Eurizon Capital SGR S.p.A. Acquires New Holdings in Carnival Corporation $CCL

03 Jun 2026, 10:53 by Tristan Rich · The Markets Daily

Eurizon Capital SGR S.p.A. purchased a new position in Carnival Corporation (NYSE:CCL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 109,886 shares of the company’s stock, valued at approximately $3,356,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CCL. CVA Family Office LLC lifted its stake 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 purchasing an additional 350 shares during the last quarter. Net Worth Advisory Group raised its position in shares of Carnival by 2.9% during the 4th quarter. Net Worth Advisory Group now owns 12,383 shares of the company’s stock worth $378,000 after acquiring an additional 354 shares in the last quarter. Triad Wealth Partners LLC raised its position in shares of Carnival by 2.1% during the 4th quarter. Triad Wealth Partners LLC now owns 17,464 shares of the company’s stock worth $533,000 after acquiring an additional 358 shares in the last quarter. Commerzbank Aktiengesellschaft FI raised its position in shares of Carnival by 3.5% during the 4th quarter. Commerzbank Aktiengesellschaft FI now owns 10,540 shares of the company’s stock worth $322,000 after acquiring an additional 358 shares in the last quarter. Finally, Brooklyn Investment Group grew its stake in Carnival by 1.9% during the 3rd quarter. Brooklyn Investment Group now owns 21,363 shares of the company’s stock worth $618,000 after buying an additional 396 shares during the last quarter. Institutional investors and hedge funds own 67.19% of the company’s stock.

Carnival News Roundup

Here are the key news stories impacting Carnival this week:

Positive Sentiment: Carnival highlighted a cruise-industry first by successfully using LNG bunkering in Latin America and the Western Caribbean, supporting its decarbonization strategy and potentially improving its long-term operating profile. Carnival Corporation Brings Cruise Industry’s First LNG Bunkering to Latin America & Western Caribbean
Neutral Sentiment: Truist lowered its price target on Carnival to $29 from $30 while keeping a Hold rating, which signals a modestly less bullish view but not a major change in fundamentals. Truist Lowers PT on Carnival Corporation (CCL) Stock
Neutral Sentiment: The company’s Q1 results previously beat expectations, with stronger-than-expected revenue and earnings, but that good news appears to be more than offset by newer concerns.
Negative Sentiment: Carnival disclosed a data breach affecting millions of customers, including sensitive personal information, which could create legal, reputational, and remediation costs. Carnival Corporation data breach affects 5.9 million customers
Negative Sentiment: An insider sold more than 43,000 shares, which can weigh on investor sentiment even if the transaction may have personal rather than business-related motivations. Carnival insider sale disclosure
Negative Sentiment: A separate article noted Carnival stock declined as the broader market improved, reflecting weak near-term trading momentum. Carnival (CCL) Stock Declines While Market Improves: Some Information for Investors

Carnival Trading Down 1.8%

Shares of CCL opened at $27.55 on Tuesday. The stock’s 50-day moving average is $26.41 and its two-hundred day moving average is $28.04. The stock has a market cap of $34.13 billion, a PE ratio of 12.24, a P/E/G ratio of 1.25 and a beta of 2.32. Carnival Corporation has a 12 month low of $22.11 and a 12 month high of $34.03. 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 (NYSE:CCL – Get Free Report) last issued its quarterly earnings data on Friday, March 27th. The company reported $0.20 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.02. The company had revenue of $6.17 billion for the quarter, compared to analysts’ expectations of $6.13 billion. Carnival had a return on equity of 26.92% and a net margin of 11.48%.The firm’s quarterly revenue was up 6.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.13 earnings per share. Equities analysts forecast that Carnival Corporation will post 2.21 earnings per share for the current fiscal year.

Carnival Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Monday, May 18th were paid a $0.15 dividend. The ex-dividend date was Monday, May 18th. This represents a $0.60 annualized dividend and a dividend yield of 2.2%. Carnival’s payout ratio is 26.67%.

Insider Activity

In related news, insider Bettina Alejandra Deynes sold 43,058 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $28.10, for a total value of $1,209,929.80. Following the completion of the transaction, the insider directly owned 69,238 shares of the company’s stock, valued at $1,945,587.80. This represents a 38.34% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Sir Jonathon Band sold 11,988 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $26.19, for a total value of $313,965.72. Following the completion of the sale, the director owned 52,601 shares of the company’s stock, valued at $1,377,620.19. This trade represents a 18.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 55,058 shares of company stock worth $1,524,195. Insiders own 7.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. The Goldman Sachs Group decreased their price objective on Carnival from $34.00 to $30.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Susquehanna decreased their price objective on Carnival from $40.00 to $30.00 and set a “positive” rating for the company in a research report on Monday, March 23rd. Truist Financial decreased their price objective on Carnival from $30.00 to $29.00 and set a “hold” rating for the company in a research report on Friday, May 22nd. Wall Street Zen cut Carnival from a “buy” rating to a “hold” rating in a report on Saturday, March 28th. Finally, HSBC raised Carnival from a “hold” rating to a “buy” rating and reduced their price target for the company from $33.60 to $30.10 in a report on Monday, March 30th. Twenty analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $34.80.

Get Our Latest Research Report on CCL

Carnival Profile

(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.