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EXPE

Expedia Group Inc

Feb 13 • 02:19PM ET

215.26

-11.98 -5.27 %

Consumer Cyclical • Travel Services • USA • NASD

Feb 12, 6:32 PMExpedia beats Q4 2025 guidance and expectations with accelerating growth, raises its quarterly dividend 20% to $0.48, and sets a 2026 outlook of $127–$129B in gross bookings and $15.6–$16B in revenue—above Street estimates—with further margin expansion.

Peers: BKNG ABNB TRIP TCOM SABR MAR HLT WH H IHG

| Held by: VTI VOO VO VUG IVV SPY VOT IWP COWZ XLY

Index	S&P 500	P/E	21.85	EPS (ttm)	9.85	Insider Own	5.70%	Shs Outstand	116.97M	Perf Week	-9.12%
Market Cap	26.38B	Forward P/E	9.66	EPS next Y	22.28	Insider Trans	-0.22%	Shs Float	115.55M	Perf Month	-25.97%
Enterprise Value	26.76B	PEG	0.50	EPS next Q	1.21	Inst Own	97.91%	Short Float	6.49%	Perf Quarter	-21.34%
Income	1.29B	P/S	1.79	EPS this Y	20.13%	Inst Trans	-1.64%	Short Ratio	3.46	Perf Half Y	3.89%
Sales	14.73B	P/B	20.54	EPS next Y	16.93%	ROA	5.53%	Short Interest	7.50M	Perf YTD	-24.02%
Book/sh	10.48	P/C	3.62	EPS next 5Y	19.51%	ROE	91.09%	52W High	303.80 -29.14%	Perf Year	5.94%
Cash/sh	59.54	P/FCF	8.48	EPS past 3/5Y	65.19% -	ROIC	21.54%	52W Low	130.01 65.57%	Perf 3Y	93.32%
Dividend Est.	1.60 (0.74%)	EV/EBITDA	9.34	Sales past 3/5Y	8.09% 23.16%	Gross Margin	84.09%	Volatility	6.17% 5.15%	Perf 5Y	46.93%
Dividend TTM	1.60 (0.74%)	EV/Sales	1.82	EPS Y/Y TTM	36.51%	Oper. Margin	13.43%	ATR (14)	13.78	Perf 10Y	110.52%
Dividend Ex-Date	Nov 19, 2025	Quick Ratio	0.74	Sales Y/Y TTM	7.61%	Profit Margin	8.78%	RSI (14)	28.82	Recom	2.29
Dividend Gr. 3/5Y	- -	Current Ratio	0.73	EPS Q/Q	-27.37%	SMA20	-15.40%	Beta	1.41	Target Price	289.76
Payout	16.31%	Debt/Eq	5.00	Sales Q/Q	11.40%	SMA50	-20.87%	Rel Volume	2.77	Prev Close	227.24
Employees	16500	LT Debt/Eq	3.68	Earnings	Feb 12 AMC	SMA200	-1.45%	Avg Volume	2.17M	Price	215.26
IPO	Jul 20, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	12.90% 3.84%	Trades		Volume	4,541,580	Change	-5.27%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-24-25	Initiated	BNP Paribas Exane	Neutral
Nov-07-25	Upgrade	Piper Sandler	Underweight → Neutral	$250
Oct-23-25	Initiated	KeyBanc Capital Markets	Sector Weight
Sep-30-25	Initiated	Mizuho	Neutral	$240
May-09-25	Downgrade	Piper Sandler	Neutral → Underweight	$135
Feb-07-25	Upgrade	HSBC Securities	Hold → Buy	$215
Jan-06-25	Upgrade	Melius	Hold → Buy	$220
Dec-18-24	Upgrade	BofA Securities	Neutral → Buy	$187 → $221
Nov-27-24	Initiated	Robert W. Baird	Outperform	$225
Nov-08-24	Downgrade	Deutsche Bank	Buy → Hold
Sep-25-24	Downgrade	TD Cowen	Buy → Hold	$130 → $150
Sep-06-24	Initiated	Truist	Hold	$148
Sep-05-24	Initiated	Cantor Fitzgerald	Neutral	$130
May-03-24	Downgrade	Piper Sandler	Overweight → Neutral	$175 → $145
May-03-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$165 → $145
Feb-09-24	Downgrade	BofA Securities	Buy → Neutral	$156
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$181
Jan-02-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$91 → $159
Dec-27-23	Reiterated	BTIG Research	Buy	$150 → $175
Dec-12-23	Downgrade	Barclays	Overweight → Equal Weight	$136 → $150

Show Previous Ratings

Today 02:08PM	DraftKings stock plummets, Expedia Q4 earnings top estimates (Yahoo Finance Video) -5.27%
10:42AM	Stocks to Watch Friday: Applied Materials, Coinbase, DraftKings (The Wall Street Journal)
10:02AM	Stocks Edge Lower as AI Fears Linger (Barchart)
08:24AM	Expedia Falls, But Airbnb Rises. Why Online Travel Stocks Face a Tough Year. (Barrons.com)
09:37AM	Expedia Q4 Earnings & Revenues Beat Estimates, Both Increase Y/Y (Zacks)
08:56AM	Loading…
08:56AM	Expedia CFO Flags 'Dynamic' Economy, Dials Down Expectations On Margins (Benzinga)
05:54AM	These Stocks Are Todays Movers: Applied Materials, Arista, Coinbase, DraftKings, Expedia, Rivian, Roku, Pinterest, and More (Barrons.com)
05:20AM	Stock Market Today: Dow Jones Futures Fall, Nasdaq Gains Ahead Of January CPI Print-Tri Pointe Homes, Roku, Expedia Group In Focus (Benzinga)
12:31AM	EXPE Q4 Deep Dive: B2B Growth, AI Investments, and Strategic Supply Expansion (StockStory)
12:04AM	Expedia Group Inc (EXPE) Q4 2025 Earnings Call Highlights: Strong Revenue and Bookings Growth ... (GuruFocus.com)
Feb-12-26 07:27PM	Expedia Group Q4 Earnings Call Highlights (MarketBeat)
06:55PM	AI Uncertainty Melts Away Market Gains (Zacks)
06:30PM	Expedia (EXPE) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Expedia (EXPE) Q4 Earnings and Revenues Beat Estimates (Zacks)
05:13PM	Expedia sees higher first-quarter margin, muted 2026 (Reuters)
04:41PM	Loading…
04:41PM	Airbnb, Expedia Beat On Earnings. One Stock Rises, The Other Sinks (Investor's Business Daily)
04:27PM	Expedia (NASDAQ:EXPE) Beats Expectations in Strong Q4 CY2025 (StockStory)
04:20PM	Expedia: Q4 Earnings Snapshot (Associated Press Finance)
04:18PM	Expedia's B2B Business Drives 11% Sales Growth in Fourth Quarter (The Wall Street Journal)
04:01PM	Expedia Group Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
01:23PM	Airbnb, Expedia To Report Earnings After AI Fears Sparked Sell-Off (Investor's Business Daily)
11:03AM	Continuing Claims Climb for a Second Week (Zacks)
10:26AM	Jobless Claims Nudge Higher, Q4 Earnings Surprises from CROX, TRIP (Zacks)
05:36AM	Applied Materials headlines earnings slate (MarketWatch)
04:50AM	Stock Market Today: Dow, S&P 500 and Nasdaq point higher as tech finds its footing; Treasurys steady; precious metals dip. (MarketWatch)
Feb-11-26 11:40AM	EXPE vs. MELI: Which Stock Is the Better Value Option? (Zacks)
Feb-10-26 10:05PM	Expedia (EXPE) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
11:26AM	Expedia Group Gears Up to Report Q4 Earnings: What's in the Cards? (Zacks)
09:40AM	Why Expedia (EXPE) is a Top Value Stock for the Long-Term (Zacks)
08:33AM	Transocean Q4 Earnings on Deck: Here's How It Will Fare (Zacks)
07:43AM	Loading…
07:43AM	This S&P 500 Sector Shows How Badly Trump's Tariffs Hurt Consumers (Investor's Business Daily)
Feb-09-26 12:28PM	Super Bowl Commercials 2026: Complete List Of Ads, The Companies Behind Them And Who Won Over Fans (Benzinga)
11:14AM	Big Earnings Week Ahead (Zacks)
10:15AM	Big Week for Economic News, Q4 Earnings Reports (Zacks)
09:15AM	Expedia (EXPE) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
09:13AM	Goldman issues a blunt warning to beat-up software stock investors (Yahoo Finance)
09:09AM	What to Expect Ahead of Generac Holdings' Q4 Earnings Release? (Zacks)
08:55AM	These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
08:49AM	TC Energy to Report Q4 Earnings: What Surprise Awaits Investors? (Zacks)
05:28AM	Zacks Value Investor Highlights: NOW, APP, PLTR, PYPL and EXPE (Zacks)
Feb-08-26 09:00AM	AI Fear Grips Wall Street as a New Stock Market Reality Sets In (Bloomberg)
Feb-06-26 06:06PM	Software Stocks Sell-Off: Are They Deals or Traps? (Zacks)
02:50PM	AI Fears Slam Booking and Expedia Stock. Why They Can Bounce Back. (Barrons.com)
08:55AM	These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Feb-05-26 10:00AM	Expedia (EXPE) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Feb-04-26 10:33PM	Salesforce stock gets brutal reality check amid software slump (TheStreet)
11:03AM	Analyst Report: Expedia Group, Inc. (Morningstar Research)
08:41AM	Williams to Report Q4 Earnings: What Surprise Awaits Investors? (Zacks)
07:58AM	Why the AI-driven software stock crash probably isn't over (Yahoo Finance)
Feb-03-26 04:26PM	Stocks Tumble on AI Disruption Fears (Barchart) -15.26%
Feb-02-26 03:25PM	Why Is Expedia (EXPE) Stock Soaring Today (StockStory)
Feb-01-26 04:49PM	Some companies tie AI to layoffs, but the reality is more complicated (Associated Press Finance)
Jan-31-26 01:17PM	Affirm Expands Exclusive Partnership Across Expedia Brands (Benzinga)
Jan-30-26 09:00AM	Expedia Group and Affirm deepen partnership, with US exclusivity and plans for further expansion (Business Wire)
06:37AM	Layoffs update 2026: Amazon, Nike, Dow, and others join list of companies slashing jobs in brutal January (FastCompany)
Jan-29-26 11:07PM	Major travel site just sent workers a harsh message (TheStreet)
11:07PM	Expedia sends workers a hard nosed message (TheStreet)
Jan-28-26 08:59AM	Do Wall Street Analysts Like Expedia Group Stock? (Barchart)
01:42AM	Expedia Group Inc. (EXPE) Advances on Strong B2B Momentum (Insider Monkey)
Jan-27-26 03:10PM	Best "Strong Buy" Momentum Stocks to Buy in February (Zacks)
03:34AM	Best Value Stocks to Buy for January 27th (Zacks)
Jan-26-26 11:40AM	EXPE or MELI: Which Is the Better Value Stock Right Now? (Zacks)
Jan-24-26 10:31AM	From No Fees to AI Agents: Ex-CEO Brett Kellers 26 Years at Priceline (Skift)
Jan-23-26 03:14AM	Zacks.com featured highlights include Royal Gold, NVIDIA, Expedia Group and Amphenol (Zacks)
Jan-22-26 11:20AM	4 GARP Stocks That Investors Can Scoop Up for Maximum Returns (Zacks)
09:40AM	Here's Why Expedia (EXPE) is a Strong Value Stock (Zacks)
Jan-21-26 12:10PM	Will Expedia (EXPE) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:55AM	Why Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Now (Zacks)
Jan-20-26 08:09PM	Analyst Report: Expedia Group, Inc. (Morningstar Research)
Jan-19-26 11:33PM	3 S&P 500 Stocks with Questionable Fundamentals (StockStory)
01:04PM	Darden Stock Rises 14% in 3 Months: Can the Rally Continue? (Zacks)
Jan-18-26 09:00AM	Can Trip.com Recover After Beijing Gives It the Jack Ma Treatment? (Barchart)
Jan-15-26 04:01PM	Expedia Group to Webcast Fourth Quarter 2025 Results on February 12, 2026 (Business Wire)
12:23PM	Here's Why You Should Add QSR Stock to Your Portfolio Right Now (Zacks)
Jan-14-26 04:39PM	Stock Indexes Settle Lower on Tech Weakness (Barchart)
03:08PM	Chinas Expedia Faces an Antitrust Probe. The Stock Is Plummeting. (Barrons.com)
01:33PM	Travel stocks sink: Expedia leads decline following US visa processing freeze (Investing.com)
Jan-13-26 09:08AM	Shake Shack Releases Preliminary FY25 Results, Sets 2026 Growth Path (Zacks)
Jan-12-26 12:00PM	Expedia (EXPE) Upgraded to Strong Buy: Here's Why (Zacks)
11:59AM	Papa John's Launches AI-Powered Omnichannel Ordering With Google Cloud (Zacks)
08:23AM	Here's What to Expect From Expedia Group's Next Earnings Report (Barchart)
Jan-10-26 02:30PM	Travel demand is up for 2026 despite affordability woes (Yahoo Finance)
Jan-08-26 11:40AM	EXPE vs. MELI: Which Stock Is the Better Value Option? (Zacks)
11:26AM	Amazon and these four tech stocks can benefit most from the next AI wave, according to Bank of America (MarketWatch)
09:46AM	Why this VC thinks 2026 will be the year of the consumer (TechCrunch)
Jan-06-26 04:16PM	Expedias Turnaround Under Ariane Gorin Showed Momentum in 2025 (Skift)
10:00AM	Everkind, An AI-Powered Life Coach, Announces Closing of $3,000,000 Financing and the Formation of the Everkind Foundation (TMX Newsfile)
Dec-31-25 02:19PM	Investing Regrets? A Guide to Costanza-Method Stockpicking. (Barrons.com)
11:19AM	Chipotle Leverages Digital & Menu Innovation Amid Cost Pressures (Zacks)
Dec-29-25 11:03PM	Expedia (EXPE): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
10:59AM	Amazon And These Two Stocks Are Analyst's Top Picks With 'Resilient' Consumer Demand (Investor's Business Daily)
10:42AM	Brinker International Gains From Chili's Momentum Amid Cost Pressures (Zacks)
Dec-26-25 12:49PM	Domino's Pizza Leverages Growth Initiatives Amid a Challenging Macro (Zacks)
09:40AM	Is FGI Industries (FGI) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
02:45AM	Zacks Industry Outlook Highlights Expedia and Amazon (Zacks)
Dec-24-25 11:39AM	Weak Macro Can't Stop E-commerce Stocks Expedia and Amazon (Zacks)
05:40AM	Expedia CEO Ariane Gorin on the fight to ensure AI doesnt turn her brands into invisible pipes consumers never see (Fortune)
Dec-23-25 12:43PM	BJ's Restaurants Builds Momentum With Traffic Despite Cost Pressures (Zacks)
09:35AM	Zacks.com featured highlights include NVIDIA, Ralph Lauren, Expedia and Cencora (Zacks)
09:17AM	Online Retail Still Rising in 2026: 3 Stocks to Ride the Boom (Zacks)

Expedia Group, Inc. is an online travel company, which engages in the provision of travel products and services to leisure and corporate travelers. It operates through the following segments: B2C, B2B, and Trivago. The B2C segment offers a full range of travel and advertising services to worldwide customers through a variety of consumer brands. The B2B segment refers to a wide range of travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions. The Trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from hotel metasearch websites. The company was founded in 1994 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Dzielak Robert J	Chief Legal Officer & Sec'y	Jan 15 '26	Option Exercise	0.00	2,304	0	82,728	Jan 16 04:27 PM
Schenkel Scott F.	Chief Financial Officer	Dec 15 '25	Option Exercise	0.00	30,507	0	35,528	Dec 17 07:00 PM
Banerjee Madhumita Moina	Director	Dec 01 '25	Sale	258.00	1,000	258,000	2,916	Dec 02 04:51 PM
MADHUMITA MOINA BANERJEE	Director	Dec 01 '25	Proposed Sale	258.00	1,000	258,000		Dec 01 04:41 PM
Soliday Lance A	SVP & Chief Accounting Officer	Nov 25 '25	Sale	256.93	856	219,932	10,806	Nov 26 04:05 PM
LANCE SOLIDAY	Officer	Nov 25 '25	Proposed Sale	256.93	856	219,932		Nov 25 04:12 PM
Soliday Lance A	SVP & Chief Accounting Officer	Nov 21 '25	Sale	248.08	849	210,620	11,662	Nov 24 04:32 PM
LANCE SOLIDAY	Officer	Nov 21 '25	Proposed Sale	248.08	849	210,620		Nov 21 06:24 PM
Soliday Lance A	SVP & Chief Accounting Officer	Nov 15 '25	Option Exercise	0.00	1,126	0	12,788	Nov 18 05:16 PM
Schenkel Scott F.	Chief Financial Officer	Nov 15 '25	Option Exercise	0.00	2,360	0	5,900	Nov 18 05:16 PM
Gorin Ariane	Chief Executive Officer	Nov 15 '25	Option Exercise	0.00	13,174	0	103,102	Nov 18 05:16 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Nov 15 '25	Option Exercise	0.00	5,003	0	82,424	Nov 18 05:16 PM
Diller Barry	Chairman & Sr. Executive	Nov 15 '25	Option Exercise	0.00	9,256	0	155,051	Nov 18 05:16 PM
Jacobson Craig A	Director	Nov 13 '25	Sale	271.55	3,000	814,650	30,858	Nov 14 04:48 PM
Jacobson Craig A	Director	Nov 13 '25	Proposed Sale	271.01	3,000	813,030		Nov 13 01:07 PM
Dubugras Henrique Vasoncelos	Director	Oct 27 '25	Option Exercise	0.00	861	0	5,062	Oct 28 05:22 PM
Gorin Ariane	Chief Executive Officer	Oct 15 '25	Option Exercise	0.00	1,530	0	90,610	Oct 16 04:16 PM
Soliday Lance A	SVP & Chief Accounting Officer	Aug 20 '25	Sale	205.88	852	175,412	12,036	Aug 22 06:09 PM
Jacobson Craig A	Director	Aug 19 '25	Sale	207.78	3,000	623,329	33,858	Aug 21 04:08 PM
LANCE SOLIDAY	Officer	Aug 20 '25	Proposed Sale	205.88	852	175,412		Aug 20 04:19 PM
Schenkel Scott F.	Chief Financial Officer	Aug 15 '25	Option Exercise	0.00	2,359	0	4,129	Aug 19 04:19 PM
Soliday Lance A	SVP & Chief Accounting Officer	Aug 15 '25	Option Exercise	0.00	1,129	0	13,165	Aug 19 04:18 PM
Gorin Ariane	Chief Executive Officer	Aug 15 '25	Option Exercise	0.00	13,174	0	94,451	Aug 19 04:18 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Aug 15 '25	Option Exercise	0.00	5,003	0	79,420	Aug 19 04:18 PM
Diller Barry	Chairman & Sr. Executive	Aug 15 '25	Option Exercise	0.00	9,257	0	150,916	Aug 19 04:18 PM
Jacobson Craig A	Director	Aug 19 '25	Proposed Sale	208.46	3,000	625,380		Aug 19 01:13 PM
Dzielak Robert J	Lead Counsel	Aug 12 '25	Proposed Sale	202.72	5,964	1,209,000		Aug 15 01:37 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Aug 12 '25	Sale	200.84	3,306	663,977	77,075	Aug 14 04:26 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Aug 13 '25	Sale	205.57	2,658	546,405	74,417	Aug 14 04:26 PM
Gorin Ariane	Chief Executive Officer	Jul 15 '25	Option Exercise	0.00	1,529	0	81,965	Jul 16 07:28 PM
Wang Alexandr	Director	Jun 01 '25	Option Exercise	0.00	1,609	0	2,479	Jun 03 05:20 PM
Von Furstenberg Alexander	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	21,079	Jun 03 05:20 PM
Menendez-Cambo Patricia	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	8,045	Jun 03 05:20 PM
KHOSROWSHAHI DARA	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	150,758	Jun 03 05:20 PM
Jacobson Craig A	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	36,858	Jun 03 05:20 PM
Dubugras Henrique Vasoncelos	Director	Jun 01 '25	Option Exercise	0.00	1,609	0	4,201	Jun 03 05:20 PM
Clinton Chelsea	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	16,875	Jun 03 05:20 PM
Banerjee Madhumita Moina	Director	Jun 01 '25	Option Exercise	0.00	1,609	0	3,916	Jun 03 05:20 PM
Anderson Beverly J	Director	Jun 01 '25	Option Exercise	0.00	2,253	0	8,484	Jun 03 05:20 PM
Soliday Lance A	SVP & Chief Accounting Officer	May 15 '25	Option Exercise	0.00	1,125	0	12,312	May 19 05:00 PM
Schenkel Scott F.	Chief Financial Officer	May 15 '25	Option Exercise	0.00	2,359	0	2,359	May 19 05:00 PM
Gorin Ariane	Chief Executive Officer	May 15 '25	Option Exercise	0.00	13,173	0	85,819	May 19 05:00 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	May 15 '25	Option Exercise	0.00	5,002	0	82,380	May 19 05:00 PM
Diller Barry	Chairman & Sr. Executive	May 15 '25	Option Exercise	0.00	9,255	0	146,778	May 19 05:00 PM
Gorin Ariane	Chief Executive Officer	Apr 15 '25	Option Exercise	0.00	1,529	0	73,342	Apr 16 06:03 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Mar 15 '25	Option Exercise	0.00	4,631	0	79,133	Mar 18 04:09 PM
Soliday Lance A	SVP & Chief Accounting Officer	Mar 04 '25	Sale	191.17	691	132,098	11,187	Mar 05 04:32 PM
Soliday Lance A	Officer	Mar 04 '25	Proposed Sale	191.17	691	132,098		Mar 04 05:06 PM
KHOSROWSHAHI DARA	Director	Mar 03 '25	Sale	196.27	10,000	1,962,673	148,505	Mar 04 04:42 PM
Soliday Lance A	SVP & Chief Accounting Officer	Feb 15 '25	Option Exercise	0.00	962	0	12,149	Feb 19 05:03 PM
Diller Barry	Chairman & Sr. Executive	Feb 15 '25	Option Exercise	0.00	10,111	0	143,406	Feb 19 05:03 PM
Gorin Ariane	Chief Executive Officer	Feb 15 '25	Option Exercise	0.00	8,499	0	75,226	Feb 19 05:03 PM
Banerjee Madhumita Moina	Director	Feb 16 '25	Option Exercise	0.00	718	0	2,307	Feb 19 05:03 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Feb 15 '25	Option Exercise	0.00	4,430	0	80,626	Feb 19 05:03 PM
Dzielak Robert J	Chief Legal Officer & Sec'y	Feb 19 '25	Sale	205.70	5,000	1,028,500	74,502	Feb 19 05:03 PM

Open in Screener

OCSL

Oaktree Specialty Lending Corp

Feb 13 • 02:19PM ET

12.27

-0.02 -0.20 %

Financial • Asset Management • USA • NASD

OCSL Oaktree Specialty Lending Corp daily Stock Chart

Peers: ARCC HTGC TSLX MAIN GSBD TCPC NMFC PSEC PNNT FDUS

| Held by: BIZD VPC ERNZ FBDC PSP NMBL CEFZ PEX PCR

Index	-	P/E	34.43	EPS (ttm)	0.36	Insider Own	0.29%	Shs Outstand	88.09M	Perf Week	1.03%
Market Cap	1.08B	Forward P/E	8.24	EPS next Y	1.49	Insider Trans	1.19%	Shs Float	87.83M	Perf Month	-4.70%
Enterprise Value	2.61B	PEG	-	EPS next Q	0.37	Inst Own	40.15%	Short Float	2.12%	Perf Quarter	-10.34%
Income	32.29M	P/S	3.52	EPS this Y	-14.41%	Inst Trans	-	Short Ratio	2.40	Perf Half Y	-9.88%
Sales	306.81M	P/B	0.75	EPS next Y	-1.69%	ROA	1.04%	Short Interest	1.86M	Perf YTD	-3.73%
Book/sh	16.30	P/C	13.37	EPS next 5Y	-7.08%	ROE	2.24%	52W High	16.19 -24.27%	Perf Year	-21.32%
Cash/sh	0.92	P/FCF	5.67	EPS past 3/5Y	-6.44% -13.94%	ROIC	1.10%	52W Low	11.94 2.72%	Perf 3Y	-38.47%
Dividend Est.	1.55 (12.64%)	EV/EBITDA	17.98	Sales past 3/5Y	2.33% 18.33%	Gross Margin	87.53%	Volatility	2.12% 2.11%	Perf 5Y	-32.44%
Dividend TTM	1.60 (13.04%)	EV/Sales	8.51	EPS Y/Y TTM	-46.64%	Oper. Margin	47.30%	ATR (14)	0.27	Perf 10Y	-10.26%
Dividend Ex-Date	Mar 16, 2026	Quick Ratio	0.89	Sales Y/Y TTM	36.29%	Profit Margin	10.52%	RSI (14)	42.25	Recom	3.00
Dividend Gr. 3/5Y	-3.54% 8.39%	Current Ratio	0.89	EPS Q/Q	-27.61%	SMA20	-1.64%	Beta	0.55	Target Price	13.27
Payout	444.05%	Debt/Eq	1.12	Sales Q/Q	10.24%	SMA50	-4.24%	Rel Volume	0.88	Prev Close	12.29
Employees	-	LT Debt/Eq	1.05	Earnings	Feb 04 BMO	SMA200	-9.23%	Avg Volume	776.41K	Price	12.27
IPO	Jun 12, 2008	Option/Short	Yes / Yes	EPS/Sales Surpr.	11.49% -0.36%	Trades		Volume	514,788	Change	-0.20%

Date	Action	Analyst	Rating Change	Price Target Change
May-13-25	Resumed	B. Riley Securities	Neutral	$14
Dec-11-24	Downgrade	B. Riley Securities	Neutral → Sell	$15
Nov-20-24	Downgrade	JP Morgan	Overweight → Neutral	$17 → $15
Nov-19-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Aug-26-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$18 → $17
Aug-02-24	Downgrade	Oppenheimer	Outperform → Perform
Feb-02-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$22 → $19
Jan-08-24	Downgrade	B. Riley Securities	Buy → Neutral	$21
Aug-04-23	Downgrade	Hovde Group	Outperform → Market Perform	$21
Oct-14-22	Initiated	B. Riley Securities	Buy	$6.25
Jun-24-21	Initiated	Oppenheimer	Outperform	$7.50
Mar-05-21	Initiated	Hovde Group	Outperform	$7.25
Jun-19-20	Upgrade	Janney	Neutral → Buy
Mar-06-20	Initiated	National Securities	Buy	$5.75
Jan-15-20	Upgrade	Wells Fargo	Equal Weight → Overweight	$6
Oct-10-19	Initiated	Jefferies	Buy	$6.50
Jul-29-19	Initiated	Janney	Neutral
Feb-08-19	Upgrade	National Securities	Neutral → Buy
Aug-21-18	Upgrade	Keefe Bruyette	Mkt Perform → Outperform
Feb-06-18	Upgrade	JP Morgan	Neutral → Overweight

Show Previous Ratings

Feb-11-26 12:39AM	The Top 5 Analyst Questions From Oaktree Specialty Lending's Q4 Earnings Call (StockStory)
Feb-06-26 05:30AM	Private Markets' AI Panic: When 'Recurring Revenue' Isn't (The Wall Street Journal)
Feb-05-26 12:32AM	OCSL Q4 Deep Dive: Software Exposure and Portfolio Activity Shape Market Sentiment (StockStory)
Feb-04-26 08:28PM	Oaktree Specialty Lending Q1 Earnings Call Highlights (MarketBeat)
06:00PM	Oaktree Specialty Lending Corp (OCSL) Q1 2026 Earnings Call Highlights: Strong Investment ... (GuruFocus.com)
12:10PM	Loading…
12:10PM	Oaktree Lending (OCSL) Earnings Call Transcript (Motley Fool)
07:10AM	Oaktree Specialty Lending (OCSL) Beats Q1 Earnings Estimates (Zacks)
06:33AM	Oaktree Specialty Lending (NASDAQ:OCSL) Reports Q4 CY2025 In Line With Expectations (StockStory)
06:06AM	Oaktree Specialty Lending: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Oaktree Specialty Lending Corporation Announces First Fiscal Quarter 2026 Financial Results (Business Wire)
Feb-02-26 10:05PM	Oaktree Specialty Lending (OCSL) Q4 Earnings: What To Expect (StockStory)
Jan-29-26 08:05AM	Blackstone Inc. (BX) Q4 Earnings and Revenues Surpass Estimates (Zacks)
Jan-08-26 10:31PM	Q3 Earnings Roundup: Oaktree Specialty Lending (NASDAQ:OCSL) And The Rest Of The Specialty Finance Segment (StockStory)
Jan-05-26 04:00PM	Oaktree Specialty Lending Corporation Schedules First Fiscal Quarter Earnings Conference Call for February 4, 2026 (Business Wire)
Nov-25-25 12:31AM	5 Must-Read Analyst Questions From Oaktree Specialty Lending's Q3 Earnings Call (StockStory)
12:31AM	Loading…
Nov-19-25 12:31AM	OCSL Q3 2025 Deep Dive: Revenue Decline Offset by Improved Credit Quality and Selective Lending (StockStory)
Nov-18-25 06:00PM	Oaktree Specialty Lending Corp (OCSL) Q4 2025 Earnings Call Highlights: Strong Investment ... (GuruFocus.com)
07:15AM	Oaktree Specialty Lending (OCSL) Q4 Earnings and Revenues Surpass Estimates (Zacks)
06:23AM	Oaktree Specialty Lending (NASDAQ:OCSL) Exceeds Q3 CY2025 Expectations (StockStory)
06:00AM	Oaktree Specialty Lending Corporation Announces Fourth Fiscal Quarter and Full Year 2025 Financial Results (Business Wire)
Nov-16-25 10:01PM	What To Expect From Oaktree Specialty Lending's (OCSL) Q3 Earnings (StockStory)
Nov-13-25 07:35PM	BTCS Inc. (BTCS) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
Nov-12-25 06:10PM	OTC Markets Group Inc. (OTCM) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-19-25 11:33PM	Reflecting On Specialty Finance Stocks' Q2 Earnings: Oaktree Specialty Lending (NASDAQ:OCSL) (StockStory)
Oct-10-25 09:35AM	Here's Why Oaktree Specialty Lending (OCSL) is Poised for a Turnaround After Losing 9.3% in 4 Weeks (Zacks)
Oct-07-25 05:00PM	Oaktree Specialty Lending Corporation Schedules Fourth Fiscal Quarter and Full Year 2025 Earnings Conference Call for November 18, 2025 (Business Wire)
Aug-18-25 01:00PM	Implied Volatility Surging for Oaktree Specialty Lending Stock Options (Zacks)
Aug-06-25 03:23AM	Oaktree Specialty Lending Corp (OCSL) Q3 2025 Earnings Call Highlights: Navigating Challenges ... (GuruFocus.com)
Aug-05-25 07:15AM	Oaktree Specialty Lending (OCSL) Q3 Earnings and Revenues Miss Estimates (Zacks)
06:09AM	Oaktree Specialty Lending: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:00AM	Loading…
06:00AM	Oaktree Specialty Lending Corporation Announces Third Fiscal Quarter 2025 Financial Results (GlobeNewswire)
Aug-04-25 09:42AM	Earnings To Watch: Oaktree Specialty Lending Corp (OCSL) Reports Q3 2025 Result (GuruFocus.com)
Jul-14-25 07:15AM	Alphyn Capital Management Sold Its Stake in Oaktree Specialty Lending Corporation (OCSL) (Insider Monkey)
Jul-02-25 04:00PM	Oaktree Specialty Lending Corporation Schedules Third Fiscal Quarter Earnings Conference Call for August 5, 2025 (GlobeNewswire)
May-04-25 08:42AM	Oaktree Specialty Lending: Staying Away From This BDC For The Remainder Of 2025 (Seeking Alpha)
May-02-25 03:14AM	Oaktree Specialty Lending Corp (OCSL) Q2 2025 Earnings Call Highlights: Navigating Market ... (GuruFocus.com)
01:38AM	Q2 2025 Oaktree Specialty Lending Corp Earnings Call (Thomson Reuters StreetEvents)
May-01-25 02:01PM	Oaktree Specialty Lending Corporation (OCSL) Q2 2025 Earnings Call Transcript (Seeking Alpha) -7.85%
07:10AM	Oaktree Specialty Lending (OCSL) Lags Q2 Earnings and Revenue Estimates (Zacks)
06:07AM	Oaktree Specialty Lending: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	Oaktree Specialty Lending Corporation Announces Second Fiscal Quarter 2025 Financial Results (GlobeNewswire)
Apr-30-25 09:15AM	My 3 Biggest BDC Investing Mistakes Worth Avoiding (Seeking Alpha)
Apr-29-25 10:01AM	Will Forge Global Holdings, Inc. (FRGE) Report Negative Q1 Earnings? What You Should Know (Zacks)
Apr-25-25 08:30AM	A Rare Buying Opportunity: 11%+ Yields The Market Got Completely Wrong (Seeking Alpha)
Apr-24-25 09:15AM	Investing In BDCs For Durable Income Amidst The Looming Recession (Seeking Alpha)
Apr-21-25 07:31PM	Focusing On Lower Risk Shares (And Updated Charts For High-Yield Stocks) (Seeking Alpha)
Apr-19-25 11:44AM	BDC Weekly Review: Consequences Of The Trade War For BDCs (Seeking Alpha)
Apr-18-25 07:28AM	Oaktree Specialty Lending: 13% Yield, Hidden Quality (GuruFocus.com)
Apr-14-25 05:05PM	Oaktree Specialty Lending Corporation Announces Amendments to its Secured Revolving Credit Facility (GlobeNewswire)
Apr-10-25 05:01AM	Oaktree Specialty Lending: Not The Best Investment Choice, Despite High Dividend Yield (Seeking Alpha)
Apr-02-25 09:15AM	BlackRock TCP: Still Too Speculative After The Dividend Cut (Seeking Alpha)
Apr-01-25 04:05PM	Oaktree Specialty Lending Corporation Schedules Second Fiscal Quarter Earnings Conference Call for May 1, 2025 (GlobeNewswire)
Mar-31-25 09:15AM	Worried About BDC Dividends? Consider These 3 For Durable Income (Seeking Alpha)
Mar-26-25 03:08PM	Golub Capital BDC's NAV, Valuation And Dividend Vs. 11 BDC Peers - Part 2 (Includes Updated Dividend Projections) (SeekingAlpha)
Mar-21-25 09:15AM	Dividend Cut Alert: 1 BDC And 1 REIT With Likely Lower Dividends In 2025 (SeekingAlpha)
Mar-19-25 04:05PM	15% Yields Want To Mug Your Dividends (SeekingAlpha)
Feb-20-25 04:30PM	Oaktree Specialty Lending Corporation Prices Public Offering of $300,000,000 6.340% Notes due 2030 (GlobeNewswire)
Feb-05-25 02:54AM	Q1 2025 Oaktree Specialty Lending Corp Earnings Call (Thomson Reuters StreetEvents)
02:13AM	Oaktree Specialty Lending Corp (OCSL) Q1 2025 Earnings Call Highlights: Navigating Challenges ... (GuruFocus.com)
Feb-04-25 07:20AM	Oaktree Specialty Lending (OCSL) Q1 Earnings Match Estimates (Zacks)
06:18AM	Oaktree Specialty Lending: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Oaktree Specialty Lending Corporation Announces First Fiscal Quarter 2025 Financial Results (GlobeNewswire)
Feb-03-25 07:07AM	Oaktree Specialty Lending Corp (OCSL) Q1 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-02-25 04:05PM	Oaktree Specialty Lending Corporation Schedules First Fiscal Quarter Earnings Conference Call for February 4, 2025 (GlobeNewswire)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
Nov-21-24 05:00AM	Oaktree Specialty Lending downgraded to Neutral from Overweight at JPMorgan (TipRanks)
Nov-20-24 02:41AM	Q4 2024 Oaktree Specialty Lending Corp Earnings Call (Thomson Reuters StreetEvents)
02:04AM	Oaktree Specialty Lending Corp (OCSL) Q4 2024 Earnings Call Highlights: Strategic Shifts and ... (GuruFocus.com)
Nov-19-24 09:30AM	Compared to Estimates, Oaktree Specialty Lending (OCSL) Q4 Earnings: A Look at Key Metrics (Zacks)
07:15AM	Oaktree Specialty Lending (OCSL) Misses Q4 Earnings and Revenue Estimates (Zacks)
06:22AM	Oaktree Specialty Lending: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:00AM	Oaktree Specialty Lending Corporation Announces Fourth Fiscal Quarter and Full Year 2024 Financial Results and Declares Quarterly Distribution of $0.55 Per Share (GlobeNewswire)
Nov-18-24 10:22PM	Oaktree Specialty Lending Corp (OCSL) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-10-24 08:13AM	Heres Why Oaktree Specialty Lending Corporation (OCSL) Experienced a Challenging Q3 (Insider Monkey)
Oct-07-24 04:05PM	Oaktree Specialty Lending Corporation Schedules Fourth Fiscal Quarter and Full Year 2024 Earnings Conference Call for November 19, 2024 (GlobeNewswire)
Sep-21-24 07:31AM	Is Oaktree Specialty Lending Corporation (OCSL) the Best BDC Stock To Invest In? (Insider Monkey)
Aug-02-24 03:22AM	Q3 2024 Oaktree Specialty Lending Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-01-24 09:30AM	Oaktree Specialty Lending (OCSL) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:15AM	Oaktree Specialty Lending (OCSL) Q3 Earnings and Revenues Lag Estimates (Zacks)
06:19AM	Oaktree Specialty Lending: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:00AM	Oaktree Specialty Lending Corporation Announces Third Fiscal Quarter 2024 Financial Results and Declares Quarterly Distribution of $0.55 Per Share (GlobeNewswire)
Jul-25-24 07:00AM	7 Dividend Stocks to Hold On Tight to for the Next Decade (InvestorPlace)
Jul-11-24 08:00AM	7 High-Yield Dividend Stocks to Buy and Hold Forever: July Edition (InvestorPlace)
Jul-01-24 04:05PM	Oaktree Specialty Lending Corporation Schedules Third Fiscal Quarter Earnings Conference Call for August 1, 2024 (GlobeNewswire)
Jun-18-24 06:28AM	3 Dividend Stocks Offering High Yields for Income Investors (InvestorPlace)
Jun-04-24 06:00AM	3 High-Yield Dividend Stock Picks for Stellar Returns (InvestorPlace)
May-29-24 09:31AM	7 Must-Own Stocks to Hold for the Second Half of 2024 (InvestorPlace)
May-15-24 04:56PM	7 Dividend Stocks With Yields Over 7% Set to Explode (InvestorPlace)
May-01-24 10:48AM	Oaktree Specialty Lending Corporation (NASDAQ:OCSL) Q2 2024 Earnings Call Transcript (Insider Monkey)
09:39AM	Oaktree Cuts Fees on Private Credit Fund After Earnings Decline (Bloomberg)
08:16AM	B. Riley Securities Adjusts Oaktree Specialty Lending's Price Target to $18.50 From $19, Keeps Neutral Rating (MT Newswires)
03:23AM	Oaktree Specialty Lending Corp (OCSL) Q2 2024 Earnings Call Transcript Highlights: Stability ... (GuruFocus.com)
01:03AM	Q2 2024 Oaktree Specialty Lending Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-30-24 11:55AM	Oaktree Specialty Lending to Lower Base Management Fee (MT Newswires)
10:54AM	OCSL Stock Earnings: Oaktree Specialty Lending Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace)
09:30AM	Oaktree Specialty Lending (OCSL) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
07:35AM	Oaktree Specialty Lending Corp (OCSL) Navigates Challenges in Q2 2024, Announces Fee Reduction (GuruFocus.com)
06:11AM	Oaktree Specialty Lending: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:01AM	Oaktree Specialty Lending Corporation Announces Permanent Base Management Fee Reduction (GlobeNewswire)
06:00AM	Oaktree Specialty Lending Corporation Announces Second Fiscal Quarter 2024 Financial Results and Declares Quarterly Distribution of $0.55 Per Share (GlobeNewswire)

Oaktree Specialty Lending Corp., is a closed-end investment fund, which engages in the provision of credit solutions to companies with limited access to public or syndicated capital markets. Its objective is to generate current income and capital appreciation by providing companies with solutions including first and second lien loans, unsecured and mezzanine loans, and preferred equity. The company was founded on February 15, 2007 and is headquartered in Los Angeles, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CALDWELL PHYLLIS R	Director	Sep 15 '25	Buy	13.19	3,000	39,576	21,000	Sep 16 04:05 PM
Gero Deborah Ann	Director	Jun 30 '25	Buy	13.70	2,500	34,250	22,411	Jul 01 04:05 PM
Panossian Armen	See Remarks	May 15 '25	Buy	14.13	8,000	113,040	20,789	May 19 06:06 AM
CALDWELL PHYLLIS R	Director	May 07 '25	Buy	13.32	2,000	26,650	18,000	May 08 06:03 AM
Jacobson Craig A	Director	May 06 '25	Buy	13.41	14,910	199,919	71,667	May 07 04:10 PM
CALDWELL PHYLLIS R	Director	Feb 25 '25	Buy	15.83	2,500	39,575	16,000	Feb 26 04:15 PM
Pendo Mathew	President	Feb 24 '25	Buy	15.93	6,260	99,690	52,596	Feb 25 04:15 PM
Khanna Raghav	Co-Chief Investment Officer	Feb 24 '25	Buy	15.95	6,000	95,700	6,000	Feb 25 04:15 PM

CHTR Charter Communications Inc daily Stock Chart

Peers: CMCSA T VZ ATUS LUMN WOW CNSL

| Held by: XLC QQQ VTI VOO VO IVV SPY RSP VTV QQQM

Index	NDX, S&P 500	P/E	6.62	EPS (ttm)	36.27	Insider Own	32.20%	Shs Outstand	126.63M	Perf Week	3.82%
Market Cap	34.11B	Forward P/E	4.80	EPS next Y	49.96	Insider Trans	-0.00%	Shs Float	85.85M	Perf Month	18.59%
Enterprise Value	135.09B	PEG	0.29	EPS next Q	9.93	Inst Own	83.42%	Short Float	20.40%	Perf Quarter	12.62%
Income	4.99B	P/S	0.62	EPS this Y	19.67%	Inst Trans	1.21%	Short Ratio	8.55	Perf Half Y	-8.83%
Sales	54.77B	P/B	1.89	EPS next Y	15.29%	ROA	3.25%	Short Interest	17.51M	Perf YTD	14.95%
Book/sh	126.78	P/C	57.03	EPS next 5Y	16.75%	ROE	31.52%	52W High	437.06 -45.10%	Perf Year	-33.49%
Cash/sh	4.21	P/FCF	7.72	EPS past 3/5Y	5.60% 18.65%	ROIC	4.48%	52W Low	180.38 33.03%	Perf 3Y	-40.03%
Dividend Est.	-	EV/EBITDA	6.13	Sales past 3/5Y	0.46% 2.63%	Gross Margin	46.30%	Volatility	4.17% 4.29%	Perf 5Y	-60.88%
Dividend TTM	-	EV/Sales	2.47	EPS Y/Y TTM	3.97%	Oper. Margin	24.35%	ATR (14)	8.81	Perf 10Y	29.35%
Dividend Ex-Date	-	Quick Ratio	0.39	Sales Y/Y TTM	-0.56%	Profit Margin	9.10%	RSI (14)	67.41	Recom	2.83
Dividend Gr. 3/5Y	- -	Current Ratio	0.39	EPS Q/Q	0.03%	SMA20	13.90%	Beta	1.00	Target Price	292.20
Payout	0.00%	Debt/Eq	6.05	Sales Q/Q	-2.33%	SMA50	15.20%	Rel Volume	0.65	Prev Close	238.08
Employees	91900	LT Debt/Eq	5.93	Earnings	Jan 30 BMO	SMA200	-15.50%	Avg Volume	2.05M	Price	239.96
IPO	Dec 02, 2009	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.75% -0.95%	Trades		Volume	998,915	Change	0.79%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-13-26	Downgrade	Wells Fargo	Equal Weight → Underweight	$180
Nov-04-25	Downgrade	Oppenheimer	Outperform → Perform
Nov-03-25	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-03-25	Downgrade	Bernstein	Outperform → Mkt Perform	$280
Oct-06-25	Resumed	Citigroup	Buy	$325
Sep-02-25	Resumed	Goldman	Sell	$223
Aug-21-25	Resumed	Wells Fargo	Equal Weight	$300
Jul-28-25	Upgrade	Bernstein	Mkt Perform → Outperform	$380
Jun-20-25	Upgrade	Wolfe Research	Underperform → Peer Perform
Jun-02-25	Downgrade	Bernstein	Outperform → Mkt Perform	$410
May-19-25	Upgrade	Raymond James	Underperform → Mkt Perform
May-19-25	Upgrade	Loop Capital	Hold → Buy	$510
May-16-25	Upgrade	Oppenheimer	Perform → Outperform	$500
Apr-10-25	Downgrade	Exane BNP Paribas	Neutral → Underperform	$290
Mar-14-25	Resumed	Citigroup	Buy	$425
Dec-12-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$500
Nov-26-24	Upgrade	Exane BNP Paribas	Underperform → Neutral	$360
Nov-04-24	Upgrade	BofA Securities	Neutral → Buy	$385 → $450
Nov-04-24	Reiterated	Pivotal Research Group	Buy	$435 → $525
Sep-30-24	Downgrade	Wolfe Research	Peer Perform → Underperform	$300

Show Previous Ratings

Feb-12-26 11:00AM	SPECTRUM LAUNCHES INVINCIBLE WIFI, INTEGRATING WIFI 7 WITH 5G AND BATTERY BACKUP FOR CONSTANT CONNECTIVITY (PR Newswire)
Feb-11-26 12:07PM	T-Mobile Calls Out Competitor's Device Push In Postpaid Growth Fight (Benzinga)
Feb-10-26 10:01AM	SPECTRUM PARTNERS WITH CARSON HOCEVAR, SPIRE MOTORSPORTS, FOR NASCAR CUP SERIES CAMPAIGN (PR Newswire)
Feb-09-26 08:02AM	Micron Stock Cant Stop Going Up and Goldman Sachs Knows Exactly Why (24/7 Wall St.)
Feb-08-26 04:27AM	Charter Communications, Inc. (CHTR) Focused on Long-Term Customer EBITDA and Cash Flow Growth (Insider Monkey)
11:03PM	Loading…
Feb-03-26 11:03PM	Corrections & Amplifications (The Wall Street Journal) +5.38%
02:03PM	Spectrum revamps internet service as customers exit (TheStreet)
02:03PM	Spectrum plans 3 major changes as internet customers flee (TheStreet)
02:03PM	Spectrum loses 119,000 internet customers, plans major changes (TheStreet)
Feb-02-26 04:05PM	Five AI Value Stocks for Investors to Consider (Barrons.com)
06:14AM	Analyst Report: Charter Communications, Inc. (Morningstar Research)
Jan-30-26 11:06PM	Charter Communications (CHTR) Climbs 7.6% as Subscription Decline 'Lower-Than-Expected' (Insider Monkey) +7.62%
07:38PM	Analyst Report: Charter Communications, Inc. (Morningstar Research)
04:02PM	Charter Communications Inc (CHTR) Q4 2025 Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com)
01:21PM	Charter Mobile, Video Growth Offsets Internet Subscriber Declines (The Wall Street Journal)
12:14PM	Loading…
12:14PM	Charter Earnings Miss Estimates in Q4, Revenues Decline Y/Y (Zacks)
11:16AM	Stocks Slip as Bond Yields Rise after Warsh Picked for Fed Chair (Barchart)
11:00AM	Compared to Estimates, Charter (CHTR) Q4 Earnings: A Look at Key Metrics (Zacks)
10:35AM	Charter Communications Wireless Adds Outpace Internet Losses (Benzinga)
10:13AM	Charter Communications Q4 Earnings Call Highlights (MarketBeat)
10:00AM	Stocks Fall as Trump Nominates Warsh for Fed Chair (Barchart)
09:10AM	KeyBanc Maintains Sector Weight on Charter (CHTR) Amid Rising Broadband Competition (Insider Monkey)
08:40AM	Charter Communications sheds fewer broadband subscribers than expected, shares rise (Reuters)
08:23AM	Charter Revenue Hurt by Declines in Internet Subscriber Volumes (The Wall Street Journal)
08:10AM	Charter Communications (CHTR) Lags Q4 Earnings and Revenue Estimates (Zacks)
07:18AM	Charter (NASDAQ:CHTR) Misses Q4 CY2025 Sales Expectations, But Stock Soars 6% (StockStory)
07:17AM	Charter: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Charter Announces Fourth Quarter and Full Year 2025 Results (PR Newswire)
Jan-29-26 10:30AM	Comcast Scores an Earnings Beat. But This Is Still a Worry. (Barrons.com)
08:10AM	Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:18AM	Loading…
07:18AM	Comcast Earnings Beat Wall Streets Target. This Number Is Still a Worry. (Barrons.com)
07:07AM	Comcast sheds more broadband customers as competition mounts on core business (Reuters)
02:40AM	Bessent Calls Trump Accounts 'Rainy Day Funds' And Slams 'Out of Touch' Critics As JPMorgan, BofA Back Plan (Benzinga)
Jan-28-26 10:01PM	Charter Earnings: What To Look For From CHTR (StockStory)
11:40AM	JPMorgan, Bank of America announce $1,000 Trump account match as corporate America support for retirement scheme deepens (Yahoo Finance)
11:35AM	Comcast Is About to Report Earnings. This Is the Big Worry for Investors. (Barrons.com)
10:33AM	Charter Communications to Report Q4 Earnings: What's in the Cards? (Zacks)
10:19AM	Bessent says 500,000 have signed up for 'Trump accounts,' more donations coming (Reuters)
Jan-27-26 11:01AM	SPECTRUM SUPER BOWL AD SPOTLIGHTS ITS ROLE AS AMERICA'S CONNECTIVITY COMPANY, POWERING THE PEOPLE WHO POWER THE NATION (PR Newswire) -5.57%
Jan-25-26 07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-24-26 10:29PM	Wells Fargo Downgrades Charter Communications (CHTR), UBS Cuts PT (Insider Monkey)
Jan-23-26 10:00AM	Charter Communications (CHTR) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-20-26 11:00AM	SPECTRUM LAUNCHES WIFI 7 EXTENDERS FOR WHOLE-HOME CONNECTIVITY (PR Newswire)
09:30AM	SPECTRUM TO AWARD $1 MILLION IN 2026 SPECTRUM DIGITAL EDUCATION GRANTS (PR Newswire)
07:09AM	Bear Of The Day: Charter Communications (CHTR) (Zacks)
Jan-16-26 12:45PM	SoFi To Seed Trump Accounts: Bessent's '50 State Challenge' Gains Steam (Benzinga)
08:59AM	VZ Wins Regulatory Nod for Frontier Buyout: Will it Boost Prospects? (Zacks)
Jan-15-26 03:46PM	Why Charter (CHTR) Stock Is Falling Today (StockStory)
02:30PM	Charter Communications, Inc. (CHTR): A Bull Case Theory (Insider Monkey)
09:30AM	T vs CHTR: Which Telecom Stock Has More Upside Right Now? (Zacks)
Jan-13-26 04:15PM	Charter Closes $3.0 Billion Senior Unsecured Notes (PR Newswire)
Jan-12-26 11:00AM	SPECTRUM OPENS APPLICATIONS FOR SIXTH CLASS OF SPECTRUM SCHOLARS (PR Newswire)
Jan-10-26 03:00PM	More Bonds Are Teetering on the Brink of Junk: Credit Weekly (Bloomberg)
Jan-08-26 07:20AM	Jim Cramer on Charter Communications: "Tough to Be a Cable Company in These Days" (Insider Monkey)
Jan-07-26 11:39PM	3 Cash-Producing Stocks We're Skeptical Of (StockStory)
Jan-06-26 08:54PM	Charter Prices $3.0 Billion Senior Unsecured Notes (PR Newswire)
09:00AM	Index Exchange Launches Gracenote-Powered Show-Level Reporting with Spectrum Reach (PR Newswire)
08:15AM	Charter Offers Senior Unsecured Notes (PR Newswire)
Jan-05-26 12:10PM	LOS ANGELES LAKERS GAMES ON SPECTRUM FRONT ROW IN APPLE IMMERSIVE TIP OFF JANUARY 9 (PR Newswire)
09:55AM	AT&T Stock Had a Miserable 2025. Why This Analyst Says 2026 Will Be Better. (Barrons.com)
09:09AM	AT&T Stock Is on a Bad Run. Why 2026 Could Be a Good Year. (Barrons.com)
Jan-02-26 08:16AM	What to Expect From Charter Communications' Next Quarterly Earnings Report (Barchart)
Dec-28-25 12:28PM	Charter Communications, Inc. (CHTR) Defends Cox Merger, Analysts Split on Stock Prospects (Insider Monkey)
10:59AM	Wall Street Maintains a Positive Outlook on Charter Communications (CHTR) (Insider Monkey)
Dec-18-25 10:35PM	Winners And Losers Of Q3: Charter (NASDAQ:CHTR) Vs The Rest Of The Wireless, Cable and Satellite Stocks (StockStory)
09:00PM	Wells Fargos Investment Bankers Are Having Their Best Year Ever (The Wall Street Journal)
04:36PM	Charter to Hold Webcast to Discuss Fourth Quarter and Full Year 2025 Financial and Operating Results (PR Newswire)
12:51PM	Ray Dalio is the latest billionaire to give money to Trump Accounts for kids (MarketWatch)
Dec-15-25 11:30AM	SPECTRUM'S WORKFORCE INVESTMENTS DRIVE CAREER GROWTH AND A MORE SKILLED FRONTLINE TEAM (PR Newswire)
Dec-14-25 04:05AM	3 S&P 500 Stocks That Could Soar 49% or More in 2026, According to Wall Street (Motley Fool)
Dec-10-25 08:44AM	Pzena Focused Value Strategy Exited Its Position in Charter Communications (CHTR) in Q3 (Insider Monkey)
08:01AM	Analysts Tell Clients These 10 Stocks Will Dominate In 2026 (Investor's Business Daily)
Dec-09-25 11:39AM	Charter Communications (CHTR) Down 41% Year-to-Date, Here's What You Need To Know (Insider Monkey)
Dec-08-25 07:50AM	Charter Communications Stock: Is CHTR Underperforming the Communications Sector? (Barchart)
Dec-05-25 10:50AM	Wells Fargo Advises on Netflix-Warner Deal in M&A Win for Bank (Bloomberg)
Dec-02-25 04:00PM	Charter to Participate in UBS Global Media and Communications Conference (PR Newswire)
08:16AM	The 12 Worst Stocks of 2025-and the 1 That Could Turn Around (Barrons.com)
Dec-01-25 04:47PM	The 12 Worst Stocks of 2025-and the 1 That Could Turn Around (Barrons.com)
Nov-29-25 05:30AM	Copper Thieves Are Wreaking Havoc Across America (The Wall Street Journal)
Nov-28-25 06:45AM	Liberty Broadband resumed with a Buy at Citi (TipRanks)
Nov-27-25 06:16AM	Charter Communications, Inc. (CHTR) Partners with Amazon Web Services to Accelerate Generative AI Integration (Insider Monkey)
05:51AM	Charter Communications (CHTR) Partners with Amazon Web Services (Insider Monkey)
Nov-26-25 04:04PM	How a 10% Dividend Could Save Charter Communications Stock (Barrons.com)
03:25PM	Charter Communications Stock Is a Disaster. The Answer Could Be a 10% Dividend. (Barrons.com)
Nov-25-25 08:27AM	RBC Capital Cautious on Charter (CHTR) After Q3 Miss on Broadband Subscribers, EBITDA (Insider Monkey)
Nov-21-25 06:01PM	Charter, La-Z-Boy, Tapestry, Boyd Gaming, and Lindblad Expeditions Stocks Trade Up, What You Need To Know (StockStory)
05:22AM	Oppenheimer Downgrades Charter Communications (CHTR) to Perform, Amid Core Broadband Customer Decline (Insider Monkey)
Nov-20-25 11:01PM	Charter (CHTR): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
02:07PM	Bill Nygren Isn't Worried About Market Volatility. He Likes GM, Delta, and Capital One Stocks. (Barrons.com)
11:00AM	SPECTRUM EXPANDS 4K CONTENT AVAILABILITY TO APPLE TV 4K AND ROKU DEVICES VIA SPECTRUM TV APP (PR Newswire)
Nov-19-25 08:25AM	Is Wall Street Bullish or Bearish on Charter Communications Stock? (Barchart)
Nov-18-25 11:00AM	Charter Communications Announces Strategic Collaboration with AWS on Generative AI to Transform Software Development and Operations (PR Newswire)
Nov-14-25 02:21PM	How This Telecom Play Has Gone From Penny Stock To Contender In The 2025 Stock Market (Investor's Business Daily)
Nov-13-25 10:01AM	SPECTRUM SAYS 'THANK YOU' WITH FREE GIG LIFT DURING THANKSGIVING WEEK (PR Newswire)
06:41AM	Disney boosts dividend and buyback, parks and streaming drive profit beat (Reuters)
Nov-12-25 11:35PM	3 Mid-Cap Stocks We Steer Clear Of (StockStory)
Nov-11-25 08:28AM	The Price of a Standoff: Disneys Losses (Or Wins) from the YouTube TV Blackout (FX Empire)
Nov-10-25 04:12PM	Stock Market Today: Dow Up On Shutdown Deal; Cathie Wood Loads Up On This (Live Coverage) (Investor's Business Daily)
04:12PM	Stock Market Today: Dow Jumps Amid Shutdown Move; Cathie Wood Loads Up On This (Live Coverage) (Investor's Business Daily)
03:21PM	Stock Market Today: Nasdaq Jumps As Johnson Makes This Shutdown Move; Palantir Surges Past This Level (Live Coverage) (Investor's Business Daily)

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Howard Kevin D	EVP/CAO/Controller	Jan 15 '26	Option Exercise	183.87	6,131	1,127,307	6,363	Jan 20 04:24 PM
Winfrey Christopher L	President and CEO	Jan 15 '26	Option Exercise	183.87	24,064	4,424,648	94,307	Jan 20 04:16 PM
MERRITT DAVID C	Director	Nov 05 '25	Sale	226.18	1,200	271,416	10,146	Nov 07 04:16 PM
David Merritt	Director	Nov 05 '25	Proposed Sale	221.71	1,200	266,052		Nov 04 04:18 PM
Nair Balan	Director	Jul 31 '25	Buy	274.21	360	98,716	9,622	Aug 04 08:35 AM
Winfrey Christopher L	President and CEO	Jul 31 '25	Buy	273.10	3,670	1,002,259	70,243	Jul 31 04:15 PM
CHARTER COMMUNICATIONS, INC. /	10% Owner	Jun 17 '25	Option Exercise	0.00	21,478	0	49,789	Jun 20 04:12 PM
Rutledge Thomas	Director	May 30 '25	Proposed Sale	395.00	20,000	7,900,000		May 30 12:43 PM
DiGeronimo Richard J	President-Product & Technology	May 16 '25	Option Exercise	292.31	9,050	2,645,406	15,854	May 20 04:16 PM
DiGeronimo Richard J	President-Product & Technology	May 16 '25	Sale	423.81	1,551	657,322	6,804	May 20 04:16 PM
DiGeronimo Richard J	Officer	May 16 '25	Proposed Sale	423.81	1,551	657,322		May 16 11:05 AM

EXPE

Expedia Group Inc

OCSL

Oaktree Specialty Lending Corp

CHTR

Charter Communications Inc

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