Comcast Corporation
boothcheck covers Comcast Corporation (CMCSA) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• About 125.3 billion dollars of revenue runs through a network that is already in the ground, and the 21.3 billion dollars of operating income it produces is being returned fast enough to shrink the share count roughly 5.6% a year. • The pressure is on revenue per home rather than on homes alone: the March 2026 quarter says the simplified broadband pricing ⟦"will negatively impact average domestic broadband revenue per customer"⟧, and video, which carries the same share of revenue as broadband
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1,991 institutional managers reported holding CMCSA in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 43%. 152 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 89.1M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CMCSA has cut its share count 26.7% over the past five years, spending $46.09B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 16 years straight; the current rate is $1.32 a share annually. Cash returned over the past three years: $13.34B in dividends and $24.82B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CMCSA over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CMCSA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +5.4% | -2.0% |
| 2023-10-27 | -7.3% | +10.6% |
| 2024-02-01 | +5.6% | -12.0% |
| 2024-04-26 | -4.1% | +1.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CMCSA's latest 8-K filings: 2026-07-23 (items 2.02, 9.01); 2026-06-29 (items 8.01, 9.01); 2026-06-12 (items 5.07); 2026-06-03 (items 8.01, 9.01); 2026-06-02 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.