Royal Caribbean Cruises (NYSE:RCL) Given New $310.00 Price Target at Morgan Stanley

Royal Caribbean Cruises (NYSE:RCL) had its price target decreased by Morgan Stanley from $330.00 to $310.00 in a research note published on Thursday,Benzinga reports. Morgan Stanley currently has an equal weight rating on the stock.

A number of other brokerages also recently weighed in on RCL. TD Cowen reissued a “buy” rating on shares of Royal Caribbean Cruises in a research report on Tuesday, January 13th. Stifel Nicolaus boosted their price target on Royal Caribbean Cruises from $380.00 to $420.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Bank of America boosted their price target on Royal Caribbean Cruises from $325.00 to $330.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Tigress Financial boosted their price target on Royal Caribbean Cruises from $415.00 to $425.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, The Goldman Sachs Group boosted their price objective on Royal Caribbean Cruises from $310.00 to $370.00 and gave the stock a “buy” rating in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Royal Caribbean Cruises has an average rating of “Moderate Buy” and an average price target of $350.55.

Royal Caribbean Cruises Price Performance

Shares of NYSE RCL opened at $275.78 on Thursday. The stock has a market capitalization of $74.61 billion, a price-to-earnings ratio of 17.67, a PEG ratio of 0.92 and a beta of 1.93. The business has a 50-day moving average of $297.30 and a 200-day moving average of $290.94. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.18 and a quick ratio of 0.16. Royal Caribbean Cruises has a fifty-two week low of $185.14 and a fifty-two week high of $366.50.

Royal Caribbean Cruises (NYSE:RCL) last announced its quarterly earnings data on Thursday, January 29th. The company reported $2.80 earnings per share for the quarter, meeting the consensus estimate of $2.80. The company had revenue of $4.26 billion during the quarter, compared to analysts’ expectations of $4.28 billion. Royal Caribbean Cruises had a return on equity of 45.06% and a net margin of 23.80%.Royal Caribbean Cruises’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.63 EPS. As a group, sell-side analysts predict that Royal Caribbean Cruises will post 14.9 earnings per share for the current fiscal year.

Royal Caribbean Cruises Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 3rd. Stockholders of record on Friday, March 6th were issued a dividend of $1.50 per share. This is a boost from Royal Caribbean Cruises’s previous quarterly dividend of $1.00. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Friday, March 6th. Royal Caribbean Cruises’s dividend payout ratio is presently 38.44%.

Insider Transactions at Royal Caribbean Cruises

In other news, Director Maritza Gomez Montiel sold 1,385 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $327.18, for a total transaction of $453,144.30. Following the completion of the sale, the director owned 12,849 shares in the company, valued at $4,203,935.82. The trade was a 9.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Arne Alexander Wilhelmsen sold 245,476 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $311.54, for a total value of $76,475,593.04. Following the completion of the sale, the director owned 16,435,910 shares of the company’s stock, valued at approximately $5,120,443,401.40. This trade represents a 1.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,967,319 shares of company stock worth $626,681,935 over the last quarter. Company insiders own 6.95% of the company’s stock.

Institutional Investors Weigh In On Royal Caribbean Cruises

Several institutional investors have recently made changes to their positions in the stock. Rockefeller Capital Management L.P. raised its position in Royal Caribbean Cruises by 3.7% during the fourth quarter. Rockefeller Capital Management L.P. now owns 26,053 shares of the company’s stock valued at $7,267,000 after purchasing an additional 930 shares in the last quarter. World Investment Advisors increased its holdings in shares of Royal Caribbean Cruises by 104.9% during the fourth quarter. World Investment Advisors now owns 5,111 shares of the company’s stock worth $1,426,000 after buying an additional 2,617 shares in the last quarter. Hsbc Holdings PLC increased its holdings in shares of Royal Caribbean Cruises by 108.6% during the fourth quarter. Hsbc Holdings PLC now owns 156,364 shares of the company’s stock worth $43,751,000 after buying an additional 81,393 shares in the last quarter. SHP Wealth Management acquired a new position in shares of Royal Caribbean Cruises during the fourth quarter worth $36,000. Finally, Reflection Asset Management acquired a new position in shares of Royal Caribbean Cruises during the fourth quarter worth $108,000. 87.53% of the stock is currently owned by institutional investors.

More 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.

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.