CHTR at a glance
Charter Communications (CHTR, SEC CIK 1091667) filed its latest 10-K annual report on January 30, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Charter Communications (CHTR) reported revenue of $54.8 billion (down 0.6% from FY2024) and net income of $5.0 billion. Diluted EPS was $36.21.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Charter Communications (CHTR) shares worth $5.9 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $54.8B
- −0.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $5.9B · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Provider of Internet, mobile, video, voice, and commercial services leveraging advanced fiber network and bundled connectivity products
- New product emphasis: Launched Spectrum App Store and offered seamless entertainment apps à la carte from July 2025 with Xumo stream boxes deployment
- Strategic shift: Focus on lower promotional and persistent bundled pricing via Life Unlimited brand platform to improve customer retention amid competitive pressure
- Notable metrics: Added 1.9 million mobile lines in 2025; $2.2 billion invested in subsidized rural network construction activating 483,000 rural passings
- Unusual fact: Changed annual goodwill impairment test date to October 31 for enhanced year-end quantitative analysis from prior qualitative approach
Risk Factors
- Cybersecurity risk governance with quarterly updates to CEO and biannual Board reviews of cyber threats and mitigation efforts
- Exposure across 41-state footprint with network technology infrastructure led by EVP of Network Technology Services since 2016
- Centralized cybersecurity leadership under Security Executive Steering Committee promoting accountability across all business units
- CISO with 20+ years experience in vulnerability management and incident response leading cybersecurity risk management
- Mandatory internal and external notifications for cybersecurity events including state and federal agency disclosures
Management Discussion & Analysis
- Revenue $54,774M, down 0.6% YoY from $55,085M, driven by lower customers, advertising sales down $312M, offset by mobile growth
- Operating margin 23.6% ($12,908M operating income / $54,774M revenue) vs 23.8% in 2024 ($13,118M / $55,085M)
- Best segment: Mobile service revenue up 22.0% to $3,762M; Worst segment: Video revenue down 9.4% to $13,703M
- Operating costs down $428M to $32,739M; programming costs $8.8B (27% of operating costs) vs $9.7B (29% prior year)
- No explicit forward guidance; key risk: integration transition expenses related to Cox Transactions ongoing
AI summary of the CHTR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $13.526B, down 1.7% YoY from $13.766B
- Operating margin 22.6% vs 23.8% YoY, calculated from income from operations
- Best performer Mobile service revenue $1.095B, up 18.9% YoY
- Worst performer Video revenue $3.149B, down 9.7% YoY
- Internet losses 172,000 customers; mobile lines grew 406,000 amid competitive pressure
- Rural construction spending $391M; approximately 127,000 subsidized passings activated in the quarter
Risk Factors
- No risk-factors section provided; supplied text covers equity repurchases and exhibits only
- Share-repurchase liquidity risk: $838 million spent during the quarter, leaving $365 million board authorization
- Counterparty concentration risk: repurchases may trigger additional purchases from A/N or Liberty Broadband under existing agreements
- Equity-price exposure: monthly repurchase prices ranged from $158.47 to $228.65 per share
AI summary of the CHTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend declared for Series A Cumulative Redeemable Preferred Stock
- Payment date October 15, 2026, for stockholders of record September 30, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Jessica Fischer resigns effective October 15, 2026, to pursue another opportunity
- Fischer remains through the September 30 quarterly close, supporting financial-reporting continuity
Item 7.01: Regulation FD Disclosure
- No substantive business, financial, operational, or market disclosure in the provided text
Item EX-99.1: Item EX-99.1
- CFO Jessica Fischer departing October 15, 2026 for another professional opportunity
- Kevin Howard, Chief Accounting Officer and Controller, appointed interim CFO effective October 15
Item 2.03: Creation of a Direct Financial Obligation
- Outstanding notes remain governed by the CCO, TWC and TWCE indentures
- Charter subsidiaries and Cox entities guarantee Cox Communications obligations under the Cox Indenture
Item 1.01: Entry into a Material Definitive Agreement
- Cox residential cable and commercial fiber, managed IT and cloud businesses joined Charter on August 19, 2026
- Cox entities added as guarantors across Charter’s credit agreement and secured note indentures
AI summaries of CHTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CHTR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jeffery Nick | A | Sep 1, 2026 | 347,078 | - |
| Jeffery Nick | A | Sep 1, 2026 | 76,466 | - |
| Jeffery Nick | A | Sep 1, 2026 | 13,333 | - |
| Winfrey Christopher L | A | Aug 20, 2026 | 297,281 | - |
| Ray Richard Adam | A | Aug 20, 2026 | 21,336 | - |
| Fischer Jessica M | A | Aug 20, 2026 | 96,939 | - |
| DiGeronimo Richard J | A | Aug 20, 2026 | 151,872 | - |
| Haughton Jamal H | A | Aug 20, 2026 | 20,081 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $55.1B | $54.8B |
| Operating Income | - | $13.1B | $12.9B |
| Net Income | $4.6B | $5.1B | $5.0B |
| Op. Margin | - | 23.8% | 23.6% |
| Net Margin | - | 9.2% | 9.1% |
| Balance Sheet | |||
| Total Assets | $147.2B | $150.0B | $154.2B |
| Equity | - | $15.6B | $16.1B |
| ROE | - | 32.6% | 31.1% |
| Per Share | |||
| EPS | $29.99 | $34.97 | $36.21 |
| Cash Flow | |||
| Operating CF | - | $14.4B | $16.1B |
| CapEx | $11.1B | $11.3B | $11.7B |
Source: XBRL data in Charter Communications (CHTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CHTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $5.87B |
| Q1 2026 | 38 | $9.50B |
| Q4 2025 | 39 | $8.99B |
| Q3 2025 | 40 | $12.91B |
| Q2 2025 | 37 | $17.80B |
| Q1 2025 | 34 | $12.67B |
| Q4 2024 | 31 | $9.92B |
| Q3 2024 | 26 | $6.68B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 283 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CHTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| SC 13D | Aug 25, 2026 | - | - | |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| SC 13G | Aug 20, 2026 | - | - | |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 29, 2026 | - | - | - |
| SC 13G | Jul 27, 2026 | - | - |
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CHTR SEC filings: frequently asked questions
Which institutions hold CHTR stock?
As of June 30, 2026, the largest Charter Communications (CHTR) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), State Street Corp ($991.4 million), Vanguard Capital Management LLC ($759.7 million), Vanguard Portfolio Management LLC ($501.3 million), Goldman Sachs Group ($396.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CHTR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Charter Communications (CHTR) reported revenue of $54.8 billion (down 0.6% from FY2024) and net income of $5.0 billion. Diluted EPS was $36.21. The figures come from the XBRL data in the 10-K.
What are the main risks in CHTR's latest 10-K?
In the 10-K filed January 30, 2026, Charter Communications (CHTR) flagged: Cybersecurity risk governance with quarterly updates to CEO and biannual Board reviews of cyber threats and mitigation efforts. Exposure across 41-state footprint with network technology infrastructure led by EVP of Network Technology Services since 2016. (AI summary of the Risk Factors section.)
What did CHTR report in its latest 8-K?
Charter Communications (CHTR) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Quarterly cash dividend declared for Series A Cumulative Redeemable Preferred Stock.
What are the latest CHTR SEC filings?
Charter Communications (CHTR) filed its latest 10-K annual report on January 30, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 3, 2026.
What is CHTR's SEC CIK number?
Charter Communications (CHTR)'s SEC Central Index Key (CIK) is 1091667. EDGAR lists every CHTR filing under that number.
Ask anything about CHTR
The research agent reads CHTR's filings, financials, insider trades and 13F holders, then answers with sources.