Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Get Free Report) has been given a consensus recommendation of “Hold” by the twenty-three research firms that are currently covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, twelve have issued a hold rating, eight have issued a buy rating and two have issued a strong buy rating on the company. The average twelve-month price target among brokers that have covered the stock in the last year is $20.9474.
Several equities research analysts recently issued reports on the company. Wells Fargo & Company dropped their price target on Norwegian Cruise Line from $20.00 to $19.00 and set an “overweight” rating on the stock in a research report on Friday, May 22nd. TD Cowen dropped their price target on Norwegian Cruise Line from $27.00 to $22.00 and set a “buy” rating on the stock in a research report on Friday, May 15th. Tigress Financial dropped their price target on Norwegian Cruise Line from $38.00 to $32.00 and set a “strong-buy” rating on the stock in a research report on Friday, April 17th. Stifel Nicolaus dropped their price target on Norwegian Cruise Line from $28.00 to $27.00 and set a “buy” rating on the stock in a research report on Monday, April 20th. Finally, The Goldman Sachs Group set a $14.00 price target on Norwegian Cruise Line in a research report on Tuesday, May 5th.
View Our Latest Report on NCLH
Norwegian Cruise Line Stock Performance
Norwegian Cruise Line (NYSE:NCLH – Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The company reported $0.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.15 by $0.08. The business had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.36 billion. Norwegian Cruise Line had a return on equity of 47.84% and a net margin of 5.66%.The business’s revenue was up 9.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.07 EPS. Norwegian Cruise Line has set its Q2 2026 guidance at 0.380-0.380 EPS and its FY 2026 guidance at 1.450-1.790 EPS. As a group, equities research analysts predict that Norwegian Cruise Line will post 1.48 EPS for the current year.
Key Headlines Impacting Norwegian Cruise Line
Here are the key news stories impacting Norwegian Cruise Line this week:
- Positive Sentiment: Director Stephen Pagliuca disclosed major open-market purchases of 685,000 and 695,000 shares, a strong insider signal that investors may view as confidence in the company’s outlook.
- Positive Sentiment: Freedom Capital upgraded Norwegian Cruise Line (NCLH) to strong-buy, adding to bullish sentiment around the stock.
- Positive Sentiment: The company’s last earnings report beat EPS expectations, and recent commentary noted the stock has been moving higher since that release, suggesting momentum from better-than-expected profitability.
- Neutral Sentiment: Sanford C. Bernstein began coverage with a Market Perform rating and an $18 price target, which is close to the current share price and implies limited near-term upside.
- Neutral Sentiment: Management has described 2027 as a “transition year” amid current pressures, indicating the recovery story may take time to play out. Norwegian Cruise sees 2027 as ‘transition year’ despite current pressures
- Negative Sentiment: Several analysts remain cautious overall, with the broader consensus still around Hold and some firms lowering price targets, which may be limiting enthusiasm for the stock.
Insider Buying and Selling
In related news, CEO John Chidsey acquired 153,000 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was purchased at an average cost of $16.37 per share, for a total transaction of $2,504,610.00. Following the purchase, the chief executive officer directly owned 1,139,940 shares in the company, valued at $18,660,817.80. This represents a 15.50% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Jonathan Z. Cohen acquired 30,000 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were bought at an average price of $15.83 per share, with a total value of $474,900.00. Following the completion of the purchase, the director owned 38,912 shares in the company, valued at $615,976.96. The trade was a 336.62% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 1,592,467 shares of company stock valued at $28,493,204 in the last 90 days. Corporate insiders own 0.41% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors have recently added to or reduced their stakes in the stock. Capital International Investors grew its stake in Norwegian Cruise Line by 7.1% during the 4th quarter. Capital International Investors now owns 56,177,669 shares of the company’s stock worth $1,253,886,000 after buying an additional 3,728,929 shares during the last quarter. Vanguard Group Inc. grew its stake in Norwegian Cruise Line by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 52,846,173 shares of the company’s stock worth $1,179,527,000 after buying an additional 157,974 shares during the last quarter. State Street Corp grew its stake in Norwegian Cruise Line by 0.4% during the 4th quarter. State Street Corp now owns 16,304,827 shares of the company’s stock worth $363,924,000 after buying an additional 66,329 shares during the last quarter. Elliott Investment Management L.P. bought a new position in Norwegian Cruise Line during the 1st quarter worth $246,578,000. Finally, Geode Capital Management LLC grew its stake in Norwegian Cruise Line by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 12,205,008 shares of the company’s stock worth $271,951,000 after buying an additional 262,086 shares during the last quarter. 69.58% of the stock is currently owned by institutional investors.
Norwegian Cruise Line Company Profile
Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) is a global cruise operator offering a portfolio of premium brands that includes Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. The company provides sea voyages and related onboard services such as dining, entertainment, shore excursions and destination experiences. Its fleet of modern vessels sails to more than 400 destinations across all seven continents, serving leisure travelers with itineraries ranging from short Caribbean getaways to extended world voyages.
Founded in 1966 by Knut Kloster and Ted Arison, the company pioneered the concept of “Freestyle Cruising,” which allows passengers greater flexibility in dining schedules, entertainment choices and onboard activities.
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