Nisa Investment Advisors LLC Sells 21,795 Shares of Carnival Corporation $CCL

Nisa Investment Advisors LLC lowered its position in shares of Carnival Corporation (NYSE:CCL) by 10.5% in the fourth quarter, HoldingsChannel reports. The firm owned 185,725 shares of the company’s stock after selling 21,795 shares during the period. Nisa Investment Advisors LLC’s holdings in Carnival were worth $5,672,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Holocene Advisors LP grew its stake in Carnival by 184.3% during the second quarter. Holocene Advisors LP now owns 10,289,947 shares of the company’s stock worth $289,353,000 after buying an additional 6,669,935 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Carnival by 99.6% in the third quarter. Wellington Management Group LLP now owns 12,159,619 shares of the company’s stock valued at $351,535,000 after acquiring an additional 6,066,336 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Carnival by 50.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 14,510,016 shares of the company’s stock worth $419,573,000 after acquiring an additional 4,883,024 shares in the last quarter. 59 North Capital Management LP boosted its holdings in shares of Carnival by 117.1% in the 2nd quarter. 59 North Capital Management LP now owns 7,704,185 shares of the company’s stock worth $216,642,000 after acquiring an additional 4,155,630 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its position in Carnival by 1,945.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,170,268 shares of the company’s stock worth $120,562,000 after acquiring an additional 3,966,422 shares during the last quarter. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Key Carnival News

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Carnival reported Q1 results that topped estimates (non-GAAP EPS $0.20 vs. $0.18 consensus; revenue $6.17B, +6.1% YoY) and reiterated strong booking momentum — fundamental demand remains intact. CCL Q1 Deep Dive
• Positive Sentiment: Management’s PROPEL strategy targets >50% EPS growth by 2029, signaling meaningful upside if yield/pricing trends and cost actions execute as planned. Zacks PROPEL Analysis
• Neutral Sentiment: Some brokers remain constructive (Barclays recent Buy, HSBC upgrade) but other shop views/targets vary, leaving consensus mixed despite the beat. Barclays Buy HSBC Upgrade
• Negative Sentiment: Macro/energy: oil has bounced above $100/bbl amid Middle East tensions, renewing investor concerns over Carnival’s fuel exposure and limited hedging — this is the main near-term driver of the sell-off. 24/7 Wall St. Fuel Costs Story QuiverQuant Oil Analysis
• Negative Sentiment: Insider activity: director Sir Jonathon Band sold ~12,000 shares (early April filings), which can weigh on sentiment when combined with broader sector weakness. TipRanks Insider Sale
• Negative Sentiment: Analyst moves include some downward revisions and cautious notes (Bernstein hold/target cut, Wells Fargo trimmed/issued a lower target, Citigroup issued a pessimistic outlook) — these updates add pressure despite some buy ratings. Citigroup / Analyst Notes Wells Fargo PT

Carnival Stock Down 3.5%

NYSE CCL opened at $25.65 on Friday. The stock has a market capitalization of $31.78 billion, a P/E ratio of 11.40, a price-to-earnings-growth ratio of 1.16 and a beta of 2.48. Carnival Corporation has a 52 week low of $15.07 and a 52 week high of $34.03. The company has a debt-to-equity ratio of 1.82, a quick ratio of 0.26 and a current ratio of 0.30. The stock has a fifty day moving average of $28.72 and a 200-day moving average of $28.68.

Carnival (NYSE:CCL) last issued its quarterly earnings results on Friday, March 27th. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.02. The business had revenue of $6.17 billion for the quarter, compared to analyst estimates of $6.13 billion. Carnival had a return on equity of 26.92% and a net margin of 11.48%.The firm’s revenue for the quarter was up 6.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.13 earnings per share. On average, equities research analysts forecast that Carnival Corporation will post 1.77 EPS for the current year.

Analyst Upgrades and Downgrades

CCL has been the subject of a number of recent analyst reports. Wells Fargo & Company dropped their price target on Carnival from $40.00 to $37.00 and set an “overweight” rating for the company in a report on Monday. William Blair restated an “outperform” rating on shares of Carnival in a report on Tuesday, March 3rd. Susquehanna lowered their target price on Carnival from $40.00 to $30.00 and set a “positive” rating for the company in a research note on Monday, March 23rd. The Goldman Sachs Group reduced their price target on shares of Carnival from $34.00 to $30.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Finally, Mizuho increased their price objective on shares of Carnival from $38.00 to $39.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. Twenty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $34.17.

Insider Transactions at Carnival

In other news, Director Sir Jonathon Band sold 11,988 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $26.19, for a total value of $313,965.72. Following the transaction, the director owned 52,601 shares of the company’s stock, valued at approximately $1,377,620.19. This trade represents a 18.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 7.90% of the company’s stock.

About Carnival

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.