Vaughan Nelson Investment Management L.P. Reduces Holdings in Carnival Corporation $CCL

Vaughan Nelson Investment Management L.P. lowered its stake in shares of Carnival Corporation (NYSE:CCL) by 4.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 406,118 shares of the company’s stock after selling 17,000 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Carnival were worth $11,741,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Evolution Wealth Management Inc. acquired a new position in Carnival during the 2nd quarter valued at approximately $25,000. Oliver Lagore Vanvalin Investment Group acquired a new stake in shares of Carnival during the second quarter worth $28,000. Whipplewood Advisors LLC grew its holdings in shares of Carnival by 301.0% during the second quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock valued at $44,000 after buying an additional 1,171 shares during the last quarter. Farmers & Merchants Investments Inc. increased its position in shares of Carnival by 140.6% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock valued at $44,000 after acquiring an additional 886 shares during the period. Finally, True Wealth Design LLC raised its stake in Carnival by 193.4% in the 3rd quarter. True Wealth Design LLC now owns 2,030 shares of the company’s stock worth $59,000 after acquiring an additional 1,338 shares during the last quarter. 67.19% of the stock is currently owned by institutional investors and hedge funds.

Carnival Stock Performance

CCL opened at $32.17 on Thursday. The firm has a fifty day moving average price of $27.89 and a 200 day moving average price of $29.02. Carnival Corporation has a 1 year low of $15.07 and a 1 year high of $32.89. The stock has a market cap of $37.55 billion, a P/E ratio of 16.08, a P/E/G ratio of 1.18 and a beta of 2.51. The company has a debt-to-equity ratio of 1.96, a current ratio of 0.32 and a quick ratio of 0.28.

Carnival (NYSE:CCL) last released its quarterly earnings results on Friday, December 19th. The company reported $0.23 EPS for the quarter, missing the consensus estimate of $0.25 by ($0.02). The firm had revenue of $6.33 billion for the quarter, compared to analyst estimates of $6.38 billion. Carnival had a net margin of 10.37% and a return on equity of 28.39%. The firm’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Equities research analysts anticipate that Carnival Corporation will post 1.77 earnings per share for the current year.

Carnival Dividend Announcement

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

Analysts Set New Price Targets

Several analysts have weighed in on CCL shares. Tigress Financial boosted their price target on Carnival from $38.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, October 15th. Wolfe Research reiterated an “outperform” rating on shares of Carnival in a research report on Friday, December 19th. Citigroup increased their price target on shares of Carnival from $36.00 to $39.00 and gave the stock a “buy” rating in a report on Monday, December 22nd. Wall Street Zen cut shares of Carnival from a “buy” rating to a “hold” rating in a research note on Saturday, October 4th. Finally, Stifel Nicolaus upped their price objective on shares of Carnival from $38.00 to $40.00 and gave the company a “buy” rating in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Carnival presently has a consensus rating of “Moderate Buy” and an average price target of $34.43.

About Carnival

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.