant’s stock after purchasing an additional 2,142,200 shares during the period. Sei Investments Co.’s holdings in Comcast were worth $168,500,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of CMCSA. Lowe Brockenbrough & Co. Inc. grew its position in shares of Comcast by 4.9% in the 4th quarter. Lowe Brockenbrough & Co. Inc. now owns 7,532 shares of the cable giant’s stock valued at $225,000 after buying an additional 352 shares during the last quarter. Cora Capital Advisors LLC increased its stake in shares of Comcast by 3.4% in the fourth quarter. Cora Capital Advisors LLC now owns 11,013 shares of the cable giant’s stock valued at $329,000 after buying an additional 362 shares during the period. Oakworth Capital Inc. raised its position in shares of Comcast by 7.4% during the fourth quarter. Oakworth Capital Inc. now owns 5,479 shares of the cable giant’s stock worth $164,000 after acquiring an additional 377 shares during the last quarter. WPG Advisers LLC lifted its stake in shares of Comcast by 15.9% in the fourth quarter. WPG Advisers LLC now owns 2,801 shares of the cable giant’s stock worth $84,000 after acquiring an additional 384 shares during the period. Finally, Addison Advisors LLC lifted its position in shares of Comcast by 55.7% in the 4th quarter. Addison Advisors LLC now owns 1,074 shares of the cable giant’s stock worth $32,000 after purchasing an additional 384 shares during the period. 84.32% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on CMCSA shares. Scotiabank lowered their target price on shares of Comcast from $36.00 to $32.75 and set a “sector perform” rating for the company in a research note on Wednesday, July 15th. Zacks Research raised shares of Comcast from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 31st. Freedom Capital upgraded Comcast to a “hold” rating in a report on Friday, June 12th. New Street Research lowered their price objective on Comcast from $31.00 to $30.00 and set a “buy” rating for the company in a research report on Thursday, June 25th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $28.00 price objective on shares of Comcast in a research note on Monday, July 13th. Eleven research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Comcast has a consensus rating of “Hold” and an average price target of $33.45.

More Comcast News

Here are the key news stories impacting Comcast this week:

• Neutral Sentiment: Wall Street is looking for Comcast to report Q2 results this Thursday, with analysts and preview pieces focusing on whether broadband, media, and theme park weakness has stabilized. What To Expect From Comcast’s (CMCSA) Q2 Earnings
• Neutral Sentiment: Several articles highlight Comcast as a value and restructuring story, with investors watching whether a strategic split involving NBCUniversal could unlock shareholder value. Comcast (NASDAQ:CMCSA) Builds Value Case Through Strategic Split
• Neutral Sentiment: RBC Capital reiterated a Hold rating but trimmed its price target to $27, signaling continued caution rather than a strong bullish catalyst. RBC Capital Sticks to Their Hold Rating for Comcast (CMCSA)
• Negative Sentiment: Analysts are broadly expecting Comcast’s upcoming quarter to show softer performance, reinforcing concerns that growth is slowing in key businesses. Comcast Q2 2026 earnings preview: Analysts anticipate quarterly decline
• Negative Sentiment: Coverage also points to ongoing pressure in broadband, media, and theme parks, which could limit near-term upside if management does not deliver a positive surprise on earnings or guidance. Comcast Gears Up to Report Q2 Earnings: What’s in the Cards?

Comcast Stock Down 1.2%

Shares of NASDAQ:CMCSA opened at $23.52 on Thursday. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.87 and a current ratio of 0.87. Comcast Corporation has a 52-week low of $22.13 and a 52-week high of $36.01. The business’s 50 day simple moving average is $23.93 and its two-hundred day simple moving average is $27.35. The firm has a market cap of $84.02 billion, a P/E ratio of 4.63, a PEG ratio of 1.96 and a beta of 0.67.

Comcast (NASDAQ:CMCSA) last released its quarterly earnings data on Thursday, July 23rd. The cable giant reported $1.04 EPS for the quarter, beating the consensus estimate of $0.98 by $0.06. Comcast had a return on equity of 15.47% and a net margin of 15.00%.The firm had revenue of $29.94 billion during the quarter, compared to the consensus estimate of $29.24 billion. As a group, research analysts forecast that Comcast Corporation will post 3.48 EPS for the current fiscal year.

Comcast Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Wednesday, July 1st were given a $0.33 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.32 annualized dividend and a yield of 5.6%. Comcast’s dividend payout ratio (DPR) is presently 25.98%.

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.