Peak Retirement Planning Inc. Purchases 4,302 Shares of Charter Communications, Inc. $CHTR

Peak Retirement Planning Inc. increased its position in shares of Charter Communications, Inc. (NASDAQ:CHTR) by 115.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,027 shares of the company’s stock after purchasing an additional 4,302 shares during the quarter. Peak Retirement Planning Inc.’s holdings in Charter Communications were worth $2,208,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Charter Communications in the 2nd quarter worth approximately $1,145,387,000. Allianz Asset Management GmbH lifted its holdings in Charter Communications by 48.8% during the second quarter. Allianz Asset Management GmbH now owns 745,271 shares of the company’s stock worth $304,674,000 after acquiring an additional 244,324 shares during the period. Lind Value II ApS bought a new stake in Charter Communications during the third quarter worth $60,646,000. Arrowstreet Capital Limited Partnership boosted its position in Charter Communications by 15.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 1,575,818 shares of the company’s stock worth $644,210,000 after purchasing an additional 209,869 shares during the last quarter. Finally, State Street Corp grew its stake in Charter Communications by 3.2% in the 2nd quarter. State Street Corp now owns 6,486,312 shares of the company’s stock valued at $2,651,669,000 after purchasing an additional 198,979 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: TD Cowen raised its price target to $437 and maintained a “buy” rating — a large upside signal that supports upside momentum for the stock. TD Cowen raises PT to $437
• Positive Sentiment: Seeking Alpha published a bullish upgrade calling CHTR a “Strong Buy” at ~6x P/E, citing strong cash flow, aggressive buybacks, improving broadband trends, mobile growth and bundling benefits — supporting a narrative of undervaluation and earnings/cash conversion upside. Seeking Alpha upgrade
• Positive Sentiment: Several analysts raised forecasts after Q4 results, according to coverage — that follow mixed Q4 results but suggest analysts see better forward visibility (important for sentiment and target revisions). Analysts increase forecasts after Q4
• Neutral Sentiment: Globe and Mail ran a roundup of analyst insights on communication-services names including Charter — useful background perspective but not a single actionable change. Globe and Mail analyst roundup
• Neutral Sentiment: Short-interest data reported appears anomalous (shows zero/NaN) and currently conveys no clear bearish pressure signal — treat as non-informative until corrected.
• Negative Sentiment: Goldman Sachs cut its price target to $185 and assigned a “sell” rating — a meaningful negative signal that could cap near-term upside and weigh on sentiment. Goldman lowers PT to $185
• Negative Sentiment: Wells Fargo raised its target to $200 but kept an “underweight” rating, implying limited upside from current levels and continued caution from some institutional brokers. Wells Fargo raises PT but maintains underweight

Charter Communications Price Performance

Charter Communications stock opened at $213.61 on Tuesday. The firm has a market capitalization of $27.64 billion, a P/E ratio of 5.89, a PEG ratio of 0.57 and a beta of 1.05. Charter Communications, Inc. has a one year low of $180.38 and a one year high of $437.06. The company has a debt-to-equity ratio of 4.65, a current ratio of 0.39 and a quick ratio of 0.37. The business has a fifty day moving average price of $202.35 and a 200-day moving average price of $240.64.

Charter Communications (NASDAQ:CHTR) last released its quarterly earnings data on Friday, January 30th. The company reported $10.34 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $10.40 by ($0.06). The company had revenue of $13.60 billion for the quarter, compared to the consensus estimate of $13.73 billion. Charter Communications had a net margin of 9.10% and a return on equity of 24.63%. The business’s revenue for the quarter was down 2.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $10.10 earnings per share. As a group, equities research analysts forecast that Charter Communications, Inc. will post 38.16 EPS for the current year.

Insider Buying and Selling at Charter Communications

In other news, Director David C. Merritt sold 1,200 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $226.18, for a total value 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. This trade represents a 10.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.83% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

CHTR has been the subject of a number of research reports. Exane BNP Paribas reissued an “underperform” rating on shares of Charter Communications in a research report on Tuesday, January 27th. Royal Bank Of Canada lowered their price target on shares of Charter Communications from $265.00 to $240.00 and set a “sector perform” rating on the stock in a report on Friday, January 16th. Weiss Ratings reissued a “sell (d+)” rating on shares of Charter Communications in a report on Monday, December 29th. UBS Group set a $425.00 target price on Charter Communications in a research report on Thursday. Finally, Barclays dropped their price target on Charter Communications from $275.00 to $200.00 and set an “underweight” rating on the stock in a research report on Monday, November 3rd. Five investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and eight have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $338.47.

Charter Communications 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.