Comcast Corporation’s (CMCSA) Slipped Due to Growth Concerns in Its Broadband Business

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index recorded a return of +8.1% in the third quarter of 2025, closing the period near its all-time highs. Technology and communication services drove the broad large-cap market while small caps outperformed their large counterparts in the quarter. The fund outperformed the Russell 1000 Value Index in the quarter, returning 6.41% vs 5.33% for the index. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.

In its third-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as Comcast Corporation (NASDAQ:CMCSA). Comcast Corporation (NASDAQ:CMCSA) is a leading media and technology company. The one-month return of Comcast Corporation (NASDAQ:CMCSA) was -7.30%, and its shares lost 37.80% of their value over the last 52 weeks. On November 6, 2025, Comcast Corporation (NASDAQ:CMCSA) stock closed at $27.31 per share, with a market capitalization of $99.515 billion.

Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding Comcast Corporation (NASDAQ:CMCSA) in its third quarter 2025 investor letter:

“Comcast Corporation’s (NASDAQ:CMCSA) cable business is one of the largest wireline telecom service providers in the US. Comcast also owns the NBCU media conglomerate and Sky European Pay TV business. The Company’s shares fell during the quarter on concerns of slowing growth in its broadband business. We expect wireless growth and modest Broadband pricing to drive net income growth that turns into strong earnings per share growth after capital return. Therefore, we believe that Comcast’s price does not fully reflect the telecom business’s growth from broadband pricing and share gain in the wireless market.”

Comcast (CMCSA) Looks Oversold: Here’s Why Dividend Investors Should Take a Second Look

Comcast Corporation (NASDAQ:CMCSA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 82 hedge fund portfolios held Comcast Corporation (NASDAQ:CMCSA) at the end of the second quarter, up from 81 in the previous quarter. In the third quarter of 2025, Comcast Corporation (NASDAQ:CMCSA) revenue declined about 3% year-over-year. While we acknowledge the risk and potential of Comcast Corporation (NASDAQ:CMCSA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Comcast Corporation (NASDAQ:CMCSA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Comcast Corporation (NASDAQ:CMCSA) and shared the list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.