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

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

A number of other large investors have also recently bought and sold shares of the business. Holocene Advisors LP raised its holdings in Carnival by 184.3% during the second quarter. Holocene Advisors LP now owns 10,289,947 shares of the company’s stock valued at $289,353,000 after buying an additional 6,669,935 shares in the last quarter. Wellington Management Group LLP boosted its stake in shares of Carnival by 99.6% during the 3rd quarter. Wellington Management Group LLP now owns 12,159,619 shares of the company’s stock worth $351,535,000 after acquiring an additional 6,066,336 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Carnival by 50.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 14,510,016 shares of the company’s stock valued at $419,573,000 after acquiring an additional 4,883,024 shares during the last quarter. 59 North Capital Management LP raised its stake in shares of Carnival by 117.1% in the 2nd quarter. 59 North Capital Management LP now owns 7,704,185 shares of the company’s stock valued at $216,642,000 after acquiring an additional 4,155,630 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of Carnival by 1,945.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,170,268 shares of the company’s stock valued at $120,562,000 after acquiring an additional 3,966,422 shares in the last quarter. 67.19% of the stock is currently owned by institutional investors.

Key Carnival News

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

Carnival Stock Up 7.9%

CCL opened at $25.86 on Wednesday. The business has a 50 day moving average of $28.81 and a 200-day moving average of $28.71. The stock has a market capitalization of $32.04 billion, a price-to-earnings ratio of 11.49, a P/E/G ratio of 1.06 and a beta of 2.42. The company has a current ratio of 0.30, a quick ratio of 0.26 and a debt-to-equity ratio of 1.82. Carnival Corporation has a 1-year low of $15.07 and a 1-year high of $34.03.

Carnival (NYSE:CCL) last released its earnings results on Friday, March 27th. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.18 by $0.02. Carnival had a net margin of 11.48% and a return on equity of 26.92%. The firm had revenue of $6.17 billion during the quarter, compared to analysts’ expectations of $6.13 billion. During the same period in the prior year, the company earned $0.13 EPS. The business’s quarterly revenue was up 6.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Carnival Corporation will post 1.77 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CCL. The Goldman Sachs Group decreased their target price on Carnival from $34.00 to $30.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Weiss Ratings upgraded shares of Carnival from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday. Jefferies Financial Group upped their price objective on shares of Carnival from $34.00 to $37.00 and gave the stock a “buy” rating in a report on Monday, December 15th. TD Cowen reiterated a “buy” rating on shares of Carnival in a research note on Tuesday, January 13th. Finally, William Blair reiterated an “outperform” rating on shares of Carnival in a report on Tuesday, March 3rd. Twenty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Carnival presently has a consensus rating of “Moderate Buy” and a consensus price target of $34.17.

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.