Sei Investments Co. Acquires 110,684 Shares of Charter Communications, Inc. $CHTR

Sei Investments Co. raised its stake in shares of Charter Communications, Inc. (NASDAQ:CHTR) by 79.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 250,497 shares of the company’s stock after purchasing an additional 110,684 shares during the period. Sei Investments Co.’s holdings in Charter Communications were worth $54,078,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CHTR. Advisory Services Network LLC lifted its stake in Charter Communications by 3.8% during 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 in the last quarter. Orion Porfolio Solutions LLC lifted its stake in Charter Communications by 1.7% in the second quarter. Orion Porfolio Solutions LLC now owns 2,417 shares of the company’s stock valued at $988,000 after purchasing an additional 41 shares during the last quarter. Occudo Quantitative Strategies LP grew its stake in shares of Charter Communications by 1.4% during the 2nd quarter. Occudo Quantitative Strategies LP now owns 3,069 shares of the company’s stock worth $1,255,000 after acquiring an additional 41 shares during the period. Pure Financial Advisors LLC increased its stake in shares of Charter Communications by 4.1% in the fourth quarter. Pure Financial Advisors LLC now owns 1,116 shares of the company’s stock worth $233,000 after purchasing an additional 44 shares in the last quarter. Finally, Integrated Wealth Concepts LLC raised its holdings in Charter Communications by 3.6% during the 3rd 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 period. Institutional investors own 81.76% of the company’s stock.

Charter Communications News Summary

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

• Positive Sentiment: Charter beat second-quarter earnings expectations, reporting $10.66 per share versus estimates around $9.98, and revenue of $13.53 billion came in slightly ahead of forecasts. Charter Announces Second Quarter 2026 Results
• Positive Sentiment: Mobile line growth remained a bright spot, with the company adding more than 400,000 new mobile lines, showing that its wireless expansion is still gaining traction. MarketWatch article on internet erosion
• Neutral Sentiment: Charter also announced debt exchange offers, which could help manage its capital structure, but the move is not a clear near-term catalyst for the stock. Charter Announces Debt Exchange Offers
• Negative Sentiment: Broadband subscriber losses were steeper than expected, reinforcing concerns that Charter is losing share to fiber and fixed-wireless competitors and weakening the outlook for its core internet business. Reuters broadband customer losses article
• Negative Sentiment: Multiple reports say Charter’s shares fell sharply to fresh lows as investors worried about ongoing internet and video customer losses, declining revenue, and a worsening competitive environment. MarketWatch article on Charter stock sharply lower

Insider Transactions at Charter Communications

In other Charter Communications news, Director Wade Davis purchased 5,728 shares of the firm’s stock in a transaction on Tuesday, April 28th. The stock was bought at an average cost of $173.72 per share, for a total transaction of $995,068.16. Following the completion of the purchase, the director owned 6,925 shares in the company, valued at $1,203,011. This represents a 478.53% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Mauricio Ramos acquired 9,929 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was acquired at an average price of $140.93 per share, for a total transaction of $1,399,293.97. Following the purchase, the director directly owned 19,309 shares of the company’s stock, valued at approximately $2,721,217.37. This trade represents a 105.85% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have bought 20,125 shares of company stock worth $3,167,116. 1.10% of the stock is owned by corporate insiders.

Charter Communications Stock Down 2.5%

NASDAQ CHTR opened at $123.31 on Friday. The stock has a market cap of $15.17 billion, a PE ratio of 3.20, a P/E/G ratio of 0.23 and a beta of 0.71. The stock’s 50 day moving average is $136.02 and its 200 day moving average is $184.01. Charter Communications, Inc. has a 12 month low of $111.55 and a 12 month high of $335.52. The company has a current ratio of 0.40, a quick ratio of 0.40 and a debt-to-equity ratio of 4.56.

Charter Communications (NASDAQ:CHTR) last posted its earnings results on Friday, July 24th. The company reported $10.66 EPS for the quarter, beating analysts’ consensus estimates of $9.98 by $0.68. The firm had revenue of $13.53 billion during the quarter, compared to the consensus estimate of $13.51 billion. Charter Communications had a return on equity of 24.20% and a net margin of 9.03%.The company’s quarterly revenue was down 1.7% compared to the same quarter last year. During the same period in the prior year, the company earned $9.18 EPS. Research analysts predict that Charter Communications, Inc. will post 41.29 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

CHTR has been the subject of several analyst reports. Barclays cut their price target on shares of Charter Communications from $200.00 to $130.00 and set an “underweight” rating for the company in a report on Wednesday, July 8th. Wells Fargo & Company lowered their price target on shares of Charter Communications from $170.00 to $160.00 and set an “underweight” rating for the company in a research note on Tuesday, July 7th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $210.00 target price on shares of Charter Communications in a research note on Tuesday, May 26th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Charter Communications in a report on Wednesday, June 24th. Finally, Bank of America decreased their price target on shares of Charter Communications from $250.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday, July 1st. Five investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, Charter Communications presently has a consensus rating of “Reduce” and an average price target of $249.12.

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.