Royal Caribbean Cruises Ltd. $RCL Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 537,852 shares of the company’s stock after purchasing an additional 29,694 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Royal Caribbean Cruises were worth $152,352,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Nordea Investment Management AB increased its holdings in shares of Royal Caribbean Cruises by 135.0% in the 4th quarter. Nordea Investment Management AB now owns 1,306,784 shares of the company’s stock valued at $366,925,000 after acquiring an additional 750,723 shares during the period. Ameriprise Financial Inc. increased its holdings in shares of Royal Caribbean Cruises by 163.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,101,544 shares of the company’s stock valued at $356,515,000 after acquiring an additional 683,896 shares during the period. TD Asset Management Inc increased its holdings in shares of Royal Caribbean Cruises by 560.9% in the 3rd quarter. TD Asset Management Inc now owns 676,645 shares of the company’s stock valued at $218,949,000 after acquiring an additional 574,256 shares during the period. Federated Hermes Inc. increased its holdings in shares of Royal Caribbean Cruises by 260.9% in the 3rd quarter. Federated Hermes Inc. now owns 661,025 shares of the company’s stock valued at $213,895,000 after acquiring an additional 477,883 shares during the period. Finally, Vanguard Group Inc. increased its holdings in shares of Royal Caribbean Cruises by 1.6% in the 3rd 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 period. Institutional investors and hedge funds own 87.53% of the company’s stock.

Analyst Upgrades and Downgrades

RCL has been the topic of a number of recent research reports. TD Cowen reaffirmed a “buy” rating on shares of Royal Caribbean Cruises in a report on Tuesday, January 13th. Jefferies Financial Group lifted their target price on shares of Royal Caribbean Cruises from $275.00 to $334.00 and gave the company a “hold” rating in a report on Friday, January 30th. Bank of America lifted their target price on shares of Royal Caribbean Cruises from $325.00 to $330.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Mizuho set a $380.00 target price on shares of Royal Caribbean Cruises in a report on Friday, May 1st. Finally, Wells Fargo & Company lifted their target price on shares of Royal Caribbean Cruises from $349.00 to $360.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Sixteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $347.10.

Insiders Place Their Bets

In other Royal Caribbean Cruises news, CEO Jason T. Liberty sold 90,910 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $326.81, for a total transaction of $29,710,297.10. Following the sale, the chief executive officer directly owned 218,822 shares in the company, valued at approximately $71,513,217.82. The trade was a 29.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Arne Alexander Wilhelmsen sold 356,026 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $318.39, for a total transaction of $113,355,118.14. Following the sale, the director owned 16,681,386 shares in the company, valued at $5,311,186,488.54. The trade was a 2.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,967,319 shares of company stock worth $626,681,935. 6.44% of the stock is currently owned by insiders.

Trending Headlines about Royal Caribbean Cruises

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

• Positive Sentiment: Robust Q1 results and fleet growth — RCL reported strong Q1 results (high load factor, revenue up year‑over‑year, and net income of ~$941M) and placed additional Icon‑class ship orders, reinforcing revenue and capacity growth expectations. How Investors Are Reacting To Royal Caribbean (RCL) Strong Q1 2026 Results And New Icon Ship Orders
• Positive Sentiment: Dividend declared — RCL’s board authorized a $1.50 quarterly dividend (record June 3, payable July 2), signaling confidence in cash flow and returning capital to shareholders. Royal Caribbean Group Declares Dividend (PR Newswire)
• Positive Sentiment: Analyst upgrade — J.P. Morgan initiated/maintained a buy on RCL (coverage note reported), supporting investor sentiment and buying interest. Royal Caribbean (RCL) Receives a Buy from J.P. Morgan
• Neutral Sentiment: Isolated health incident — A hantavirus outbreak on the MV Hondius forced quarantine and docking hurdles for that vessel; WHO says broader public‑health risk is low, and coverage suggests the incident is unlikely to derail the broader cruise recovery. Still, itineraries and short‑term sentiment could be affected. I Sailed the MV Hondius. Its Crisis Won’t Derail Cruising.
• Neutral Sentiment: Investor attention and buzz — RCL is a trending stock on sites like Zacks and has been featured in lists about dividend stocks; that can amplify flows but is not a fundamental shift. Here is What to Know Beyond Why Royal Caribbean Cruises Ltd. (RCL) is a Trending Stock
• Neutral Sentiment: Dividend stock lists — RCL appears in dividend roundups (buy‑and‑hold narratives); useful for income investors but less directly causative of sharp price moves. 2 Top Dividend Stocks to Double Up on Right Now
• Negative Sentiment: Peer weakness — Norwegian Cruise Line cut its outlook after mixed results, highlighting potential macro or execution headwinds in the sector that could pressure sentiment for RCL if conditions worsen. Norwegian Cruise Line Cuts Outlook as Headwinds Build (MarketBeat)

Royal Caribbean Cruises Stock Performance

NYSE:RCL opened at $286.95 on Thursday. The firm’s fifty day moving average price is $278.18 and its 200 day moving average price is $285.05. Royal Caribbean Cruises Ltd. has a 1-year low of $225.95 and a 1-year high of $366.50. The company has a debt-to-equity ratio of 1.96, a current ratio of 0.20 and a quick ratio of 0.17. The firm has a market cap of $76.96 billion, a price-to-earnings ratio of 17.51, a price-to-earnings-growth ratio of 0.91 and a beta of 1.77.

Royal Caribbean Cruises (NYSE:RCL) last posted its quarterly earnings data on Thursday, April 30th. The company reported $3.60 earnings per share for the quarter, beating analysts’ consensus estimates of $3.20 by $0.40. Royal Caribbean Cruises had a net margin of 24.36% and a return on equity of 45.25%. The firm had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the firm posted $2.71 EPS. Royal Caribbean Cruises’s quarterly revenue was up 11.3% on a year-over-year basis. 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, sell-side analysts expect that Royal Caribbean Cruises Ltd. will post 17.56 EPS for the current year.

Royal Caribbean Cruises Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Wednesday, June 3rd will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Wednesday, June 3rd. Royal Caribbean Cruises’s dividend payout ratio (DPR) is 36.61%.

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.