Charter Communications falls 6.2% as investors digest major-holder share sale and persistent broadband churn worries

Charter Communications, Inc. (CHTR) is down 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The decline appears tied to renewed selling pressure around insider/major-holder transaction disclosures, layered on top of ongoing concerns about Charter’s broadband customer losses and leverage following its latest quarterly report. With sentiment already fragile after Q1 results, incremental supply signals (even when executed as an issuer repurchase) can weigh on the stock.

Details:

A major stockholder, Liberty Broadband, disclosed it disposed of 1,262,078 shares in a transaction dated May 12, 2026, at $204.33 per share, with the shares repurchased by Charter under an exempt transaction structure.

The filing described the transaction as permitted under agreements associated with an “Agreement and Plan of Merger” dated November 12, 2024, and related stockholder/repurchase arrangements.

In Charter’s Q1 2026 update, total Internet customers decreased by 120,000 during the quarter, a larger decline than the prior-year period.

Charter also reiterated sizable 2026 capital spending expectations (excluding the Cox transaction) and reported a large debt balance as of March 31, 2026, factors that can amplify equity sensitivity when growth weakens.

Sources:

U.S. SEC (EDGAR), Charter Communications Investor Relations, StockTitan

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 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 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
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.

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$CHTR Hedge Fund Activity

We have seen 387 institutional investors add shares of $CHTR stock to their portfolio, and 445 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VOYAGER GLOBAL MANAGEMENT LP removed 1,850,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $401,598,000
CAPITAL INTERNATIONAL INVESTORS removed 1,624,878 shares (-61.9%) from their portfolio in Q1 2026, for an estimated $352,728,516
STATE STREET CORP added 1,617,858 shares (+24.6%) to their portfolio in Q1 2026, for an estimated $351,204,614
JPMORGAN CHASE & CO removed 1,302,707 shares (-56.9%) from their portfolio in Q4 2025, for an estimated $271,940,086
VANGUARD GROUP INC added 885,935 shares (+9.5%) to their portfolio in Q4 2025, for an estimated $184,938,931
HARRIS ASSOCIATES L P added 850,271 shares (+24.3%) to their portfolio in Q4 2025, for an estimated $177,494,071
FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 610,653 shares (+20.6%) to their portfolio in Q1 2026, for an estimated $132,560,553

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 $633,208 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. 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 2 times in the past 6 months. Of those trades, 1 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.

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 Analyst Ratings

Wall Street analysts have issued reports on $CHTR in the last several months. We have seen 1 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

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 9 analysts offer price targets for $CHTR in the last 6 months, with a median target of $230.0.

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.