Alberta Investment Management Corp Takes Position in Carnival Corporation $CCL

Alberta Investment Management Corp purchased a new position in shares of Carnival Corporation (NYSE:CCL) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 74,800 shares of the company’s stock, valued at approximately $2,162,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. acquired a new position in shares of Carnival in the second quarter worth $25,000. Annis Gardner Whiting Capital Advisors LLC grew its stake in Carnival by 182.0% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock valued at $30,000 after purchasing an additional 659 shares in the last quarter. LRI Investments LLC acquired a new position in Carnival in the 3rd quarter worth about $30,000. Farmers & Merchants Investments Inc. raised its stake 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 purchasing an additional 886 shares in the last quarter. Finally, 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 valued at $44,000 after buying an additional 1,171 shares during the last quarter. Hedge funds and other institutional investors own 67.19% of the company’s stock.

Carnival Stock Performance

Shares of NYSE CCL opened at $31.57 on Friday. Carnival Corporation has a 12 month low of $15.07 and a 12 month high of $34.03. The company has a market cap of $39.04 billion, a P/E ratio of 15.78, a P/E/G ratio of 1.19 and a beta of 2.49. The business’s 50 day moving average is $30.74 and its two-hundred day moving average is $29.47. The company has a quick ratio of 0.28, a current ratio of 0.32 and a debt-to-equity ratio of 1.96.

Carnival (NYSE:CCL) last posted its quarterly earnings data on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.09. Carnival had a return on equity of 28.39% and a net margin of 10.37%.The company had revenue of $6.33 billion during the quarter, compared to analysts’ expectations of $6.38 billion. During the same period in the prior year, the business earned $0.14 earnings per share. Carnival’s revenue for the quarter was up 6.6% compared to the same quarter last year. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. On average, equities analysts expect that Carnival Corporation will post 1.77 EPS for the current year.

Carnival Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Deutsche Bank Aktiengesellschaft increased their price objective on 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 restated a “buy” rating and set a $34.00 price target on shares of Carnival in a research note on Monday, December 22nd. Citigroup raised their price target on shares of Carnival from $36.00 to $39.00 and gave the company a “buy” rating in a report on Monday, December 22nd. Sanford C. Bernstein upped their price objective on shares of Carnival from $26.00 to $33.00 and gave the stock a “market perform” rating in a report on Tuesday, January 6th. Finally, Wolfe Research restated an “outperform” rating on shares of Carnival in a report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $35.00.

Key Carnival News

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

Carnival Company 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.