RMR Wealth Builders 13F: New $1.9M Stake in Carnival (CCL)
Key Points
- RMR Wealth Builders bought a brand-new stake of 76,682 shares in Carnival Corporation Ltd. valued at roughly $1.88 million.
- Carnival Corporation Ltd. recently traded around $27.30, up about 0.8% since the filing date when the stock closed at $27.08.
- Wall Street analysts hold a consensus buy rating on the cruise operator with a mean price target of $33.89.
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RMR Wealth Builders opened a new position in Carnival Corporation Ltd. (NYSE:CCL), purchasing 76,682 shares valued at approximately $1.88 million. The move was disclosed in a Form 13F filing filed with the Securities and Exchange Commission on October 22, 2026.
CCL
Carnival Corporation Ltd.
What Changed in RMR Wealth Builders's Carnival Corporation Ltd. Position
The newly established holding gives RMR Wealth Builders a direct stake in the cruise line operator. Prior to this filing, the firm held zero shares in the company.
Other Institutional Activity in Carnival Corporation Ltd.
Other large investment firms have also adjusted their positions in Carnival Corporation Ltd. Causeway Capital Management LLC grew its holdings by 4,095,320 shares, ending with 41,190,606 shares worth about $1.12 billion. Barrow, Hanley Mewhinney & Strauss, LLC reduced its stake by 2,130,659 shares, ending with 27,502,985 shares worth about $744.78 million.
Carnival Corporation Ltd. Stock Holds Steady
Carnival Corporation Ltd. recently traded around $27.30 as of October 23, 2026, sitting up about 0.8% from its event-day close of $27.08 on October 22, 2026. The stock is trading roughly 19.8% below its 52-week high of $34.03 and well above its 52-week low of $21.45.
Recent Earnings
Carnival Corporation Ltd. posted trailing-twelve-month revenue of $27.59 billion and earnings of $2.27 per share. The company reported a net profit margin of 11.4% and a return on equity of 24.0%. Its next earnings report is expected on December 18, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 7.3%. Revenue missed estimates by 0.5%.
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Profit surprise
EBITDA met by 1 percent. Operating income beat by 3 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
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Earnings quality
Gross margin up 0.9 points. Positive free cash flow.
Earnings Call Summary
Carnival posted strong first quarter results with record revenue, yields, and customer deposits near $8 billion. Net income jumped 55 percent year over year to $275 million. Demand remained robust with close-in bookings up 10 percent year over year and nearly 85 percent of 2026 sailings already booked at high prices. Management credited strong execution and higher onboard spending. However, geopolitical tensions and fuel price spikes created a $500 million headwind to full year guidance, which management offset with operational improvements of $150 million.
Guidance Carnival raised 2026 earnings guidance to $2.21 per share, up from prior December view, despite a $500 million fuel headwind. Management expects modest 2.75 percent yield growth and 3.1 percent cruise cost growth for the full year. They introduced PROPEL targets for 2029: greater than 16 percent return on invested capital, more than 50 percent earnings per share growth from 2025, and over 40 percent of operating cash returned to shareholders, roughly $14 billion.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Dividend
Carnival Corporation Ltd. pays an annual dividend rate of $0.45 per share, giving it a dividend yield of 1.66% with a payout ratio of 19.8%.
Insider Buying and Selling at Carnival Corporation Ltd.
Chief Financial Officer David Bernstein sold 361,790 shares on February 10, 2026, at an average price of $33.22 for a total value of $12.02 million. Director Sir Jonathon Band sold 12,000 shares on April 1, 2026, valued at $314,266. Director Stuart A Subotnick sold shares on May 11, 2026, for a total value of $5. Officer Bettina Alejandra Deynes sold 43,058 shares on May 28, 2026, at an average price of $28.10 for a total value of $1.21 million.
Analysts Set New Price Targets
On September 30, 2026, Morgan Stanley maintained its Overweight rating on the stock while raising its price target from $31.00 to $32.50. On October 1, 2026, Freedom Broker maintained a Buy rating and lifted its target from $35.00 to $36.00. On the same day, Argus Research maintained a Buy rating while lowering its target from $35.00 to $30.00, and Wells Fargo maintained an Overweight rating while lowering its target from $36.00 to $34.00. On October 13, 2026, Tigress Financial maintained a Buy rating with a target of $42.00. The stock carries a consensus buy recommendation from 26 analysts.
About Carnival Corporation Ltd.
Carnival Corporation Ltd. is a major leisure travel provider operating cruise lines across North America and Europe. The company manages various port destinations, island properties, and land-based tourism assets including hotels and motorcoaches, connecting travelers to destinations around the globe.
Bottom Line
Investors will look toward the company's next earnings report on December 18, 2026, for further insight into booking trends and operational performance. Institutional filings will continue to show how wealth managers adjust their exposure to the travel sector.
Related Filing Alerts
Source: RMR Wealth Builders's 13F filing on $CCL (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts