Envestnet Asset Management Inc. Has $23.80 Million Stake in Carnival Corporation $CCL

Envestnet Asset Management Inc. grew its position in Carnival Corporation (NYSE:CCL) by 23.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. 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.’s holdings in Carnival were worth $23,797,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Carnival by 6.0% in the second quarter. Vanguard Group Inc. now owns 126,663,493 shares of the company’s stock valued at $3,561,777,000 after acquiring an additional 7,157,739 shares during the last quarter. State Street Corp lifted its stake in Carnival by 3.5% during the second 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 during the last quarter. Geode Capital Management LLC boosted its holdings in shares of 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 in the last quarter. Viking Global Investors LP increased its stake in shares of Carnival by 6.4% in the 2nd quarter. Viking Global Investors LP now owns 13,207,267 shares of the company’s stock valued at $371,388,000 after purchasing an additional 798,450 shares during the last quarter. Finally, Holocene Advisors LP raised its holdings in shares of Carnival by 184.3% during the 2nd quarter. Holocene Advisors LP now owns 10,289,947 shares of the company’s stock worth $289,353,000 after buying an additional 6,669,935 shares in the last quarter. Institutional investors own 67.19% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Stifel Nicolaus raised their price objective on Carnival from $38.00 to $40.00 and gave the company a “buy” rating in a research note on Monday, December 22nd. Barclays dropped their target price on shares of Carnival from $37.00 to $36.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Wall Street Zen raised shares of Carnival from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. TD Cowen reissued a “buy” rating on shares of Carnival in a research note on Tuesday, January 13th. Finally, Citigroup raised their target price on shares of Carnival from $36.00 to $39.00 and gave the company a “buy” rating in a research report on Monday, December 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.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $35.00.

Key Headlines Impacting Carnival

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%

NYSE:CCL 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 debt-to-equity ratio of 1.96, a quick ratio of 0.28 and a current ratio of 0.32. The firm’s fifty day moving average is $30.28 and its 200-day moving average is $29.40. The firm has a market cap of $39.28 billion, a P/E ratio of 15.88, a P/E/G ratio of 1.19 and a beta of 2.49.

Carnival (NYSE:CCL) last announced its earnings results on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.09. The business had revenue of $6.33 billion during the quarter, compared to the consensus estimate of $6.38 billion. Carnival had a net margin of 10.37% and a return on equity of 28.39%. Carnival’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.14 earnings per share. Carnival has set its Q1 2026 guidance at 0.170-0.170 EPS and its FY 2026 guidance at 2.480-2.48 EPS. Equities analysts expect that Carnival Corporation will post 1.77 earnings per share for the current year.

Carnival Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Friday, February 13th.

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.