Charter Communications climbs as insider buying boosts sentiment after recent earnings volatility

Charter Communications, Inc. (CHTR) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a sentiment rebound after Charter’s late-April earnings-driven volatility, with investors focusing on fresh insider buying and the company’s ongoing capital-return posture. This could also reflect short-covering and bargain hunting after the stock’s recent drawdown.

Details:

SEC Form 4 filings show President and CEO Christopher L. Winfrey bought Charter Class A shares in open-market purchases dated April 28, 2026 (including a separate line item for shares held by spouse), at a weighted average price around $172.

A separate SEC Form 4 shows director Wade Davis bought 5,728 shares on April 28, 2026 at $173.72, lifting his reported direct holdings to 6,925 shares after the transaction.

In its first-quarter 2026 earnings materials, Charter reported revenue of $13.597 billion and Adjusted EBITDA of $5.637 billion for the quarter ended March 31, 2026.

The same quarterly release shows Charter continued meaningful buybacks, with $1.026 billion spent on treasury stock in Q1 2026 (cash-flow statement).

Sources:

U.S. Securities and Exchange Commission (SEC), Charter Communications Investor Relations

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 5 times in the past 6 months. Of those trades, 4 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) 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
DAVID C MERRITT sold 1,200 shares for an estimated $271,416
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.

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$CHTR Hedge Fund Activity

We have seen 343 institutional investors add shares of $CHTR stock to their portfolio, and 430 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 6,511,392 shares (-71.3%) from their portfolio in Q4 2025, for an estimated $1,359,253,080
CAPITAL RESEARCH GLOBAL INVESTORS added 3,626,135 shares (+304.9%) to their portfolio in Q4 2025, for an estimated $756,955,681
DODGE & COX added 2,801,671 shares (+23.7%) to their portfolio in Q4 2025, for an estimated $584,848,821
VOYAGER GLOBAL MANAGEMENT LP added 1,725,000 shares (+1380.0%) to their portfolio in Q4 2025, for an estimated $360,093,750
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,709,783 shares (-72.0%) from their portfolio in Q4 2025, for an estimated $356,917,201
FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 1,617,148 shares (+119.6%) to their portfolio in Q4 2025, for an estimated $337,579,645
STATE STREET CORP removed 1,384,824 shares (-17.4%) from their portfolio in Q4 2025, for an estimated $289,082,010

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.

$CHTR Government Contracts

We have seen $647,030 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: $106,181
COMMERCIAL INTERNET SERVICES: $50,855
S4: SPECTRUM - FY26 INMATE CABLE TV SERVICE: $48,060
PKB - BASEWIDE CABLE AND COMMERCIAL INTERNET: $31,043

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$CHTR Congressional Stock Trading

Members of Congress have traded $CHTR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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. purchased up to $15,000 on 03/13.

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.

$CHTR Analyst Ratings

Wall Street analysts have issued reports on $CHTR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Underweight" rating on 02/02/2026
Benchmark issued a "Buy" rating on 02/02/2026
Citigroup issued a "Buy" rating on 11/03/2025

To track analyst ratings and price targets for $CHTR, check out Quiver Quantitative's $CHTR forecast page.

$CHTR 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 $225.0.

Here are some recent targets:

Sebastiano Petti from JP Morgan set a target price of $215.0 on 04/29/2026
Michael Rollins from Citigroup set a target price of $230.0 on 04/28/2026
Jonathan Atkin from RBC Capital set a target price of $220.0 on 04/27/2026
Matthew Harrigan from Benchmark set a target price of $435.0 on 04/23/2026
Bryan Kraft from Deutsche Bank set a target price of $235.0 on 02/03/2026
Steven Cahall from Wells Fargo set a target price of $200.0 on 02/02/2026
Michael Ng from Goldman Sachs set a target price of $185.0 on 02/02/2026

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.