Optimize Financial Inc Buys Shares of 5,660 Charter Communications, Inc. $CHTR

Optimize Financial Inc purchased a new stake in shares of Charter Communications, Inc. (NASDAQ:CHTR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,660 shares of the company’s stock, valued at approximately $1,557,000. Charter Communications accounts for approximately 0.8% of Optimize Financial Inc’s portfolio, making the stock its 16th biggest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of CHTR. Y Intercept Hong Kong Ltd boosted its stake in shares of Charter Communications by 113.7% during the 2nd quarter. Y Intercept Hong Kong Ltd now owns 8,031 shares of the company’s stock valued at $3,283,000 after buying an additional 4,273 shares during the period. Los Angeles Capital Management LLC raised its holdings in shares of Charter Communications by 11.8% during the second quarter. Los Angeles Capital Management LLC now owns 38,041 shares of the company’s stock worth $15,552,000 after acquiring an additional 4,000 shares in the last quarter. WBI Investments LLC raised its holdings in shares of Charter Communications by 74.9% during the second quarter. WBI Investments LLC now owns 3,478 shares of the company’s stock worth $1,422,000 after acquiring an additional 1,489 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its position in Charter Communications by 25.6% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 14,691 shares of the company’s stock valued at $6,028,000 after purchasing an additional 2,990 shares during the last quarter. Finally, Nisa Investment Advisors LLC grew its stake in Charter Communications by 8.5% in the second quarter. Nisa Investment Advisors LLC now owns 32,745 shares of the company’s stock valued at $13,386,000 after purchasing an additional 2,560 shares in the last quarter. Institutional investors own 81.76% of the company’s stock.

Analysts Set New Price Targets

CHTR has been the subject of a number of recent research reports. Benchmark raised their price target on Charter Communications from $425.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. UBS Group set a $425.00 price objective on Charter Communications in a report on Thursday, January 29th. Oppenheimer cut shares of Charter Communications from an “outperform” rating to a “market perform” rating in a research note on Tuesday, November 4th. Exane BNP Paribas reissued an “underperform” rating on shares of Charter Communications in a research report on Tuesday, January 27th. Finally, Barclays cut their price target on shares of Charter Communications from $275.00 to $200.00 and set an “underweight” rating on the stock in a 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. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus target price of $336.12.

Key Charter Communications News

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

• Positive Sentiment: TD Cowen reiterated a “buy” rating and raised its price target to $437, signaling a large long-term upside and providing a bullish counterpoint for investors. TD Cowen lifts target
• Positive Sentiment: Seeking Alpha published an upgrade calling CHTR a “Strong Buy,” highlighting robust cash flows, aggressive buybacks, improving broadband trends, mobile growth and a low forward P/E — positive fundamentals that could support a recovery. Seeking Alpha upgrade
• Positive Sentiment: Several analysts raised forecasts after Charter’s Q4 report, a sign some sell-side models are adjusting to improving operational trends (mobile additions, stabilizing broadband). This offset some negative analyst moves. Analyst forecast increases
• Neutral Sentiment: Wells Fargo raised its price target to $200 but kept an “underweight” rating, reflecting modestly improved numbers but continued caution — a mixed signal for near-term flows. Wells Fargo note
• Neutral Sentiment: Short-interest reports in early February appear to show zero shares with NaN changes—this looks like a reporting/data anomaly and is unlikely to be a real market driver. (No actionable short-selling signal.)
• Negative Sentiment: Goldman Sachs cut its price target sharply to $185 and maintained a “sell” rating, which is a straightforward bearish catalyst and increases near-term downside pressure. Goldman Sachs lowers target
• Negative Sentiment: Barclays reaffirmed its “sell” rating on Charter, reinforcing negative sentiment from major brokers and likely contributing to the sell-off. Barclays reaffirm sell
• Negative Sentiment: Deutsche Bank lowered its price target to $235 and moved to a “hold,” trimming expectations and adding to the cluster of cautious broker notes that can pressure the stock. Deutsche Bank lowers target

Charter Communications Trading Down 0.4%

NASDAQ:CHTR opened at $212.74 on Wednesday. The company’s 50 day moving average is $202.59 and its 200-day moving average is $239.45. The company has a quick ratio of 0.37, a current ratio of 0.39 and a debt-to-equity ratio of 4.65. Charter Communications, Inc. has a 12 month low of $180.38 and a 12 month high of $437.06. The firm has a market cap of $27.53 billion, a price-to-earnings ratio of 5.86, a P/E/G ratio of 0.59 and a beta of 1.05.

Charter Communications (NASDAQ:CHTR) last posted its quarterly earnings data on Friday, January 30th. The company reported $10.34 earnings per share (EPS) for the quarter, missing the consensus estimate of $10.40 by ($0.06). The firm 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 24.63% and a net margin of 9.10%.Charter Communications’s quarterly revenue was down 2.3% on a year-over-year basis. During the same period in the prior year, the company posted $10.10 earnings per share. Equities analysts anticipate that Charter Communications, Inc. will post 38.16 EPS for the current year.

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.