Royal Caribbean Cruises (NYSE:RCL) Price Target Cut to $341.00 by Analysts at JPMorgan Chase & Co.

Royal Caribbean Cruises (NYSE:RCL) had its target price trimmed by JPMorgan Chase & Co. from $376.00 to $341.00 in a research note released on Wednesday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

A number of other research firms have also recently commented on RCL. Weiss Ratings reissued a “buy (b-)” rating on shares of Royal Caribbean Cruises in a research note on Wednesday, March 25th. Morgan Stanley increased their target price on Royal Caribbean Cruises from $290.00 to $330.00 and gave the company an “equal weight” rating in a research note on Tuesday, February 3rd. Citigroup increased their target price on Royal Caribbean Cruises from $332.00 to $398.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Jefferies Financial Group increased their target price on Royal Caribbean Cruises from $275.00 to $334.00 and gave the company a “hold” rating in a research note on Friday, January 30th. Finally, Truist Financial increased their target price on Royal Caribbean Cruises from $318.00 to $327.00 and gave the company a “hold” rating in a research note on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Royal Caribbean Cruises currently has an average rating of “Moderate Buy” and an average price target of $351.55.

Royal Caribbean Cruises Stock Up 4.4%

RCL opened at $279.52 on Wednesday. The stock has a market cap of $75.62 billion, a PE ratio of 17.91, a P/E/G ratio of 0.89 and a beta of 1.93. The company has a quick ratio of 0.16, a current ratio of 0.18 and a debt-to-equity ratio of 1.77. Royal Caribbean Cruises has a 52 week low of $177.33 and a 52 week high of $366.50. The business’s fifty day simple moving average is $298.68 and its 200 day simple moving average is $291.04.

Royal Caribbean Cruises (NYSE:RCL) last released its earnings results on Thursday, January 29th. The company reported $2.80 EPS for the quarter, meeting analysts’ consensus estimates of $2.80. The business had revenue of $4.26 billion for 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%.The firm’s revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.63 earnings per share. As a group, research analysts expect 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 announced 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 an increase 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 2.1%. The ex-dividend date was Friday, March 6th. Royal Caribbean Cruises’s dividend payout ratio (DPR) is currently 38.44%.

Royal Caribbean Cruises announced that its board has authorized a share buyback program on Wednesday, December 10th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the company to purchase up to 2.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Insider Transactions at Royal Caribbean Cruises

In other news, insider Laura H. Bethge sold 7,854 shares of the 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 sale, the insider directly owned 32,786 shares in the company, valued at approximately $10,695,121.06. This represents a 19.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Maritza Gomez Montiel sold 1,385 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $327.18, for a total transaction of $453,144.30. Following the sale, the director owned 12,849 shares of the company’s stock, valued at approximately $4,203,935.82. This represents a 9.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,967,319 shares of company stock worth $626,681,935. Company insiders own 6.95% of the company’s stock.

Institutional Trading of Royal Caribbean Cruises

Institutional investors and hedge funds have recently bought and sold shares of the stock. Montag A & Associates Inc. lifted its holdings in Royal Caribbean Cruises by 184.4% in the fourth quarter. Montag A & Associates Inc. now owns 91 shares of the company’s stock worth $25,000 after buying an additional 59 shares during the period. Ares Financial Consulting LLC purchased a new stake in Royal Caribbean Cruises in the fourth quarter worth about $26,000. University of Texas Texas AM Investment Management Co. purchased a new stake in Royal Caribbean Cruises in the fourth quarter worth about $26,000. Kemnay Advisory Services Inc. purchased a new stake in Royal Caribbean Cruises in the fourth quarter worth about $27,000. Finally, Quattro Advisors LLC purchased a new stake in Royal Caribbean Cruises in the fourth quarter worth about $27,000. 87.53% of the stock is currently owned by hedge funds and other institutional investors.

Royal Caribbean Cruises News Roundup

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

• Positive Sentiment: Geopolitical de‑risking — reports of a US‑Iran cessation in hostilities lifted travel demand prospects and pushed travel stocks higher, lowering near‑term demand concerns and tail risk for itineraries and bookings. Why Carnival, Royal Caribbean, and Norwegian Cruise Line Stocks Surged Today
• Positive Sentiment: Sharp drop in crude — crude prices plunged (reports ~17% intraday), easing one of the largest cost headwinds for cruise operators and improving forward margin visibility. Why Royal Caribbean Stock Is Surging Wednesday
• Positive Sentiment: Analyst support — multiple Wall Street analysts continue to rate RCL a buy, highlighting strong bookings, new-ship capacity and a favorable 2026 outlook that supports upside. RCL Stock Rises 28% in Past Year: Should You Buy, Sell or Hold?
• Neutral Sentiment: JPMorgan lowered its price target (from $376 to $341) but kept an “overweight” rating — a constructive endorsement of fundamentals even though the cut trims upside from prior levels. Benzinga
• Neutral Sentiment: Competitive product updates — Silversea is enhancing its Venetian Society loyalty program (new tiers/benefits), a luxury‑segment improvement that could nudge some high‑end demand dynamics but is unlikely to materially affect Royal Caribbean’s mass‑market business. Silversea Enhances Venetian Society
• Negative Sentiment: Fuel volatility remains a risk — recent weeks showed how quickly rising oil can pressure margins and shares (some cruise names were hit hard earlier on fuel fears), meaning today’s gains could be capped if energy markets reverse. Oil shock sorts cruise lines into the hedged and hedged nots

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.