Oak Thistle LLC Takes Position in Norwegian Cruise Line Holdings Ltd. $NCLH

Key Points

• Oak Thistle LLC bought a new stake of 62,112 shares in Norwegian Cruise Line (≈$1.386M) in Q4, and several other institutions also increased positions, leaving institutional investors with about 69.58% ownership.
• Wall Street sentiment is mixed — the stock carries an average "Moderate Buy" rating with a consensus target of $25.58, but recent downgrades and price‑target cuts (e.g., Morgan Stanley to $23) have tempered enthusiasm.
• NCLH beat Q4 EPS at $0.28 but missed revenue estimates, set Q1 2026 EPS guidance of 0.160 and FY2026 at 2.380, and faces liquidity and leverage concerns (quick ratio 0.18, debt/equity 6.21) as well as exposure to volatile fuel costs.

Oak Thistle LLC purchased a new stake in Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 62,112 shares of the company's stock, valued at approximately $1,386,000.

Several other large investors have also modified their holdings of NCLH. Integrated Wealth Concepts LLC raised its holdings in shares of Norwegian Cruise Line by 26.7% in the 1st quarter. Integrated Wealth Concepts LLC now owns 23,133 shares of the company's stock valued at $439,000 after purchasing an additional 4,872 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Norwegian Cruise Line by 4.3% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 48,346 shares of the company's stock valued at $917,000 after purchasing an additional 2,002 shares in the last quarter. Woodline Partners LP raised its holdings in shares of Norwegian Cruise Line by 40.7% in the 1st quarter. Woodline Partners LP now owns 37,149 shares of the company's stock valued at $704,000 after purchasing an additional 10,743 shares in the last quarter. Jump Financial LLC raised its holdings in shares of Norwegian Cruise Line by 133.0% in the 2nd quarter. Jump Financial LLC now owns 38,904 shares of the company's stock valued at $789,000 after purchasing an additional 22,204 shares in the last quarter. Finally, California Public Employees Retirement System raised its holdings in shares of Norwegian Cruise Line by 5.1% in the 2nd quarter. California Public Employees Retirement System now owns 766,825 shares of the company's stock valued at $15,551,000 after purchasing an additional 37,071 shares in the last quarter. Institutional investors own 69.58% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. UBS Group reiterated a "neutral" rating on shares of Norwegian Cruise Line in a research note on Tuesday, March 3rd. JPMorgan Chase & Co. reduced their price objective on shares of Norwegian Cruise Line from $20.00 to $19.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Jefferies Financial Group lowered shares of Norwegian Cruise Line from a "buy" rating to a "hold" rating and reduced their price objective for the stock from $26.00 to $20.00 in a research note on Monday, December 15th. Zacks Research lowered shares of Norwegian Cruise Line from a "hold" rating to a "strong sell" rating in a research note on Wednesday, March 11th. Finally, Bank of America reduced their price objective on shares of Norwegian Cruise Line from $30.00 to $27.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $25.58.

Norwegian Cruise Line Trading Down 1.1%

NYSE NCLH opened at $19.95 on Friday. The company has a quick ratio of 0.18, a current ratio of 0.21 and a debt-to-equity ratio of 6.21. The firm has a market cap of $9.09 billion, a PE ratio of 22.93, a price-to-earnings-growth ratio of 0.57 and a beta of 2.11. The company has a 50 day moving average price of $21.25 and a 200 day moving average price of $21.55. Norwegian Cruise Line Holdings Ltd. has a 52 week low of $15.31 and a 52 week high of $27.18.

Norwegian Cruise Line (NYSE:NCLH - Get Free Report) last released its earnings results on Monday, March 2nd. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.27 by $0.01. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.34 billion. Norwegian Cruise Line had a net margin of 4.31% and a return on equity of 50.05%. Norwegian Cruise Line's revenue was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.26 EPS. Norwegian Cruise Line has set its Q1 2026 guidance at 0.160-0.160 EPS and its FY 2026 guidance at 2.380-2.380 EPS. As a group, sell-side analysts forecast that Norwegian Cruise Line Holdings Ltd. will post 1.48 EPS for the current fiscal year.

Key Norwegian Cruise Line News

Here are the key news stories impacting Norwegian Cruise Line this week:

• Positive Sentiment: Geopolitical relief lifted travel names earlier this week, producing a short-term bounce for cruise stocks as investors priced lower near‑term travel risk. Why Carnival, Royal Caribbean, and Norwegian Cruise Line Stocks Surged Today
• Neutral Sentiment: Increased attention from retail/institutional readers (Zacks) can raise volume and volatility but doesn’t change fundamentals by itself. Monitor whether this interest translates into sustained buying. Norwegian Cruise Line Holdings Ltd. (NCLH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst previews and coverage (earnings preview / analyst insight pieces) keep focus on upcoming results and guidance — short-term catalysts but not new information yet. Norwegian Cruise Line Earnings Preview: What to Expect
• Negative Sentiment: Morgan Stanley cut its price target to $23 and kept an "equal weight" rating — a modest downgrade that likely pressured the stock by reducing near‑term analyst support. Benzinga
• Negative Sentiment: Morgan Stanley research also flagged softer demand for European itineraries (especially brands dependent on U.S. travelers), which raises concerns about bookings/mix for parts of NCLH’s portfolio. Cruise Demand Softens in Europe as US Travelers Pull Back, Morgan Stanley Says
• Negative Sentiment: Analysts and commentary point to two core company risks: execution pressure hurting FY‑2026 guidance and sensitivity to volatile fuel costs — both can compress margins and valuation. Here are 2 Concerns Weighing Down Norwegian Cruise Line Stock in 2026
• Negative Sentiment: Recent crude price swings earlier in April fueled headline risk and led to earlier share weakness; sustained high fuel would hurt cash flow for this fuel‑intensive industry. Carnival Pops 10%, Norwegian Rises 7%: Six Days After Falling on Fuel Fears, Cruise Stocks Are Surging

Norwegian Cruise Line Company Profile

Norwegian Cruise Line Holdings Ltd. NYSE: NCLH is a global cruise operator offering a portfolio of premium brands that includes Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. The company provides sea voyages and related onboard services such as dining, entertainment, shore excursions and destination experiences. Its fleet of modern vessels sails to more than 400 destinations across all seven continents, serving leisure travelers with itineraries ranging from short Caribbean getaways to extended world voyages.

Founded in 1966 by Knut Kloster and Ted Arison, the company pioneered the concept of “Freestyle Cruising,” which allows passengers greater flexibility in dining schedules, entertainment choices and onboard activities.

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