CMCSA

COMCAST CORP

NYSE · Cable & Other Pay Television Services · Inc. PA · CIK 0001166691
$23.82 +2.10% $83.4B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)3 Institutional ExitsCongressional Activity (4)
Vol
Market Cap$83.4B
Cap SizeLarge Cap
Analyst ConsensusHold (36%)
Inst. Holders13 funds
Inst. Value$23.1B
Inst. Activity1 buys / 3 sells
Insider Activity0B / 2S
Insider Net $-$2.1M
Reddit Sentiment67° Warm
SEC Reports2
Congressional8 trades
Exchange NYSE·Sector Cable & Other Pay Television Services·Inc. PA·CIK 0001166691·Prev Close $23.33

Recent Activity

May 19, 2026 Insider
ROBERTS BRIAN L sold 202,500 shares
Chairman of Board & Co-CEO @ $0.00 ($0.00)
May 11, 2026 Insider
BREEN EDWARD D sold 32,440 shares
Director @ $0.00 ($0.00)
May 11, 2026 short_interest
FTD: CMCSA — 80,366 shares ($2.0M) failed to deliver
Settlement: 20260511, Price: $25.40, FTD Value: $2,041,296.4, COMCAST CORP CL A (NEW)
Apr 21, 2026 SEC
A federal district court in Texas dismissed without prejudice a pro se breach of contract lawsuit filed by Steve Caldero
COURT-RULING — Impact 2/10
Apr 14, 2026 Congress
Gilbert Cisneros sell
$15,001 - $50,000 — House
Apr 3, 2026 Insider
Murdock Daniel C. sold 5,268 shares
EVP & Chief Accounting Officer @ $0.00 ($0.00)
Feb 28, 2026 SEC
Three major institutions reduced their positions in Comcast Corp (CMCSA) in 2025-Q4, with Fidelity, Wells Fargo, and Two
INST-CLUSTER — Impact 7/10
Inst.
NORGES BANK — NEW
83,594,032 shares ($2.5B)

Price Targets

$32.74 +37.4% upside Strong Buy
Current $23.82 Low $21.00 Median $32.00 High $44.00 21 analysts
$21.00 $44.00

Analyst Ratings

Sell36% buy · 39 analysts
5Strong Buy
9Buy
22Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Rosenblatt MAINTAIN Neutral → Neutral
Apr 24, 2026 Citigroup MAINTAIN Buy → Buy
Apr 24, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 1, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
Jan 30, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.97 ▼ -0.8% $0.91 — $1.02 -22% YoY 19
Next Q $1.04 $0.93 — $1.12 -7% YoY 18
Current FY $3.52 $3.31 — $3.88 -18% YoY 23
Next FY $3.80 $3.33 — $4.21 8% YoY 21

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$11.0B
DODGE & COX$3.4B
NORGES BANK$2.5BNEW
FMR LLC$2.0BTRIM
MORGAN STANLEY$1.2B

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026ROBERTS BRIANG$0.00
May 11, 2026BREEN EDWARDG$0.00
Apr 3, 2026Murdock DanielM$0.00
Apr 3, 2026Murdock DanielF$57.9K
Apr 3, 2026Murdock DanielM$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish

Congressional Trades

4 members: 2 buys, 6 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$15,001 - $50,000
Michael McCaulRSELL$1,001 - $15,000
Kevin HernRSELL$15,001 - $50,000
13 institutional holders with $23.1B total value (773,728,892 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES. Net selling activity: 3 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC369,311,219$11.0B47.7%
2DODGE & COX112,967,514$3.4B14.6%
3NORGES BANK83,594,032$2.5B10.8%NEW
4FMR LLC67,086,562$2.0B8.7%TRIM -30.4%
5MORGAN STANLEY41,615,239$1.2B5.4%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC38,916,854$1.2B5.0%NEW
7BANK OF AMERICA CORP /DE/37,081,687$1.1B4.8%
8WELLS FARGO & COMPANY/MN11,152,040$333.3M1.4%TRIM -26.8%
9RENAISSANCE TECHNOLOGIES LLC6,560,576$196.1M0.8%DOUBLED +664.1%
10Cullen Capital Management, LLC4,159,312$124.3M0.5%
11YACKTMAN ASSET MANAGEMENT LP1,161,500$34.7M0.2%
12Hillman Capital Management, Inc.90,861$2.7M0.0%TRIM -27.1%
13Tweedy, Browne Co LLC31,496$941.4K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW83,594,032$2.5B2025-Q4
FMR LLCTRIM96,375,91367,086,562-30.4%$2.0B2025-Q4
WELLS FARGO & COMPANY/MNTRIM15,237,23511,152,040-26.8%$333.3M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT6,556,0980-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED911,4536,964,376+664.1%$218.8M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED450,2316,556,098+1356.2%$206.0M2025-Q3
NORGES BANKEXIT98,861,3420-100.0%$0.002025-Q3
NORGES BANKNEW98,861,342$3.5B2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW911,453$32.5M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT4,876,899450,231-90.8%$16.1M2025-Q2
WELLS FARGO & COMPANY/MNTRIM36,854,33418,769,462-49.1%$692.6M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED1,204,1174,876,899+305.0%$180.0M2025-Q1
Hillman Capital Management, Inc.TRIM148,923108,575-27.1%$4.0M2025-Q1
Olstein Capital Management, L.P.ADD111,000167,000+50.5%$6.2K2025-Q1
NORGES BANKEXIT102,190,9300-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM11,494,2048,268,155-28.1%$310.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW31,871,235$1.3B2024-Q3
12 unique insiders with 2 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026ROBERTS BRIAN LChairman of Board & Co-CEOG202,500$0.00$0.00
May 11, 2026BREEN EDWARD DDirectorG32,440$0.00$0.00
Apr 3, 2026Murdock Daniel C.EVP & Chief Accounting OfficerM5,268$0.00$0.00
Apr 3, 2026Murdock Daniel C.EVP & Chief Accounting OfficerF2,073$27.93$57.9K
Apr 3, 2026Murdock Daniel C.EVP & Chief Accounting OfficerM5,268$0.00$0.00
Mar 31, 2026BREEN EDWARD DDirectorA697$0.00$0.00
Mar 31, 2026Brady Louise F.DirectorA1,176$0.00$0.00
Mar 31, 2026Baltimore Thomas J JrDirectorA1,176$0.00$0.00
Mar 31, 2026Honickman Jeffrey ADirectorA1,524$0.00$0.00
Mar 31, 2026Smith GordonDirectorA1,176$0.00$0.00
Mar 17, 2026Khoury JenniferChief Communications OfficerM10,867$28.38$308.4K
Mar 17, 2026Khoury JenniferChief Communications OfficerM10,867$28.38$308.4K
Mar 17, 2026Khoury JenniferChief Communications OfficerF10,514$30.08$316.3K
Mar 17, 2026BREEN EDWARD DDirectorG30,000$0.00$0.00
Mar 5, 2026Armstrong JasonCFOM73,497$28.38$2.1M
Mar 5, 2026Armstrong JasonCFOM73,497$28.38$2.1M
Mar 1, 2026Armstrong JasonCFOM93,142$0.00$0.00
Mar 1, 2026Reid Thomas J.Chief Legal Officer, SecretaryM93,142$0.00$0.00
Mar 1, 2026Cavanagh Michael JCo-CEOM34,980$0.00$0.00
Mar 1, 2026ROBERTS BRIAN LChairman of Board & Co-CEOM45,578$0.00$0.00
Mar 1, 2026ROBERTS BRIAN LChairman of Board & Co-CEOM45,578$0.00$0.00
Mar 1, 2026Cavanagh Michael JCo-CEOM34,980$0.00$0.00
Mar 1, 2026Khoury JenniferChief Communications OfficerM4,254$0.00$0.00
Mar 1, 2026Khoury JenniferChief Communications OfficerM2,724$0.00$0.00
Mar 1, 2026Armstrong JasonCFOM4,540$0.00$0.00
Mar 1, 2026Murdock Daniel C.EVP & Chief Accounting OfficerM4,060$0.00$0.00
Mar 1, 2026Murdock Daniel C.EVP & Chief Accounting OfficerM2,270$0.00$0.00
Mar 1, 2026Reid Thomas J.Chief Legal Officer, SecretaryM93,142$0.00$0.00
Feb 24, 2026Reid Thomas J.Chief Legal Officer, SecretaryA93,142$0.00$0.00
Feb 24, 2026Armstrong JasonCFOA93,142$0.00$0.00
Feb 24, 2026Cavanagh Michael JCo-CEOA325,987$0.00$0.00
Feb 24, 2026Khoury JenniferChief Communications OfficerA27,946$0.00$0.00
Feb 24, 2026ROBERTS BRIAN LChairman of Board & Co-CEOA428,438$0.00$0.00
Feb 11, 2026ROBERTS BRIAN LChairman of Board & Co-CEOF907,653$32.70$29.7M
Feb 11, 2026ROBERTS BRIAN LChairman of Board & Co-CEOM984,320$28.38$27.9M
Feb 11, 2026ROBERTS BRIAN LChairman of Board & Co-CEOM984,320$28.38$27.9M
Feb 11, 2026Cavanagh Michael JCo-CEOM294,495$28.38$8.4M
Feb 11, 2026Cavanagh Michael JCo-CEOF294,495$32.66$9.6M
Feb 11, 2026Cavanagh Michael JCo-CEOSELL57,947$32.66$1.9M
Feb 11, 2026Cavanagh Michael JCo-CEOM294,495$28.38$8.4M
Feb 4, 2026Smith GordonDirectorA7,869$0.00$0.00
Feb 3, 2026NAKAHARA ASUKADirectorSELL8,275$29.70$245.8K
Feb 2, 2026Murdock Daniel C.EVP & Chief Accounting OfficerA57,452$0.00$0.00
Feb 2, 2026Cavanagh Michael JCo-CEOI50,320$29.59$1.5M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (36% buy). Based on 39 analysts: 5 strong buy, 9 buy, 22 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$32.74 mean target +37.4% upside Strong Buy (2.69)
$21.00 Low $44.00 High
MetricValue
Current Price$23.82
Target Low$21.00
Target Mean$32.74
Target Median$32.00
Target High$44.00
# Analysts21
RecommendationStrong Buy (2.69)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.97 $0.91 $1.02 -22.4% -0.8% 0↑ 13↓ $29.2B -3.6% 19
Next Q
2026-09-30
$1.04 $0.93 $1.12 -7.5% -0.3% 4↑ 6↓ $30.0B -3.9% 18
Current FY
2026-12-31
$3.52 $3.31 $3.88 -18.4% -0.4% 8↑ 10↓ $121.7B -1.6% 23
Next FY
2027-12-31
$3.80 $3.33 $4.21 7.9% -0.4% 6↑ 11↓ $120.2B -1.3% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.970
7d ago$0.977-0.007
30d ago$0.978-0.008
60d ago$1.018-0.048
90d ago$1.066-0.096
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Rosenblatt MAINTAIN Neutral Neutral
Apr 24, 2026 Citigroup MAINTAIN Buy Buy
Apr 24, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 1, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 30, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 TD Cowen MAINTAIN Buy Buy
Jan 30, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 30, 2026 Rosenblatt MAINTAIN Neutral Neutral
Jan 16, 2026 Bernstein MAINTAIN Market Perform Market Perform
Jan 13, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 B of A Securities UPGRADE Neutral Buy
Jan 6, 2026 Benchmark MAINTAIN Buy Buy
Dec 10, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202659223036%
May 1, 202659223036%
Apr 1, 2026510213038%
Mar 1, 2026510213038%
Feb 1, 2026510222038%
Jan 1, 2026511231040%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 2 buys, 6 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 14, 2026Gilbert CisnerosDHOUSESELL$15,001 - $50,000Comcast CorpMay 11, 2026 (28d)
Mar 23, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Comcast CorpApr 10, 2026 (19d)
Mar 17, 2026Kevin HernRHOUSESELL$15,001 - $50,000Comcast CorpApr 6, 2026 (21d)
Mar 12, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Comcast CorpApr 10, 2026 (30d)
Feb 26, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Comcast CorpMar 12, 2026 (15d)
Jan 13, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Comcast CorpFeb 12, 2026 (31d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Comcast CorpFeb 16, 2026 (39d)
Dec 29, 2025Angus KingOSENATESELL$1,001 - $15,000Comcast CorpJan 26, 2026 (29d)
67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 28, 2026160° Warm101
Mar 28, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 2mo ago
Comcast stock undervalued?
▲ 1 💬 0 ⚡ 0.5
May 11, 2026
short_interest
FTD: CMCSA — 80,366 shares ($2.0M) failed to deliver
Settlement: 20260511, Price: $25.40, FTD Value: $2,041,296.4, COMCAST CORP CL A (NEW)
May 11, 2026
dark_pool
Dark Pool: CMCSA — 36.4M shares, 233,056 trades
Week starting 2026-05-11. Total ATS volume: 36,430,282 shares across 233,056 trades.
May 8, 2026
short_interest
FTD: CMCSA — 51,142 shares ($1.3M) failed to deliver
Settlement: 20260508, Price: $26.24, FTD Value: $1,341,966.08, COMCAST CORP CL A (NEW)
May 4, 2026
dark_pool
Dark Pool: CMCSA — 34.0M shares, 225,012 trades
Week starting 2026-05-04. Total ATS volume: 33,950,868 shares across 225,012 trades.
Apr 28, 2026
short_interest
FTD: CMCSA — 501,813 shares ($13.8M) failed to deliver
Settlement: 20260428, Price: $27.51, FTD Value: $13,804,875.63, COMCAST CORP CL A (NEW)
Apr 27, 2026
dark_pool
Dark Pool: CMCSA — 35.4M shares, 198,542 trades
Week starting 2026-04-27. Total ATS volume: 35,400,654 shares across 198,542 trades.
Apr 24, 2026
short_volume
Short Volume: CMCSA — 61.4% short (16.2M / 26.4M)
Short: 16,221,359 | Exempt: 188,474 | TRF Vol: 26,426,247 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_interest
FTD: CMCSA — 28,187 shares ($0.9M) failed to deliver
Settlement: 20260424, Price: $31.64, FTD Value: $891,836.68, COMCAST CORP CL A (NEW)
Apr 23, 2026
earnings_calendar
CMCSA Q1 2026 Earnings Before Market Open — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: CMCSA — 44.2M shares, 267,711 trades
Week starting 2026-04-20. Total ATS volume: 44,175,647 shares across 267,711 trades.
Apr 13, 2026
dark_pool
Dark Pool: CMCSA — 21.8M shares, 164,557 trades
Week starting 2026-04-13. Total ATS volume: 21,798,306 shares across 164,557 trades.
Apr 8, 2026
short_interest
FTD: CMCSA — 60,751 shares ($1.7M) failed to deliver
Settlement: 20260408, Price: $27.79, FTD Value: $1,688,270.29, COMCAST CORP CL A (NEW)
Apr 7, 2026
short_interest
FTD: CMCSA — 56,069 shares ($1.6M) failed to deliver
Settlement: 20260407, Price: $27.66, FTD Value: $1,550,868.54, COMCAST CORP CL A (NEW)
Apr 6, 2026
dark_pool
Dark Pool: CMCSA — 27.3M shares, 182,094 trades
Week starting 2026-04-06. Total ATS volume: 27,255,191 shares across 182,094 trades.
Mar 30, 2026
dark_pool
Dark Pool: CMCSA — 21.4M shares, 154,938 trades
Week starting 2026-03-30. Total ATS volume: 21,410,580 shares across 154,938 trades.
Mar 27, 2026
Enforcement
Steve Calderone v. Comcast Cable Communication, LLC
Court ruling from District Court, S.D. Texas. Docket: 4:25-cv-03985