Why Charter Communications Shares Fell Today

Charter Communications (CHTR) is down 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The catalyst appears to be ongoing investor concern rather than a single new operating update. This could be because the market is still weighing Charter’s broadband subscriber pressure, softer recent financial trends, leadership turnover in finance, and the added integration and balance-sheet complexity from the Cox transaction ahead of next month’s earnings report.

Details:

In second-quarter 2026 results, Charter posted a net loss of 172,000 internet customers, extending the pressure on its core broadband business.

That same quarterly update showed total revenue slipping 1.7% year over year to $13.53 billion, while adjusted EBITDA declined to $5.45 billion.

The company said in late August that its chief financial officer would step down, with an interim finance chief taking over on October 15, adding another point of uncertainty for investors.

Charter completed its Cox transaction in August and has since outlined debt financing and exchange activity, which may be keeping attention on leverage and execution risk as the November 6 earnings call approaches.

Sources:

Charter Communications, SEC, Yahoo Finance

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 407 institutional investors add shares of $CHTR stock to their portfolio, and 369 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
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
GOLDMAN SACHS GROUP INC added 1,277,244 shares (+84.6%) to their portfolio in Q2 2026, for an estimated $181,636,869

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 $401,624 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 Price Targets

Multiple analysts have issued price targets for $CHTR recently. We have seen 8 analysts offer price targets for $CHTR in the last 6 months, with a median target of $178.5.

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.