Charter Communications (NASDAQ:CHTR) Issues Earnings Results, Misses Expectations By $0.06 EPS

Charter Communications (NASDAQ:CHTR) issued its quarterly earnings data on Friday. The company reported $10.34 EPS for the quarter, missing analysts’ consensus estimates of $10.40 by ($0.06), FiscalAI reports. The company had revenue of $13.60 billion for the quarter, compared to the consensus estimate of $13.73 billion. Charter Communications had a return on equity of 25.55% and a net margin of 9.29%.The business’s revenue for the quarter was down 2.3% on a year-over-year basis. During the same period in the prior year, the firm posted $10.10 earnings per share.

Here are the key takeaways from Charter Communications’ conference call:

• Mobile momentum and strategy: Added nearly 2 million mobile lines in 2025 (about 19% growth), carries ~89–90% of mobile traffic on Spectrum’s own network, extended a long?term MVNO with Verizon and will launch a T?Mobile MVNO for business — management says mobile is profitable, meaningfully reduces broadband churn and is now offered with a guaranteed $1,000 annual savings with internet + 2 mobile lines.
• Video product turnaround: Q4 video net adds of ~44k (vs. a loss a year ago) driven by new pricing/packaging, Xumo and included programmer apps, which management says improve retention and can be used as a broadband acquisition/retention tool.
• CapEx peak and free cash flow tailwind: 2025 CapEx peaked at $11.66B, management expects ~ $11.4B in 2026 and a run?rate below $8B by 2028, which should materially boost free cash flow and fund ongoing share repurchases and delevering.
• Revenue and competitive headwinds remain: Management flagged Internet customer losses, heavy promotional competition (device subsidies, fiber overlap, fixed wireless), and lower political advertising as drivers of revenue decline in 2025; EBITDA grew only modestly (+0.6% for 2025) and 2026 guidance is for slight EBITDA growth amid first?half pressure.

Charter Communications Stock Performance

CHTR stock traded up $14.67 during trading on Friday, reaching $206.19. The stock had a trading volume of 6,181,706 shares, compared to its average volume of 2,196,817. The firm has a market cap of $26.68 billion, a PE ratio of 5.72, a PEG ratio of 0.51 and a beta of 1.06. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 4.89. The stock’s 50 day moving average is $202.00 and its two-hundred day moving average is $245.12. Charter Communications has a 52 week low of $180.38 and a 52 week high of $437.06.

Insiders Place Their Bets

In related news, Director David C. Merritt sold 1,200 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $226.18, for a total transaction of $271,416.00. Following the completion of the transaction, the director directly owned 10,146 shares in the company, valued at approximately $2,294,822.28. The trade was a 10.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.83% of the company’s stock.

Hedge Funds Weigh In On Charter Communications

Several institutional investors have recently bought and sold shares of the business. Advisory Services Network LLC increased its holdings in shares of Charter Communications by 3.8% in the 2nd quarter. Advisory Services Network LLC now owns 1,028 shares of the company’s stock valued at $420,000 after acquiring an additional 38 shares during the period. Orion Porfolio Solutions LLC boosted its holdings in shares of Charter Communications by 1.7% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 2,417 shares of the company’s stock valued at $988,000 after buying an additional 41 shares in the last quarter. Occudo Quantitative Strategies LP grew its position in shares of Charter Communications by 1.4% in the 2nd quarter. Occudo Quantitative Strategies LP now owns 3,069 shares of the company’s stock worth $1,255,000 after buying an additional 41 shares during the last quarter. Integrated Wealth Concepts LLC lifted its position in Charter Communications by 3.6% during the third quarter. Integrated Wealth Concepts LLC now owns 1,426 shares of the company’s stock valued at $392,000 after acquiring an additional 49 shares during the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in Charter Communications by 141.0% during the first quarter. Geneos Wealth Management Inc. now owns 94 shares of the company’s stock valued at $35,000 after acquiring an additional 55 shares during the last quarter. 81.76% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on CHTR shares. Wells Fargo & Company restated an “underweight” rating and issued a $180.00 target price (down previously from $240.00) on shares of Charter Communications in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft cut their target price on Charter Communications from $325.00 to $275.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. Zacks Research cut Charter Communications from a “hold” rating to a “strong sell” rating in a report on Friday, January 16th. UBS Group set a $425.00 price objective on shares of Charter Communications in a report on Thursday. Finally, KeyCorp reissued a “sector weight” rating on shares of Charter Communications in a research report on Monday. Four equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and eight have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Reduce” and an average target price of $323.67.

Key Charter Communications News

Here are the key news stories impacting Charter Communications this week:

• Positive Sentiment: Rare pay-TV subscriber gain and fewer broadband losses than feared — Charter added video customers in Q4 and shed fewer broadband subs than analysts expected, which helped calm concerns about accelerating cord-cutting. Charter Stock Jumps After Rare Pay-TV Subscriber Gain In Q4
• Positive Sentiment: Resilient EBITDA and free cash flow, plus mobile momentum — Management highlighted cost controls, stable broadband churn and mobile growth; Seeking Alpha argues these trends and planned capex cuts could unlock ~ $2B of additional free cash flow by 2027. Charter Communications Defies Fears Of Extinction
• Neutral Sentiment: Official results and disclosures are available — The company released its press statement, slide deck and the earnings-call transcript for deeper detail; these documents will shape analyst revisions and investor decisions. Charter Announces Fourth Quarter and Full Year 2025 Results / Press Release
• Negative Sentiment: Missed earnings and revenue — Charter reported EPS below consensus and revenue declined year-over-year, hurt by lower political ad revenue and subscriber volume pressure, which underscores near-term top-line risk. Charter Earnings Miss Estimates in Q4, Revenues Decline Y/Y
• Negative Sentiment: Analyst caution and competitive pressure — Some brokers maintain cautious ratings amid rising broadband competition and a consensus tilt toward “reduce”; sustained subscriber declines and high debt remain key risks. KeyBanc Maintains Sector Weight on Charter Amid Rising Broadband Competition
• Neutral Sentiment: Board update — Charter added Wade Davis to its board; governance changes are noted but likely have limited near-term stock impact. Charter Communications Adds Wade Davis to Board

Charter Communications Company Profile

Charter Communications, Inc is a U.S.-based telecommunications and mass media company that provides broadband communications and video services to residential and business customers. Operating primarily under the Spectrum brand, the company offers high-speed internet, cable television, digital voice (phone) and wireless services, as well as managed and enterprise networking solutions for commercial customers. Charter’s service portfolio targets both consumer and business markets with bundled and standalone offerings designed to meet streaming, connectivity and communications needs.

The company’s consumer-facing products include Spectrum Internet, Spectrum TV and Spectrum Voice, while Spectrum Mobile provides wireless service through arrangements with national wireless carriers.