19,251 Shares in Carnival Corporation $CCL Purchased by USA Financial Formulas

USA Financial Formulas purchased a new stake in shares of Carnival Corporation (NYSE:CCL) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 19,251 shares of the company’s stock, valued at approximately $557,000.

A number of other hedge funds have also recently bought and sold shares of the stock. State of Michigan Retirement System grew its position in shares of Carnival by 9.9% in the 2nd quarter. State of Michigan Retirement System now owns 312,244 shares of the company’s stock valued at $8,780,000 after acquiring an additional 28,000 shares during the period. AustralianSuper Pty Ltd bought a new stake in shares of Carnival in the 2nd quarter valued at about $37,880,000. New Century Financial Group LLC lifted its stake in Carnival by 375.7% in the 2nd quarter. New Century Financial Group LLC now owns 72,140 shares of the company’s stock valued at $2,029,000 after purchasing an additional 56,976 shares during the last quarter. Oppenheimer Asset Management Inc. grew its holdings in Carnival by 30.9% during the second quarter. Oppenheimer Asset Management Inc. now owns 100,983 shares of the company’s stock worth $2,840,000 after purchasing an additional 23,866 shares during the period. Finally, Convergence Investment Partners LLC bought a new position in Carnival during the second quarter worth about $734,000. 67.19% of the stock is currently owned by institutional investors.

Carnival News Summary

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Q4 EPS beat and record 2025 profits — Carnival reported stronger-than-expected adjusted EPS and posted record full-year profits driven by higher yields, rising demand and cost discipline; investors view the earnings surprise as confirmation of the recovery thesis. Zacks: Carnival Q4 Earnings Beat
• Positive Sentiment: Dividend reinstated — Management announced the return of a cash dividend, a visible shift toward returning capital that buoyed investor sentiment and supports multiple expansion. Proactive: Dividend Return & Single Listing Plan
• Positive Sentiment: FY2026 guidance above Street — Carnival set FY2026 EPS at $2.48, ahead of consensus (~$2.41), signaling confidence in pricing power and demand resilience into next year. Reuters: Forecast Above Estimates
• Positive Sentiment: Proposal to unify listings — Carnival proposed a plan to move to a single NYSE-listed share, which could improve liquidity and attract U.S.-centric investors if approved. Proactive: Single NYSE Listing
• Positive Sentiment: Analyst support — Multiple firms reiterated buy ratings or bullish notes after the results and outlook, reinforcing positive analyst momentum. TipRanks: Analyst Commentary
• Neutral Sentiment: Unusual options activity — Call buying spiked intraday (large increase in call volume), indicating speculative bullish interest that can amplify moves but may reverse quickly.
• Neutral Sentiment: Management interviews and color — CEO interviews provided supportive commentary on consumer demand and pricing; useful for sentiment but not new fundamentals. YouTube: CEO Interview
• Negative Sentiment: Revenue slightly missed estimates and Q1 guide soft vs. consensus — Q4 revenue came in marginally below Street expectations and Q1 2026 EPS guidance (0.17) is a tick under consensus (0.18), giving short-term ammunition to skeptics about near-term momentum. Press Release / Slide Deck

Analyst Ratings Changes

CCL has been the topic of several research analyst reports. Wall Street Zen lowered Carnival from a “buy” rating to a “hold” rating in a research note on Saturday, October 4th. Zacks Research raised Carnival from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 7th. Citigroup cut their price target on Carnival from $38.00 to $36.00 and set a “buy” rating for the company in a report on Friday, December 12th. Jefferies Financial Group lifted their price objective on shares of Carnival from $34.00 to $37.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Stifel Nicolaus upped their price objective on shares of Carnival from $34.00 to $38.00 and gave the company a “buy” rating in a report on Tuesday, September 23rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $34.00.

Carnival Stock Performance

NYSE:CCL opened at $31.13 on Friday. The stock has a 50 day simple moving average of $27.26 and a 200 day simple moving average of $28.34. The stock has a market cap of $36.34 billion, a P/E ratio of 15.56, a PEG ratio of 0.58 and a beta of 2.53. Carnival Corporation has a 1-year low of $15.07 and a 1-year high of $32.80. The company has a current ratio of 0.34, a quick ratio of 0.30 and a debt-to-equity ratio of 2.10.

Carnival (NYSE:CCL) last posted its quarterly earnings data on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.09. The firm had revenue of $6.33 billion for the quarter, compared to analysts’ expectations of $6.38 billion. Carnival had a return on equity of 27.86% and a net margin of 10.07%.The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.14 EPS. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. Research analysts anticipate that Carnival Corporation will post 1.77 earnings per share for the current year.

Carnival Company Profile

Carnival Corporation (NYSE: CCL) is a global cruise operator that provides leisure travel services through a portfolio of passenger cruise brands. The company’s core business is operating cruise ships that offer multi-night voyages and associated vacation services, including onboard accommodations, dining, entertainment, spa and wellness offerings, casinos, youth programs, and organized shore excursions. Carnival markets cruise vacations to a broad range of consumers, from value-focused travelers to premium and luxury segments, through differentiated brand positioning and onboard experiences.

Its operating structure comprises multiple well-known cruise brands that target distinct geographic and demographic markets.