SG Americas Securities LLC Has $87.57 Million Position in Carnival Corporation $CCL

SG Americas Securities LLC increased its holdings in Carnival Corporation (NYSE:CCL) by 178.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,867,242 shares of the company’s stock after purchasing an additional 1,836,784 shares during the period. SG Americas Securities LLC owned approximately 0.25% of Carnival worth $87,566,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Evolution Wealth Management Inc. bought a new stake in shares of Carnival in the 2nd quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of Carnival during the 3rd quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC lifted its position in shares of Carnival by 182.0% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock worth $30,000 after buying an additional 659 shares during the period. LRI Investments LLC acquired a new stake in Carnival in the 3rd quarter valued at $30,000. Finally, Johnson Financial Group Inc. acquired a new stake in Carnival in the 3rd quarter valued at $32,000. Institutional investors own 67.19% of the company’s stock.

Key Carnival News

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Market risk sentiment improved after signs of de‑escalation in the Middle East and a drop in crude prices, which reduces near‑term fuel cost worries for fuel‑sensitive cruise operators — a key reason the stock has rallied recently. Read More.
• Positive Sentiment: Near‑term momentum ahead of Carnival’s Q1 report: analysts and commentators note strong bookings and pricing trends even as fuel and regional mix remain questions — this has supported buying into the name ahead of the print. Read More.
• Neutral Sentiment: Brand and itinerary updates (Princess South America season; Cunard fashion partnership) help marketing and long‑term demand positioning but are unlikely to move near‑term earnings materially. Read More. · Read More.
• Neutral Sentiment: Carnival is moving to simplify its dual‑listed capital structure by voluntarily delisting certain debt listings — a corporate governance/capital‑markets cleanup that may reduce complexity for fixed‑income investors but has limited immediate EPS impact. Read More.
• Negative Sentiment: Several analysts trimmed price targets recently (Truist, Barclays, Susquehanna among others), reflecting lingering margin risk from fuel and cost pressures — analyst downgrades or lower targets can cap upside ahead of clearer guidance. Read More.
• Negative Sentiment: Disclosure of insider sales and large, mixed hedge‑fund rebalancing highlighted by data services can spook investors; notable insider sales were flagged in recent reporting. Such flows can add volatility into the earnings window. Read More.

Carnival Trading Down 0.0%

Shares of CCL opened at $25.45 on Wednesday. The company has a debt-to-equity ratio of 1.96, a quick ratio of 0.28 and a current ratio of 0.32. The company has a market cap of $31.53 billion, a price-to-earnings ratio of 12.72, a PEG ratio of 0.98 and a beta of 2.42. The stock has a fifty day moving average price of $29.22 and a two-hundred day moving average price of $28.95. Carnival Corporation has a 52-week low of $15.07 and a 52-week high of $34.03.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Wolfe Research reiterated an “outperform” rating on shares of Carnival in a research note on Friday, December 19th. Citigroup boosted their target price on shares of Carnival from $36.00 to $39.00 and gave the company a “buy” rating in a research note on Monday, December 22nd. Deutsche Bank Aktiengesellschaft upped their target price on shares of Carnival from $33.00 to $34.00 and gave the stock a “hold” rating in a report on Monday, December 22nd. The Goldman Sachs Group dropped their target price on shares of Carnival from $34.00 to $30.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Finally, Jefferies Financial Group lifted their price target on shares of Carnival from $34.00 to $37.00 and gave the company a “buy” rating in a report on Monday, December 15th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $34.00.

Carnival 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.