Barrow Hanley Mewhinney & Strauss LLC Has $1.04 Billion Stock Holdings in Carnival Corporation $CCL

Barrow Hanley Mewhinney & Strauss LLC lifted its stake in shares of Carnival Corporation (NYSE:CCL) by 0.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 36,109,629 shares of the company’s stock after purchasing an additional 291,864 shares during the quarter. Carnival accounts for about 3.3% of Barrow Hanley Mewhinney & Strauss LLC’s holdings, making the stock its largest position. Barrow Hanley Mewhinney & Strauss LLC owned about 3.09% of Carnival worth $1,043,929,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in shares of Carnival by 0.9% in the third quarter. Vanguard Group Inc. now owns 127,764,837 shares of the company’s stock worth $3,693,681,000 after buying an additional 1,101,344 shares in the last quarter. State Street Corp lifted its stake in Carnival by 3.5% in the 2nd quarter. State Street Corp now owns 45,523,890 shares of the company’s stock worth $1,280,132,000 after purchasing an additional 1,531,495 shares in the last quarter. Causeway Capital Management LLC boosted its holdings in Carnival by 9.6% in the 3rd 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 during the period. Geode Capital Management LLC boosted its holdings in Carnival by 7.4% in the 2nd quarter. Geode Capital Management LLC now owns 27,617,014 shares of the company’s stock valued at $773,398,000 after purchasing an additional 1,906,110 shares during the period. Finally, Dimensional Fund Advisors LP grew its position 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 purchasing an additional 4,883,024 shares in the last quarter. Institutional investors own 67.19% of the company’s stock.

Carnival Trading Down 0.9%

Shares of CCL opened at $26.16 on Wednesday. The stock has a market capitalization of $32.41 billion, a P/E ratio of 13.08, a PEG ratio of 0.97 and a beta of 2.42. Carnival Corporation has a twelve month low of $15.07 and a twelve month high of $34.03. The company has a quick ratio of 0.28, a current ratio of 0.32 and a debt-to-equity ratio of 1.96. The firm has a fifty day simple moving average of $30.55 and a two-hundred day simple moving average of $29.44.

Carnival (NYSE:CCL) last issued its quarterly earnings data on Friday, December 19th. The company reported $0.34 EPS for the quarter, beating 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 firm had revenue of $6.33 billion during the quarter, compared to the consensus estimate of $6.38 billion. During the same period in the prior year, the firm posted $0.14 earnings per share. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. On average, research analysts anticipate that Carnival Corporation will post 1.77 EPS for the current year.

Carnival Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $0.60 annualized dividend and a dividend yield of 2.3%. Carnival’s payout ratio is 30.00%.

Key Headlines Impacting Carnival

Here are the key news stories impacting Carnival this week:

• Positive Sentiment: Carnival’s recent results and guidance still provide a near-term fundamental buffer — the company beat Q4 EPS and has FY2026 EPS guidance, supporting the bull case that the business is profitable and cash-generative even as the stock falls.
• Positive Sentiment: Product/marketing lift — Princess Cruises (part of Carnival’s portfolio) announced a 2028 115‑day World Cruise, which shows continued willingness to expand itineraries and upsell premium itineraries that can support revenue per passenger. Princess Cruises Announces 2028 World Cruise
• Neutral Sentiment: Index/ownership context — Carnival’s presence in broad funds (S&P 500 exposure) means passive flows will matter; that can both cushion and amplify moves depending on ETF flows. Carnival Corporation Hospitality Travel Presence In S&P 500 Fund
• Neutral Sentiment: Some investors view the share weakness as a buying opportunity amid broader market selling; media pieces highlighting “buy” ideas may attract value-focused buying but won’t offset immediate macro-driven selling. Market Crash: 3 Stocks I’d Buy Without Hesitation
• Negative Sentiment: Unhedged fuel exposure — Carnival does not hedge fuel needs at scale, so the recent oil spike directly raises fuel expense risk and compresses margins relative to peers that hedge. This is the primary driver of today’s selloff. Carnival (CCL) Is Down 9.4% After Oil Shock Exposes Unhedged Fuel Costs
• Negative Sentiment: Geopolitical demand risk and sector contagion — reporting notes that cruising and travel sentiment softened after renewed Middle East tensions, which can reduce bookings or pricing power and hit sector multiples. ‘Cruising used to feel special.’ Cruise lines were struggling even before the Iran conflict hurt stocks
• Negative Sentiment: Near-term volatility and heavy selling — multiple market reports show the stock being hammered on higher volume as investors price in fuel and margin risk; Carnival’s leverage and low current ratio increase sensitivity to profit shocks. Why Carnival Corporation & plc’s (CCL) Stock Is Down 7.52%

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Wall Street Zen upgraded Carnival from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Argus reissued a “buy” rating and set a $35.00 price objective on shares of Carnival in a report on Monday, December 22nd. Susquehanna raised their target price on shares of Carnival from $35.00 to $40.00 and gave the company a “positive” rating in a research note on Tuesday, December 16th. Jefferies Financial Group boosted their price target on shares of Carnival from $34.00 to $37.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, Truist Financial increased their price target on shares of Carnival from $31.00 to $34.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, Carnival presently has a consensus rating of “Moderate Buy” and an average price target of $35.09.

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.