Dana Investment Advisors Inc. Invests $12.15 Million in Carnival Corporation $CCL

Dana Investment Advisors Inc. acquired a new position in Carnival Corporation (NYSE:CCL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 420,194 shares of the company’s stock, valued at approximately $12,148,000.

Several other institutional investors have also added to or reduced their stakes in CCL. Evolution Wealth Management Inc. purchased a new position in shares of Carnival in the second quarter worth about $25,000. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in Carnival by 182.0% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,021 shares of the company’s stock worth $30,000 after buying an additional 659 shares during the period. LRI Investments LLC purchased a new position in Carnival in the 3rd quarter valued at approximately $30,000. Whipplewood Advisors LLC raised its holdings in Carnival by 301.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,560 shares of the company’s stock valued at $44,000 after acquiring an additional 1,171 shares during the period. Finally, Farmers & Merchants Investments Inc. lifted its position in shares of Carnival by 140.6% during the third quarter. Farmers & Merchants Investments Inc. now owns 1,516 shares of the company’s stock worth $44,000 after acquiring an additional 886 shares in the last quarter. 67.19% of the stock is owned by hedge funds and other institutional investors.

Carnival Stock Down 5.0%

Shares of NYSE CCL opened at $30.39 on Tuesday. The company has a current ratio of 0.32, a quick ratio of 0.28 and a debt-to-equity ratio of 1.96. The business has a 50-day moving average of $30.86 and a 200-day moving average of $29.50. The firm has a market capitalization of $37.58 billion, a price-to-earnings ratio of 15.20, a PEG ratio of 1.17 and a beta of 2.49. Carnival Corporation has a 12 month low of $15.07 and a 12 month high of $34.03.

Carnival (NYSE:CCL) last announced its earnings results on Friday, December 19th. The company reported $0.34 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $6.38 billion. During the same period last year, the firm posted $0.14 earnings per share. Carnival’s quarterly 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. Sell-side analysts expect that Carnival Corporation will post 1.77 earnings per share for the current fiscal year.

Carnival Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.15 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.60 annualized dividend and a yield of 2.0%. Carnival’s payout ratio is 30.00%.

Analyst Upgrades and Downgrades

CCL has been the subject of several recent research reports. Barclays reduced their price target on Carnival from $37.00 to $36.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Bank of America lifted their target price on Carnival from $40.00 to $45.00 and gave the company a “buy” rating in a report on Monday, January 12th. Wells Fargo & Company upped their price target on Carnival from $35.00 to $38.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Truist Financial raised their price objective on shares of Carnival from $31.00 to $34.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Finally, Argus reaffirmed a “buy” rating and set a $35.00 price objective on shares of Carnival in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $35.00.

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.