Healthcare of Ontario Pension Plan Trust Fund Has $39.53 Million Holdings in Carnival Corporation $CCL

Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Carnival Corporation (NYSE:CCL) by 3,458.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,527,262 shares of the company’s stock after purchasing an additional 1,484,338 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Carnival were worth $39,526,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Net Worth Advisory Group lifted its position in Carnival by 2.9% in the fourth quarter. Net Worth Advisory Group now owns 12,383 shares of the company’s stock worth $378,000 after purchasing an additional 354 shares during the period. Triad Wealth Partners LLC increased its holdings in Carnival by 2.1% in the 4th quarter. Triad Wealth Partners LLC now owns 17,464 shares of the company’s stock valued at $533,000 after buying an additional 358 shares during the period. Commerzbank Aktiengesellschaft FI raised its stake in shares of Carnival by 3.5% in the 4th quarter. Commerzbank Aktiengesellschaft FI now owns 10,540 shares of the company’s stock valued at $322,000 after buying an additional 358 shares in the last quarter. StoneX Group Inc. raised its stake in shares of Carnival by 4.9% in the 4th quarter. StoneX Group Inc. now owns 7,935 shares of the company’s stock valued at $242,000 after buying an additional 368 shares in the last quarter. Finally, Brooklyn Investment Group lifted its holdings in shares of 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 acquiring an additional 396 shares during the period. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CCL has been the topic of several recent research reports. UBS Group decreased their target price on shares of Carnival from $38.00 to $35.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. BMO Capital Markets began coverage on shares of Carnival in a research report on Tuesday, July 7th. They issued a “market perform” rating and a $30.00 price target for the company. Truist Financial raised their price target on shares of Carnival from $29.00 to $31.00 and gave the stock a “hold” rating in a research note on Thursday. Freedom Capital raised Carnival to a “strong-buy” rating in a report on Wednesday, June 3rd. Finally, Tigress Financial upped their price objective on Carnival from $40.00 to $42.00 and gave the company a “buy” rating in a research note on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $35.08.

Insiders Place Their Bets

In other news, insider Bettina Alejandra Deynes sold 43,058 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $28.10, for a total transaction of $1,209,929.80. Following the completion of the sale, the insider owned 69,238 shares of the company’s stock, valued at approximately $1,945,587.80. This trade represents a 38.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 7.90% of the company’s stock.

Carnival Stock Up 4.3%

Shares of NYSE CCL opened at $26.36 on Friday. Carnival Corporation has a 52-week low of $23.45 and a 52-week high of $34.03. 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 business has a fifty day moving average of $27.52 and a two-hundred day moving average of $28.06. The stock has a market cap of $36.10 billion, a PE ratio of 11.87, a PEG ratio of 1.16 and a beta of 2.32.

Carnival (NYSE:CCL) last posted its earnings results on Tuesday, June 23rd. The company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.07. The business had revenue of $6.66 billion for the quarter, compared to analyst estimates of $6.69 billion. Carnival had a net margin of 11.24% and a return on equity of 26.11%. The firm’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.35 EPS. 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 research analysts expect that Carnival Corporation will post 2.23 earnings per share for the current fiscal year.

Carnival Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 7th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Friday, August 7th. Carnival’s dividend payout ratio is currently 27.03%.

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.