Viking Holdings (VIK)

• Market cap: $20.6B
• 1 day: 5.69%
• 5 days: 10.64%
• 1 month: 4.06%
• 3 months: 21.12%
• 6 months: 35.81%
• Year to date: 8.90%
• 1 year: 82.80%
• 5 years: 82.80%
• 10 years: 82.80%

About: Viking Holdings Ltd is a travel company, with a fleet of 92 small, state-of-the-art ships, which view as floating hotels. It offer travel experiences on all seven continents in all three categories of the cruise industry—river, ocean and expedition cruising. The Group defines its products based on the type of cruise offering and language of the cruise service. The River segment provides river cruises outside the United States to English-speaking passengers. The Ocean segment provides ocean cruises to English-speaking passengers. Other includes operating segments that are not individually reportable, consisting of expedition cruises for English-speaking passengers ("Expedition"), Mississippi River cruises for English-speaking passengers, Viking China, which includes cruises for Mandarin.

Employees: 9,500

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

508% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $4.42M

192% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 24

191% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 23

63% more funds holding in top 10

Funds holding in top 10: 8 [Q2] → 13 (+5) [Q3]

31% more funds holding

Funds holding: 137 [Q2] → 180 (+43) [Q3]

3.41% less ownership

Funds ownership: 66.03% [Q2] → 62.63% (-3.41%) [Q3]

29% less capital invested

Capital invested by funds: $9.35B [Q2] → $6.65B (-$2.7B) [Q3]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $49 3% upside
• Avg. target: $51 8% upside
• High target: $58 22% upside

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

JP Morgan Matthew Boss 47% 1-year accuracy 34 / 72 met price target	22% upside $58	Overweight Maintained	17 Jan 2025
Citigroup James Hardiman 46% 1-year accuracy 11 / 24 met price target	13% upside $54	Buy Initiated	19 Dec 2024
Barclays Brandt Montour 45% 1-year accuracy 37 / 83 met price target	3% upside $49	Equal-Weight Downgraded	13 Dec 2024
Truist Securities Patrick Scholes 57% 1-year accuracy 42 / 74 met price target	3% upside $49	Hold Maintained	2 Dec 2024
Stifel Steven Wieczynski 65% 1-year accuracy 20 / 31 met price target	5% upside $50	Buy Maintained	18 Nov 2024