Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down

Comcast Corporation (CMCSA) reported fourth-quarter 2025 results with total revenue of $32.3 billion, up 1.2% year over year, while gross profit came in at $22.0 billion, up 0.5% versus the prior year.

Total revenue: $32.3 billion (+1.2% YoY)

Gross profit: $22.0 billion (+0.5% YoY)

Operating profit: $3.5 billion (down 30.1% YoY)

Net income attributable to common shareholders: $2.2 billion (down 54.6% YoY)

Diluted earnings per share: $0.60 (down 51.6% YoY)

Cash flow and balance-sheet highlights show operating cash generation strengthened while liquidity improved.

Cash from operating activities: $8.8 billion (up 9.4% YoY)

Purchases of property, plant and equipment: $3.8 billion (down 4.1% YoY)

Cash and cash equivalents: $9.5 billion (up 29.5% YoY)

Cost of sales: $10.3 billion (up 2.8% YoY)

Total liabilities: $175.3 billion (down 2.6% YoY)

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Comcast Corporation Hedge Fund Activity

We have seen 803 institutional investors add shares of Comcast Corporation stock to their portfolio, and 1,333 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO removed 20,842,900 shares (-19.8%) from their portfolio in Q3 2025, for an estimated $654,883,918
BLACKROCK, INC. added 19,581,123 shares (+6.5%) to their portfolio in Q3 2025, for an estimated $615,238,884
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 17,033,024 shares (+45.3%) to their portfolio in Q3 2025, for an estimated $535,177,614
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 16,957,412 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $506,857,044
PRICE T ROWE ASSOCIATES INC /MD/ removed 13,186,740 shares (-37.3%) from their portfolio in Q3 2025, for an estimated $414,327,370
CAPITAL WORLD INVESTORS removed 12,638,145 shares (-9.8%) from their portfolio in Q3 2025, for an estimated $397,090,515
CAPITAL RESEARCH GLOBAL INVESTORS added 10,633,206 shares (+46.1%) to their portfolio in Q3 2025, for an estimated $334,095,332

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Comcast Corporation Government Contracts

We have seen $757,616 of award payments to $CMCSA over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CABLE SERVICE FOR MEDICAL CENTER AND CLC: $150,840
BPA FOR COMMERCIAL BUSINESS CABLE AND INTERNET SERVICES ON JBA: $126,196
CIO COMCAST INTERNET BPA OY1: $59,887
Q2Q PRO IDIOM CABLE TV SERVICE FOR 285 DROP LOCATIONS: $50,439
WINN ACH CABLE UAC: $46,151

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Comcast Corporation Congressional Stock Trading

Members of Congress have traded $CMCSA stock 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.

Here’s a breakdown of recent trading of $CMCSA stock by members of Congress over the last 6 months:

SENATOR ANGUS S. KING JR. sold up to $15,000 on 12/29.
REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 11/18, 11/12, 10/09, 08/05.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Comcast Corporation Analyst Ratings

Wall Street analysts have issued reports on $CMCSA in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 01/12/2026
Benchmark issued a "Buy" rating on 01/06/2026
Citigroup issued a "Buy" rating on 11/03/2025
TD Cowen issued a "Buy" rating on 10/31/2025

To track analyst ratings and price targets for Comcast Corporation, check out Quiver Quantitative's $CMCSA forecast page.

Comcast Corporation Price Targets

Multiple analysts have issued price targets for $CMCSA recently. We have seen 14 analysts offer price targets for $CMCSA in the last 6 months, with a median target of $34.0.

Here are some recent targets:

Maher Yaghi from Scotiabank set a target price of $35.25 on 01/30/2026
Barton Crockett from Rosenblatt set a target price of $30.0 on 01/30/2026
Gregory Williams from TD Cowen set a target price of $39.0 on 01/30/2026
Michael Rollins from Citigroup set a target price of $33.0 on 01/30/2026
Laurent Yoon from Bernstein set a target price of $32.0 on 01/16/2026
Kannan Venkateshwar from Barclays set a target price of $28.0 on 01/13/2026
Jessica Reif Cohen from B of A Securities set a target price of $37.0 on 01/12/2026