ComcastCMCSA
About: Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. 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. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
Employees: 182,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $1.26B | Put options by funds: $747M
59% more first-time investments, than exits
New positions opened: 234 | Existing positions closed: 147
0.44% more ownership
Funds ownership: 83.01% [Q3] → 83.45% (+0.44%) [Q4]
1% less funds holding
Funds holding: 2,331 [Q3] → 2,312 (-19) [Q4]
10% less capital invested
Capital invested by funds: $134B [Q3] → $121B (-$12.9B) [Q4]
27% less funds holding in top 10
Funds holding in top 10: 49 [Q3] → 36 (-13) [Q4]
32% less repeat investments, than reductions
Existing positions increased: 748 | Existing positions reduced: 1,097
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Barclays Kannan Venkateshwar 73% 1-year accuracy 19 / 26 met price target | 2%upside $37 | Equal-Weight Maintained | 3 Feb 2025 |
Rosenblatt Barton Crockett 68% 1-year accuracy 40 / 59 met price target | 1%downside $36 | Neutral Maintained | 3 Feb 2025 |
Scotiabank Maher Yaghi 71% 1-year accuracy 12 / 17 met price target | 23%upside $45 | Sector Perform Downgraded | 3 Feb 2025 |
Citigroup Michael Rollins 77% 1-year accuracy 17 / 22 met price target | 21%upside $44 | Buy Maintained | 31 Jan 2025 |
JP Morgan Sebastiano Petti 83% 1-year accuracy 10 / 12 met price target | 8%upside $39 | Neutral Maintained | 31 Jan 2025 |
Financial journalist opinion
Based on 48 articles about CMCSA published over the past 30 days
