CCZ COMCAST CORP

NEUTRAL Impact: 4/10 8-K
Horizon days Filed Jun 2, 2026 Processed 4d 2h ago SEC 0000950103-26-008329
8-K context-dependent: Items 8.01

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Executive Summary

Comcast announced the pricing terms of cash tender offers to purchase up to $3.75 billion aggregate principal amount of 13 series of outstanding senior notes issued by Comcast Corporation and Comcast Cable Communications, LLC. The offers expire on June 2, 2026, with settlement expected on June 5, 2026. This is a routine liability management exercise to refinance near-term debt at favorable spreads.

Actionable Insight

Monitor the final acceptance levels after the expiration to gauge how much debt is retired and at what blended cost. The tender is credit-neutral for the preferred (CCZ) as it reduces near-term debt maturities without impairing the issuer's credit profile.

Key Facts

  • Aggregate Consideration Amount capped at $3,750,000,000
  • Offers cover 13 series of notes with principal outstanding ranging from $206.58M to $3.22B
  • Total Consideration per $1,000 principal ranges from $939.11 to $1,047.36 across series
  • Offers expire at 5:00 p.m. ET on June 2, 2026; settlement expected June 5, 2026
  • Guaranteed delivery deadline is June 4, 2026
  • Dealer managers are Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC

Financial Impact

Up to $3.75 billion in aggregate cash consideration for debt repurchase, plus accrued interest

debtinterest expense

Risk Factors

  • If the Consideration Cap Condition is not met, lower-priority series may not be accepted
  • Issuers may increase the cap, potentially accepting more tenders than expected

Market Snapshot

Exchange
NYSE
Sector
Cable & Other Pay Television Services

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950103-26-008329
Document: dp247761_ex9901.htm0000950103-26-008329
Document: 0000950103-26-008329-index-headers.html0000950103-26-008329
Document: 0000950103-26-008329-index.html0000950103-26-008329
Document: 0000950103-26-008329.txt0000950103-26-008329
5 reports for CCZ
Performance horizon
Filters
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Reports for CCZ — sortable, filterable
Type Now
Jun 3, 2026
3d ago
8-K
NEUTRAL ★ 4/10
$64.94 $65.15▲ +0.32%▼ −0.08%$64.11 (−1.28%)
Jun 2, 2026
4d ago
8-K
NEUTRAL ★ 4/10
awaiting T+1
May 27, 2026
10d ago
8-K
NEUTRAL ★ 4/10
$64.74 $63.30▼ −2.22%▼ −2.77%$64.11 (−0.97%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$64.54 $64.54· 0.00%▲ +0.49%$64.11 (−0.67%)
Apr 23, 2026
6w ago
8-K
MIXED ★ 6/10
$64.54 $64.54· 0.00%▼ −0.78%$64.11 (−0.67%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (14h 56m)

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