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

NEOS Investment Management LLC lifted its position in shares of Carnival Corporation (NYSE:CCL) by 42.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,690 shares of the company’s stock after purchasing an additional 41,730 shares during the quarter. NEOS Investment Management LLC’s holdings in Carnival were worth $4,038,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Evolution Wealth Management Inc. bought a new position in Carnival in the second quarter worth $25,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Carnival by 182.0% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock valued at $30,000 after buying an additional 659 shares during the period. LRI Investments LLC acquired a new position in shares of Carnival in the 3rd quarter valued at $30,000. Whipplewood Advisors LLC lifted its holdings in shares of Carnival by 301.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock worth $44,000 after acquiring an additional 1,171 shares during the period. Finally, Farmers & Merchants Investments Inc. lifted its holdings in shares of Carnival by 140.6% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock worth $44,000 after acquiring an additional 886 shares during the period. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Carnival Stock Down 3.0%

Shares of CCL opened at $31.57 on Friday. The company has a market capitalization of $39.04 billion, a P/E ratio of 15.78, a PEG ratio of 1.19 and a beta of 2.49. Carnival Corporation has a one year low of $15.07 and a one year high of $34.03. The business’s 50 day simple moving average is $30.74 and its 200-day simple moving average is $29.47. The company has a debt-to-equity ratio of 1.96, a current ratio of 0.32 and a quick ratio of 0.28.

Carnival (NYSE:CCL) last released its quarterly earnings results on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.09. The firm had revenue of $6.33 billion during the quarter, compared to analysts’ expectations of $6.38 billion. Carnival had a return on equity of 28.39% and a net margin of 10.37%.The business’s revenue was up 6.6% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, sell-side analysts predict that Carnival Corporation will post 1.77 EPS for the current fiscal year.

Carnival Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms recently weighed in on CCL. The Goldman Sachs Group reissued a “buy” rating and issued a $34.00 target price on shares of Carnival in a research note on Monday, December 22nd. Citigroup lifted their price objective on Carnival from $36.00 to $39.00 and gave the company a “buy” rating in a report on Monday, December 22nd. Barclays lowered their price objective on Carnival from $37.00 to $36.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Deutsche Bank Aktiengesellschaft raised their target price on Carnival from $33.00 to $34.00 and gave the stock a “hold” rating in a research report on Monday, December 22nd. Finally, Mizuho boosted their price target on Carnival from $37.00 to $38.00 and gave the company an “outperform” rating in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, Carnival currently has a consensus rating of “Moderate Buy” and an average target price of $35.00.

Carnival News Summary

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

About Carnival

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.