CHTR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $109.29
P/E (TTM) 2.8
EPS (TTM) $38.44
Revenue (TTM) $54.40B
ROE (TTM) 29.7%
Debt/Equity (MRQ) 5.5
52W Range $108–$285

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About Charter Communications, Inc. - Class A Common Stock Company overview from Wikipedia

05 · wikidata

Charter Communications, Inc., is an American telecommunications and mass media company with services branded as Spectrum. The company is headquartered in Stamford, Connecticut.

With over 32 million customers in 41 states as of 2022, it is the largest cable operator in the United States by subscribers, just ahead of Comcast, and the largest pay TV operator ahead of Comcast and AT&T. Charter is the fifth-largest telephone provider based on number of residential lines. Its brand of Spectrum services also include internet access, internet security, managed services, and unified communications.

In late 2012, with longtime Cablevision executive Thomas Rutledge named as their CEO, Charter relocated its corporate headquarters from St. Louis, Missouri, to Stamford, Connecticut, though kept many of its operations in St. Louis. On May 18, 2016, Charter finalized acquisition of Time Warner Cable and its sister company Bright House Networks, making it the third-largest pay television service in the United States. In 2019, Charter ranked No. 70 in the Fortune 500 list of the largest United States corporations by total revenue.

History

1980–1992: Beginnings

Charter Communications CATV systems was founded in 1980 by Charles H. Leonard in Barry County, Michigan. The original Charter system headquarters and offices were located at 1001 Payne Lake Road, Yankee Springs Township, Michigan. Leonard began a corporate partnership with Gary Wilcox and Gerry Kazma, both from Naperville, Illinois, during which Spectrum Communications (Wilcox) merged with Charter Systems (1981–1983).

1993: Consolidation and founding of Charter Communications, Inc.

Through continued mergers and acquisition, Charter was consolidated in 1993 by Barry Babcock, Jerald Kent and Howard Wood, who had been former executives at Cencom Cable Television in St. Louis, Missouri. It was also incorporated in the state of Missouri in 1993.

1994–1998: Early growth

In 1995, Charter paid about $300 million for a controlling interest in the cable television systems owned by Crown Media Holdings and acquired Cable South.

In 1997, Charter and EarthLink worked together to deliver high-speed Internet access through cable modems to Charter's customers in Los Angeles and Riverside, California.

In 1998, Paul Allen bought a controlling interest. The company paid $2.8 billion to acquire Dallas-based cable company Marcus Cable. Charter Communications had one million customers in 1998.

1999–2008: Nasdaq listing and acquisitions

In November 1999, the company went public, trading on the Nasdaq stock exchange. At the time, it had 3.9 million customers.

Charter completed more than 10 major acquisitions in 1999 when it:

Added 68,000 subscribers in Southern California with the purchase of four cable systems from American Cable Entertainment of Stamford, Connecticut.

Acquired 400,000 InterMedia Partners subscribers, primarily in the Southeast. As part of the deal Charter would turn over about 140,000 of its subscribers to TCI in a cable system swap.

Merged with Marcus Cable

Acquired cable systems serving 460,000 subscribers from Rifkin Acquisition Partners and InterLink Communications.

Acquired 173,000 subscribers, mostly in central Massachusetts, from New Jersey–based Greater Media Inc.

Acquired Renaissance Media Group, a New York partnership serving 130,000 customers near New Orleans, western Mississippi, and Jackson, Tennessee.

Acquired New Jersey–based Helicon Cable Communications. The systems served about 171,000 customers in eight states in the Southeast and Northeast.

Acquired Avalon Cable TV, adding 260,000 subscribers primarily in Michigan and Massachusetts.

Acquired Vista Broadband Communications in Smyrna, Georgia, adding 30,000 more customers.

Acquired Falcon Cable TV of Los Angeles. Falcon was the eighth-largest cable operator in the United States with about one million subscribers in 27 states in primarily non-urban areas.

Acquired Fanch Communications Inc. of Denver. Fanch had 547,000 subscribers in West Virginia, Pennsylvania, Michigan, Indiana, Kentucky, Louisiana, and Wisconsin.

Charter also began swapping customers with other systems to improve the geographic clustering of its systems. In December 1999, it signed a letter of intent with AT&T Corporation to swap 1.3 million cable subscribers in St. Louis as well as in Alabama, Georgia, and Missouri. In 2000, Charter Communications bought select AT&T cable markets, including Reno, Nevada, and the City of St. Louis.

In 2001, MSN and Charter signed an agreement to offer MSN content and services to Charter's broadband customers. In the same year, Charter received awards, including the Outstanding Corporate Growth Award from the Association for Corporate Growth, the R.E. "Ted" Turner Innovator of the Year Award from the Southern Cable Telecommunications Association, and the Fast 50 Award for Growth from the St. Louis Regional Chamber and Growth Association.

In 2008, Charter stock failed to meet Nasdaq standards and was given warning to comply by October 13 or request an extension.

Also in 2008, it acquired the cable-television franchise and service for the Cerritos and Ventura, California, areas from Wave Broadband.

2009: Bankruptcy and emergence

In February 2009, Charter Communications announced that it planned to file for Chapter 11 of the United States Bankruptcy Code on or before April 1, 2009. The action would allow Charter to pay its debt obligations, and cancel its obligations to shareholders. Private equity firm Apollo Management expected to own most of Charter's shares after the bankruptcy. Charter filed for a prearranged bankruptcy on March 28, 2009. The company expected the financial restructuring to reduce its debt by $8 billion, as well as adding $3 billion of new investment, and refinancing other debt.

On November 30, 2009, its bankruptcy plan was approved, which extinguished its stock and cut approximately $8 billion in debt. That day, Charter emerged from bankruptcy despite many of its creditors' objections over its bankruptcy plan.

2010–2012: Nasdaq re-listing; leadership change

On September 14, 2010, Charter Class A common stock was re-listed on Nasdaq under the symbol "CHTR".

In 2011, Microsoft co-founder Paul Allen stepped down as chairman and from the board of directors' seat, but at the time remained the largest single shareholder. Also in that year, Charter signed a multi-year deal with TiVo to deliver content via its platform.

Thomas M. Rutledge was appointed as a director and president and chief executive officer effective February 13, 2012.

The same year, Charter priced $1.25 billion senior debt, offering to pay down short- and long-term debt.

2013–2014: Purchase of Optimum West; Liberty Media investment

On February 8, 2013, Charter announced an agreement to acquire some former Bresnan Communications systems from Cablevision in a transaction worth US$1.63 billion. The deal brought Charter cable systems to 375,000 customers in Colorado's mountains and Western Slope, as well as in Utah, Wyoming and Montana.

Approximately one month later, on March 19, 2013, Charter announced that Liberty Media, a company controlled by former TCI CEO John C. Malone, would be acquiring a 27.3% ownership interest in the company, making it the company's largest single shareholder, largely through the purchase of interests held by investment funds following Charter's 2009 restructuring. In November 2014, Liberty's holdings in Charter as well as a small minority interest in Time Warner Cable were spun off as a separate holding company named Liberty Broadband Corporation, which as of early 2015 was 47.1% controlled by Malone.

2014–2017: Acquisition of Time Warner Cable and Bright House Networks

On January 13, 2014, Charter Communications said it was interested in buying its larger rival Time Warner Cable. After three previous attempts to buy and merge with the company, all of which failed, Charter's chief executive officer Thomas Rutledge wrote in an open letter to Time Warner Cable's chief executive officer Robert Marcus stating, "I believe we have a significant opportunity to put our companies together in a way that will create maximum, long-term value for shareholders and employees of both companies". The $132.50 per share offer, just above TWC's closing price at $132.40 on January 13, was rejected.

On February 13, 2014, Time Warner Cable accepted an offer of $158.82 per share from Comcast, avoiding a hostile takeover situation from Charter.

On April 28, 2014, Comcast and Charter announced that, assuming Comcast's merger with Time Warner Cable was successful, Charter would acquire 1.4 million Comcast/Time Warner Cable customers, bringing Charter's subscriber total to 30 million and making Charter, by its own count, the second-largest cable operator in the country. In addition to the 1.4 million divested subscribers, Comcast also agreed to swap 1.6 million subscribers with Charter in an even, tax-efficient exchange whose intent is to improve the geographic spread of both companies. In a third part of the agreement, Comcast would spin off 2.5 million subscribers into a new publicly traded company in which Charter would hold a 33% stake – with an option to eventually own the whole company – and former Time Warner Cable shareholders would hold a 67% stake.

In late March 2015, Charter announced plans to purchase Bright House Networks from Advance/Newhouse for $10.4 billion in a combination of cash and equities convertible to Charter stock. The deal was contingent on, among other approvals, the completion of Charter's transactions with Comcast, and the expiration of Time Warner Cable's right of first offer to buy Bright House itself (which was not expected to be exercised in light of the merger with Comcast). However, facing potential difficulties in reaching regulatory approval, Comcast called off its merger with Time Warner Cable in April 2015.

On May 26, 2015, Charter and Time Warner Cable announced that they had entered into a definitive agreement for Charter to merge with Time Warner Cable in a deal valued at $78.7 billion. Charter also confirmed that it would continue with its proposed acquisition of Bright House Networks under slightly modified terms. The deal was subject to regulatory approval, although the deal was expected to face less scrutiny from the FCC than the Comcast/TWC deal, as the companies were relatively smaller, and their media holdings are not as extensive as those of Comcast. The TWC and Bright House systems as well as Charter Cable were to be migrated to the Spectrum brand following the conclusion of the merger.

Liberty Broadband will invest a further $5 billion in Charter and will ultimately hold about 20% ownership in the combined entity. Advance/Newhouse will own about 14%, and other current Time Warner Cable shareholders are expected to hold a combined 44% stake. The merger was approved by the Department of Justice and FCC on April 25, 2016; it is subject to conditions, including a requirement that Charter must not implement usage-based billing, nor use its dominant position in the market to impact the online video industry – which includes a prohibition on charging for interconnections. Charter was also required to expand its services to two million new households, with at least one million being in markets where competing providers operate.

The merger was completed on May 18, 2016. The purchase made Charter the third-largest pay television company in the United States, behind AT&T and Comcast (the former having completed its merger with DirecTV in mid-2015).

Since 2017: Post–Time Warner Cable acquisition

On January 26, 2017, it was reported that Verizon Communications was in talks with Charter to discuss a possible buyout. President and CEO of Liberty Media, Greg Maffei said that they were not interested in the deal. The deal was rejected around the end of May 2017. Charter claimed that the deal was too low for them to accept, and Charter's largest shareholder Liberty Media stated that they were not ready to sell.

In March 2017 under new FCC leadership, Charter's regulatory conditions were changed to require that Charter expand its services to 2 million households that are not currently served by any broadband provider, as opposed to requiring one million of these households to be in areas served by a competitor. The decision was made under goals by new chairman Ajit Pai to increase the availability of broadband in rural areas not served by high-speed Internet, but was criticized for maintaining oligopolies rather than encouraging wider competition.

In May 2017, it was reported that Charter and Comcast had entered into an agreement to "explore working together in a number of potential operational areas in the wireless space" in respect to mobile virtual network operators (MVNOs); both providers have agreements with Verizon Wireless to re-sell its services, and Comcast announced that it would begin to do so under the brand Xfinity Mobile later in the year. The agreement includes a provision, lasting for one year, that requires the companies to receive consent from each other before performing wireless-related acquisitions or mergers.

On June 21, 2017, it was reported that Charter was in talks to buy Cox Communications.

On March 28, 2017, IBEW Local 3 went on strike, representing 1,800 employees. The company had proposed moving independently managed health and pension benefits to its own company plans, which union members considered would include drastic cuts for them and their families and loss of job security. The strike ended on April 19, 2022, with an outcome that some found disappointing.

On March 12, 2018, it was reported that Softbank had purchased 5% of Charter's stock on the open market.

Threatened revocation of New York cable franchises

In June 2018, the New York Public Service Commission fined Charter $2 million for failing to meet obligations it agreed to as conditions of its acquisition of Time Warner Cable. Charter was required to expand broadband service to at least 145,000 unserved or underserved residential units over four years, with a minimum of 36,250 new units per-year. The company was accused of making false statements in its progress reports, with an audit finding that Charter fraudulently declared at least 14,000 addresses already served by the company as being "new" deployments. The commission threatened the possibility of further regulatory remedies, including revocation of its cable franchises.

On July 27, 2018, the NYPSC voted to retroactively reverse its approval of Charter's acquisition of TWC, thus revoking its franchises in the state of New York. The commission cited Charter's repeated failures to meet deadlines on expansion promised as part of the TWC purchase, "attempts to skirt obligations to serve rural communities", and "purposeful obfuscation of its performance and compliance obligations to the Commission and its customers." Within 60 days, Charter was to submit a plan to divest and migrate its New York state cable operations (which serve around 2 million customers) to new owners.

Charter CEO Tom Rutledge threatened legal action against the commission. The company was later granted repeated extensions of its deadline.

In April 2019, Charter agreed to new conditions, under which it must complete its expansion of 145,000 new premises by September 30, 2021 (being credited for 64,827 premises up until December 2018), all of which must be outside of New York City, and are subject to milestone requirements. Charter must also contribute $12 million to a fund "for broadband expansion projects at locations to be selected by the Department and the Broadband Program Office", with half of this funding to be provided to either Charter or a competitor via a competitive bidding process.

Streaming venture

In April 2022, Charter and Comcast announced plans for a 50/50 venture to develop a streaming platform. As part of this effort, Comcast would license its Flex streaming platform and offer up the XClass TVs and the Xumo streaming service.

Unbundling and September 2023 Disney/Spectrum carriage dispute

In July 2023, Charter announced a major change to its cable offerings, allowing consumers to choose between the Spectrum Select Plus cable package with regional sports offerings and the Spectrum Select Signature package without, for a lower cost. Major sports networks ESPN and FS1 would still be available with the cheaper option. This move came at a time when many consumers were cutting the cord and regional sports networks were struggling.

At the same time, it announced a new distribution agreement with DirecTV that would allow that service to provide more flexible options for consumers not interested in sports programming.

ESPN and sister Disney channels went dark on Charter Spectrum on August 31, 2023, interrupting coverage of the college football season opener and the US Open. Charter wanted to offer cheaper, non-sports packages to customers, as a way to fight cordcutting and to prepare for ESPN's potential launch of a full-service over-the-top subscription service. The dispute ended on September 11, 2023, with capitulations by Disney involving the offering of ESPN+ and Disney+ direct to Spectrum customers, along with sports-free bundles, though it also resulted in the removal of several networks (whose programming had already been widely available on Hulu and Disney+ or was otherwise a low priority for carriage), including BabyTV, Disney Junior, Disney XD, Freeform, FXM, FXX, Nat Geo Wild and Nat Geo Mundo.

Acquisition of Liberty Broadband

On November 13, 2024, Charter announced its intent to acquire Liberty Broadband—a spin-off from Liberty Media that has held its stake in the company—in an all-stock deal. As a condition of the agreement, Liberty Broadband will spin off its subsidiary GCI Communication Corp. to its shareholders. On February 26, 2025, Charter and Liberty Broadband stockholders approved Charter's acquisition of Liberty Broadband and the deal was closed on August 18, 2026.

Merger with Cox Communications

On May 16, 2025, Charter announced its intent to merge with Cox Communications, with the resulting entity keeping the Cox Communications name, but will adopt Charter's Spectrum branding for consumer-facing operations. In the transaction, Charter will acquire Cox Communications' commercial fiber and managed IT and cloud businesses, and Cox Communications' parent Cox Enterprises will contribute Cox Communications' residential cable business to Charter Holdings, an existing subsidiary partnership of Charter. Following the closing, Chris Winfrey will continue in his current role as President & CEO, and board member. Alex Taylor will join the board as Chairman, and Eric Zinterhofer will become the lead independent director on Charter's board. Cox Enterprises will own 23% of the combined company, and replace Liberty Media as the provider of long-term capital to Charter. On February 27, 2026, the Federal Communications Commission approved the acquisition.

On June 11, 2026, The California Public Utilities Commission was planning for a final decision on the Cox–Charter deal by August 13, 2026, with Comcast able to acquire both Charter and Cox afterwards if approved. On August 13, 2026, The California Public Utilities Commission approved the merger between Charter and Cox with strong consumer protections; the merger was completed on August 20, 2026.

Cybersecurity and network incidents

2015 Website vulnerability

In May 2015, security researchers Eric Taylor and Blake Welsh identified a vulnerability in a Charter Communications Internet service website that exposed subscriber information. The flaw stemmed from the site's reliance on IP addresses for customer identification, which could be manipulated through modified HTTP headers to access account numbers, modem serial numbers, device names, home addresses, and billing details. Charter patched the affected portion of the site shortly after being notified, stating that fewer than one million customers were impacted and that no passwords or credit card numbers were exposed.

2023 Third-party vendor data breach

In 2023, a third-party vendor working with Charter was breached, exposing data on approximately 550,000 customers, including names, addresses, and account numbers. Charter reported that financial data and Customer Proprietary Network Information were not affected.

2024 FCC fine of $15 million USD

In July 2024, Charter Communications agreed to pay US$15 million to the Federal Communications Commission to resolve allegations that it failed to properly notify emergency call centers about network and 911 outages, including one incident attributed to a denial-of-service attack.

2024 Targeted in cyber-espionage campaign

In 2024, Charter Communications was among several U.S. telecommunications companies reportedly compromised in a cyber-espionage campaign attributed to the Chinese state-linked group "Salt Typhoon," which exploited unpatched networking hardware.

2025 Fiber-optic sabotage

On June 15, 2025, thirteen fiber-optic lines in Van Nuys, California, carrying more than 2,600 fibers were deliberately severed, disrupting service for over 50,000 residential and 500 business customers, including emergency services, for up to 30 hours. Charter described the incident as an "act of domestic terrorism." Meanwhile, the LAPD stated that the cutting of communications lines in Van Nuys was being investigated as vandalism. Similar attacks have been reported elsewhere, including a more than 200% year-over-year increase in felony vandalism against Charter's fiber network in Missouri.

Operations

Current operations

As of 2022, Charter Communications offers service to an estimated 32 million people in 41 states with significant coverage in 38 states.

In November 2013, the company announced the re-branding of its residential services to Charter Spectrum, which encompassed an upgrade to an all-digital network for its video, voice and broadband services. The company relied heavily on a predominantly coaxial cable–based network. The newer fiber-optic service-delivery network system, provides higher bandwidth speeds than are available with its coaxial cable infrastructure.

Enterprise and mid-market businesses use Spectrum Enterprise for their services, which include fiber internet access, internet security, managed services, unified communications, and television products. Spectrum Business offers services to small businesses, which include internet access, internet security, phone, television, and Spectrum Mobile for Business.

Spectrum's local insertion advertising arm, Spectrum Reach, currently offers service in 36 states across 91 media markets.

Former operations

On March 27, 2006, Charter announced that it would sell cable systems serving approximately 43,000 customers in Nevada, Colorado, New Mexico, and Utah to Orange Broadband Holding Company (since renamed Baja Broadband).

Charter also sold cable systems in West Virginia and Virginia to Cebridge Connections (later Suddenlink Communications and now known as Optimum Communications) and cable systems in Kentucky and Illinois to New Wave Communications. The company eventually returned to those areas (excluding Illinois) in 2016 when it acquired Time Warner Cable.

On October 14, 2008, the Fairmont Sentinel reported that Charter was selling parts of their system to Midcontinent Communications, including Charter's offices in Bemidji and International Falls, Minnesota. Starting February 1, 2009, Midcontinent took over some of Charter's cable system in Minnesota including Balaton, Bemidji, Canby, Ely, Fairmont, International Falls, Littlefork, Sherburn, and surrounding communities. Other areas in Minnesota would have sold to Comcast, but the deal fell through.

On October 22, 2010, Charter sold 32 head-ends serving 65,000 customers in Alabama, Arkansas, Georgia, Louisiana, Missouri and Texas, to Cobridge Communications.

Lawsuits

In 2002, the United States Department of Justice investigated the company, leading to the indictment of four former executives in 2005 for improper financial reporting related primarily to the inflation of cable subscriber numbers to improve financial figures.

In 2004, Charter settled a class-action lawsuit concerning the questionable financial reporting associated with the U.S. Department of Justice's 2002 investigation and subsequent indictment of four former executives. Current and former shareholders (and their attorneys) were awarded $144 million as well as an agreement from Charter to maintain and implement proper corporate governance measures.

In June 2010, Charter settled a class-action lawsuit for $18 million concerning wage and overtime claims for current and former field technicians in California, Missouri, Michigan, Minnesota, Illinois, Nevada, Washington, Oregon and Nebraska.

In December 2013, a complaint was filed by Steelhead Licensing LLC for patent infringement of U.S. Patent 8082318; it is described as "Controlling service requests transmitted from a client to a server".

In January 2016, the National Association of African-American Owned Media and Byron Allen's Entertainment Studios filed a $10 billion civil rights lawsuit against Charter, claiming discrimination for Charter's refusal to pick up Allen's eight-channel suite of networks (which mainly carry ES content already syndicated through local television stations and paid programming); Allen and the NAAAOM (which has an Entertainment Studios executive as its head) have already filed the same type of suit against several other providers.

In May 2016, Charter reached a settlement with the FCC regarding allegations by Zoom Telephonics that, in 2012, following the introduction of new rate plans and the introduction of DOCSIS 3.0, it had begun to bar new subscribers or those switching to the new plans from utilizing customer-purchased modems. Although Charter ended this practice in 2014 and began to allow certain certified modems to be used, Zoom argued that the company was still deliberately limiting options by requiring the modems to undergo a testing protocol concerning factors beyond whether they cause interference or unauthorized receipt of service (the only two factors which providers may use to restrict allowable modems under FCC policy). Charter paid a $640,000 fine, and agreed to use a shorter testing process allowing the use of any DOCSIS 3.0-compatible modem, and send compliance reports to the FCC every six months and whenever a modem is blacklisted.

On February 1, 2017, Charter was sued by the Attorney General of New York for failing to provide its advertised Internet speeds to customers in areas that Charter acquired by the purchase of Time Warner Cable. The company agreed to a $174.2 million settlement, including both refunds of $75 to affected subscribers (with an additional $75 to those who rented the defective modem hardware for at least 24 months), and offers of complimentary subscriptions to services such as HBO (3 months) or Showtime (6 months) to all subscribers with an internet and television bundle.

On August 28, 2017, Charter agreed to a $225,000 settlement in the state of Missouri over violations of telemarketing and No-call list laws.

In July 2022, a jury in Dallas County, Texas, ordered Charter to pay $375 million in compensatory damages plus $7 billion in punitive damages to the family of Betty Thomas, an 83-year-old grandmother, who was robbed and murdered in her home by a Spectrum technician. Lawyers for the woman's family contended that "systemic safety failures" at Spectrum led to the murder, and that Spectrum forged documents to force the case into arbitration instead of a jury trial. On September 19, 2022, a judge ordered Charter to pay $1.147 billion to the family after their legal team requested a reduction in the punitive damage to twice the compensatory damages. Thomas's murderer, Roy Holden Jr., is serving life in prison for his crimes.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorCommunication Services industryMedia employees91,900 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$54.77B
2016-12-31 → 2025-12-31
EPS$36.21
2016-12-31 → 2025-12-31
Free Cash Flow$4.42B
2016-12-31 → 2025-12-31
Net margin9.1%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend CHTR 5Y avg Peer Median Verdict
P/E (TTM) 2.85Y avg ≈13.2 ≈13.2 · ·
PEG Ratio ≈0.2 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -5.1%
Next Report Oct 29, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 23, 2026 $10.66 $10.35 3.0%
March 31, 2026 $9.17 $10.40 -11.8%
Dec. 31, 2025 $10.34 $9.98 3.6%
Sept. 30, 2025 $8.34 $9.52 -12.4%
June 30, 2025 $9.18 $9.96 -7.8%
March 31, 2025 $8.42 $8.87 -5.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $54.77B$55.09B$54.61B$54.02B$51.68B$48.10B$45.76B$43.63B$41.58B$29.00B$9.75B$9.11B
Operating Expenses $32.74B$33.17B$33.41B$32.88B$31.48B$29.93B$29.22B$27.86B$26.54B$18.66B$6.43B$5.97B
Operating Income $12.91B$13.12B$12.56B$11.96B$10.53B$8.40B$6.51B$5.22B$4.11B$2.46B$1.11B$971M
Other Non-op $-408M$-387M$-517M$56M$-101M$-255M$-283M$-77M$-18M$-14M$-7M$0
Pretax Income $7.46B$7.50B$6.85B$7.46B$6.39B$4.30B$2.43B$1.69B$1.03B$820M$-331M$53M
Income Tax $1.69B$1.65B$1.59B$1.61B$1.07B$626M$439M$180M$-9.09B$-2.92B$-60M$236M
Net Income $4.99B$5.08B$4.56B$5.05B$4.65B$3.22B$1.67B$1.23B$9.89B$3.52B$-271M$-183M
EPS (Basic) $36.90$35.53$30.54$31.30$25.34$15.85$7.60$5.29$38.55$17.05$-2.68$-1.88
EPS (Diluted) $36.21$34.97$29.99$30.74$24.47$15.40$7.45$5.22$34.09$15.94$-2.68$-1.88
Shares (Basic) 135,155,309143,061,337149,208,188161,501,355183,669,369203,316,483219,506,735232,356,665256,720,715206,539,100101,152,64797,991,915
Shares (Diluted) 137,743,676145,363,771151,966,313164,433,596193,042,948209,273,247223,786,380235,525,226296,703,956234,791,439101,152,64797,991,915
EBITDA $21.62B$21.79B$21.25B$20.86B$19.87B$18.11B$16.44B$15.54B$14.69B$10.26B$3.24B$3.07B
Balance Sheet 23
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $477M$459M$709M$645M$601M$1.00B$3.48B$551M$621M$1.53B$5M$3M
Receivables $3.68B$3.10B$2.96B$2.92B$2.58B$2.54B$2.23B$1.73B$1.64B$1.43B$279M$285M
Prepaid Expense $987M$677M$458M$451M$386M$369M$761M$446M$299M$333M$61M$57M
Current Assets $5.14B$4.23B$4.13B$4.02B$3.57B$3.91B$6.47B$2.73B$2.56B$3.30B$345M$345M
PP&E (Net) $46.44B$42.91B$39.52B$36.04B$34.31B$34.36B$34.59B$35.13B$33.89B$32.96B$8.35B$8.37B
PP&E (Gross) $87.96B$82.32B$77.27B$72.20B$68.56B$66.00B$62.25B$58.20B$51.97B$44.07B$14.86B$13.86B
Accum. Depreciation $41.51B$39.41B$37.75B$36.16B$34.25B$31.64B$27.66B$23.07B$18.08B$11.10B$6.52B$5.48B
Goodwill $29.71B$29.67B$29.67B$29.56B$29.56B$29.55B$29.55B$29.55B$29.55B$29.51B$1.17B$1.17B
Intangibles $483M$1.11B$1.92B$2.98B$4.29B$5.88B$7.74B$9.88B$12.48B$15.10B$947M$1.20B
Other Non-current Assets $5.00B$4.76B$4.73B$4.77B$3.65B$3.45B$2.73B$1.62B$1.36B$1.37B$332M$280M
Total Assets $154.21B$150.02B$147.19B$144.52B$142.49B$144.21B$148.19B$146.13B$146.62B$149.07B$39.32B$24.39B
Accounts Payable $12.56B$11.69B$11.21B$10.55B$9.46B$8.87B$8.88B$8.80B$9.04B$7.54B$1.97B$1.64B
Current Liabilities $13.31B$13.49B$13.21B$12.06B$12.46B$9.88B$12.38B$12.10B$11.09B$9.57B$1.97B$1.64B
Capital Leases $1.17B$1.14B$1.13B$1.08B$1.18B$1.11B$979M$0····
Deferred Tax $19.84B$18.84B$18.95B$19.06B$19.10B$18.11B$17.71B···$1.59B$1.65B
Other Non-current Liabilities $5.09B$4.78B$4.53B$4.76B$4.22B$4.20B$3.70B$2.84B$2.50B$2.75B$77M$72M
Long-term Debt $94.76B$93.93B$97.78B$97.60B$91.56B$82.75B$79.08B$72.83B$70.23B$61.75B$35.72B$20.89B
Total Debt $94.76B$93.93B$97.78B$97.60B$91.56B$82.75B$79.08B··$61.75B$35.72B$21.02B
Retained Earnings $-5.39B$-7.75B$-12.26B$-14.82B$-12.68B$-5.20B$40M$2.78B$3.83B$733M$-2.06B$-1.76B
Treasury Stock $0$0$0$0$0$0$0$0$0$0$0$0
AOCI ······$0$-2M$-1M$-7M$-13M$-22M
Stockholders' Equity $16.05B$15.59B$11.09B$9.12B$14.05B$23.80B$31.45B$36.28B$39.08B$40.14B$-46M$146M
Liabilities + Equity $154.21B$150.02B$147.19B$144.52B$142.49B$144.21B$148.19B$146.13B$146.62B$149.07B$39.32B$24.39B
Cash Flow 17
Metric Trend 202520242023202220212020201920182017201620152014
D&A $8.71B$8.67B$8.70B$8.90B$9.35B$9.70B$9.93B$10.32B$10.59B$6.91B$2.12B$2.10B
Stock-based Comp $673M$651M$692M$470M$430M$351M$315M$285M$261M$244M$78M$55M
Deferred Tax $1.01B$-87M$-80M$87M$826M$465M$320M$110M$-9.12B$-2.96B$-65M$233M
Amort. of Intangibles $585M$838M$1.10B$1.30B$1.60B$1.90B$2.20B$2.40B$2.70B$1.90B$271M$299M
Other Non-cash $693M$110M$568M$410M$984M$820M$-481M$-176M$326M$326M$570M$207M
Operating Cash Flow $16.08B$14.43B$14.43B$14.93B$16.24B$14.56B$11.75B$11.77B$11.95B$8.04B$2.36B$2.36B
CapEx $11.66B$11.27B$11.12B$9.38B$7.63B$7.42B$7.20B$9.12B$8.68B$5.33B$1.84B$2.22B
Investing Cash Flow $-11.62B$-10.65B$-11.13B$-9.11B$-7.75B$-8.16B$-7.33B$-9.74B$-8.10B$-33.55B$-17.03B$-9.30B
Debt Issued $15.48B$25.89B$22.06B$25.64B$20.98B$15.75B$19.68B$13.82B$25.28B$12.34B$26.05B$8.81B
Net Debt Issued $688M$-3.77B$124M$6.33B$8.83B$3.66B$6.38B$3.05B$8.77B$1.82B$14.72B$6.83B
Stock Issued ···$0$0$23M$0$0$0$5.00B$0$0
Stock Repurchased $5.13B$1.21B$3.21B$10.28B$15.43B$11.22B$6.87B$4.40B$11.71B$1.56B$38M$19M
Net Stock Activity $-5.13B$-1.21B$-3.21B$-10.28B$-15.43B$-11.19B$-6.87B$-4.40B$-11.71B$3.44B$-38M$-19M
Financing Cash Flow $-4.37B$-3.98B$-3.24B$-5.77B$-8.88B$-8.95B$-1.63B$-1.89B$-4.77B$4.78B$14.68B$6.93B
Net Change in Cash $92M$-203M$64M$44M$-400M$-2.55B$2.78B$144M$-914M$-20.73B$2M$-18M
Taxes Paid $893M$1.56B$1.42B·········
Free Cash Flow $4.42B$3.16B$3.32B$5.55B$8.60B$7.15B$4.55B$2.64B$3.27B$2.72B$519M$138M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 23.6%23.8%23.0%22.1%20.4%17.5%14.2%12.0%9.9%11.6%11.4%10.7%
Net Margin 9.1%9.2%8.3%9.4%9.0%6.7%3.6%2.8%23.8%12.1%-2.8%-2.0%
Pretax Margin 13.6%13.6%12.6%13.8%12.4%8.9%5.3%3.9%2.5%2.8%-3.4%0.58%
EBITDA Margin 39.5%39.6%38.9%38.6%38.5%37.6%35.9%35.6%35.3%35.4%33.2%33.7%
ROA 3.3%3.4%3.1%3.5%3.2%2.2%1.1%··3.7%-0.85%-0.87%
ROE 31.5%38.1%45.1%43.6%24.6%11.7%4.9%··17.6%·-123.2%
ROIC 9.0%9.3%8.9%8.8%8.3%6.7%4.8%··15.0%2.5%-15.8%
Liquidity & Solvency 4
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.40.30.30.30.30.40.5··0.30.20.2
Quick Ratio 0.30.30.30.30.30.30.5··0.30.10.2
Debt / Equity 5.96.08.810.76.53.52.5··1.5·144.0
LT Debt / Equity 5.95.98.610.56.33.42.4··1.5·144.0
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.40.40.40.40.40.30.3··0.30.30.4
Receivables Turnover 16.218.218.619.620.221.723.1··33.934.635.1
Per Share 3
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $397.65$378.95$359.34$328.53$267.72$229.83$204.50$185.26$140.14$123.53··
Cash Flow / Share $116.72$99.27$94.97$90.77$84.12$69.58$52.50$49.96$40.29$34.25··
EPS (TTM) $36.21$34.97$29.99$30.74$24.47$15.40$7.45$5.22$34.09$15.94$-2.68$-1.88
Growth Rates 9
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY -0.56%0.88%1.1%4.5%7.4%·······
Revenue CAGR 3Y 0.46%2.1%4.3%·········
Revenue CAGR 5Y 2.6%···········
EPS YoY 3.5%16.6%-2.4%25.6%58.9%·······
EPS CAGR 3Y 5.6%12.6%24.9%·········
EPS CAGR 5Y 18.6%···········
Net Income YoY -1.9%11.5%-9.8%8.6%44.4%·······
Net Income CAGR 3Y -0.45%3.0%12.2%·········
Net Income CAGR 5Y 9.1%···········
Valuation (TTM) 4
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $54.77B$55.09B$54.61B$54.02B$51.68B$48.10B$45.76B$43.63B$41.58B$29.00B$9.75B$9.11B
Net Income TTM $4.99B$5.08B$4.56B$5.05B$4.65B$3.22B$1.67B$1.23B$9.89B$3.52B$-271M$-183M
P/E 5.89.813.011.026.643.065.154.69.918.1-68.3-88.6
Earnings Yield 17.3%10.2%7.7%9.1%3.8%2.3%1.5%1.8%10.2%5.5%-1.5%-1.1%

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $54.77B $55.09B $54.61B $54.02B $51.68B
Operating Margin % 23.6% 23.8% 23.0% 22.1% 20.4%
Net Income $4.99B $5.08B $4.56B $5.05B $4.65B
Diluted EPS $36.21 $34.97 $29.99 $30.74 $24.47

Institutional owners (13F) 885 filers · $18.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 885
Value held $18.4B
New positions 140
Exited positions 135
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
140 (+3 vs prior Q) 135 (+28 vs prior Q) 315 (+26 vs prior Q) 242 (-20 vs prior Q) +9.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $2,139,329,912 10,248,287 11.64% Shares
Dodge & Cox $2,137,731,153 15,032,214 11.63% Shares
BlackRock, Inc. $1,005,524,305 7,070,700 5.47% Shares
STATE STREET CORP $991,448,728 6,971,723 5.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $759,749,246 5,342,446 4.14% Shares
First Eagle Investment Management, LLC $510,156,591 3,587,347 2.78% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $501,345,427 3,525,388 2.73% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $436,783,794 3,071,400 2.38% Call option
GOLDMAN SACHS GROUP INC $396,378,289 2,787,274 2.16% Shares
Invesco Ltd. $394,868,248 2,776,656 2.15% Shares
NORGES BANK $348,764,052 2,452,458 1.90% Shares
GEODE CAPITAL MANAGEMENT, LLC $340,091,893 2,398,491 1.85% Shares
UBS Group AG $324,350,436 2,280,785 1.77% Shares
Lind Value II ApS $316,267,218 2,223,945 1.72% Shares
AQR CAPITAL MANAGEMENT LLC $279,516,039 1,977,475 1.52% Shares
MORGAN STANLEY $259,692,006 1,826,114 1.41% Shares
EAGLE CAPITAL MANAGEMENT LLC $247,418,756 1,739,813 1.35% Shares
Long Focus Capital Management, LLC $211,580,038 1,487,800 1.15% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $206,488,920 1,452,000 1.12% Put option
MILLENNIUM MANAGEMENT LLC $195,554,251 1,375,109 1.06% Shares
CITADEL ADVISORS LLC $187,325,696 1,317,247 1.02% Shares
Long Focus Capital Management, LLC $174,949,017 1,230,216 0.95% Shares
GOLDMAN SACHS GROUP INC $168,760,607 1,186,700 0.92% Put option
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $159,639,400 1,122,561 0.87% Shares
STATE OF MICHIGAN RETIREMENT SYSTEM $152,221,157 1,070,397 0.83% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $151,177,093 700,283 0.82% Shares
DIMENSIONAL FUND ADVISORS LP $145,797,446 1,024,659 0.79% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $143,721,550 1,010,629 0.78% Shares
DEUTSCHE BANK AG\ $135,864,589 955,380 0.74% Shares
JPMORGAN CHASE & CO $129,350,852 884,933 0.70% Shares
CITADEL ADVISORS LLC $124,248,877 873,700 0.68% Put option
FEDERATED HERMES, INC. $123,450,083 868,083 0.67% Shares
CITADEL ADVISORS LLC $118,318,720 832,000 0.64% Call option
GOLDENTREE ASSET MANAGEMENT LP $117,610,728 828,085 0.64% Shares
NORTHERN TRUST CORP $111,644,378 785,067 0.61% Shares
Allianz Asset Management GmbH $96,478,393 678,422 0.53% Shares
FRANKLIN RESOURCES INC $95,890,212 674,286 0.52% Shares
Cryder Capital Partners LLP $91,255,304 641,694 0.50% Shares
JANE STREET GROUP, LLC $87,715,128 616,800 0.48% Call option
JANE STREET GROUP, LLC $86,691,216 609,600 0.47% Put option
Rothschild & Co Wealth Management UK Ltd $81,121,988 570,438 0.44% Shares
Walleye Trading LLC $78,485,699 551,900 0.43% Call option
BANK OF AMERICA CORP /DE/ $69,474,071 488,532 0.38% Shares
Legal & General Group Plc $67,819,239 476,895 0.37% Shares
VANGUARD FIDUCIARY TRUST CO $66,288,916 466,134 0.36% Shares
Walleye Trading LLC $64,998,218 457,058 0.35% Shares
Squarepoint Ops LLC $59,699,758 419,800 0.32% Call option
Bank of New York Mellon Corp $58,175,078 409,079 0.32% Shares
JANE STREET GROUP, LLC $57,346,182 403,250 0.31% Shares
Walleye Trading LLC $57,267,967 402,700 0.31% Put option

Show all 885 institutional owners →

Activists & 5%+ owners 16 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Liberty Broadband Corporation ×14 filings Aug. 21, 2026 0.00% Amendment · SEC
CCH II, LLC, Charter Communications Holding Company, LLC, Charter Communications Holdings, LLC, Charter Communications, Inc., Spectrum Management Holding Company, LLC Aug. 21, 2026 49.99% Amendment M&A / sale SEC
Advance Long-Term Management Trust, Advance Publications, Inc., Advance/Newhouse Partnership, Newhouse Broadcasting Corporation, Newhouse Family Holdings, L.P. Aug. 20, 2026 14.35% Amendment · SEC
Charter Communications, Inc., CCH II, LLC, Charter Communications Holdings, LLC, Spectrum Management Holding Company, LLC, Charter Communications Holding Company, LLC ×4 filings Dec. 31, 2025 39.50% Amendment · SEC
Advance/Newhouse Partnership, Newhouse Broadcasting Corporation, Advance Publications, Inc., Newhouse Family Holdings, L.P., Advance Long-Term Management Trust ×20 filings Aug. 4, 2025 12.34% Amendment · SEC
Liberty Broadband Corporation (1) June 1, 2015 · Initial filing · SEC
Liberty Media Corporation ×5 filings Nov. 6, 2014 · Initial filing · SEC
Crestview, L.L.C., Encore, LLC, Crestview Partners, L.P., Crestview Partners (PF), L.P., Crestview Holdings (TE), L.P., Encore (ERISA), Ltd., Crestview Partners, (ERISA) L.P., Crestview Offshore Holdings (Cayman), L.P., Crestview Partners GP, L.P., Encore II, LLC, Crestview Partners II, L.P., Crestview Partners II (FF), L.P., Crestview Partners II (TE), L.P., Crestview Offshore Holdings II (Cayman), L.P., Crestview Offshore Holdings II (FF Cayman), L.P., Crestview Offshore Holdings II (892 Cayman), L.P., Crestview Partners II GP, L.P., Crestview Advisors, L.L.C. ×6 filings May 22, 2013 · Initial filing · SEC
Paul G. Allen, Charter Investment, Inc. ×12 filings Dec. 2, 2009 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 8, 2002 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 3, 2002 · Initial filing · SEC
Vulcan Ventures Incorporated, Paul G. Allen, Charter Communications Ventures, LLC, Charter Communications Holdings, LLC, Charter Communications Holding Company, LLC, Charter Communications, Inc. March 13, 2002 · Initial filing M&A / sale SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 26, 2001 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 21, 2001 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Oct. 1, 2001 · Initial filing M&A / sale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 83 insiders · 31 officers · 31 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Christopher L Winfrey President and CEO April 28, 2026 P 3,468 2 0 $1,194,588
Michael J Lovett President and CEO Nov. 30, 2011 F 109,508 0 0 $0
Neil Smit CEO and President Nov. 30, 2009 J 0 0 0 $0
Jessica M Fischer Chief Financial Officer Jan. 16, 2026 M 2,546 0 0 $0
Jeffrey T Fisher EVP/Chief Financial Officer Feb. 27, 2008 A 494,832 0 0 $0
Richard J Digeronimo President-Product & Technology Jan. 16, 2026 M 8,665 0 0 $0
John Bickham President and COO Sept. 3, 2021 M 0 0 0 $0
James M Heneghan President, Charter Media May 5, 2014 M 16,217 0 0 $0
Steven E. Apodaca President, Operations March 19, 2012 S 22,381 0 0 $0
Joshua Jamison Divisional President - East Nov. 30, 2009 J 0 0 0 $0
Mary White Divisional President - Central Aug. 11, 2008 S 704,319 0 0 $0
Paula Trustdorf Divisional President - West March 18, 2008 A 537,821 0 0 $0
Kevin D Howard EVP/CAO/Controller July 27, 2026 A 5,482 0 0 $0
Jamal H Haughton EVP/Gen Counsel/Corp Secretary May 15, 2026 A · 0 0 $0
Richard Adam Ray EVP, Chief Commercial Officer Jan. 20, 2026 A 1,631 0 0 $0
David Ellen Executive Advisor Nov. 30, 2023 M 14,080 0 0 $0
Richard R Dykhouse EVP/Gen Counsel/Corp Secretary Jan. 17, 2023 A 3,380 0 0 $0
Jonathan Hargis EVP/Chief Marketing Officer May 17, 2022 S 2,604 0 0 $0
Donald F Detampel JR EVP & President Commerc Svcs Jan. 15, 2016 A 62,159 0 0 $0
Robert E Quicksilver EVP/Chief Admin Officer May 28, 2013 M 11,945 0 0 $0
Greg S. Rigdon EVP/Corp Devel & Strategy Nov. 30, 2010 F 30,533 0 0 $0
Ted W Schremp EVP/Chief Marketing Officer Nov. 30, 2010 F 67,579 0 0 $0
Marwan Fawaz EVP - Operations/CTO Nov. 30, 2010 F 80,464 0 0 $0
Gregory L Doody EVP and General Counsel Nov. 30, 2010 F 67,711 0 0 $0
Grier C Raclin EVP/Chief Administrative Offic Nov. 30, 2009 J 0 0 0 $0
Lynne F Ramsey Senior Vice President - HR April 1, 2008 S 428,487 0 0 $0
Robert A Quigley EVP/Chief Marketing Officer Feb. 27, 2008 A 887,016 0 0 $0
Sue Ann Hamilton EVP - Programming March 10, 2006 A 72,191 0 0 $0
Wayne Davis EVP-Engineering and CTO March 10, 2006 A 79,416 0 0 $0
Paul E Martin SVP-Controller Feb. 27, 2006 S 56,066 0 0 $0
Steven J Krupinski EVP-Administration Nov. 1, 2005 A · 0 0 $0
Alexander Cox Taylor Director Aug. 19, 2026 A 6,219 0 0 $0
Mark James Greatrex Director Aug. 19, 2026 A 1,547 0 0 $0
Liberty Broadband Corporation Director Aug. 19, 2026 J 0 0 0 $0
Dallas S Clement Director Aug. 19, 2026 A 1,547 0 0 $0
Wade Davis Director April 28, 2026 P 6,925 1 0 $995,068
Carolyn J Slaski Director April 21, 2026 A 2,346 0 0 $0
Martin Edward Patterson Director April 21, 2026 A 1,602 0 0 $0
Michael A Newhouse Director April 21, 2026 A 6,181 0 0 $0
John D Markley Jr Director April 21, 2026 A 16,669 0 0 $0
Steven A Miron Director April 21, 2026 A 13,790 0 0 $0
David J Wargo Director April 21, 2026 A 1,602 0 0 $0
James E Meyer Director April 23, 2024 A 3,363 0 0 $0
Gregory B Maffei Director April 23, 2024 A 7,569 0 0 $0
Craig A Jacobson Director Feb. 28, 2024 S 9,331 0 0 $0
Malone John C Director April 25, 2018 A 1,691 0 0 $0
Michael Huseby Director April 26, 2016 A 4,555 0 0 $0
Jeffrey Marcus Director May 29, 2013 S 0 0 0 $0
Edgar Lee Director May 1, 2013 S 2,000,000 0 0 $0
Bruce A Karsh Director May 1, 2013 S 2,000,000 0 0 $0
Robert Cohn Director April 26, 2011 A 4,754 0 0 $0
Rajive Johri Director Nov. 30, 2009 J 0 0 0 $0
Jo Allen Patton Director Nov. 30, 2009 J 0 0 0 $0
Robert P May Director Nov. 30, 2009 J 0 0 0 $0
Larry W Wangberg Director Nov. 30, 2009 J 0 0 0 $0
John H Tory Director Nov. 30, 2009 J 0 0 0 $0
ALLEN PAUL G Director Nov. 30, 2009 J 0 0 0 $0
Nathaniel A Davis Director Nov. 14, 2008 S 64,356 0 0 $0
Jonathan L Dolgen Director April 29, 2008 A 188,187 0 0 $0
Marc B Nathanson Director April 29, 2008 A 192,620 0 0 $0
Liberty Media Corporation 10% owner Nov. 4, 2014 J 0 0 0 $0
Thomas Rutledge · May 27, 2026 S 0 0 3 $-12,732,795
Mauricio Ramos · May 15, 2026 P 19,309 1 0 $1,399,294
Nair Balan · April 28, 2026 P 12,029 1 0 $175,460
Kim C Goodman · April 21, 2026 A 9,034 0 0 $0
Lance Conn · April 21, 2026 A 8,465 0 0 $0
Eric Zinterhofer · April 21, 2026 A 53,601 0 0 $0
David C Merritt · Nov. 5, 2025 S 10,146 0 1 $-271,416
James Nuzzo · Jan. 15, 2015 A · 0 0 $0
Catherine C. Bohigian · Jan. 15, 2015 A 1,592 0 0 $0
James Blackley · Jan. 15, 2015 A 3,297 0 0 $0
Thomas E. Adams · Jan. 15, 2015 A 6,704 0 0 $0
Kathleen Mayo · Jan. 15, 2015 A 3,243 0 0 $0
David Scott Weber · Jan. 15, 2015 A 2,143 0 0 $0
Eloise Schmitz · Nov. 30, 2009 J 0 0 0 $0
Charles M Lillis · March 28, 2005 D 11,429 0 0 $0
Carl E Vogel · Feb. 12, 2005 D 434,792 0 0 $0
Steven A Schumm · Feb. 8, 2005 D 66,824 0 0 $0
Nancy B Peretsman · Sept. 14, 2004 D 69,882 0 0 $0
William D Savoy · April 23, 2004 D 0 0 0 $0
Derek Chang · Jan. 27, 2004 A 50,000 0 0 $0
Margaret Bellville · Jan. 27, 2004 A · 0 0 $0
Curtis S Shaw · Jan. 27, 2004 A · 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 123 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
RSPC · Invesco Exchange-Traded Fund Trust 3.93% 18,924 SH Oct. 2, 2026 Daily
IYZ · iShares Trust 3.83% 332,592 SH Sept. 11, 2026 Daily
STNC · Hennessy Funds Trust 3.54% 22,671 NS July 31, 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 2.45% 19,213,000 Oct. 2, 2026 Daily
BSJR · Invesco Exchange-Traded Self-Indexe… 1.77% 16,025,000 Oct. 2, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.88% 26,819,000 Oct. 2, 2026 Daily
FTA · First Trust Exchange-Traded AlphaDE… 0.88% 84,535 NS July 31, 2026 N-PORT
FCOM · FIDELITY COVINGTON TRUST 0.73% 86,673 NS July 31, 2026 N-PORT
VOX · VANGUARD WORLD FUND 0.69% 292,211 SH Aug. 19, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.59% 88,871 SH Oct. 2, 2026 Daily
FOWF · Pacer Funds Trust 0.54% 590 NS July 31, 2026 N-PORT
QIDX · Spinnaker ETF Series 0.51% 1,363 NS July 31, 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.51% 18,251,000 Oct. 2, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.46% 49,543 NS July 31, 2026 N-PORT
PALC · Pacer Funds Trust 0.45% 6,466 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.44% 5,107 NS July 31, 2026 N-PORT
IXP · iShares Trust 0.41% 13,412 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.35% 25,354 SH Oct. 2, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.35% 53,297 SH Oct. 2, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 9,535 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 9,283 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.23% 202,339 SH Oct. 2, 2026 Daily
VLUE · iShares Trust 0.23% 155,455 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.23% 18,585 SH Sept. 11, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.22% 290,000 Oct. 2, 2026 Daily
ACVF · ETF Opportunities Trust 0.21% 2,225 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.19% 5,838 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.19% 16,459 SH Oct. 2, 2026 Daily
EUSA · iShares, Inc. 0.19% 25,591 SH Sept. 11, 2026 Daily
FVAL · FIDELITY COVINGTON TRUST 0.19% 17,043 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.17% 1,457,714 SH Oct. 2, 2026 Daily
NFRA · FlexShares Trust 0.17% 34,998 NS July 31, 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0.16% 8,789,000 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.15% 135,290 SH Oct. 2, 2026 Daily
IWS · iShares Trust 0.15% 162,910 SH Sept. 11, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.13% 4,284,000 Oct. 2, 2026 Daily
KNCT · Invesco Exchange-Traded Fund Trust 0.13% 1,938 SH Oct. 2, 2026 Daily
GLOF · iShares Trust 0.12% 1,717 SH Sept. 11, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.12% 582,217 SH Aug. 19, 2026 Daily
IWR · iShares Trust 0.11% 451,478 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.11% 13,372 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.10% 256,753 SH Aug. 19, 2026 Daily
XOEF · iShares Trust 0.09% 143 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.07% 917,123 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.07% 10 NS July 31, 2026 N-PORT
LRGF · iShares Trust 0.06% 16,752 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.06% 2,171 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.05% 189,997 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.05% 99,948 SH Sept. 11, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.05% 866,961 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.05% 4,441 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 244,626 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.04% 19,335 SH Aug. 19, 2026 Daily
VEGN · ETF Series Solutions 0.04% 465 NS July 31, 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0.04% 810 NS July 31, 2026 N-PORT
CRBN · iShares Trust 0.04% 2,914 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.03% 4,847 SH Oct. 2, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 47,217 SH Aug. 19, 2026 Daily
GLBL · Pacer Funds Trust 0.03% 2 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.02% 1,442,129 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 19,552 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.02% 4,865 SH Sept. 11, 2026 Daily
VOXP · Advisors Series Trust 0.02% 9 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.02% 150,170 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.02% 51 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 31,025 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 74,885 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.02% 4,321 SH Sept. 11, 2026 Daily
XYLD · Global X Funds 0.02% 4,771 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.02% 94 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.02% 73 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.02% 5 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.02% 2,172,342 SH Aug. 19, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.02% 380,192 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 2,538,526 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 12,902 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 6,583 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 17,682 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.02% 274 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.02% 949 SH Sept. 11, 2026 Daily
PTLC · Pacer Funds Trust 0.02% 4,378 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.02% 665 SH Oct. 2, 2026 Daily
CATH · Global X Funds 0.02% 1,693 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.02% 11,406 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.02% 1,396 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.02% 18,872 SH Oct. 2, 2026 Daily
CHRI · Global X Funds 0.02% 10 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.02% 303 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.02% 1,600 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.02% 316 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.02% 1,994 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 90 SH Oct. 1, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.02% 6,027 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.02% 5 NS July 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.02% 582 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.01% 33,544 SH Sept. 11, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.01% 6,539 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.01% 7,373 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 17,894 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 1,580 NS July 31, 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0.01% 46,827 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 66,399 SH Aug. 19, 2026 Daily
DFVX · Dimensional ETF Trust 0.01% 309 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.00% 480 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 2,435 NS July 31, 2026 N-PORT
DUHP · Dimensional ETF Trust 0.00% 408 NS July 31, 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III -0.22% -37,253 NS July 31, 2026 N-PORT
LSEQ · Harbor ETF Trust -1.66% -1,757 NS July 31, 2026 N-PORT
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · July 15, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

CHTR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 30 analysts HOLD
Median target $150.00 +37.2%
2 6.7% Strong Buy
4 13.3% Buy
15 50.0% Hold
6 20.0% Sell
3 10.0% Strong Sell

12-Month Price Target

19 analysts · 2026-09-29

Mean target $178.05 +62.9%

Now Current price $109.29
Low$101.00 Mean$178.05 High$380.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CHTR · 5.8 -0.56% 9.1% 31.5% ·
CCZ · · · · · ·
ECHO · · · · · ·
SIRI $6.70B 9.0 -1.6% 9.4% 7.1% 52.4%
VSNT · · -5.3% 13.9% 8.8% ·
OPTU · -0.4 -4.1% -21.8% 134.3% ·
CABO $636M -1.8 -5.0% -23.7% -25.7% ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 24, 2026