NEOS Investment Management LLC Purchases 41,730 Shares of Carnival Corporation $CCL

NEOS Investment Management LLC boosted its holdings in shares of Carnival Corporation (NYSE:CCL) by 42.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 139,690 shares of the company’s stock after acquiring an additional 41,730 shares during the quarter. NEOS Investment Management LLC’s holdings in Carnival were worth $4,038,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in CCL. Evolution Wealth Management Inc. acquired a new position in shares of Carnival during the 2nd quarter worth $25,000. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in Carnival by 182.0% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock worth $30,000 after purchasing an additional 659 shares in the last quarter. LRI Investments LLC acquired a new position in Carnival during the third quarter worth $30,000. Whipplewood Advisors LLC raised its holdings in Carnival by 301.0% during the second quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock valued at $44,000 after buying an additional 1,171 shares in the last quarter. Finally, Farmers & Merchants Investments Inc. lifted its position in shares of Carnival by 140.6% in the third quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock worth $44,000 after buying an additional 886 shares during the last quarter. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Carnival Stock Down 3.0%

CCL opened at $31.57 on Friday. Carnival Corporation has a 1-year low of $15.07 and a 1-year high of $34.03. The company has a current ratio of 0.32, a quick ratio of 0.28 and a debt-to-equity ratio of 1.96. The stock has a market capitalization of $39.04 billion, a price-to-earnings ratio of 15.78, a P/E/G ratio of 1.19 and a beta of 2.49. The business has a 50 day moving average of $30.74 and a 200-day moving average of $29.47.

Carnival (NYSE:CCL) last announced its earnings results on Friday, December 19th. The company reported $0.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.09. The business had revenue of $6.33 billion for the quarter, compared to analyst estimates of $6.38 billion. Carnival had a net margin of 10.37% and a return on equity of 28.39%. Carnival’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.14 earnings per share. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. As a group, sell-side analysts anticipate that Carnival Corporation will post 1.77 earnings per share for the current year.

Carnival Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 1.9%. Carnival’s dividend payout ratio is currently 30.00%.

Wall Street Analysts Forecast Growth

CCL has been the topic of a number of analyst reports. Zacks Research raised Carnival from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. Wolfe Research reaffirmed an “outperform” rating on shares of Carnival in a research report on Friday, December 19th. Weiss Ratings reissued a “hold (c)” rating on shares of Carnival in a research report on Friday, December 26th. The Goldman Sachs Group restated a “buy” rating and issued a $34.00 price objective on shares of Carnival in a research note on Monday, December 22nd. Finally, Mizuho raised their target price on shares of Carnival from $37.00 to $38.00 and gave the company an “outperform” rating in a research note on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $35.00.

Key Carnival News

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Zacks added CCL to its list of top growth stocks (Zacks Rank #1), which can attract buy-side interest from momentum and growth-focused investors. Best Growth Stocks to Buy for February 19th
• Positive Sentiment: Zacks also included CCL on its value stock list (Zacks Rank #1), highlighting that some analysts view the shares as attractively priced relative to fundamentals. Best Value Stocks to Buy for February 19th
• Positive Sentiment: Analysis suggests Carnival may have a 2026 tailwind from lower fuel and favorable FX dynamics, which could materially improve margins and the forward earnings outlook. Is Carnival’s 2026 Fuel and FX Tailwind Meaningfully Altering The Investment Case For CCL?
• Neutral Sentiment: Carnival highlighted sustainability actions (food‑waste cuts) and fleet upkeep — positive for ESG profile and operating efficiency but unlikely to move near‑term results materially. Carnival Highlights Food Waste Cuts And Fleet Upkeep In Sustainability Push
• Neutral Sentiment: Sector context: peers like Royal Caribbean continuing strong performance provides a favorable demand backdrop for cruise operators, supporting medium‑term revenue and pricing strength. Royal Caribbean Is Cruising to a New All-Time High
• Negative Sentiment: Benzinga notes Carnival shares are down amid crude oil near six‑month highs, reviving investor concern over rising fuel expense—one of Carnival’s largest operating costs. Carnival Stock Is Falling Thursday: What’s Driving The Action?
• Negative Sentiment: Zacks ran a note explaining why CCL dipped more than the broader market today, reinforcing that short‑term volatility is being driven by commodity price moves and macro sentiment. Why Carnival (CCL) Dipped More Than Broader Market Today

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.