JPMorgan Chase & Co. Lowers Royal Caribbean Cruises (NYSE:RCL) Price Target to $341.00

Royal Caribbean Cruises (NYSE:RCL) had its price objective decreased by equities researchers at JPMorgan Chase & Co. from $376.00 to $341.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 23.65% from the company’s current price.

Several other equities research analysts have also recently weighed in on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Royal Caribbean Cruises in a research report on Wednesday, March 25th. Barclays boosted their price objective on shares of Royal Caribbean Cruises from $324.00 to $361.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Wells Fargo & Company increased their target price on shares of Royal Caribbean Cruises from $373.00 to $383.00 and gave the company an “overweight” rating in a research note on Sunday, February 1st. Sanford C. Bernstein reissued an “outperform” rating and issued a $380.00 target price on shares of Royal Caribbean Cruises in a research note on Friday, January 30th. Finally, Citigroup increased their target price on shares of Royal Caribbean Cruises from $332.00 to $398.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $350.55.

Royal Caribbean Cruises Trading Down 1.2%

Shares of RCL opened at $275.78 on Wednesday. The company’s fifty day moving average is $297.30 and its 200 day moving average is $290.94. Royal Caribbean Cruises has a fifty-two week low of $185.14 and a fifty-two week high of $366.50. The stock has a market capitalization of $74.61 billion, a PE ratio of 17.67, a P/E/G ratio of 0.92 and a beta of 1.93. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.16 and a current ratio of 0.18.

Royal Caribbean Cruises (NYSE:RCL) last announced its quarterly earnings results on Thursday, January 29th. The company reported $2.80 earnings per share for the quarter, hitting the consensus estimate of $2.80. Royal Caribbean Cruises had a net margin of 23.80% and a return on equity of 45.06%. The company had revenue of $4.26 billion for the quarter, compared to analysts’ expectations of $4.28 billion. During the same quarter in the previous year, the business posted $1.63 earnings per share. Royal Caribbean Cruises’s quarterly revenue was up 13.2% on a year-over-year basis. Sell-side analysts expect that Royal Caribbean Cruises will post 14.9 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Laura H. Bethge sold 7,854 shares of the business’s stock in a transaction on 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 sale, the insider directly owned 32,786 shares of the company’s stock, valued at approximately $10,695,121.06. The trade was a 19.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Arne Alexander Wilhelmsen sold 245,476 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $311.54, for a total transaction of $76,475,593.04. Following the sale, the director directly owned 16,435,910 shares of the company’s stock, valued at $5,120,443,401.40. This represents a 1.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,967,319 shares of company stock valued at $626,681,935. 6.95% of the stock is currently owned by company insiders.

Institutional Trading of Royal Caribbean Cruises

A number of large investors have recently made changes to their positions in RCL. Montag A & Associates Inc. boosted its stake in shares of Royal Caribbean Cruises by 184.4% during the fourth quarter. Montag A & Associates Inc. now owns 91 shares of the company’s stock valued at $25,000 after purchasing an additional 59 shares during the period. Ares Financial Consulting LLC purchased a new stake in shares of Royal Caribbean Cruises during the fourth quarter valued at $26,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Royal Caribbean Cruises during the fourth quarter valued at $26,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Royal Caribbean Cruises during the fourth quarter valued at $27,000. Finally, Quattro Advisors LLC purchased a new stake in shares of Royal Caribbean Cruises during the fourth quarter valued at $27,000. 87.53% of the stock is owned by hedge funds and other institutional investors.

Key Royal Caribbean Cruises News

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

• Positive Sentiment: Geopolitical calm and a sharp drop in crude earlier this week lifted travel names, supporting RCL’s booking/near-term demand outlook and giving the stock a recent lift. Read More.
• Positive Sentiment: Product/ancillary revenue potential: coverage notes highlight the launch of Royal ONE tri-branded credit cards, which could boost customer loyalty and fee-based revenue over time. Read More.
• Neutral Sentiment: Company event calendar: RCL set its Q1 2026 earnings call for April 30 — a potential catalyst that could drive intraday volatility when results and guidance are released. Read More.
• Neutral Sentiment: Mixed analyst moves: JPMorgan trimmed its price target (still maintaining an Overweight rating), signaling slightly lower upside expectations while remaining constructive. Read More.
• Negative Sentiment: Morgan Stanley lowered its target and moved to an “equal weight” stance, reducing near-term analyst support and contributing to selling pressure. Read More.
• Negative Sentiment: Competitive dynamics: Silversea’s upgraded loyalty program enhances premium/luxury offerings in the market, which could pressure pricing or share in higher-margin segments over time. Read More.

Royal Caribbean Cruises Company Profile

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.