Comcast Corporation (CMCSA) and Versant (VSNT): A Bull Case Theory
We came across a bullish thesis on Comcast Corporation on Clayton Capital Insights’s Substack. In this article, we will summarize the bulls’ thesis on CMCSA.
Comcast Corp (CMCSA)
Market is closed
Sector: Communication Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 36,171,945 | $1,081,179,447 | +1% | 1.9% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 14,383,901 | $429,934,801 | -33% | 0.25% |
| 3. | Renaissance Technologies Jim Simons | 6,560,576 | $196,095,617 | -6% | 0.3% |
| 4. | 6,000,000 | $168,011,000 | 2.3% | ||
| 5. | Bridgewater Associates Ray Dalio | 3,510,012 | $104,914,259 | -49% | 0.38% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.33 | 25,000 | $633,330.00 | 478,176 | 2011-05-09 | Filing | |
| $16.89 | 30,000 | $506,580.00 | 292,559 | 2010-05-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.66 | 57,947 | $1,892,549.02 | 622,336 | 2026-02-11 | Filing | |
| $29.70 | 8,275 | $245,767.50 | 57,958 | 2026-02-03 | Filing | |
| $42.80 | 235,051 | $10,061,170.01 | 6,434,877 | 2024-11-27 | Filing | |
| $42.66 | 234,464 | $10,002,632.83 | 6,669,928 | 2024-11-26 | Filing | |
| $42.53 | 107,622 | $4,577,045.28 | 452,650 | 2024-11-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 369,311,219 | $11,038,712,337 | 0.16% | |
| 2. | 315,783,631 | $9,438,772,737 | 0.16% | |
| 3. | 186,805,081 | $5,583,603,871 | 0.19% | |
| 4. | 140,343,399 | $4,194,929,124 | 0.57% | |
| 5. | 112,967,514 | $3,376,598,993 | 1.82% |
News See All
UBS Lowers Comcast (CMCSA) PT to $32 Citing Broadband Go-to-Market Transition
Comcast Corporation (NASDAQ:CMCSA) is one of the best large cap stocks to buy under $50. On January 30, UBS reduced its price target for Comcast to $32 from $36 and kept a Neutral rating.
10 Best Large Cap Stocks to Buy Under $50
On January 21, Liz Ann Sonders, Chief Investment Strategist at Schwab Center for Financial Research, appeared on CNBC to state that markets face instability marked by fading risk appetite, rotating leadership...
BofA Boosts Comcast (CMCSA) Price Target Amid Media Asset Reorganization
Comcast Corporation (NASDAQ:CMCSA) ranks among the stocks with the lowest forward PE ratios.
Comcast (CMCSA) Price Target Reduced at Scotiabank
On January 30, Scotiabank cut its price target on Comcast Corporation (NASDAQ:CMCSA) to $35.25 from $37.50 and kept a Sector Perform rating.
20 Stocks with the Lowest Forward PE Ratio
Stocks fell on January 30 as the technology sector remained weak, despite President Donald Trump's appointment of Kevin Warsh to lead the Federal Reserve.
7 Best Non-REIT Dividend Stocks to Invest in
Within dividend-paying sectors, real estate investment trusts tend to draw extra attention. Many income-focused investors come back to REITs for a simple reason.
Comcast Corporation (NASDAQ:CMCSA) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to Comcast Fourth Quarter and Full Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Barclays Sees 2026 as a Pivotal Year for Comcast Corporation (CMCSA) and the Broader Telecom Landscape
On January 13, Barclays analyst Kannan Venkateshwar lowered the firm’s price target on Comcast Corporation (NASDAQ:CMCSA) to $28 from $30 and maintained an Equal Weight rating.
12 Best 5G Stocks to Invest in According to Hedge Funds
On January 22, Erik Ekudden, Chief Technology Officer at Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), spoke to CNBC-TV18 at the World Economic Forum 2026 in Davos about how AI will change the future...
Hedge Fund Resource Center Billionaire Hedge Funds
