NEOS Investment Management LLC Raises Stake in Carnival Corporation $CCL

Posted by George Bondi on Sep 7th, 2026

NEOS Investment Management LLC grew its stake in Carnival Corporation (NYSE:CCL – Free Report) by 17.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 206,213 shares of the company’s stock after acquiring an additional 30,482 shares during the period. NEOS Investment Management LLC’s holdings in Carnival were worth $5,892,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of CCL. Manning & Napier Advisors LLC purchased a new position in shares of Carnival in the 2nd quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Carnival during the 3rd quarter worth $25,000. Lloyd Advisory Services LLC. bought a new stake in Carnival during the fourth quarter valued at about $26,000. Basecamp Wealth Advisors LLC boosted its position in Carnival by 107.8% during the first quarter. Basecamp Wealth Advisors LLC now owns 1,045 shares of the company’s stock valued at $27,000 after purchasing an additional 542 shares in the last quarter. Finally, Axiom Investment Management LLC purchased a new position in Carnival in the second quarter valued at about $29,000. 67.19% of the stock is owned by hedge funds and other institutional investors.

Carnival Price Performance

Shares of CCL stock opened at $23.52 on Monday. Carnival Corporation has a fifty-two week low of $23.08 and a fifty-two week high of $34.03. The firm has a market capitalization of $32.21 billion, a price-to-earnings ratio of 10.59, a PEG ratio of 1.02 and a beta of 2.31. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.29 and a current ratio of 0.33. The stock’s 50-day simple moving average is $26.81 and its 200-day simple moving average is $27.17.

Carnival (NYSE:CCL – Get Free Report) last posted its quarterly earnings data on Tuesday, June 23rd. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.07. The firm had revenue of $6.66 billion for the quarter, compared to the consensus estimate of $6.69 billion. Carnival had a net margin of 11.24% and a return on equity of 26.11%. The company’s revenue for the quarter was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.35 earnings per share. Carnival has set its FY 2026 guidance at 2.220-2.220 EPS and its Q3 2026 guidance at 1.350-1.350 EPS. As a group, equities analysts forecast that Carnival Corporation will post 2.23 earnings per share for the current fiscal year.

Carnival Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Friday, August 7th were issued a $0.15 dividend. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 2.6%. Carnival’s dividend payout ratio (DPR) is currently 27.03%.

Wall Street Analysts Forecast Growth

Several research firms have commented on CCL. Wells Fargo & Company increased their price target on shares of Carnival from $36.00 to $38.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. BMO Capital Markets assumed coverage on shares of Carnival in a research report on Tuesday, July 7th. They issued a “market perform” rating and a $30.00 price objective on the stock. Barclays reduced their price objective on shares of Carnival from $36.00 to $35.00 and set an “overweight” rating for the company in a research note on Wednesday, June 24th. Melius Research set a $36.00 target price on shares of Carnival in a research note on Wednesday, June 17th. Finally, Susquehanna lifted their price target on shares of Carnival from $30.00 to $33.00 and gave the stock a “positive” rating in a report on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $35.08.

View Our Latest Stock Report on Carnival

About Carnival

(Free Report)

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.