Caprock Group LLC Purchases 20,262 Shares of Carnival Corporation $CCL

Caprock Group LLC lifted its position in Carnival Corporation (NYSE:CCL) by 24.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,679 shares of the company’s stock after buying an additional 20,262 shares during the period. Caprock Group LLC’s holdings in Carnival were worth $3,166,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. CVA Family Office LLC increased its position in shares of Carnival by 15.6% in the 4th quarter. CVA Family Office LLC now owns 2,597 shares of the company’s stock valued at $79,000 after buying an additional 350 shares in the last quarter. Net Worth Advisory Group increased its position in shares of Carnival by 2.9% in the 4th quarter. Net Worth Advisory Group now owns 12,383 shares of the company’s stock valued at $378,000 after buying an additional 354 shares in the last quarter. Triad Wealth Partners LLC increased its position in shares of Carnival by 2.1% in the 4th quarter. Triad Wealth Partners LLC now owns 17,464 shares of the company’s stock valued at $533,000 after buying an additional 358 shares in the last quarter. Commonwealth Financial Services LLC increased its position in shares of Carnival by 3.6% in the 3rd quarter. Commonwealth Financial Services LLC now owns 10,957 shares of the company’s stock valued at $317,000 after buying an additional 379 shares in the last quarter. Finally, Brooklyn Investment Group increased its position in shares of Carnival by 1.9% in the 3rd quarter. Brooklyn Investment Group now owns 21,363 shares of the company’s stock valued at $618,000 after buying an additional 396 shares in the last quarter. Institutional investors own 67.19% of the company’s stock.

Insider Buying and Selling

In related news, Director Sir Jonathon Band sold 11,988 shares of Carnival stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $26.19, for a total transaction of $313,965.72. Following the completion of the transaction, the director owned 52,601 shares in the company, valued at approximately $1,377,620.19. This trade represents a 18.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 7.90% of the company’s stock.

Carnival Price Performance

Shares of NYSE CCL opened at $26.66 on Friday. The stock has a market capitalization of $33.04 billion, a price-to-earnings ratio of 11.85, a PEG ratio of 1.18 and a beta of 2.48. The business has a 50-day moving average of $27.58 and a 200-day moving average of $28.40. The company has a debt-to-equity ratio of 1.82, a current ratio of 0.30 and a quick ratio of 0.26. Carnival Corporation has a fifty-two week low of $17.33 and a fifty-two week high of $34.03.

Carnival (NYSE:CCL) last announced its quarterly earnings data on Friday, March 27th. The company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.02. Carnival had a return on equity of 26.92% and a net margin of 11.48%.The company had revenue of $6.17 billion during the quarter, compared to analysts’ expectations of $6.13 billion. During the same quarter last year, the company earned $0.13 EPS. Carnival’s revenue for the quarter was up 6.1% compared to the same quarter last year. As a group, sell-side analysts predict that Carnival Corporation will post 2.23 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on CCL shares. William Blair reiterated an “outperform” rating on shares of Carnival in a report on Tuesday, March 3rd. Morgan Stanley raised Carnival from an “equal weight” rating to an “overweight” rating and dropped their price target for the company from $33.00 to $31.00 in a research note on Thursday, March 19th. Wells Fargo & Company dropped their price target on Carnival from $37.00 to $36.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 15th. Barclays dropped their price target on Carnival from $37.00 to $36.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 24th. Finally, Bank of America lifted their price target on Carnival from $40.00 to $45.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Twenty-one analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Carnival currently has an average rating of “Moderate Buy” and an average price target of $33.99.

Trending Headlines about Carnival

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Carnival expanded its Mexico maritime cadet apprenticeship program with Princess Cruises and the Maritime & Port University of Mexico, strengthening the company’s crew pipeline and workforce development—supportive for future operations and crew supply. Carnival Corporation Expands Mexico Maritime Cadet Apprenticeship Program
• Positive Sentiment: Princess Cruises’ Star Princess was named to Condé Nast Traveler’s 2026 Hot List—an endorsement that can boost bookings and pricing power for the brand. Star Princess Named to Condé Nast Traveler’s Prestigious 2026 Hot List
• Positive Sentiment: Holland America Line kicked off its 2026 Alaska season with more than 100 voyages, new shore excursions and enhanced onboard programming—evidence of strong seasonal capacity utilization and product refreshes across Carnival brands. Holland America Line Returns to Alaska with a Season of Elevated Exploration and Fresh Experiences
• Positive Sentiment: Seabourn announced a large 2028–2029 expedition program (including a Pole-to-Pole Grand Expedition), expanding higher‑margin luxury and expedition offerings that can lift future yields and bookings. SEABOURN ANNOUNCES NEW 2028-2029 EXPEDITION VOYAGES
• Positive Sentiment: A finance piece highlights Carnival’s S‑100 bridge simulator trials aimed at improving navigation safety and efficiency—initiatives that can reduce operational risk and support valuation upside if widely adopted. Carnival’s S‑100 Trials Highlight Safety Focus And Valuation Upside Potential
• Positive Sentiment: Media/analyst commentary (Motley Fool) calls Carnival a buy-on-the-dip, arguing valuation looks attractive versus next-year earnings—coverage that can attract value-oriented investors. 1 Magnificent Travel Stock Down Double Digits to Buy on the Dip as the Next Cruise Cycle Takes Off
• Neutral Sentiment: Princess Cruises will host an Alaska‑themed drone show in Seattle (marketing/local engagement). Good for brand visibility but limited direct revenue impact. Princess Cruises to Host Spectacular Alaska-Themed Drone Show from Seattle Center on May 1
• Neutral Sentiment: Analyst/comparison pieces (e.g., vs. Target Hospitality) provide broader context for investors but contain no new company‑specific operational risk or earnings revisions. Comparing Target Hospitality (NASDAQ:TH) and Carnival (NYSE:CCL)

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.