Holocene Advisors LP Boosts Stock Position in Carnival Corporation $CCL

Holocene Advisors LP raised its holdings in Carnival Corporation (NYSE:CCL) by 5.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,885,927 shares of the company’s stock after acquiring an additional 595,980 shares during the quarter. Carnival makes up 0.7% of Holocene Advisors LP’s holdings, making the stock its 28th largest holding. Holocene Advisors LP’s holdings in Carnival were worth $314,712,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Carnival by 6.0% during the second quarter. Vanguard Group Inc. now owns 126,663,493 shares of the company’s stock valued at $3,561,777,000 after purchasing an additional 7,157,739 shares during the period. Wellington Management Group LLP increased its stake in Carnival by 99.6% in the 3rd quarter. Wellington Management Group LLP now owns 12,159,619 shares of the company’s stock worth $351,535,000 after buying an additional 6,066,336 shares during the period. Dimensional Fund Advisors LP lifted its holdings in Carnival by 50.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 14,510,016 shares of the company’s stock valued at $419,573,000 after buying an additional 4,883,024 shares in the last quarter. 59 North Capital Management LP lifted its holdings in Carnival by 117.1% during the 2nd quarter. 59 North Capital Management LP now owns 7,704,185 shares of the company’s stock valued at $216,642,000 after buying an additional 4,155,630 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its position in Carnival by 1,945.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,170,268 shares of the company’s stock valued at $120,562,000 after buying an additional 3,966,422 shares during the period. 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: Seabourn (Carnival’s luxury brand) unveiled a new high‑end “Denali Experience” pre‑cruise program for Alaska in 2027–28 — a small but constructive product expansion that supports higher‑margin, premium offerings. Seabourn Denali Experience
• Neutral Sentiment: A valuation piece reviews CCL after recent share cooling, noting mixed momentum (short‑term weakness but positive 1‑year performance) — useful context but not an immediate catalyst. Assessing Carnival Valuation
• Negative Sentiment: Industry news: Royal Caribbean plunged after an oil spike tied to Iran tanker strikes; reports note Carnival also fell and may be more exposed if it lacks fuel hedges — rising bunker costs threaten margins and drive near‑term downside. RCL Oil Spike / Impact on Carnival
• Negative Sentiment: Market coverage: Benzinga and Zacks reported CCL sliding as Middle East tensions lifted oil and investors sold into the risk — these stories reflect momentum selling and sentiment shifts that can exacerbate price moves. Benzinga: Stock Slides as Oil Rises Zacks: CCL Declines
• Negative Sentiment: Analyst pressure: The Goldman Sachs Group issued a pessimistic forecast for CCL and Stifel lowered its price target to $35 — analyst downgrades/target cuts increase selling pressure and can influence institutional flows. Goldman Sachs Forecast Stifel Lowers Price Target

Carnival Stock Performance

Shares of CCL opened at $23.97 on Monday. 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 firm has a market cap of $29.70 billion, a PE ratio of 11.98, a P/E/G ratio of 0.90 and a beta of 2.42. The stock has a fifty day moving average price of $30.19 and a 200-day moving average price of $29.29. Carnival Corporation has a 12 month low of $15.07 and a 12 month high of $34.03.

Carnival (NYSE:CCL) last released its earnings results on Friday, December 19th. The company reported $0.34 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.09. Carnival had a net margin of 10.37% and a return on equity of 28.39%. The company had revenue of $6.33 billion during the quarter, compared to analysts’ expectations of $6.38 billion. During the same period last year, the business earned $0.14 EPS. Carnival’s revenue for the quarter was up 6.6% on a year-over-year basis. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. Equities research analysts predict that Carnival Corporation will post 1.77 earnings per share for the current fiscal year.

Carnival Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.15 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 2.5%. Carnival’s payout ratio is 30.00%.

Analysts Set New Price Targets

A number of equities analysts have commented on CCL shares. Citigroup upped their target price on shares of Carnival from $36.00 to $39.00 and gave the stock a “buy” rating in a research note on Monday, December 22nd. Bank of America boosted their price target on Carnival from $40.00 to $45.00 and gave the company a “buy” rating in a report on Monday, January 12th. Zacks Research cut Carnival from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 9th. Mizuho lifted their target price on Carnival from $37.00 to $38.00 and gave the company an “outperform” rating in a research report on Monday, December 22nd. Finally, Barclays lowered their target price on Carnival from $37.00 to $36.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Nineteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Carnival presently has an average rating of “Moderate Buy” and a consensus target price of $34.70.

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.