Royal Caribbean Cruises (NYSE:RCL) Given New $337.00 Price Target at TD Cowen

Royal Caribbean Cruises (NYSE:RCL) had its price target trimmed by TD Cowen from $350.00 to $337.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other research firms have also recently weighed in on RCL. Jefferies Financial Group upped their target price on Royal Caribbean Cruises from $275.00 to $334.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. The Goldman Sachs Group upped their target price on Royal Caribbean Cruises from $310.00 to $370.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Sanford C. Bernstein restated an “outperform” rating and set a $380.00 target price on shares of Royal Caribbean Cruises in a research note on Friday, January 30th. Truist Financial upped their target price on Royal Caribbean Cruises from $318.00 to $327.00 and gave the stock a “hold” rating in a research note on Tuesday, March 24th. Finally, UBS Group cut their target price on Royal Caribbean Cruises from $321.00 to $309.00 and set a “buy” rating for the company in a research note on Thursday. Fifteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Royal Caribbean Cruises has a consensus rating of “Moderate Buy” and an average price target of $347.21.

Royal Caribbean Cruises Trading Down 1.9%

Shares of RCL stock opened at $260.38 on Friday. The company has a current ratio of 0.20, a quick ratio of 0.17 and a debt-to-equity ratio of 1.96. The stock has a market cap of $69.83 billion, a P/E ratio of 15.89, a price-to-earnings-growth ratio of 0.93 and a beta of 1.77. The stock has a 50 day simple moving average of $272.58 and a 200 day simple moving average of $283.04. Royal Caribbean Cruises has a 1 year low of $232.60 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, beating the consensus estimate of $3.20 by $0.40. The business had revenue of $4.45 billion during the quarter, compared to analysts’ expectations of $4.46 billion. Royal Caribbean Cruises had a return on equity of 45.25% and a net margin of 24.36%.The firm’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the previous year, the company posted $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. On average, research analysts predict that Royal Caribbean Cruises will post 17.29 earnings per share for the current fiscal year.

Royal Caribbean Cruises Announces Dividend

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

Insider Activity

In related news, Director Maritza Gomez Montiel sold 1,385 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $327.18, for a total value of $453,144.30. Following the transaction, the director owned 12,849 shares of the company’s stock, valued at approximately $4,203,935.82. This trade represents a 9.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Laura H. Bethge sold 7,854 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $326.21, for a total transaction of $2,562,053.34. Following the completion of the transaction, the insider directly owned 32,786 shares in the company, valued at approximately $10,695,121.06. The trade was a 19.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,640,836 shares of company stock worth $519,971,328 in the last three months. Company insiders own 6.44% of the company’s stock.

Hedge Funds Weigh In On Royal Caribbean Cruises

Hedge funds have recently modified their holdings of the company. Y Intercept Hong Kong Ltd bought a new position in shares of Royal Caribbean Cruises during the third quarter valued at about $4,806,000. Vanguard Group Inc. raised its stake in shares of Royal Caribbean Cruises by 1.6% during the third quarter. Vanguard Group Inc. now owns 30,066,167 shares of the company’s stock valued at $9,728,810,000 after acquiring an additional 461,990 shares during the last quarter. Russell Investments Group Ltd. raised its stake in shares of Royal Caribbean Cruises by 49.3% during the third quarter. Russell Investments Group Ltd. now owns 117,162 shares of the company’s stock valued at $37,931,000 after acquiring an additional 38,698 shares during the last quarter. Crossmark Global Holdings Inc. raised its stake in shares of Royal Caribbean Cruises by 19.0% during the third quarter. Crossmark Global Holdings Inc. now owns 39,123 shares of the company’s stock valued at $12,659,000 after acquiring an additional 6,253 shares during the last quarter. Finally, WINTON GROUP Ltd raised its stake in shares of Royal Caribbean Cruises by 1,231.6% during the third quarter. WINTON GROUP Ltd now owns 20,173 shares of the company’s stock valued at $6,528,000 after acquiring an additional 18,658 shares during the last quarter. Institutional investors own 87.53% of the company’s stock.

Royal Caribbean Cruises News Roundup

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

• Positive Sentiment: Coverage highlighted Royal Caribbean’s push to use AI to enhance margins, personalize vacations, and drive more pre-cruise spending through its digital ecosystem, which could support profitability over time. Royal Caribbean Bets Big on AI to Enhance Margins & Guest Experience
• Positive Sentiment: TD Cowen lowered its price target on RCL to $337 from $350, but maintained a buy rating, signaling continued confidence in upside from current levels despite the trim. TD Cowen note on Royal Caribbean
• Neutral Sentiment: Analyst commentary asked whether Wall Street is broadly bullish or bearish on Royal Caribbean Cruises, reflecting ongoing debate around cruise-line valuations rather than a clear new catalyst. Is Wall Street bullish or bearish on Royal Caribbean Cruises stock?
• Neutral Sentiment: Royal Caribbean’s CEO being appointed to the Make-A-Wish America national board is positive for corporate image, but it is unlikely to move the stock on its own. Royal Caribbean CEO’s Make A Wish Role And The Investor Story
• Negative Sentiment: Royal Caribbean was included in a bearish consumer-discretionary note warning that the sector may be vulnerable after a strong run, which can weigh on sentiment toward RCL and similar travel names. Royal Caribbean Cruises and Other Consumer Discretionary Stocks to Sell

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.