Charter Communications (NASDAQ:CHTR) Posts Earnings Results, Misses Estimates By $0.05 EPS

Charter Communications (NASDAQ:CHTR) released its quarterly earnings data on Friday. The company reported $10.34 earnings per share for the quarter, missing analysts’ consensus estimates of $10.39 by ($0.05), FiscalAI reports. Charter Communications had a return on equity of 25.55% and a net margin of 9.29%.The company had revenue of $13.60 billion for the quarter, compared to analyst estimates of $13.73 billion. During the same period in the previous year, the business posted $10.10 EPS. The firm’s revenue for the quarter was down 2.3% compared to the same quarter last year.

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 Price Performance

NASDAQ:CHTR traded up $13.58 during trading hours on Friday, reaching $205.10. 3,853,608 shares of the company traded hands, compared to its average volume of 2,092,273. Charter Communications has a 1-year low of $180.38 and a 1-year high of $437.06. The stock has a market cap of $26.54 billion, a P/E ratio of 5.69, a P/E/G ratio of 0.51 and a beta of 1.06. The firm’s 50-day moving average is $202.00 and its 200-day moving average is $245.12. The company has a debt-to-equity ratio of 4.89, a current ratio of 0.37 and a quick ratio of 0.37.

Insider Activity at Charter Communications

In related news, Director David C. Merritt sold 1,200 shares of Charter Communications stock in a transaction dated 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 sale, the director owned 10,146 shares in the company, valued at approximately $2,294,822.28. This trade represents a 10.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.83% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Charter Communications

Hedge funds and other institutional investors have recently modified their holdings of the company. Horizon Investments LLC grew its stake in Charter Communications by 88.2% in the 3rd quarter. Horizon Investments LLC now owns 2,992 shares of the company’s stock worth $823,000 after acquiring an additional 1,402 shares during the period. SummitTX Capital L.P. boosted its holdings in shares of Charter Communications by 53.5% during the third quarter. SummitTX Capital L.P. now owns 7,738 shares of the company’s stock worth $2,129,000 after purchasing an additional 2,697 shares during the last quarter. Morningstar Investment Management LLC purchased a new stake in shares of Charter Communications in the third quarter valued at $1,875,000. Orion Porfolio Solutions LLC increased its stake in Charter Communications by 34.1% in the third quarter. Orion Porfolio Solutions LLC now owns 3,240 shares of the company’s stock valued at $891,000 after purchasing an additional 823 shares during the last quarter. Finally, Captrust Financial Advisors lifted its position in Charter Communications by 158.7% during the third quarter. Captrust Financial Advisors now owns 6,475 shares of the company’s stock worth $1,781,000 after buying an additional 3,972 shares during the period. 81.76% of the stock is currently owned by hedge funds and other institutional investors.

Charter Communications News Roundup

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

• Positive Sentiment: Broadband churn was lighter than expected in Q4, helped by bundles that include high?speed mobile, which eases investor concerns about subscriber deterioration. Charter Communications sheds fewer broadband subscribers than expected
• Neutral Sentiment: Company released full Q4 and FY2025 results and supporting materials (press release, slide deck, conference call) — useful for digging into segment trends and guidance but not a surprise by itself. Charter Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Wade Davis was added to the board — a governance update that rarely moves the stock materially but may be viewed positively by some investors. Charter Communications Adds Wade Davis to Board
• Negative Sentiment: Q4 EPS of $10.34 missed consensus by a small margin and revenue of $13.60B came in below estimates; revenue was down ~2.3% YoY — these misses weigh on near?term sentiment and valuation. Charter Communications (CHTR) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Management highlighted continued declines in internet subscriber volumes and weaker political ad revenue, signaling revenue headwinds as fixed wireless and fiber competition intensify. Charter Revenue Hurt by Declines in Internet Subscriber Volumes
• Negative Sentiment: Analysts and brokers remained cautious: KeyBanc kept a Sector Weight rating citing rising broadband competition in 2026, and some outlets report consensus analyst recommendations skewing toward “reduce.” That analyst caution can pressure the stock until clear stabilization or guidance improvement. KeyBanc Maintains Sector Weight on Charter (CHTR) Amid Rising Broadband Competition

Analyst Ratings Changes

Several research firms have recently weighed in on CHTR. Barclays reduced their target price on Charter Communications from $275.00 to $200.00 and set an “underweight” rating for the company in a report on Monday, November 3rd. Deutsche Bank Aktiengesellschaft reduced their price objective on Charter Communications from $325.00 to $275.00 and set a “hold” rating for the company in a research note on Monday, November 3rd. Zacks Research lowered shares of Charter Communications from a “hold” rating to a “strong sell” rating in a research report on Friday, January 16th. Wells Fargo & Company reiterated an “underweight” rating and set a $180.00 price target (down previously from $240.00) on shares of Charter Communications in a research note on Tuesday, January 13th. Finally, Benchmark reissued a “buy” rating on shares of Charter Communications in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and eight have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $323.67.

About Charter Communications

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.