Carnival Corp
About: Carnival is the largest global cruise company, with more than 90 ships in service. Its portfolio of brands includes Carnival Cruise Lines, Holland America, Princess Cruises, and Seabourn in North America; P&O Cruises and Cunard Line in the United Kingdom; Aida in Germany; Costa Cruises in Southern Europe. It recently folded its P&O Australia brand into Carnival. The firm also owns Holland America Princess Alaska Tours in Alaska and the Canadian Yukon. Carnival's brands attracted 14 million guests in 2024.
Employees: 100,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
101% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 83
54% more capital invested
Capital invested by funds: $15.1B [Q1] → $23.2B (+$8.08B) [Q2]
46% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 19 (+6) [Q2]
36% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 274
7% more funds holding
Funds holding: 922 [Q1] → 986 (+64) [Q2]
4.42% more ownership
Funds ownership: 66.12% [Q1] → 70.54% (+4.42%) [Q2]
37% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.66B
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Melius Research
Conor Cunningham
|
$36
|
Buy
Maintained
|
15 Sep 2025 |
JP Morgan
Matthew Boss
|
$39
|
Overweight
Maintained
|
15 Sep 2025 |
Tigress Financial
Ivan Feinseth
|
$38
|
Buy
Maintained
|
29 Jul 2025 |
B of A Securities
Nicholas Thomas
|
$38
|
Buy
Maintained
|
23 Jul 2025 |
TD Cowen
Kevin Kopelman
|
$36
|
Buy
Initiated
|
22 Jul 2025 |
Truist Securities
Patrick Scholes
|
$31
|
Hold
Maintained
|
21 Jul 2025 |
Citigroup
James Hardiman
|
$37
|
Buy
Maintained
|
16 Jul 2025 |
Morgan Stanley
Jamie Rollo
|
$24
|
Equal-Weight
Maintained
|
26 Jun 2025 |
Mizuho
Ben Chaiken
|
$35
|
Outperform
Maintained
|
25 Jun 2025 |
Stifel
Steven Wieczynski
|
$34
|
Buy
Maintained
|
25 Jun 2025 |
Susquehanna
Christopher Stathoulopoulos
|
$30
|
Positive
Maintained
|
25 Jun 2025 |
Barclays
Brandt Montour
|
$33
|
Overweight
Maintained
|
25 Jun 2025 |
Financial journalist opinion
Based on 39 articles about CCL published over the past 30 days