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

Vaughan Nelson Investment Management L.P. boosted its position in Carnival Corporation (NYSE:CCL) by 95.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 889,393 shares of the company’s stock after acquiring an additional 435,470 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Carnival were worth $23,017,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. BOCHK Asset Management Ltd acquired a new stake in Carnival during the fourth quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Carnival during the 3rd quarter worth about $25,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Carnival during the 4th quarter worth about $26,000. Newbridge Financial Services Group Inc. increased its position in Carnival by 381.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 962 shares of the company’s stock worth $29,000 after purchasing an additional 762 shares in the last quarter. Finally, Optima Capital LLC acquired a new stake in Carnival during the 4th quarter worth approximately $32,000. Hedge funds and other institutional investors own 67.19% of the company’s stock.

Carnival Stock Down 2.3%

Shares of NYSE:CCL opened at $30.15 on Tuesday. The company has a quick ratio of 0.26, a current ratio of 0.30 and a debt-to-equity ratio of 1.82. Carnival Corporation has a 52-week low of $22.58 and a 52-week high of $34.03. The company has a 50 day moving average of $27.33 and a two-hundred day moving average of $28.35. The company has a market capitalization of $37.36 billion, a price-to-earnings ratio of 13.40, a price-to-earnings-growth ratio of 1.36 and a beta of 2.32.

Carnival (NYSE:CCL) last posted its quarterly earnings data on Friday, March 27th. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.02. The company 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 business’s quarterly revenue was up 6.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.13 earnings per share. As a group, analysts forecast that Carnival Corporation will post 2.22 earnings per share for the current fiscal year.

Carnival Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Monday, May 18th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, May 18th. This represents a $0.60 annualized dividend and a yield of 2.0%. Carnival’s payout ratio is 26.67%.

Insiders Place Their Bets

In other Carnival news, insider Bettina Alejandra Deynes sold 43,058 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $28.10, for a total value of $1,209,929.80. Following the transaction, the insider owned 69,238 shares in the company, valued at $1,945,587.80. The trade was a 38.34% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Sir Jonathon Band sold 11,988 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $26.19, for a total value of $313,965.72. Following the sale, the director owned 52,601 shares of the company’s stock, valued at $1,377,620.19. This represents a 18.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 55,058 shares of company stock worth $1,524,195 in the last quarter. 7.90% of the stock is currently owned by company insiders.

Key Headlines Impacting Carnival

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Recent bullish commentary suggests Carnival could still have meaningful upside if strong cruise demand, pricing power, and easing energy costs continue to support results. Carnival Corporation: A 40 Percent Upside Scenario Is On The Table
• Positive Sentiment: Cruise stocks have recently rallied on lower oil prices and hopes for reduced geopolitical risk, which has helped sentiment around Carnival and the broader sector. Carnival Earnings Are a Big Test for the Cruise Stocks Rally
• Neutral Sentiment: Investors are waiting for Carnival’s quarterly update to answer key questions about revenue growth, margins, and the outlook for the rest of the year. Carnival (CCL) Reports Q2: Everything You Need To Know Ahead Of Earnings
• Neutral Sentiment: Market coverage ahead of the report highlights that Carnival’s earnings could be influenced by higher fuel prices, which may weigh on profitability even if demand stays solid. Carnival Q2 2026 earnings preview: Higher fuel prices expected to hurt earnings
• Negative Sentiment: Carnival’s shares also face pressure from Texas opening an investigation into a major April data breach, adding a fresh legal and reputational overhang. Carnival Stock (CCL) Drops as Texas Probes Massive April Data Breach

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on CCL shares. Wall Street Zen cut shares of Carnival from a “buy” rating to a “hold” rating in a research report on Saturday, March 28th. Truist Financial cut their target price on shares of Carnival from $30.00 to $29.00 and set a “hold” rating on the stock in a research note on Friday, May 22nd. Wells Fargo & Company reduced their target price on shares of Carnival from $37.00 to $36.00 and set an “overweight” rating on the stock in a report on Wednesday, April 15th. Susquehanna decreased their price target on shares of Carnival from $40.00 to $30.00 and set a “positive” rating for the company in a research report on Monday, March 23rd. Finally, Barclays lowered their price target on Carnival from $37.00 to $36.00 and set an “overweight” rating for the company in a report on Tuesday, March 24th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, Carnival currently has an average rating of “Moderate Buy” and a consensus target price of $34.94.

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.