Envestnet Asset Management Inc. Purchases 155,736 Shares of Carnival Corporation $CCL

Envestnet Asset Management Inc. increased its position in shares of Carnival Corporation (NYSE:CCL) by 23.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 823,141 shares of the company’s stock after buying an additional 155,736 shares during the quarter. Envestnet Asset Management Inc. owned 0.07% of Carnival worth $23,797,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Evolution Wealth Management Inc. bought a new position in shares of Carnival during the 2nd quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC grew its position in Carnival by 182.0% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock valued at $30,000 after purchasing an additional 659 shares in the last quarter. LRI Investments LLC acquired a new stake in Carnival in the 3rd quarter valued at $30,000. Farmers & Merchants Investments Inc. lifted its position in Carnival by 140.6% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock worth $44,000 after buying an additional 886 shares in the last quarter. Finally, Whipplewood Advisors LLC boosted its stake in shares of Carnival by 301.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock worth $44,000 after buying an additional 1,171 shares during the last quarter. Institutional investors and hedge funds own 67.19% of the company’s stock.

Analyst Upgrades and Downgrades

CCL has been the topic of several analyst reports. Wall Street Zen upgraded Carnival from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Wells Fargo & Company upped their price objective on Carnival from $35.00 to $38.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. Deutsche Bank Aktiengesellschaft raised their target price on shares of Carnival from $33.00 to $34.00 and gave the company a “hold” rating in a research note on Monday, December 22nd. Argus restated a “buy” rating and set a $35.00 target price on shares of Carnival in a report on Monday, December 22nd. Finally, Mizuho increased their price target on shares of Carnival from $37.00 to $38.00 and gave the company an “outperform” rating in a research note on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $35.00.

Carnival News Summary

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Zacks highlights improving consumer sentiment and names CCL among four discretionary stocks to buy, noting rate‑cut optimism and upward earnings revisions that could support demand for cruises. Consumer Sentiment Hits 6-Month High: 4 Discretionary Stocks to Buy
• Positive Sentiment: Zacks added CCL to its Rank #1 (Strong Buy) list, a near‑term bullish signal from the Zacks ranking process that can attract momentum flows and retail interest. New Strong Buy Stocks for February 13th
• Positive Sentiment: Zacks and other outlets publish bullish takes on Carnival as a long‑term growth stock based on improving margins, pricing power and recovery in travel demand — supportive for longer‑term investor flows. Why Carnival (CCL) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Carnival completed a ~$19B refinancing that materially reduces near‑term maturities and targets sub‑3x leverage in 2026 — a clear balance‑sheet positive that lowers financial risk and supports valuation. Carnival Completes $19B Refinancing, Targets Further Leverage Decline
• Positive Sentiment: Zacks research and other commentary note upward revisions to FY2027 EPS estimates for Carnival, which can lift investor expectations for future earnings and support higher multiples. FY2027 EPS Estimates for Carnival Lifted by Zacks Research
• Neutral Sentiment: Carnival updated its ADR deposit agreement in connection with a planned corporate unification — largely an administrative step that enables structural changes but has limited immediate earnings impact. Carnival Updates ADR Agreement Amid Planned Corporate Unification
• Neutral Sentiment: Analyst commentary on Q1 results reiterates the beat on EPS but notes a slight revenue miss versus estimates — a mixed read that may temper exuberance even as margins and EPS growth improve. Zacks Research Comments on Carnival’s Q1 Earnings (NYSE:CCL)

Carnival Trading Down 2.6%

CCL stock opened at $31.77 on Friday. Carnival Corporation has a 52 week low of $15.07 and a 52 week high of $34.03. The company has a market capitalization of $39.28 billion, a PE ratio of 15.88, a price-to-earnings-growth ratio of 1.19 and a beta of 2.49. The company’s 50-day simple moving average is $30.28 and its 200 day simple moving average is $29.40. 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 quarterly earnings data on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.09. Carnival had a net margin of 10.37% and a return on equity of 28.39%. The business had revenue of $6.33 billion during the quarter, compared to analysts’ expectations of $6.38 billion. During the same quarter in the previous year, the company earned $0.14 EPS. The business’s revenue was up 6.6% on a year-over-year basis. 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, sell-side analysts anticipate 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. Shareholders of record on Friday, February 13th will be paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Friday, February 13th.

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.