Why Charter Communications (CHTR) Stock Is Down Today

Charter Communications (CHTR) is down 4.1% today. Here is some analysis on what might have caused this price movement. ([finance.yahoo.com](https://finance.yahoo.com/quote/CHTR/?utm_source=openai))

Analysis: The most likely driver appears to be continuing investor concern over Charter’s broadband outlook after a recent analyst downgrade tied to tougher competition from fiber and satellite, layered on top of already soft second-quarter operating trends. There does not appear to be a major new company-specific negative filing today, so the move looks more like follow-through selling than a fresh single-event shock. ([tipranks.com](https://www.tipranks.com/news/the-fly/charter-downgraded-to-underperform-from-peer-perform-at-wolfe-research-thefly-news))

Details:

In late July, Charter reported second-quarter 2026 revenue down 1.7% year over year, adjusted EBITDA down 4.3%, and free cash flow down 7.4%, pointing to pressure in the core business. ([ir.charter.com](https://ir.charter.com/static-files/b7a4b9f5-df95-4438-90c3-8cbd173def5c))

The same quarterly report showed residential internet revenue declining and video revenue falling sharply, reinforcing concerns about subscriber and pricing trends. ([ir.charter.com](https://ir.charter.com/static-files/b7a4b9f5-df95-4438-90c3-8cbd173def5c))

On September 14, Wolfe Research downgraded the stock to Underperform and argued that industry conditions could worsen in 2027 and 2028 because of fiber pricing pressure and expanding satellite capacity. ([tipranks.com](https://www.tipranks.com/news/the-fly/charter-downgraded-to-underperform-from-peer-perform-at-wolfe-research-thefly-news))

Recent company updates have focused on the completed Cox transaction, a debt exchange, a preferred dividend declaration, and a planned CFO transition, but none of those filings clearly point to a new negative surprise today. ([ir.charter.com](https://ir.charter.com/news-releases))

Sources:

Charter Communications, SEC, TipRanks

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.

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$CHTR Hedge Fund Activity

We have seen 411 institutional investors add shares of $CHTR stock to their portfolio, and 456 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
STATE STREET CORP added 1,617,858 shares (+24.6%) to their portfolio in Q1 2026, for an estimated $351,204,614
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

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 $309,301 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:

COMMERCIAL INTERNET SERVICES: $50,855
S4: SPECTRUM - FY26 INMATE CABLE TV SERVICE: $48,060
ANALOG TO DIGITAL CABLE TV CONVERSION/PROGRAMMING: $36,872
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 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. sold 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.