Carnival PLC

Market Movers (8-K)

NYSE
Carnival Corporation and Carnival plc shareholders overwhelmingly approved all proposals at their annual and special meetings, including a significant corporate restructuring and redomiciliation.
NYSE
Carnival Corporation & plc reported record first-quarter operating results and bookings, introduced new long-term growth targets, and announced a $2.5 billion share buyback program.
Better than expected
NYSE
Carnival plc has amended its Deposit Agreement with JPMorgan Chase Bank, N.A., updating termination clauses and foreign currency conversion procedures, notably in anticipation of a dual-listed company unification and redomiciliation.
NYSE
Carnival Corporation & plc reports record full year adjusted net income and revenues, reinstates quarterly dividend, and proposes corporate structure unification.
Capital raise
Better than expected
NYSE
Carnival Corporation successfully closed a $1.25 billion senior unsecured notes offering at 5.125% to redeem higher-interest 6.000% notes, reducing future interest expense.
Better than expected
Capital raise
NYSE
Carnival Corporation & plc announced the pricing of a $1.25 billion senior unsecured notes offering to redeem higher-interest debt, aiming to reduce interest expense.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

NYSE
Carnival Corporation & plc reported a significant return to profitability in its first fiscal quarter, driven by robust demand and higher onboard spending, alongside announcing a new $2.5 billion share repurchase program.
Capital raise
Better than expected
NYSE
Carnival Corporation & plc reports significant revenue and profit growth for Q3 2025, driven by higher ticket prices and onboard spending, alongside strategic debt management.
Capital raise
Better than expected
NYSE
Carnival Corporation & plc reported a significant turnaround in its second fiscal quarter of 2025, achieving substantial net income and revenue growth driven by strong demand and effective debt management.
Better than expected
Capital raise
NYSE
Carnival Corporation issues senior unsecured notes due in 2030 and 2033, utilizing proceeds for debt redemption and general corporate purposes.
Capital raise
Worse than expected
NYSE
Carnival Corporation & plc announced a strong third quarter for 2024, with significant increases in revenue and operating income driven by higher demand and occupancy rates.
Better than expected
NYSE
Carnival Corporation & PLC's second quarter 2024 results reveal a significant increase in revenue and a return to profitability, driven by strong passenger demand and onboard spending.
Better than expected

Annual Reports (10-K)

NYSE
Carnival Corporation & plc announced record revenues and operating income for fiscal year 2025, significantly reducing debt and reinstating its quarterly dividend.
Better than expected
Delay expected
Capital raise
NYSE
Carnival Corporation & plc achieved record full-year revenues of $25 billion and operating income of $3.6 billion in 2024, marking a significant financial turnaround.
Better than expected
NYSE
Carnival Corporation & PLC's 2023 10-K filing highlights a record revenue year, a return to profitability, and a focus on debt reduction and sustainability.
Better than expected

Insider Trading (Form 4)

NYSE
MA 1994 B Shares LP reports the cancellation of 80,736,445 trust shares following the completion of the Carnival DLC Unification.
NYSE
Carnival Corporation Chair Micky Arison reported the cancellation of trust shares following the completion of the DLC Unification and Redomiciliation.
NYSE
The Nickel 2015-94 B Trust reported the cancellation of 80,736,445 Trust Shares following the completion of Carnival's DLC Unification and Redomiciliation.
NYSE
Reporting person Richard L. Kohan disclosed the cancellation of 2,000 Trust Shares following the completion of the Carnival DLC Unification and Redomiciliation.
NYSE
Director Randall J. Weisenburger reported the cancellation of trust shares following the completion of the Carnival DLC Unification and Redomiciliation.
NYSE
Carnival Corporation CEO Josh Weinstein reports the cancellation of trust shares following the completion of the DLC Unification and Redomiciliation.

Proxy Statements (Def-14A)

NYSE
Carnival Corporation and Carnival plc seek shareholder approval to unify their dual-listed company structure under a single Bermuda-domiciled entity, Carnival Corporation Ltd., to simplify operations and enhance shareholder value.
Delay expected
NYSE
Carnival Corporation and Carnival plc announce their 2026 Annual Meeting agenda, including director re-elections, executive compensation votes, and auditor appointments.
Capital raise
NYSE
Carnival Corporation & plc announced record revenues and operating income for fiscal 2025, alongside a proposal to unify its dual-listed company structure under a single entity.
Better than expected
Capital raise
NYSE
Carnival Corporation and Carnival plc are recommending unifying their dual-listed company framework into a single entity listed on the NYSE to streamline operations and enhance shareholder value.
NYSE
Carnival Corporation and Carnival plc plan to unify their dual-listed structure into a single company, Carnival Corporation, listed on the NYSE, and redomicile to Bermuda.
NYSE
Carnival Corporation and Carnival plc announce a plan to unify their corporate structure into a single NYSE-listed entity to enhance liquidity and streamline operations.

Schedule 13D - Activist Investments

NYSE
Reporting persons including Micky Arison have exited their positions in Carnival plc trust shares following the completion of the DLC Unification and Redomiciliation.
NYSE
An amendment to Schedule 13D details the restructuring of beneficial ownership of Carnival PLC trust shares among Micky Arison's family trusts following a distribution.

Schedule 13G - Passive Investments

NYSE
Aristeia Capital, L.L.C. has reported a beneficial ownership of 4.72% of Carnival PLC's Ordinary Shares as of September 30, 2025.
NYSE
Aristeia Capital, L.L.C. reported a 5.82% beneficial ownership stake in Carnival PLC as of June 30, 2025.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, disclosing a passive beneficial ownership of 4.7% of Carnival PLC's common stock as of March 31, 2025.
NYSE
Aristeia Capital, L.L.C. has filed an amended Schedule 13G, revealing a beneficial ownership of 8.4% of Carnival PLC's ordinary shares as of December 31, 2024.
NYSE
Norges Bank, acting on behalf of the Government of Norway, has disclosed a 9.5% beneficial ownership stake in Carnival PLC, holding 13,742,702 common shares as of December 31, 2024.