Broadband Competition Concerns: Recent discussions on social media about Charter Communications have centered on fears of increasing competition in the broadband sector. Many users have highlighted challenges from fiber alternatives and fixed wireless access, which are seen as threats to Charter’s market share. There’s also talk of limited pricing power due to these competitive pressures.
Stock Performance Woes: Another hot topic is the significant drop in Charter’s stock price, with some noting a year-to-date decline of nearly 40%. Conversations often mention potential catalysts like aggressive buybacks or merger rumors that could reverse the trend. The tone reflects a mix of concern and cautious optimism about a possible rerating in the near future.
Note: This discussion summary was generated from an AI condensation of post data.
Charter Communications Insider Trading Activity
Charter Communications insiders have traded $CHTR stock on the open market 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 insiders over the last 6 months:
- CHRISTOPHER L WINFREY (President and CEO) purchased 3,670 shares for an estimated $1,002,258
- DAVID C MERRITT sold 1,200 shares for an estimated $271,416
- BALAN NAIR purchased 360 shares for an estimated $98,715
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Charter Communications Revenue
Charter Communications had revenues of $13.7B in Q3 2025. This is a decrease of -0.89% from the same period in the prior year.
You can track CHTR financials on Quiver Quantitative's CHTR stock page.
Charter Communications Hedge Fund Activity
We have seen 345 institutional investors add shares of Charter Communications stock to their portfolio, and 591 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TAM CAPITAL MANAGEMENT INC. added 3,103,456 shares (+inf%) to their portfolio in Q3 2025, for an estimated $853,776,262
- PZENA INVESTMENT MANAGEMENT LLC removed 2,244,951 shares (-84.7%) from their portfolio in Q3 2025, for an estimated $617,597,244
- STATE STREET CORP added 1,475,383 shares (+22.7%) to their portfolio in Q3 2025, for an estimated $405,885,240
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,189,287 shares (+inf%) to their portfolio in Q3 2025, for an estimated $327,178,800
- VANGUARD GROUP INC added 1,130,648 shares (+13.7%) to their portfolio in Q3 2025, for an estimated $311,046,918
- AQR CAPITAL MANAGEMENT LLC added 1,109,703 shares (+826.1%) to their portfolio in Q3 2025, for an estimated $305,284,843
- PRICE T ROWE ASSOCIATES INC /MD/ removed 971,122 shares (-65.6%) from their portfolio in Q3 2025, for an estimated $267,160,517
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Charter Communications Government Contracts
We have seen $594,035 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:
- CABLE TV: $181,283
- ANALOG TO DIGITAL CABLE TV CONVERSION/PROGRAMMING: $69,309
- S4 CABLE TV FOR INMATES 1/1/25-4/15/25 FY 2025: $41,400
- PKB - BASEWIDE CABLE AND COMMERCIAL INTERNET: $31,043
- BULK CABLE SERVICES: $28,614
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Charter Communications Analyst Ratings
Wall Street analysts have issued reports on $CHTR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 11/03/2025
- Citigroup issued a "Buy" rating on 11/03/2025
- B of A Securities issued a "Buy" rating on 09/24/2025
- Goldman Sachs issued a "Sell" rating on 09/02/2025
- Barclays issued a "Underweight" rating on 07/28/2025
To track analyst ratings and price targets for Charter Communications, check out Quiver Quantitative's $CHTR forecast page.
Charter Communications Price Targets
Multiple analysts have issued price targets for $CHTR recently. We have seen 10 analysts offer price targets for $CHTR in the last 6 months, with a median target of $272.5.
Here are some recent targets:
- John Hodulik from UBS set a target price of $233.0 on 12/22/2025
- Jonathan Atkin from RBC Capital set a target price of $265.0 on 11/03/2025
- Michael Rollins from Citigroup set a target price of $310.0 on 11/03/2025
- Laurent Yoon from Bernstein set a target price of $280.0 on 11/03/2025
- Matthew Harrigan from Benchmark set a target price of $425.0 on 11/03/2025
- Steven Cahall from Wells Fargo set a target price of $240.0 on 11/03/2025
- Kannan Venkateshwar from Barclays set a target price of $200.0 on 11/03/2025
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.
