Charter Communications Rises as Investors Digest Cox Deal Closing and Debt Moves

Charter Communications (CHTR) is up 3.4% today. Here is some analysis on what might have caused this price movement. ([corporate.charter.com](https://corporate.charter.com/newsroom/charter-and-cox-communications-complete-transaction))

Analysis: The most likely driver is continued relief buying after Charter completed its Cox Communications and Liberty Broadband transactions on August 20, 2026, a major step that increased scale and reduced outstanding Charter shares through the Liberty piece of the deal. Investors may also be reacting favorably to Charter’s related balance-sheet actions, including the completion of large debt exchange offers that reached final settlement on August 24, 2026. ([corporate.charter.com](https://corporate.charter.com/newsroom/charter-and-cox-communications-complete-transaction))

Details:

Charter said the Cox transaction closed on August 20, creating what it called the leading broadband and video company in the U.S. and expanding its reach to more than 70 million homes and businesses across 45 states. ([corporate.charter.com](https://corporate.charter.com/charter-cox-transaction?utm_source=openai))

At the same time, the Liberty Broadband transaction led to a net decrease of about 4.7 million Charter shares outstanding, which can improve per-share economics. ([corporate.charter.com](https://corporate.charter.com/newsroom/charter-and-cox-communications-complete-transaction))

Charter also said its exchange offers ultimately swapped about $2.75 billion of Pool 1 notes and $2.75 billion of Pool 2 notes for new notes and cash, with final settlement expected on August 24. ([ir.charter.com](https://ir.charter.com/news-releases/news-release-details/charter-announces-expiration-and-final-results-debt-exchange))

This rebound comes even though Charter’s July 24 second-quarter update showed broadband customer losses, lower revenue, and a year-over-year decline in adjusted EBITDA, so today’s gain looks more tied to transaction and financing progress than to operating momentum. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1091667/000109166726000051/chtrex991earningsrelease63.htm))

Sources:

Charter Communications, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CHTR Insider Trading Activity

$CHTR insiders have traded $CHTR stock on the open market 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $CHTR stock by insiders over the last 6 months:

THOMAS RUTLEDGE has made 0 purchases and 3 sales selling 87,833 shares for an estimated $12,732,783.
MAURICIO RAMOS purchased 9,929 shares for an estimated $1,399,307
CHRISTOPHER L WINFREY (President and CEO) has made 2 purchases buying 6,936 shares for an estimated $1,194,621 and 0 sales.
WADE DAVIS purchased 5,728 shares for an estimated $995,068
BALAN NAIR purchased 1,000 shares for an estimated $175,460

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$CHTR Hedge Fund Activity

We have seen 412 institutional investors add shares of $CHTR stock to their portfolio, and 452 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS removed 5,293,545 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $752,795,034
HARRIS ASSOCIATES L P removed 3,892,266 shares (-97.6%) from their portfolio in Q2 2026, for an estimated $553,519,147
FRANKLIN RESOURCES INC removed 1,970,737 shares (-74.5%) from their portfolio in Q2 2026, for an estimated $280,258,508
VOYAGER GLOBAL MANAGEMENT LP removed 1,850,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $401,598,000
EAGLE CAPITAL MANAGEMENT LLC added 1,590,353 shares (+1064.1%) to their portfolio in Q2 2026, for an estimated $226,164,100
AQR CAPITAL MANAGEMENT LLC added 1,462,257 shares (+283.8%) to their portfolio in Q2 2026, for an estimated $207,947,567
LIND VALUE II APS added 1,287,194 shares (+137.4%) to their portfolio in Q2 2026, for an estimated $183,051,858

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CHTR Government Contracts

We have seen $419,680 of award payments to $CHTR over the last year.

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

ANALOG TO DIGITAL CABLE TV CONVERSION/PROGRAMMING: $106,181
COMMERCIAL INTERNET SERVICES: $50,855
S4: SPECTRUM - FY26 INMATE CABLE TV SERVICE: $48,060
BULK CABLE SERVICES: $28,614
COMMERCIAL INTERNET SERVICE (FIBER OPTIC CABLE): $21,252

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$CHTR Congressional Stock Trading

Members of Congress have traded $CHTR stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

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

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 04/14.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$CHTR Price Targets

Multiple analysts have issued price targets for $CHTR recently. We have seen 9 analysts offer price targets for $CHTR in the last 6 months, with a median target of $190.0.

Here are some recent targets:

Kannan Venkateshwar from Barclays set a target price of $130.0 on 07/08/2026
Steven Cahall from Wells Fargo set a target price of $160.0 on 07/07/2026
Michael Ng from Goldman Sachs set a target price of $125.0 on 07/02/2026
Jessica Ehrlich from B of A Securities set a target price of $200.0 on 07/01/2026
Michael Rollins from Citigroup set a target price of $190.0 on 06/29/2026
Lyaysyan Sedova from Freedom Broker set a target price of $167.0 on 06/12/2026
Sebastiano Petti from JP Morgan set a target price of $215.0 on 04/29/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.