U S Global Investors Inc. Trims Stock Position in Carnival Corporation $CCL

U S Global Investors Inc. cut its position in Carnival Corporation (NYSE:CCL) by 30.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,500 shares of the company’s stock after selling 26,500 shares during the quarter. U S Global Investors Inc.’s holdings in Carnival were worth $1,720,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new stake in shares of Carnival in the second quarter worth $25,000. Oliver Lagore Vanvalin Investment Group purchased a new position in Carnival during the second quarter worth about $28,000. Farmers & Merchants Investments Inc. increased its stake in Carnival by 140.6% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock worth $44,000 after acquiring an additional 886 shares during the last quarter. Whipplewood Advisors LLC increased its stake in Carnival by 301.0% in the 2nd quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock worth $44,000 after acquiring an additional 1,171 shares during the last quarter. Finally, Banque Transatlantique SA purchased a new stake in shares of Carnival in the 1st quarter valued at about $33,000. 67.19% of the stock is currently owned by hedge funds and other institutional investors.

Carnival Trading Up 1.2%

Shares of CCL opened at $30.92 on Friday. Carnival Corporation has a fifty-two week low of $15.07 and a fifty-two week high of $32.89. The firm has a market cap of $36.09 billion, a price-to-earnings ratio of 15.46, a PEG ratio of 1.12 and a beta of 2.51. The firm has a 50 day moving average price of $27.67 and a 200-day moving average price of $28.84. The company has a debt-to-equity ratio of 1.96, a quick ratio of 0.28 and a current ratio of 0.32.

Carnival (NYSE:CCL) last issued its earnings results on Friday, December 19th. The company reported $0.34 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.09. The company had revenue of $6.33 billion for the quarter, compared to analysts’ expectations of $6.38 billion. Carnival had a net margin of 10.37% and a return on equity of 28.39%. The firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.14 EPS. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. As a group, equities research analysts forecast that Carnival Corporation will post 1.77 earnings per share for the current year.

Carnival Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a $0.15 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.60 annualized dividend and a dividend yield of 1.9%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on CCL. JPMorgan Chase & Co. upped their price objective on shares of Carnival from $34.00 to $39.00 and gave the stock an “overweight” rating in a research report on Monday, September 15th. UBS Group increased their price target on shares of Carnival from $35.00 to $37.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. The Goldman Sachs Group restated a “buy” rating and set a $34.00 price objective on shares of Carnival in a research report on Monday, December 22nd. Wolfe Research reiterated an “outperform” rating on shares of Carnival in a research report on Friday, December 19th. Finally, Barclays reduced their target price on Carnival from $37.00 to $36.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $34.45.

Carnival Company Profile

Carnival Corporation (NYSE: CCL) is a global cruise operator that provides leisure travel services through a portfolio of passenger cruise brands. The company’s core business is operating cruise ships that offer multi-night voyages and associated vacation services, including onboard accommodations, dining, entertainment, spa and wellness offerings, casinos, youth programs, and organized shore excursions. Carnival markets cruise vacations to a broad range of consumers, from value-focused travelers to premium and luxury segments, through differentiated brand positioning and onboard experiences.

Its operating structure comprises multiple well-known cruise brands that target distinct geographic and demographic markets.