Comcast Corporation Class A (CMCSA)

Over the past six months, Comcast's stock price has declined, with a share price of $30.90 as of October 3, 2025, a 23.82% decrease from October 7, 2024. The stock has seen a 24.69% decrease over the last year. Despite this, strong Q3 CY2024 financial results led to a stock price increase. A quarterly dividend of $0.33 was declared, payable on October 22nd, 2025, representing an annualized dividend of $1.32 and a dividend yield of 4.3%. Analyst ratings for CMCSA are mixed, with a consensus "Hold" and an average price target of around $40.07 to $40.26.

Comcast's products and services exhibit demand seasonality, particularly for its residential offerings. The company provides a "Seasonal Convenience Plan" for Xfinity services, allowing customers to temporarily suspend or reduce their services. Seasonal analysis tools also suggest the presence of recurring annual trends in CMCSA stock movements.

Comcast Corporation is a global media and technology conglomerate based in Philadelphia, operating in telecommunications, media, and entertainment. Its Xfinity brand provides residential broadband, wireless, video, and voice services, while Comcast Business offers commercial internet and networked applications. NBCUniversal, a part of Comcast, includes television networks like NBC and Telemundo, the Peacock streaming platform, Universal Studios, and Universal theme parks. Comcast also owns Sky Group, a major television provider in the UK and Italy.

Comcast has a global presence with a significant footprint in North America, Europe, and Asia. The United States is its largest revenue-generating region, contributing approximately 77.78% of its total revenue in fiscal year 2024. Europe accounted for 11.47% and other geographic locations for 10.75% of its total revenue in the same period. The company is expanding its Xfinity 10G Network in rural communities across U.S. states like Oregon, Washington, and Texas.

Comcast's brand reputation has faced challenges recently. MSNBC experienced low ratings during Q3 2024, reflecting a potential concern for NBCUniversal. The new Epic Universe theme park in Florida received unflattering feedback, resulting in a Yelp rating of 3.2 out of five stars, which could affect the reputation of Comcast's entertainment division.

Comcast Corporation is primarily owned by institutional investors, holding between 86% and 87% of the company's shares. Major shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. The Vanguard Group, Inc. is the largest single shareholder, holding approximately 9.9% to 10% of outstanding shares. The general public holds around 11% to 12% of the stock, while insiders own less than 1%, with CEO Brian Roberts holding 0.9% of the total shares outstanding.