Vaughan Nelson Investment Management L.P. Has $13.86 Million Stake in Carnival Corporation $CCL

Vaughan Nelson Investment Management L.P. boosted its holdings in shares of Carnival Corporation (NYSE:CCL) by 11.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 453,923 shares of the company’s stock after buying an additional 47,805 shares during the period. Vaughan Nelson Investment Management L.P.’s holdings in Carnival were worth $13,863,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in shares of Carnival by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 127,764,837 shares of the company’s stock worth $3,693,681,000 after acquiring an additional 1,101,344 shares during the period. State Street Corp raised its position in Carnival by 4.1% in the third quarter. State Street Corp now owns 47,369,740 shares of the company’s stock worth $1,369,459,000 after purchasing an additional 1,845,850 shares in the last quarter. Barrow Hanley Mewhinney & Strauss LLC lifted its stake in Carnival by 0.8% during the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 36,109,629 shares of the company’s stock worth $1,043,929,000 after purchasing an additional 291,864 shares during the period. Causeway Capital Management LLC boosted its holdings in Carnival by 9.6% during the third quarter. Causeway Capital Management LLC now owns 31,912,001 shares of the company’s stock valued at $922,576,000 after purchasing an additional 2,783,927 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Carnival by 50.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 14,510,016 shares of the company’s stock valued at $419,573,000 after purchasing an additional 4,883,024 shares during the period. Institutional investors own 67.19% of the company’s stock.

Carnival Stock Performance

Shares of NYSE:CCL opened at $25.86 on Wednesday. The business has a fifty day moving average of $28.81 and a 200-day moving average of $28.71. The company has a debt-to-equity ratio of 1.82, a quick ratio of 0.26 and a current ratio of 0.30. Carnival Corporation has a twelve month low of $15.07 and a twelve month high of $34.03. The firm has a market cap of $32.04 billion, a PE ratio of 11.49, a price-to-earnings-growth ratio of 1.06 and a beta of 2.42.

Carnival (NYSE:CCL) last issued its quarterly earnings data on Friday, March 27th. The company reported $0.20 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.02. The firm had revenue of $6.17 billion for the quarter, compared to analyst estimates of $6.13 billion. Carnival had a net margin of 11.48% and a return on equity of 26.92%. The company’s revenue was up 6.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.13 EPS. On average, equities research analysts predict that Carnival Corporation will post 1.77 EPS for the current fiscal year.

Key Stories Impacting Carnival

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Q1 results and corporate actions: Carnival topped Q1 revenue and EPS expectations, reported record/strong bookings, launched the PROPEL strategic plan, reinstated a dividend and authorized a $2.5B buyback — concrete catalysts that support upside and buyback-driven EPS accretion. CCL Q1 Deep Dive
• Positive Sentiment: Analyst bullishness: HSBC upgraded CCL to Buy and Barclays issued a Buy, while Bank of America remains bullish with a high target — these endorsements give investors support despite macro headwinds. HSBC upgrades Carnival Corporation
• Neutral Sentiment: Bernstein holds rating: Sanford C. Bernstein reiterated a Hold/Market Perform stance (keeping a measured view on near-term catalysts). This is a neutral signal versus the mix of other broker moves. Bernstein Keeps Their Hold Rating on Carnival
• Neutral Sentiment: Wells Fargo trims target but stays constructive: Wells Fargo lowered its price target to $37 while maintaining an overweight view, signaling continued confidence in recovery but acknowledging near-term risks. Wells Fargo Lowers Carnival Price Target
• Negative Sentiment: Analysts cut price targets: Sanford C. Bernstein lowered its target to ~$28.70 and other firms trimmed targets — softens near-term upside expectations and adds selling pressure for target-driven traders. Sanford C. Bernstein Lowers Carnival Price Target
• Negative Sentiment: Fuel-cost headwind and cautious guidance: Management and analysts flagged rising fuel prices (Carnival largely unhedged), which could shave materially from FY earnings and prompted caution in guidance/forecasts. That is the primary near-term downside risk. Carnival Stock Forecast: Headwinds Now, Upside Ahead?
• Negative Sentiment: Citigroup pessimistic forecast: Citi published a bearish/ cautious near-term view on CCL’s stock path, adding to mixed analyst sentiment and volatility risk. Citigroup Issues Pessimistic Forecast for Carnival
• Negative Sentiment: Headline/celebrity preference: Jim Cramer recommending peers (Viking) over Carnival can influence retail flows and contributes to short-term selling pressure among some investors. Jim Cramer Recommends Viking Holdings Over Carnival

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Barclays cut their target price on Carnival from $37.00 to $36.00 and set an “overweight” rating for the company in a research report on Tuesday, March 24th. Mizuho lifted their price objective on Carnival from $38.00 to $39.00 and gave the company an “outperform” rating in a report on Friday, March 27th. Weiss Ratings raised shares of Carnival from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Citigroup dropped their target price on shares of Carnival from $39.00 to $35.00 and set a “buy” rating for the company in a research report on Monday. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Carnival from $33.00 to $34.00 and gave the company a “hold” rating in a research report on Monday, December 22nd. Twenty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $34.17.

Carnival 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.