CHTR Charter Comm Inc Del CL A New

XNAS 111.77 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CHTR $111.77 —
Key stats
$111.77
Pre-market $111.20 -0.51%
52-Week Range
$101.63 – $254.11
YTD
-46.59%
IV Rank (30D)
73.65
Straddle Price
$19.65
P/C Vol Ratio
0.09
Market Cap
$12.3B
Open
$107.66
Day Range
$107.64 – $112.71
Volume
2,544,716
Prev Close
$107.26
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.12%
Beta vs SPY0.92
Cost of Equity (CAPM)9.74% (VRP-adj)
WACC5.71%
Volatility Risk Premium+44.5pp (IV − HV30)
Effective Tax Rate23.6%
Rev. Growth (YoY, DCF input)-1.1%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$4.4B
Return on Equity (TTM)29.0%
Book / Price150.1% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)8.0%
Debt / Equity4.32
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth-1.3% (reverse-DCF on current price)
SMA 50$129.46 (Market Anchor value)
SMA 20 / Bollinger Mid$108.76
Bollinger Width / SMA209.1% (drives anchor stability)
Net Debt$94.0B
Market Cap$15B
Peers used for multiples: CMCSA, DIS, ECHO, T, TMUS, VZ (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
7%
20-Day Fair Value
≈ by Nov 23, 2026
$111.97
α +0.2% rank 89%
conviction
13%
40-Day Fair Value
≈ by Dec 22, 2026
$112.27
α +0.4% rank 82%
conviction
12%
60-Day Fair Value
≈ by Jan 20, 2027
$111.96
α +0.2% rank 90%
conviction
7%
MethodImplied PriceWeightDetail
DCF $122.93 19%
DDM (Gordon) n/a 0%
Peer P/E $444.25 9% median 11.6× · 5 peers
Peer EV/EBITDA $490.57 9% median 7.5× · 6 peers
Peer P/B $292.72 2% median 1.7× · 6 peers
Peer P/S $643.70 6% median 1.5× · 6 peers
Market Anchor (SMA50) $129.46 38% stability 100% (BB-width)
Options Expected (B-L 30d) $110.24 19% 51 strikes · skew +0.17
As of 2026-10-23 · updated
About
Industry (SIC)
CABLE & OTHER PAY TELEVISION SERVICES (4841) · industry map
Exchange
XNAS
Market Cap
$12.3B
Employees
91,900
List Date
1999-11-08
CIK
0001091667
Next Earnings
2026-11-06 (Pre-Market)
EPS Forecast
$10.06 (5 est.)
Headquarters
Stamford, CT
Homepage
https://corporate.charter.com

Charter is the product of the 2016 merger of three cable companies, each with a decades-long history in the business: Legacy Charter, Time Warner Cable, and Bright House Networks. The firm now holds networks capable of providing television, internet access, and phone services to roughly 59 million US homes and businesses, around 35% of the country. Across this footprint, Charter serves 29 million residential and 2 million commercial customer accounts under the Spectrum brand, making it the second-largest US cable company behind Comcast. The firm also owns, in whole or in part, sports and news …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-6.10%-8.38%12.51%-5.31%-1.10%-1.51%-1.65%
Feb2.40%0.82%-7.79%-23.12%6.46%9.84%-1.90%
Mar-0.43%-8.28%-1.36%-0.86%-0.57%-7.27%-3.13%
Apr10.66%-23.71%3.51%-9.93%5.65%-23.63%-6.24%
May2.54%17.20%-11.01%10.56%3.46%-16.12%1.10%
Jun4.73%-5.42%12.00%4.45%3.55%-0.27%3.17%
Jul3.08%-10.15%10.05%28.28%-35.59%3.40%-0.16%
Aug8.91%-3.27%6.54%-7.81%0.34%5.79%1.75%
Sep-11.10%-27.83%4.14%-6.45%4.04%-24.14%-10.22%
Oct-8.56%14.78%-8.14%-0.41%-15.00%0.36%*-2.83%
Nov-3.74%9.61%-1.57%8.32%-9.94%--0.54%
Dec2.80%-12.86%-3.28%-13.10%6.00%---4.09%
Total2.75%-50.73%12.73%-22.15%-35.35%-46.63%-23.23%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $108.76
SMA 50: $129.46
SMA 200: $167.85
Current: $111.77
EMA 12: $109.43
EMA 26: $114.67
MACD: -5.2373 | Signal: 1.6877
BEARISH
ADX (14): 30.31
TREND
+DI: 23.04
−DI: 27.66

Momentum Oscillators

RSI (14): 45.53
NEUTRAL
Stoch %K: 71.68
Stoch %D: 67.35
Williams %R: -9.79

Volume & Volatility

BB Upper: $114.16
BB Lower: $103.36
NEUTRAL
OBV: -94,492,422
Vol SMA 20: 2,977,045
Vol ROC: -25.46%
ATR: $5.23
True Range: $5.45
HV 20: 42.6%
HV 30: 43.5%
HV 60: 53.7%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: CHTR

Executive Summary

  • Overall Assessment: NEUTRAL (Confidence Level: 6/10)
  • Key Drivers: Technical signals are mixed, with a bearish MACD and RSI in neutral territory. The stock is trading below its short-term moving averages.
  • Primary Risks: Negative news sentiment and regulatory issues may impact the stock's performance.
  • Investment Thesis: CHTR's stock price may experience a correction or consolidation phase due to the mixed technical signals and negative news sentiment.
  • Recent News Sentiment Impact: The recent news headlines have been predominantly negative, which may contribute to the stock's bearish momentum.

Technical Analysis

  • Trend Direction: Short-term (1-4 weeks): BEARISH, Medium-term (1-3 months): NEUTRAL, Long-term (3-12 months): BULLISH
  • Support/Resistance Levels:
    • Lower Bollinger Band: $128.60
    • Middle Line: $140.43
    • Upper Bollinger Band: $152.25
  • Momentum Signals:
    • RSI (14) is at 47.06, indicating neutral territory.
    • MACD is bearish, with a histogram value of -11.19.
    • Stochastic %K and %D are both below their respective signals.
  • Volume Analysis: Volume has been decreasing over the past few weeks, indicating a lack of buying interest.

News & Sentiment Analysis

  • Recent Headlines Summary: The news headlines have been predominantly negative, focusing on regulatory issues and earnings misses.
  • Sentiment Assessment: The aggregate sentiment is NEUTRAL, with 4 out of 6 headlines having a negative tone.
  • Catalyst Identification: No immediate catalysts are apparent, but regulatory changes or earnings reports could impact the stock's price in the near future.
  • Market Narrative: The mixed technical signals and negative news sentiment may lead to a correction or consolidation phase.

Risk & Volatility Assessment

  • Beta Interpretation: CHTR has a low beta of 0.27 compared to the SPY, indicating that it is less volatile than the broader market.
  • Volatility Regime: The stock's volatility is currently below its historical average.
  • Options Market Signals: The IV rank is 42.6%, indicating medium volatility. The put/call volume ratio is 1.51, suggesting bearish sentiment.
  • Downside Protection: Support levels at $128.60 and $140.43 may provide some downside protection.

Market Context & Positioning

  • Sector Performance: CHTR's sector (Communications Services) has been underperforming the broader market.
  • Institutional Activity: Institutional interest is decreasing, as seen in the volume data.
  • Correlation Analysis: The stock's price movement is relatively uncorrelated with the broader market.
  • Relative Valuation: CHTR's stock is trading at a discount compared to its historical average.

Key Levels & Action Items

  • Critical Price Levels: Support levels at $128.60 and $140.43, resistance level at $152.25.
  • Breakout/Breakdown Levels: A breakout above $152.25 could trigger a bullish move, while a breakdown below $128.60 could lead to further selling.
  • Time-Sensitive Catalysts: Regulatory changes or earnings reports could impact the stock's price in the near future.
  • Risk Management: Consider setting stop-loss levels at $130.00 and position sizing accordingly.

Please note that this analysis is based on the provided data, and actual market conditions may differ. It is essential to assess the data quality flags and consider other relevant factors before making investment decisions.

Generated
News
All CHTR news →
Earnings History
11 of 23 under expected move
Avg Expected Move
7.01%
Avg Actual Move
7.46%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-29 Pre-Market 4.41% 7.19% 1.63x Exceeded
2021-04-30 Pre-Market 4.31% 0.52% 0.12x Within
2021-07-30 Pre-Market 3.88% 4.24% 1.09x Exceeded
2021-10-29 Pre-Market 4.25% 4.44% 1.04x Exceeded
2022-01-28 Pre-Market 5.65% 5.25% 0.93x Within
2022-04-29 Pre-Market 5.90% 7.15% 1.21x Exceeded
2022-07-29 Pre-Market 4.88% 0.80% 0.16x Within
2022-10-28 Pre-Market 6.41% 3.65% 0.57x Within
2023-01-27 Pre-Market 4.01% 3.89% 0.97x Within
2023-04-28 Pre-Market 5.67% 7.57% 1.34x Exceeded
2023-07-28 Pre-Market 4.56% 1.04% 0.23x Within
2023-10-27 Pre-Market 4.74% 9.65% 2.04x Exceeded
2024-02-02 Pre-Market 6.30% 16.51% 2.62x Exceeded
2024-04-26 Pre-Market 8.47% 1.73% 0.20x Within
2024-07-26 Pre-Market 8.99% 16.62% 1.85x Exceeded
2024-11-01 Pre-Market 8.41% 11.87% 1.41x Exceeded
2025-01-31 Pre-Market 8.81% 2.64% 0.30x Within
2025-04-25 Pre-Market 8.86% 11.43% 1.29x Exceeded
2025-07-25 Pre-Market 8.26% 18.49% 2.24x Exceeded
2025-10-31 Pre-Market 13.94% 1.26% 0.09x Within
2026-01-30 Pre-Market 9.45% 7.62% 0.81x Within
2026-04-24 Pre-Market 8.50% 25.50% 3.00x Exceeded
2026-07-24 Pre-Market 12.61% 2.52% 0.20x Within

Earnings calendar: this week’s reports with expected vs actual moves →

CHTR Options Activity & IV Rank

CHTR IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 76.3%
7-DTE IV: 73.4%
Expected Move: $19.65
7-DTE Move: $9.98
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 3,415
Put Volume: 324
P/C Volume: 0.095
BULLISH
Call OI: 10,292
Put OI: 10,947
P/C OI: 1.064
Total OI: 21,239

ATM Options Pricing

ATM Call: $9.65
ATM Put: $10.00
Call %: 8.6%
Put %: 8.9%

Chain Summary

Chain Volume: 23,020
Chain OI: 217,672
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 50th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
50%
vs own history
GEX tilt
-0.11
OI-weighted, today
Vanna tilt
+0.18
δ-sensitivity to IV
Charm tilt
-0.49
δ-decay vs time
Charm tilt -0.49: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 171 ATM contracts, 38k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d 5%
-1.9 pts EXTREME
as of Oct 22 · ATM 98.2% / Wing 96.3%
30 DTE / 10d 62%
+9.3 pts EXTREME
as of Oct 22 · ATM 78.5% / Wing 87.8%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)38.9MediumOct 22
IV Rank (30 DTE)73.7MediumOct 22
Straddle Price (30 DTE)$19.65Oct 22
Beta Analysis

Risk Metrics

Beta: 0.1932
Alpha: -66.86%
Correlation: 0.0466
R-Squared: 0.2%
Stock Volatility: 52.8%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CHTR
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$195.6M
0.13%
#148 of 3716+616.5%13F
Citadel Hedge fund
Ken Griffin
$187.3M
0.11%
#210 of 6285+702.1%13F
Bridgewater Associates Hedge fund
Ray Dalio
$19.6M
0.08%
#211 of 997+206.9%13F
Point72 Hedge fund
Steve Cohen
$6.4M
0.01%
#906 of 1945new13F
Rockefeller Capital Management Family office
Rockefeller family
$219K
0.00%
#2558 of 4729-7.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

CHTR Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 130,560,936 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

821 filers110,512,805 shares$16.39B value84.64% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 10,248,287 $2.14B 13.05% 7.85% 2025-12-31
2 Dodge & Cox 15,032,214 $2.14B 13.04% 11.51% 2026-06-30
3 BlackRock, Inc. Custodian 7,070,700 $1.01B 6.13% 5.42% 2026-06-30
4 State Street Corp 6,971,723 $991.45M 6.05% 5.34% 2026-06-30
5 Vanguard Capital Management LLC 5,342,446 $759.75M 4.63% 4.09% 2026-06-30
6 First Eagle Investment Management, LLC 3,587,347 $510.16M 3.11% 2.75% 2026-06-30
7 Vanguard Portfolio Management LLC 3,525,388 $501.35M 3.06% 2.70% 2026-06-30
8 Goldman Sachs Group Inc Custodian 2,787,274 $396.38M 2.42% 2.13% 2026-06-30
9 Invesco Ltd. Custodian 2,776,656 $394.87M 2.41% 2.13% 2026-06-30
10 Norges Bank 2,452,458 $348.76M 2.13% 1.88% 2026-06-30
11 Geode Capital Management, LLC Custodian 2,398,491 $340.09M 2.07% 1.84% 2026-06-30
12 UBS Group AG Custodian 2,280,785 $324.35M 1.98% 1.75% 2026-06-30
13 Lind Value II ApS 2,223,945 $316.27M 1.93% 1.70% 2026-06-30
14 AQR Capital Management, LLC Custodian 1,977,475 $279.52M 1.71% 1.51% 2026-06-30
15 Morgan Stanley Custodian 1,826,114 $259.69M 1.58% 1.40% 2026-06-30
16 EAGLE CAPITAL MANAGEMENT LLC 1,739,813 $247.42M 1.51% 1.33% 2026-06-30
17 Millennium Management LLC Custodian 1,375,109 $195.55M 1.19% 1.05% 2026-06-30
18 Citadel Advisors LLC Custodian 1,317,247 $187.33M 1.14% 1.01% 2026-06-30
19 Long Focus Capital Management, LLC 1,230,216 $174.95M 1.07% 0.94% 2026-06-30
20 Arrowstreet Capital, Limited Partnership 1,122,561 $159.64M 0.97% 0.86% 2026-06-30
21 STATE OF MICHIGAN RETIREMENT SYSTEM 1,070,397 $152.22M 0.93% 0.82% 2026-06-30
22 Dimensional Fund Advisors LP Custodian 1,024,659 $145.80M 0.89% 0.78% 2026-06-30
23 Charles Schwab Investment Management, Inc. 1,010,629 $143.72M 0.88% 0.77% 2026-06-30
24 Deutsche Bank AG Custodian 955,380 $135.86M 0.83% 0.73% 2026-06-30
25 JPMorgan Chase & Co Custodian 884,933 $129.35M 0.79% 0.68% 2026-06-30
33 filers$1.20B notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $436.78M 36.46% 2026-06-30
2 Long Focus Capital Management, LLC $211.58M 17.66% 2026-06-30
3 Citadel Advisors LLC Custodian $118.32M 9.88% 2026-06-30
4 Jane Street Group, LLC Custodian $87.72M 7.32% 2026-06-30
5 Walleye Trading LLC $78.49M 6.55% 2026-06-30
6 Squarepoint Ops LLC $59.70M 4.98% 2026-06-30
7 Endure Capital Management, LLC $28.43M 2.37% 2026-06-30
8 Millennium Management LLC Custodian $23.28M 1.94% 2026-06-30
9 MAPLELANE CAPITAL, LLC $21.33M 1.78% 2026-06-30
10 LMR Partners LLP $20.18M 1.68% 2026-06-30
11 Wolverine Trading, LLC Custodian $19.58M 1.63% 2025-09-30
12 D. E. Shaw & Co., Inc. Custodian $18.79M 1.57% 2026-06-30
13 CAPITAL FUND MANAGEMENT S.A. $16.24M 1.36% 2026-06-30
14 Point72 Asset Management, L.P. $9.94M 0.83% 2026-06-30
15 Citigroup Inc. Custodian $9.90M 0.83% 2026-06-30
16 Qube Research & Technologies Ltd $7.28M 0.61% 2026-06-30
17 Oribel Capital Management, LP $4.89M 0.41% 2026-06-30
18 Centiva Capital, LP $4.27M 0.36% 2026-06-30
19 Cubist Systematic Strategies, LLC $4.07M 0.34% 2025-09-30
20 TUDOR INVESTMENT CORP ET AL $3.01M 0.25% 2026-06-30
21 MYDA Advisors LLC $2.84M 0.24% 2026-06-30
22 Walleye Capital LLC $2.70M 0.23% 2026-06-30
23 BNP Paribas Financial Markets Custodian $1.71M 0.14% 2026-06-30
24 Alphadyne Asset Management LP $1.52M 0.13% 2026-06-30
25 Two Sigma Investments, LP Custodian $1.45M 0.12% 2026-06-30
33 filers$871.55M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $206.49M 23.69% 2026-06-30
2 Goldman Sachs Group Inc Custodian $168.76M 19.36% 2026-06-30
3 Citadel Advisors LLC Custodian $124.25M 14.26% 2026-06-30
4 Jane Street Group, LLC Custodian $86.69M 9.95% 2026-06-30
5 Walleye Trading LLC $57.27M 6.57% 2026-06-30
6 Wells Fargo & Company Custodian $42.66M 4.90% 2026-06-30
7 Wolverine Trading, LLC Custodian $40.37M 4.63% 2025-09-30
8 D. E. Shaw & Co., Inc. Custodian $27.87M 3.20% 2026-06-30
9 Squarepoint Ops LLC $24.87M 2.85% 2026-06-30
10 LMR Partners LLP $19.78M 2.27% 2026-06-30
11 HBK INVESTMENTS L P $10.95M 1.26% 2026-06-30
12 CAPITAL FUND MANAGEMENT S.A. $9.19M 1.05% 2026-06-30
13 TUDOR INVESTMENT CORP ET AL $8.42M 0.97% 2026-06-30
14 Cubist Systematic Strategies, LLC $6.88M 0.79% 2025-09-30
15 Millennium Management LLC Custodian $6.64M 0.76% 2026-06-30
16 Point72 Asset Management, L.P. $6.57M 0.75% 2026-06-30
17 Walleye Capital LLC $5.57M 0.64% 2026-06-30
18 Citigroup Inc. Custodian $2.83M 0.32% 2026-06-30
19 Alphadyne Asset Management LP $2.70M 0.31% 2026-06-30
20 Two Sigma Investments, LP Custodian $2.60M 0.30% 2026-06-30
21 Qube Research & Technologies Ltd $1.88M 0.22% 2026-06-30
22 PEAK6 LLC $1.48M 0.17% 2026-06-30
23 CREDIT AGRICOLE S A $1.42M 0.16% 2026-06-30
24 Symmetry Investments LP $1.42M 0.16% 2026-06-30
25 HAP TRADING, LLC $920.49K 0.11% 2025-09-30

CHTR Insider Trading (Form 4)

Latest: 2026-09-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-03 Nick Jeffery Chief Operating Officer Grant (A) +436,877 opt — EDGAR
2026-08-24 Richard J DiGeronimo President-Product & Technology Grant (A) +210,860 RSU — EDGAR
2026-08-24 Christopher L Winfrey President and CEO Grant (A) +412,747 RSU — EDGAR
2026-08-24 Richard Adam Ray EVP, Chief Commercial Officer Grant (A) +76,268 opt — EDGAR
2026-08-24 Jamal H Haughton EVP/Gen Counsel/Corp Secretary Grant (A) +71,782 RSU — EDGAR
2026-08-24 Jessica M Fischer Chief Financial Officer Grant (A) +134,591 opt — EDGAR
2026-08-24 Kevin D Howard EVP/CAO/Controller Grant (A) +31,404 opt — EDGAR
2026-08-21 Alexander Cox Taylor Director Award (A) +2,219 — EDGAR
2026-08-21 Mark James Greatrex Director Award (A) +1,547 — EDGAR
2026-08-21 Dallas S Clement Director Award (A) +1,547 — EDGAR
2026-08-21 Liberty Broadband Corp Director Other (J) −38,583,663 — EDGAR
2026-08-13 Liberty Broadband Corp Director Disp (D) −9,900 $133.86 -$1.33M EDGAR
2026-07-29 Kevin D Howard EVP/CAO/Controller Grant (A) +1,135 opt — EDGAR
2026-07-14 Liberty Broadband Corp Director Disp (D) −129,907 $135.88 -$17.65M EDGAR
2026-06-11 Liberty Broadband Corp Director Disp (D) −31,315 $162.86 -$5.10M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

CHTR Insider Holdings

28 insiders · @ $111.77
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Liberty Broadband Corp Director 19,053,695 $2.13B $0 68 2026-08-21
2 ADVANCE/NEWHOUSE PARTNERSHIP Director 6,273,022 $701.14M $0 16 2025-04-04
3 ADVANCE LONG-TERM MANAGEMENT TRUST Director 6,252,840 $698.88M $0 55 2025-07-08
4 ADVANCE PUBLICATIONS, INC Director 4,989,343 $557.66M $0 25 2025-06-10
5 Michael A Newhouse Director 3,142,692 $351.26M $0 130 2026-04-23
6 NEWHOUSE BROADCASTING CORP Director 3,136,511 $350.57M $0 8 2025-08-07
7 NEWHOUSE FAMILY HOLDINGS, L.P. Director 3,136,511 $350.57M $0 27 2025-03-10
8 Christopher L Winfrey President and CEO 124,455 $13.91M -$54.82M 47 2026-08-24
9 Eric Louis Zinterhofer Director 53,601 $5.99M $10.17M 17 2026-04-23
10 Mauricio Ramos Director 19,309 $2.16M $1.65M 13 2026-05-18
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CHTR Board & Officers

As of SEC filings through Sep 3, 2026

Directors 21

Officers 7

10% owners 7

Changes in the last 10 years (74)
Sep 1, 2026Nick Jeffery became Chief Operating Officer
Aug 21, 2026Liberty Broadband Corp reported in an SEC filing no longer being a director
Aug 21, 2026Liberty Broadband Corp reported in an SEC filing no longer being a 10% owner
Aug 19, 2026Mark James Greatrex became a director
Aug 19, 2026Dallas S Clement became a director
Aug 19, 2026Cox Enterprises Inc Et Al became a 10% owner
Aug 19, 2026Cox Communications Equity Holdings, Inc. became a 10% owner
Aug 19, 2026Alexander Cox Taylor became a director
Jan 27, 2026Wade Davis became a director
Dec 11, 2025The company announced the departure of David C Merritt from the board in an SEC filing
Apr 22, 2025Martin Edward Patterson became a director
Apr 22, 2025J David Wargo became a director
Apr 23, 2024Carolyn J Slaski became a director
Jan 30, 2024The company announced the departure of Craig A Jacobson from the board in an SEC filing
Jan 17, 2024Christopher L Winfrey first listed as a director in an SEC filing
Dec 4, 2023Thomas Rutledge no longer listed as a director in SEC filings
Dec 4, 2023David Ellen reported in an SEC filing no longer being Senior Executive VicePresident
Nov 8, 2023Richard R Dykhouse reported in an SEC filing no longer being EVP/Gen Counsel/Corp Secretary
Nov 6, 2023Jamal H Haughton became EVP/Gen Counsel/Corp Secretary
Oct 25, 2023The company announced the departure of Thomas Rutledge as Executive Chairman in an SEC filing
Not reported recently (5)
  • Gregory B Maffei · Last reported as a director in an SEC filing dated Apr 25, 2024
  • James E Meyer · Last reported as a director in an SEC filing dated Apr 25, 2024
  • Jonathan Hargis · Last reported as EVP/Chief Marketing Officer in an SEC filing dated May 18, 2022
  • John Bickham · Last reported as President and COO in an SEC filing dated Sep 7, 2021
  • John C Malone · Last reported as a director in an SEC filing dated Apr 26, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

CHTR Proposed Insider Sales (Form 144)

Latest: 2026-08-28
Last 30d: 0 filings  ·  Last 90d: 2 filings · $459K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: WARGO J DAVID (2, $459K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-28 WARGO J DAVID former Director 1,140 $169.1K 2026-08-28 Fidelity Brokerage Services LLC — EDGAR
2026-08-27 WARGO J DAVID former Director 1,933 $290.4K 2026-08-27 Fidelity Brokerage Services LLC — EDGAR
2026-05-27 Rutledge Thomas Director 150,958 $21.73M 2026-05-27 Commonwealth Financial Network — EDGAR
2026-05-27 Rutledge Thomas Officer, Director 18,200 $2.68M 2026-05-27 Charles Schwab Corp — EDGAR
2026-05-26 Rutledge Thomas Director 69,633 $10.06M 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-03-05 Rutledge Thomas Officer 25,000 $5.75M 2026-03-05 Commonwealth Financial Network — EDGAR
2025-11-04 David Merritt Director 1,200 $266.1K 2025-11-05 Merrill Lynch — EDGAR
2025-05-30 Rutledge Thomas Director 20,000 $7.90M 2025-05-30 Commonwealth Financial Network — EDGAR
2025-05-16 DiGeronimo Richard J Officer 1,551 $657.3K 2025-05-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2024-11-14 Rutledge Thomas Director 15,000 $6.00M 2024-11-14 Commonwealth Financial Network — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-19
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-19 0001091667-26-000032 EDGAR
2026-04-24 0001091667-26-000027 EDGAR
2026-04-23 0001091667-26-000024 EDGAR
2026-02-25 0001140361-26-006730 EDGAR
2026-01-30 0001091667-26-000016 EDGAR
2026-01-28 0001091667-26-000011 EDGAR
2026-01-22 0001091667-26-000006 EDGAR
2026-01-14 0001104659-26-003739 EDGAR
2026-01-06 0001104659-26-001104 EDGAR
2025-12-12 0001091667-25-000174 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-01-30 0001091667-26-000017 EDGAR
2025-01-31 0001091667-25-000034 EDGAR
2024-02-02 0001091667-24-000028 EDGAR
2023-01-27 0001091667-23-000024 EDGAR
2022-01-28 0001091667-22-000024 EDGAR
2021-01-29 0001091667-21-000022 EDGAR
2020-01-31 0001091667-20-000024 EDGAR
2019-01-31 0001091667-19-000029 EDGAR
2018-02-02 0001091667-18-000025 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-24 0001091667-26-000028 EDGAR
2025-10-31 0001091667-25-000168 EDGAR
2025-07-25 0001091667-25-000127 EDGAR
2025-04-25 0001091667-25-000099 EDGAR
2024-11-01 0001091667-24-000123 EDGAR
2024-07-26 0001091667-24-000104 EDGAR
2024-04-26 0001091667-24-000085 EDGAR
2023-10-27 0001091667-23-000143 EDGAR
2023-07-28 0001091667-23-000108 EDGAR
2023-04-28 0001091667-23-000084 EDGAR
ETF Holders
265 ETFs hold CHTR
25 shown · $2.37B total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.02% $383.2M — 2026-09-30
2 XLC State Street® Communication Services Select Sector SPDR® ETF SPDR (State Street) 1.62% $375.2M $23.2B 2026-10-21
3 VOO Vanguard S&P 500 ETF Vanguard 0.02% $325.4M — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.02% $159.2M $878.4B 2026-10-21
5 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.16% $157.3M — 2026-10-21
6 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.02% $147.1M $820.7B 2026-10-21
7 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.08% $135.8M — 2026-09-30
8 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.06% $129.3M — 2026-09-30
9 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.14% $88.4M — 2026-09-30
10 VTV Vanguard Morningstar Value ETF Vanguard 0.02% $57.6M — 2026-09-30
11 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.08% $48.1M $57.2B 2026-10-21
12 VOX Vanguard Communication Services ETF Vanguard 0.71% $44.9M — 2026-09-30
13 VOE Vanguard Morningstar Mid-Cap Value ETF Vanguard 0.10% $37.7M — 2026-09-30
14 FNDX Schwab Fundamental U.S. Large Company ETF Nport 0.15% $37.3M — 2026-05-31
15 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.02% $33.1M $184.5B 2026-10-21
16 EAGL Eagle Capital Select Equity ETF Nport 0.67% $28.6M — 2026-06-30
17 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.03% $26.2M $84.8B 2026-10-21
18 IYZ iShares U.S. Telecommunications ETF iShares (BlackRock) 2.36% $22.9M $947.2M 2026-10-21
19 RWL Invesco S&P 500 Revenue ETF Invesco 0.21% $22.1M — 2026-10-21
20 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.04% $19.9M $50.7B 2026-10-21
21 GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Goldman 0.13% $19.8M $15.3B 2026-10-21
22 BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF Invesco 2.44% $18.8M — 2026-10-21
23 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.11% $17.5M $15.7B 2026-10-21
24 VLUE iShares MSCI USA Value Factor ETF iShares (BlackRock) 0.18% $16.4M $9.2B 2026-10-21
25 BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF Invesco 1.77% $16.4M — 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$38.43
TTM Revenue
$54.40B
TTM Net Income
$4.92B
TTM Op. Cash Flow
$16.47B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$13.53B$1.29B$10.66$3.92B
Q1 '262026-03-31$13.60B$1.16B$9.17$4.30B
Q4 '252025-12-31$13.60B$1.33B$10.26$3.76B
Q3 '252025-09-30$13.67B$1.14B$8.34$4.48B
Q2 '252025-06-30$13.77B$1.30B$9.18$3.60B
Q1 '252025-03-31$13.73B$1.22B$8.42$4.24B
Q4 '242024-12-31$13.93B$1.47B$10.11$3.46B
Q3 '242024-09-30$13.79B$1.28B$8.82$3.90B
Q2 '242024-06-30$13.69B$1.23B$8.49$3.85B
Q1 '242024-03-31$13.68B$1.11B$7.55$3.21B
Q4 '232023-12-31$13.71B$1.06B$7.05$3.85B
Q3 '232023-09-30$13.58B$1.25B$8.25$3.94B
Q2 2026 • period ending 2026-06-30 • filed 2026-07-24
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
2.91
P/B
0.67
P/S
0.27
EV/EBITDA
5.12
EV/Sales
2.00
ROE
22.5%
ROA
3.2%
Div Yield
0.00%
FCF Yield
112.86%
Debt/Equity
4.32
Current Ratio
—
Market Cap
$14.59B
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
16.51M
SI % of Float
27.25%
Days to Cover
5.01
Short Vol Ratio
62.8%
Free Float
60.58M
Float %
50.8%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-25