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Charter Communications gains as investors look past a headline loss and focus on integration progress

Investivoq PriceTracker

Charter Communications (CHTR) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks like a rebound after last week’s post-earnings selloff, as investors appear to be focusing more on Charter’s integration progress and new operating model than on the headline quarterly loss. This could be because a large part of the loss was tied to a non-cash franchise impairment, while the company also highlighted stronger demand trends in the legacy Cox footprint and solid mobile growth.

Details:

  • Charter’s November 6 earnings release introduced a new operating model aimed at returning the business to growth after the Cox transaction and simplifying operations.
  • The company reported a quarterly net loss attributable to shareholders of about $2.4 billion, but the release tied much of the year-over-year swing to a $6.3 billion non-cash franchise impairment, partly offset by a gain on debt extinguishment.
  • Management said Spectrum’s products and pricing were launched across the legacy Cox footprint in September, covering more than 11 million homes and businesses, and described demand there as strong with improving customer trends.
  • Mobile remained a relative bright spot, with about 508,000 pro forma mobile line net additions in the quarter, even as internet customer losses continued.

    • Sources:

    Charter Communications, SEC, Benzinga

    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 Insider Trades

    $CHTR insiders have traded $CHTR stock on the open market 4 times in the past 6 months. Of those trades, 1 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

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CHTR Hedge Fund Activity

    We have seen 491 institutional investors add shares of $CHTR stock to their portfolio, and 358 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 Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq 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 Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $CHTR Price Targets

    Multiple analysts have issued price targets for $CHTR recently. We have seen 6 analysts offer price targets for $CHTR in the last 6 months, with a median target of $163.5.

    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

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.