What is William Blair’s Forecast for RCL FY2026 Earnings?

Royal Caribbean Cruises Ltd. (NYSE:RCL) – Investment analysts at William Blair dropped their FY2026 earnings estimates for Royal Caribbean Cruises in a report released on Monday, November 17th. William Blair analyst S. Zackfia now expects that the company will post earnings per share of $17.87 for the year, down from their previous forecast of $17.91. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Royal Caribbean Cruises’ current full-year earnings is $14.90 per share.

RCL has been the subject of a number of other reports. Bank of America increased their price target on shares of Royal Caribbean Cruises from $230.00 to $355.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 23rd. Susquehanna set a $350.00 target price on shares of Royal Caribbean Cruises and gave the stock a “positive” rating in a research report on Thursday, October 30th. Royal Bank Of Canada set a $360.00 price target on shares of Royal Caribbean Cruises in a report on Friday, October 31st. Wells Fargo & Company initiated coverage on Royal Caribbean Cruises in a report on Tuesday. They set an “overweight” rating and a $320.00 price objective for the company. Finally, Tigress Financial upped their target price on Royal Caribbean Cruises from $330.00 to $415.00 and gave the stock a “buy” rating in a research report on Thursday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Royal Caribbean Cruises presently has a consensus rating of “Moderate Buy” and an average target price of $326.82.

Royal Caribbean Cruises Stock Up 2.5%

NYSE:RCL traded up $6.50 during trading hours on Thursday, hitting $262.50. 212,927 shares of the company’s stock traded hands, compared to its average volume of 2,376,749. Royal Caribbean Cruises has a twelve month low of $164.01 and a twelve month high of $366.50. The firm has a market cap of $71.59 billion, a P/E ratio of 17.65, a P/E/G ratio of 0.84 and a beta of 2.04. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.21 and a current ratio of 0.16. The stock’s fifty day moving average price is $300.59 and its two-hundred day moving average price is $301.75.

Royal Caribbean Cruises (NYSE:RCL) last issued its quarterly earnings results on Tuesday, October 28th. The company reported $5.75 EPS for the quarter, beating the consensus estimate of $5.68 by $0.07. Royal Caribbean Cruises had a net margin of 23.33% and a return on equity of 44.68%. The business had revenue of $5.14 billion during the quarter, compared to the consensus estimate of $5.16 billion. During the same quarter in the prior year, the firm earned $5.20 EPS. The firm’s quarterly revenue was up 5.2% on a year-over-year basis. Royal Caribbean Cruises has set its FY 2025 guidance at 15.580-15.630 EPS. Q4 2025 guidance at 2.740-2.790 EPS.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Opal Wealth Advisors LLC bought a new position in Royal Caribbean Cruises during the second quarter valued at about $27,000. Oliver Lagore Vanvalin Investment Group bought a new stake in shares of Royal Caribbean Cruises in the 2nd quarter worth approximately $31,000. 1 North Wealth Services LLC acquired a new stake in shares of Royal Caribbean Cruises during the 2nd quarter worth approximately $31,000. Evolution Wealth Management Inc. bought a new stake in shares of Royal Caribbean Cruises during the second quarter valued at approximately $31,000. Finally, Trust Co. of Toledo NA OH bought a new stake in shares of Royal Caribbean Cruises during the second quarter valued at approximately $32,000. 87.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Royal Caribbean Cruises

In other news, Director Maritza Gomez Montiel sold 1,100 shares of Royal Caribbean Cruises stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $281.76, for a total value of $309,936.00. Following the transaction, the director directly owned 14,234 shares in the company, valued at approximately $4,010,571.84. The trade was a 7.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 6.95% of the stock is owned by company insiders.

Royal Caribbean Cruises Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, October 13th. Shareholders of record on Thursday, September 25th were given a dividend of $1.00 per share. The ex-dividend date of this dividend was Thursday, September 25th. This represents a $4.00 dividend on an annualized basis and a yield of 1.5%. This is a positive change from Royal Caribbean Cruises’s previous quarterly dividend of $0.75. Royal Caribbean Cruises’s dividend payout ratio (DPR) is presently 26.90%.

About Royal Caribbean Cruises

Royal Caribbean Cruises Ltd. operates as a cruise company worldwide. The company operates cruises under the Royal Caribbean International, Celebrity Cruises, and Silversea Cruises brands, which comprise a range of itineraries. As of February 21, 2024, it operated 65 ships. Royal Caribbean Cruises Ltd.