Comcast (CMCSA) Announces US$0.33 Dividend In Q2 With Strong Earnings and Share Buybacks

Simply Wall St

Comcast (CMCSA) recently announced robust earnings for the second quarter of 2025, reporting sales of $30,313 million and net income reaching $11,123 million. Despite this, the company's stock saw a 4% dip over the last quarter. This period also saw Comcast affirming a $0.33 dividend per share and continuing its aggressive stock repurchase program, with 49 million shares repurchased. However, the broader market experienced downturns due to escalating trade tensions and weak job data, and it is likely that these macroeconomic factors, combined with overall industry sentiment, played a role in Comcast's stock performance.

Every company has risks, and we've spotted 2 weaknesses for Comcast (of which 1 is potentially serious!) you should know about.

CMCSA Revenue & Expenses Breakdown as at Aug 2025

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Despite Comcast's recent robust earnings report, the stock experienced a 4% decline over the last quarter amid broader market downturns. This short-term movement reflects the market's reaction to ongoing macroeconomic factors, potentially affecting Comcast's performance outlook. Over a longer period, Comcast's total return, including dividends, registered a 6.23% decline over three years. In comparison, it underperformed the US Media industry, which returned a negative 12.7% over the past year, and also lagged behind the broader US market's 16.8% return over the same period.

The narrative around Comcast highlights challenges in broadband and wireless services, as well as risks in theme park and media segments due to external factors. These challenges could pressure revenue and earnings growth forecasts. Current projections show earnings are expected to decline by 2.3% annually over the next three years. With the current share price at $33.23 versus a consensus price target of $40.01, there's a potential upside of 20.4% according to analysts. However, bearish analysts see the fair value closer to $31, indicating differing expectations around Comcast's future performance. Investors should consider these forecasts and reach their conclusions based on Comcast's strategic investments and growth areas.

Understand Comcast's earnings outlook by examining our growth report.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Valuation is complex, but we're here to simplify it.

Discover if Comcast might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

Access Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com