Royal Caribbean Cruises Ltd. (NYSE:RCL) Receives Consensus Rating of “Moderate Buy” from Analysts

Royal Caribbean Cruises Ltd. (NYSE:RCL) has earned an average rating of “Moderate Buy” from the twenty brokerages that are covering the firm, MarketBeat.com reports. Four analysts have rated the stock with a hold rating and sixteen have issued a buy rating on the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $347.10.

RCL has been the topic of a number of recent research reports. Sanford C. Bernstein reiterated an “outperform” rating and set a $380.00 price target on shares of Royal Caribbean Cruises in a research note on Friday, January 30th. Tigress Financial boosted their price target on shares of Royal Caribbean Cruises from $415.00 to $425.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Wells Fargo & Company boosted their price target on shares of Royal Caribbean Cruises from $349.00 to $360.00 and gave the stock an “overweight” rating in a research note on Friday. Barclays cut their price target on shares of Royal Caribbean Cruises from $351.00 to $340.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Stifel Nicolaus set a $410.00 target price on shares of Royal Caribbean Cruises in a research note on Friday.

Royal Caribbean Cruises Stock Up 1.7%

Shares of NYSE:RCL opened at $263.87 on Wednesday. The company has a debt-to-equity ratio of 1.96, a current ratio of 0.20 and a quick ratio of 0.17. The firm has a market capitalization of $70.77 billion, a PE ratio of 16.10, a price-to-earnings-growth ratio of 0.90 and a beta of 1.77. The firm’s 50-day moving average is $278.50 and its two-hundred day moving average is $285.14. Royal Caribbean Cruises has a 1 year low of $223.00 and a 1 year high of $366.50.

Royal Caribbean Cruises (NYSE:RCL) last issued its quarterly earnings results on Thursday, April 30th. The company reported $3.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.20 by $0.40. The company had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.46 billion. Royal Caribbean Cruises had a net margin of 24.36% and a return on equity of 45.25%. The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.71 earnings per share. Royal Caribbean Cruises has set its Q2 2026 guidance at 3.830-3.930 EPS and its FY 2026 guidance at 17.100-17.500 EPS. Analysts predict that Royal Caribbean Cruises will post 17.42 EPS for the current year.

Royal Caribbean Cruises Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Wednesday, June 3rd will be issued a $1.50 dividend. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $6.00 annualized dividend and a yield of 2.3%. Royal Caribbean Cruises’s dividend payout ratio (DPR) is 36.61%.

Insider Activity at Royal Caribbean Cruises

In other Royal Caribbean Cruises news, Director Arne Alexander Wilhelmsen sold 245,476 shares of Royal Caribbean Cruises stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $311.54, for a total transaction of $76,475,593.04. Following the completion of the sale, the director directly owned 16,435,910 shares of the company’s stock, valued at $5,120,443,401.40. The trade was a 1.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Maritza Gomez Montiel sold 1,385 shares of Royal Caribbean Cruises stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $327.18, for a total value of $453,144.30. Following the sale, the director directly owned 12,849 shares of the company’s stock, valued at $4,203,935.82. This trade represents a 9.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,967,319 shares of company stock valued at $626,681,935 over the last 90 days. 6.44% of the stock is owned by corporate insiders.

Institutional Trading of Royal Caribbean Cruises

Institutional investors have recently bought and sold shares of the business. Capital International Investors increased its stake in Royal Caribbean Cruises by 9.8% in the fourth quarter. Capital International Investors now owns 36,165,358 shares of the company’s stock valued at $10,088,156,000 after purchasing an additional 3,215,382 shares during the last quarter. Vanguard Group Inc. increased its stake in Royal Caribbean Cruises by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 30,253,450 shares of the company’s stock valued at $8,438,292,000 after purchasing an additional 187,283 shares during the last quarter. Capital Research Global Investors increased its stake in Royal Caribbean Cruises by 4.8% in the fourth quarter. Capital Research Global Investors now owns 20,176,544 shares of the company’s stock valued at $5,627,669,000 after purchasing an additional 920,042 shares during the last quarter. State Street Corp increased its stake in Royal Caribbean Cruises by 0.8% in the third quarter. State Street Corp now owns 10,576,751 shares of the company’s stock valued at $3,433,052,000 after purchasing an additional 84,202 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in Royal Caribbean Cruises by 2.3% in the fourth quarter. Geode Capital Management LLC now owns 7,054,191 shares of the company’s stock valued at $1,961,758,000 after purchasing an additional 155,491 shares during the last quarter. 87.53% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Royal Caribbean Cruises

Here are the key news stories impacting Royal Caribbean Cruises this week:

• Positive Sentiment: Strong Q1 results and fleet growth: RCL reported robust Q1 results (about $4.45B revenue, ~$941M net income, ~109% load factor), record bookings and confirmed additional Icon‑class ship orders through 2030, supporting both near‑term cash flow and long‑term capacity growth. How Investors Are Reacting To Royal Caribbean (RCL) Strong Q1 2026 Results And New Icon Ship Orders
• Positive Sentiment: Analyst upgrade: J.P. Morgan moved RCL to a Buy, providing institutional validation that likely boosted investor demand. Royal Caribbean (RCL) Receives a Buy from J.P. Morgan
• Positive Sentiment: Shareholder return: The Board declared a quarterly cash dividend of $1.50 per share (payable July 2, record June 3), signaling confidence in the company’s cash generation and supporting income‑oriented investors. Royal Caribbean Group Declares Dividend
• Positive Sentiment: Analyst price target upside: Consensus analyst target noted around $352.89, implying meaningful upside from current levels and reinforcing buy/hold narratives. Royal Caribbean Cruises Ltd. (NYSE:RCL) Receives $352.89 Consensus Target Price from Analysts
• Positive Sentiment: Macro/fuel fears viewed as manageable by some analysts: Commentary (Seeking Alpha) argues fuel‑cost risks are largely priced in, reducing one common downside concern for the trade. Royal Caribbean Cruises: Buy The Fuel Fears – Risks Mostly Baked In
• Neutral Sentiment: Increased market attention: Media and retail interest (Zacks, Jim Cramer mentions) are driving extra volume and visibility but are not direct fundamentals. Here is What to Know Beyond Why Royal Caribbean Cruises Ltd. (RCL) is a Trending Stock Jim Cramer Reveals Why He Likes Royal Caribbean (RCL)
• Negative Sentiment: Sector headwinds: Competitor Norwegian cut its outlook and flagged softer demand and higher fuel costs amid geopolitical risk (e.g., impacts from the Iran conflict), which could pressure industry sentiment and margins if costs or demand weaken. Norwegian Cruise Line Cuts Outlook as Headwinds Build (RCL) Norwegian Cruise Line Stock Sinks. How the War in Iran Is Hitting Its Earnings Forecast.

About Royal Caribbean Cruises

Royal Caribbean Cruises (NYSE: RCL), operating as part of the Royal Caribbean Group, is a global cruise company that develops, markets and operates passenger cruise ships. The company operates multiple consumer-facing cruise brands that offer short- and long-duration itineraries and a range of onboard experiences. Its core activities include itineraries and voyage operations, guest services and hospitality, onboard food and beverage, entertainment and recreation programming, and the commercial activities needed to sell and support cruises through both direct and travel‑agent channels.

Royal Caribbean’s ships serve a broad set of geographies worldwide, regularly deploying vessels in the Caribbean, North America (including Alaska), Europe, Asia, Australia and South America.