Osborne Partners Capital Management LLC Has $15.05 Million Stock Position in Carnival Corporation $CUK

Osborne Partners Capital Management LLC reduced its holdings in Carnival Corporation (NYSE:CUK) by 4.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 569,026 shares of the company’s stock after selling 27,800 shares during the period. Osborne Partners Capital Management LLC owned about 0.30% of Carnival worth $15,045,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Universal Beteiligungs und Servicegesellschaft mbH lifted its position in shares of Carnival by 225.9% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 218,827 shares of the company’s stock worth $5,786,000 after purchasing an additional 151,673 shares in the last quarter. SG Americas Securities LLC lifted its position in Carnival by 515.2% in the 3rd quarter. SG Americas Securities LLC now owns 25,765 shares of the company’s stock worth $681,000 after buying an additional 21,577 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of Carnival by 38.2% during the 3rd quarter. GAMMA Investing LLC now owns 5,339 shares of the company’s stock valued at $141,000 after buying an additional 1,477 shares during the period. Osaic Holdings Inc. grew its holdings in shares of Carnival by 36.5% during the 2nd quarter. Osaic Holdings Inc. now owns 1,717 shares of the company’s stock valued at $44,000 after acquiring an additional 459 shares in the last quarter. Finally, Headlands Technologies LLC acquired a new position in shares of Carnival in the second quarter worth $297,000. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Carnival Stock Down 3.2%

CUK stock opened at $27.78 on Wednesday. The firm has a market cap of $5.24 billion, a PE ratio of 13.89 and a beta of 2.54. Carnival Corporation has a 1 year low of $13.65 and a 1 year high of $32.65. The company has a fifty day simple moving average of $27.16 and a 200 day simple moving average of $27.06. The company has a current ratio of 0.32, a quick ratio of 0.28 and a debt-to-equity ratio of 1.96.

Carnival (NYSE:CUK) last posted its earnings results on Friday, December 19th. The company reported $0.34 EPS 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 firm had revenue of $6.33 billion for the quarter, compared to the consensus estimate of $6.37 billion. Carnival has set its FY 2026 guidance at 2.480-2.480 EPS and its Q1 2026 guidance at 0.170-0.17 EPS. Sell-side analysts anticipate that Carnival Corporation will post 1.7 EPS for the current fiscal year.

Carnival Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.60 dividend on an annualized basis and a yield of 2.2%.

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings restated a “hold (c)” rating on shares of Carnival in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Hold rating, Based on data from MarketBeat, Carnival has a consensus rating of “Hold”.

Carnival Company Profile

Carnival plc (NYSE: CUK) is one of the world’s leading cruise operators, offering leisure travel services to millions of passengers each year. Through its portfolio of brands, the company provides passenger cruises that combine accommodations, entertainment, dining, shore excursions and onboard amenities. Carnival’s vessels range from contemporary “fun ships” to premium and luxury experiences, catering to a broad spectrum of travelers from families and couples to solo adventurers.

Founded in 1972 by Ted Arison, the company has grown through organic fleet expansion and strategic acquisitions.