Norwegian Cruise Line Holdings Ltd.
AI summary Cluster of open-market insider purchases following post-earnings sell-off and activist deal
- Research score
- 72
- AI adjustment
- +9
Research score, not a recommendation.
Market data
Live quote and chart from Yahoo Finance, loaded through this server. Insider purchases are marked on the chart.
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Why this score
Research score: a weighted blend of the five factors, times the routine and offering discounts, minus the selling penalty.
Why are they buying?
AI · discretionary · catalyst credible · documentedDirectors and the CEO bought shares in the open market following a sharp 29% stock drop on May 4, 2026, triggered by a lowered full-year EPS outlook despite beating first-quarter earnings and announcing cost-saving plans and an activist cooperation agreement with Elliott Management.
The insider buying cluster included multiple directors and CEO John Chidsey purchasing millions of dollars of stock between May 7 and June 2, 2026, signaling strong alignment and confidence during a period of legal scrutiny and strategic pivot.
Filing references and sources
Stock Price & Insider Purchase History
Daily close price with open-market insider purchases plotted over time
Loading price history…
| Date | Insider | Role | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-01 → 2026-06-02 | PAGLIUCA STEPHEN G history of PAGLIUCA STEPHEN G's purchases | Director | 1,380,000 | $18.11 avg | $25.0M | |
| 2026-06-01 | PAGLIUCA STEPHEN G | 695,000 | $18.16 | $12.6M | SEC filing for PAGLIUCA STEPHEN G (opens in a new tab) | |
| 2026-06-02 | PAGLIUCA STEPHEN G | 685,000 | $18.06 | $12.4M | SEC filing for PAGLIUCA STEPHEN G (opens in a new tab) | |
| 2026-05-22 | CHIDSEY JOHN history of CHIDSEY JOHN's purchases | CEO | 153,000 | $16.37 | $2.5M | SEC filing for CHIDSEY JOHN (opens in a new tab) |
| 2026-05-07 | Byng-Thorne Zillah 4 purchases with a 63-day result · median +0.4% | Director | 29,467 | $17.69 avg | $521.4K | |
| 2026-05-07 | Byng-Thorne Zillah | 4,452 | $17.83 | $79.4K | SEC filing for Byng-Thorne Zillah (opens in a new tab) | |
| 2026-05-07 | Byng-Thorne Zillah | 25,015 | $17.67 | $442.0K | SEC filing for Byng-Thorne Zillah (opens in a new tab) | |
| 2026-05-20 | COHEN JONATHAN Z history of COHEN JONATHAN Z's purchases | Director | 30,000 | $15.83 | $474.9K | SEC filing for COHEN JONATHAN Z (opens in a new tab) |
| 2026-05-11 | MacDonald Brian P history of MacDonald Brian P's purchases | Director | 15,000 | $16.54 | $248.1K | SEC filing for MacDonald Brian P (opens in a new tab) |
| 2026-05-18 → 2026-05-19 | Cil Jose E. history of Cil Jose E.'s purchases | Director | 15,000 | $15.02 avg | $225.3K | |
| 2026-05-18 | Cil Jose E. | 5,000 | $15.25 | $76.2K | SEC filing for Cil Jose E. (opens in a new tab) | |
| 2026-05-19 | Cil Jose E. | 10,000 | $14.91 | $149.1K | SEC filing for Cil Jose E. (opens in a new tab) | |
| 2026-05-07 | Lansberry Kevin Allen history of Lansberry Kevin Allen's purchases | Director | 11,400 | $17.28 | $197.0K | SEC filing for Lansberry Kevin Allen (opens in a new tab) |
| Total | $29.2M | |||||
Other buying runs at NCLH
A run ends after a pause in the buying, so one company can have several. Returns are the stock's return minus its benchmark's (IWM for small companies, SPY otherwise), from the first open after the run became a cluster. Past results, not a forecast.
After this run became a cluster: 21 days +21.6%63 days +17.2%126 days –
| Window | Insiders | Total | Score | 21 days | 63 days | 126 days | Status |
|---|---|---|---|---|---|---|---|
| 2025-11-06 → 2025-11-25 | 7 | $1.8M | 75 | -0.6% | +24.0% | -24.3% | closed |