Cvfg LLC Invests $1.22 Million in Carnival Corporation $CCL

Cvfg LLC acquired a new position in Carnival Corporation (NYSE:CCL) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 47,100 shares of the company’s stock, valued at approximately $1,219,000.

Several other large investors have also recently added to or reduced their stakes in the business. BOCHK Asset Management Ltd bought a new stake in Carnival during the 4th quarter valued at $25,000. Measured Wealth Private Client Group LLC acquired a new stake in Carnival in the third quarter worth about $25,000. Lloyd Advisory Services LLC. acquired a new position in Carnival during the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. raised its position in shares of Carnival by 381.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 962 shares of the company’s stock worth $29,000 after buying an additional 762 shares in the last quarter. Finally, Optima Capital LLC bought a new stake in shares of Carnival during the 4th quarter worth about $32,000. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Key Carnival News

Here are the key news stories impacting Carnival this week:

• Negative Sentiment: Escalating tensions in the Strait of Hormuz and Iran-related headlines pushed oil prices higher, increasing concern that Carnival’s fuel expenses will rise and pressure margins. Carnival Stock Faces Margin Squeeze as Strait of Hormuz Tension Rises
• Negative Sentiment: Market commentary says the selloff may be amplified because Carnival recently warned that higher fuel prices were already hurting margins, making investors more sensitive to another oil spike. Carnival Slides as Oil Spike Revives Fuel-Cost Concerns
• Neutral Sentiment: Analysts at Zacks Research trimmed several near- and medium-term EPS estimates for Carnival, signaling some caution on profitability, though they kept a Hold rating. MarketBeat CCL coverage
• Positive Sentiment: Some recent travel demand indicators remain solid, with reports saying Carnival’s FY27 bookings are still at historically high levels and pricing remains strong, which could help offset cost pressure if oil stabilizes. Carnival’s FY27 Bookings Stay Strong: Is Europe Pressure Transitory?

Carnival Stock Down 3.8%

CCL stock opened at $25.66 on Thursday. The company’s 50 day simple moving average is $27.40 and its 200-day simple moving average is $28.44. Carnival Corporation has a 52-week low of $23.45 and a 52-week high of $34.03. The company has a debt-to-equity ratio of 1.80, a current ratio of 0.33 and a quick ratio of 0.29. The firm has a market capitalization of $35.14 billion, a P/E ratio of 11.56, a P/E/G ratio of 1.18 and a beta of 2.32.

Carnival (NYSE:CCL) last posted its quarterly earnings data on Tuesday, June 23rd. The company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.07. The firm had revenue of $6.66 billion for the quarter, compared to analysts’ expectations of $6.69 billion. Carnival had a net margin of 11.24% and a return on equity of 26.11%. The company’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same period in the previous year, the company posted $0.35 EPS. Carnival has set its FY 2026 guidance at 2.220-2.220 EPS and its Q3 2026 guidance at 1.350-1.350 EPS. As a group, equities research analysts anticipate that Carnival Corporation will post 2.22 EPS for the current year.

Carnival Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Monday, May 18th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, May 18th. Carnival’s payout ratio is 27.03%.

Insider Buying and Selling at Carnival

In other news, insider Bettina Alejandra Deynes sold 43,058 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $28.10, for a total value of $1,209,929.80. Following the transaction, the insider owned 69,238 shares in the company, valued at $1,945,587.80. This represents a 38.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 7.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on CCL shares. HSBC upgraded shares of Carnival from a “hold” rating to a “buy” rating and decreased their price objective for the company from $33.60 to $30.10 in a report on Monday, March 30th. Melius Research set a $36.00 price objective on Carnival in a research note on Wednesday, June 17th. Citigroup upped their price objective on Carnival from $35.00 to $37.00 and gave the company a “buy” rating in a report on Tuesday, June 16th. Weiss Ratings cut Carnival from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, May 18th. Finally, Mizuho lifted their target price on Carnival from $38.00 to $39.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Carnival has a consensus rating of “Moderate Buy” and a consensus target price of $34.99.

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.