35,076 Shares in Viking Holdings Ltd. $VIK Acquired by Bellwether Advisors LLC

Bellwether Advisors LLC purchased a new position in shares of Viking Holdings Ltd. (NYSE:VIK) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 35,076 shares of the company’s stock, valued at approximately $2,180,000.

Other institutional investors also recently made changes to their positions in the company. CI Investments Inc. raised its position in shares of Viking by 53.1% in the 3rd quarter. CI Investments Inc. now owns 551 shares of the company’s stock worth $34,000 after buying an additional 191 shares during the period. TFC Financial Management Inc. acquired a new stake in Viking during the third quarter worth about $44,000. Sentry Investment Management LLC purchased a new position in shares of Viking in the 3rd quarter worth about $44,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in shares of Viking in the 2nd quarter valued at about $53,000. Finally, NewEdge Advisors LLC lifted its stake in shares of Viking by 92.0% in the 1st quarter. NewEdge Advisors LLC now owns 1,440 shares of the company’s stock valued at $57,000 after purchasing an additional 690 shares in the last quarter. 98.84% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently commented on VIK. Wall Street Zen lowered shares of Viking from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Bank of America raised their target price on shares of Viking from $70.00 to $80.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Wells Fargo & Company upped their price target on shares of Viking from $62.00 to $77.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 26th. JPMorgan Chase & Co. increased their price target on Viking from $73.00 to $74.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Finally, Jefferies Financial Group upgraded Viking from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $60.00 to $80.00 in a research note on Monday, December 15th. Eleven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $69.00.

Viking Stock Up 3.2%

Shares of NYSE VIK opened at $76.43 on Wednesday. The company has a debt-to-equity ratio of 5.68, a quick ratio of 0.61 and a current ratio of 0.63. Viking Holdings Ltd. has a 1 year low of $31.79 and a 1 year high of $81.48. The stock’s 50-day simple moving average is $73.65 and its 200-day simple moving average is $66.55. The firm has a market cap of $33.87 billion, a price-to-earnings ratio of 35.71, a PEG ratio of 0.65 and a beta of 1.96.

Viking (NYSE:VIK) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.13. Viking had a return on equity of 716.92% and a net margin of 15.53%.The company had revenue of $1.72 billion for the quarter, compared to the consensus estimate of $1.63 billion. During the same period in the previous year, the business earned $0.45 EPS. Viking’s revenue for the quarter was up 27.8% compared to the same quarter last year. As a group, equities analysts anticipate that Viking Holdings Ltd. will post 1.49 earnings per share for the current fiscal year.

Trending Headlines about Viking

Here are the key news stories impacting Viking this week:

• Positive Sentiment: Q4 earnings beat — Viking reported $0.67 EPS vs. $0.54 consensus and revenue of $1.72B (vs. $1.63B expected); revenue up ~28% YoY, signaling solid demand and margin expansion. Viking Beats Q4 Estimates
• Positive Sentiment: Full-year results show scale — 2025 revenue ~$6.50B (+21.9%) and adjusted gross margin growth, underpinning the view that Viking is converting demand into meaningful top-line and margin gains. Full-Year 2025 Results
• Positive Sentiment: Management sees a strong 2026 booking environment and raised confidence on demand during the earnings release/call — a key driver of the stock’s near-term positive reaction. Strong Booking Environment
• Positive Sentiment: Fleet expansion: Viking is committing significant capex (reported >$2B on new ships and new expedition/ocean ship orders), which supports future capacity and revenue growth for higher-margin product lines. Investors will watch fleet delivery schedules and utilization. Earnings Call Transcript TradeWinds: $2bn Ship Spend CruiseIndustryNews: Orders
• Neutral Sentiment: Earnings call transcript and slide deck available — useful for investors to audit guidance, hedging position and capex cadence; call noted river contracts and fuel-efficiency initiatives. Earnings Call Transcript
• Neutral Sentiment: Relative sector view — analysts are treating Viking more favorably than some peers (e.g., Norwegian), but that comparison primarily explains sentiment/positioning rather than fundamentals on its own. MarketBeat Comparison
• Negative Sentiment: Rising oil prices — crude near two‑year highs is a cost headwind for cruise operators; Viking highlighted fuel-efficiency and some fixed-price contracts for river cruises, but elevated fuel still pressures margins if hedges are limited. Crude Prices Rise
• Negative Sentiment: Valuation and leverage considerations — Viking trades at a premium versus peers; continued heavy investment in ships increases leverage and execution risk if demand softens. Valuation Context

Viking Profile

Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. It operates through River and Ocean segments. The company also operates as a tour entrepreneur for passengers and related activities in tourism. As of December 31, 2023, it operated a fleet of 92 ships, including 81 river vessels comprising 58 Longships, 10 smaller classes based on the Longship design, 11 other river vessels, and 1 river vessel charter and the Viking Mississippi; 9 ocean ships; and 2 expedition ships.