Viking Holdings Ltd. $VIK Shares Sold by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. trimmed its stake in Viking by 1% in Q4, selling 78,831 shares and leaving it with 8,038,952 shares (about 1.81%) valued at roughly $574 million.
• Insider sale: EVP Jeffrey Dash sold 28,631 shares at an average price of $80.22 under a pre‑arranged Rule 10b5‑1 plan, reducing his holding by 5.78%.
• Viking trades near its 52‑week high (opened $77.28) with very high institutional ownership (98.84%), rising short interest (~21.3% to 7.74M shares), and an average analyst rating of "Moderate Buy" with a $75.14 target.

Massachusetts Financial Services Co. MA trimmed its stake in shares of Viking Holdings Ltd. (NYSE:VIK - Free Report) by 1.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,038,952 shares of the company's stock after selling 78,831 shares during the quarter. Massachusetts Financial Services Co. MA owned 1.81% of Viking worth $574,062,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Raab & Moskowitz Asset Management LLC grew its stake in Viking by 86.2% during the 4th quarter. Raab & Moskowitz Asset Management LLC now owns 16,558 shares of the company's stock worth $1,182,000 after purchasing an additional 7,667 shares in the last quarter. Sheets Smith Wealth Management purchased a new stake in Viking during the 4th quarter worth about $434,000. Private Advisory Group LLC purchased a new stake in Viking during the 4th quarter worth about $413,000. Pallas Capital Advisors LLC purchased a new stake in Viking during the 4th quarter worth about $580,000. Finally, Dakota Wealth Management lifted its holdings in Viking by 197.3% during the 4th quarter. Dakota Wealth Management now owns 27,526 shares of the company's stock worth $1,966,000 after buying an additional 18,266 shares during the last quarter. 98.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Viking

In other news, EVP Jeffrey Dash sold 28,631 shares of the business's stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $80.22, for a total value of $2,296,778.82. Following the completion of the sale, the executive vice president directly owned 466,391 shares of the company's stock, valued at approximately $37,413,886.02. The trade was a 5.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Viking Stock Down 1.2%

Viking stock opened at $77.28 on Friday. Viking Holdings Ltd. has a fifty-two week low of $36.99 and a fifty-two week high of $81.48. The company has a debt-to-equity ratio of 4.76, a quick ratio of 0.77 and a current ratio of 0.79. The company has a market capitalization of $34.44 billion, a P/E ratio of 30.07, a PEG ratio of 1.42 and a beta of 1.90. The stock has a 50-day simple moving average of $74.25 and a 200-day simple moving average of $68.56.

Viking (NYSE:VIK - Get Free Report) last posted its earnings results on Saturday, February 14th. The company reported $0.67 earnings per share for the quarter. Viking had a return on equity of 240.75% and a net margin of 17.65%.The business had revenue of $1.72 billion during the quarter. Equities research analysts expect that Viking Holdings Ltd. will post 1.49 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Stifel Nicolaus lifted their price target on Viking from $85.00 to $90.00 and gave the stock a "buy" rating in a report on Wednesday, March 4th. Jefferies Financial Group raised Viking from a "hold" rating to a "buy" rating and lifted their price target for the stock from $60.00 to $80.00 in a report on Monday, December 15th. Wells Fargo & Company decreased their price target on Viking from $82.00 to $78.00 and set an "equal weight" rating for the company in a report on Friday, March 20th. Morgan Stanley lifted their price target on Viking from $75.00 to $79.00 and gave the stock an "overweight" rating in a report on Wednesday, March 4th. Finally, Bank of America lifted their price target on Viking from $70.00 to $80.00 and gave the stock a "buy" rating in a report on Monday, January 12th. Ten investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Viking presently has an average rating of "Moderate Buy" and an average target price of $75.14.

Key Viking News

Here are the key news stories impacting Viking this week:

• Positive Sentiment: Viking is expanding seasonal offerings — the company is building up winter programs in Europe, which could increase utilization and yield on its river and ocean capacity during shoulder months. Viking Builds Up Winter Programs in Europe
• Positive Sentiment: A former vessel, Zhao Shang Yi Dun, has been rebranded and rejoined the Viking fleet as Viking Yi Dun, adding capacity and signaling fleet optimization and brand consolidation. Former Zhao Shang Yi Dun Rebranded as Viking Yi Dun, Rejoins Viking Fleet
• Neutral Sentiment: Headline pieces about a surge in VIK headlines (e.g., “Viking (VIK) Shares Skyrocket”) can drive intraday volatility and retail interest but don’t provide new fundamentals. Monitor whether such coverage translates into sustained flows. Viking (VIK) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Several cultural/archaeology stories referencing “Viking” (a gold-coin discovery, pre‑Viking ship burials, and related history pieces) are unrelated to company fundamentals but may generate peripheral media noise. Metal detectorist finds Viking Age gold coin that might upend history 700 AD Discovery in Norway Reveals Ship Burials Predate the Viking Age Deviant Burials in Viking Age Scandinavia
• Negative Sentiment: Short interest jumped ~21.3% to 7.74M shares as of March 31, raising short interest to ~2.8 days of volume and representing ~1.7% of shares outstanding. Increasing short activity can add downward pressure and volatility if shorts accelerate.
• Negative Sentiment: Barclays cut its price target from $77 to $76 and kept an “equal weight” rating, signaling little near‑term upside from this major bank and removing some analyst support. Barclays Lowers VIK Price Target

About Viking

Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. It operates through River and Ocean segments. The company also operates as a tour entrepreneur for passengers and related activities in tourism. As of December 31, 2023, it operated a fleet of 92 ships, including 81 river vessels comprising 58 Longships, 10 smaller classes based on the Longship design, 11 other river vessels, and 1 river vessel charter and the Viking Mississippi; 9 ocean ships; and 2 expedition ships.

Want to see what other hedge funds are holding VIK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Viking Holdings Ltd. (NYSE:VIK - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.