Van Hulzen Asset Management LLC Makes New $1.91 Million Investment in Royal Caribbean Cruises Ltd. $RCL

Key Points

• Van Hulzen Asset Management initiated a $1.91 million position in Royal Caribbean Cruises by purchasing 6,001 shares during the second quarter. Institutional investors collectively own 87.53% of the company.
• Royal Caribbean reported quarterly EPS of $4.21, beating estimates by $0.23, while revenue rose 6.5% year over year to $4.83 billion. The company projected fiscal 2026 EPS of $17.73–$17.87.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and a $353.40 target price versus the stock’s reported $293.34 opening price. CEO Michael Bayley separately sold 12,811 shares worth approximately $4.05 million.

Van Hulzen Asset Management LLC purchased a new stake in Royal Caribbean Cruises Ltd. (NYSE:RCL - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 6,001 shares of the company's stock, valued at approximately $1,905,000.

A number of other large investors also recently made changes to their positions in the business. TD Asset Management Inc boosted its stake in Royal Caribbean Cruises by 29.7% in the 4th quarter. TD Asset Management Inc now owns 877,659 shares of the company's stock worth $244,797,000 after buying an additional 201,014 shares during the last quarter. Dougherty & Associates LLC purchased a new stake in Royal Caribbean Cruises in the 4th quarter valued at about $10,827,000. North Dakota State Investment Board acquired a new position in shares of Royal Caribbean Cruises during the 4th quarter valued at about $2,424,000. Capital International Sarl increased its stake in shares of Royal Caribbean Cruises by 19.3% during the 4th quarter. Capital International Sarl now owns 363,713 shares of the company's stock valued at $101,447,000 after acquiring an additional 58,734 shares during the last quarter. Finally, Thrivent Financial for Lutherans purchased a new position in shares of Royal Caribbean Cruises during the 4th quarter worth about $2,027,000. Hedge funds and other institutional investors own 87.53% of the company's stock.

Royal Caribbean Cruises Stock Up 0.5%

Shares of Royal Caribbean Cruises stock opened at $293.34 on Tuesday. Royal Caribbean Cruises Ltd. has a twelve month low of $232.10 and a twelve month high of $366.50. The stock has a market cap of $78.45 billion, a price-to-earnings ratio of 18.13, a price-to-earnings-growth ratio of 1.00 and a beta of 1.77. The company has a current ratio of 0.21, a quick ratio of 0.19 and a debt-to-equity ratio of 2.03. The company has a fifty day moving average price of $304.02 and a 200 day moving average price of $291.20.

Royal Caribbean Cruises (NYSE:RCL - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $4.21 EPS for the quarter, beating the consensus estimate of $3.98 by $0.23. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.82 billion. Royal Caribbean Cruises had a return on equity of 43.33% and a net margin of 23.54%.The firm's revenue was up 6.5% compared to the same quarter last year. During the same period last year, the company posted $4.38 earnings per share. Royal Caribbean Cruises has set its FY 2026 guidance at 17.730-17.870 EPS and its Q3 2026 guidance at 6.260-6.360 EPS. Equities research analysts forecast that Royal Caribbean Cruises Ltd. will post 17.78 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Michael W. Bayley sold 12,811 shares of the firm's stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $315.99, for a total transaction of $4,048,147.89. Following the sale, the chief executive officer directly owned 45,297 shares in the company, valued at approximately $14,313,399.03. This trade represents a 22.05% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 6.44% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. TD Cowen decreased their target price on shares of Royal Caribbean Cruises from $350.00 to $337.00 and set a "buy" rating on the stock in a research report on Friday, May 15th. UBS Group reaffirmed a "buy" rating and set a $367.00 price target on shares of Royal Caribbean Cruises in a research report on Monday, August 3rd. Wells Fargo & Company increased their price target on shares of Royal Caribbean Cruises from $361.00 to $388.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Barclays decreased their price target on shares of Royal Caribbean Cruises from $351.00 to $340.00 and set an "overweight" rating on the stock in a report on Friday, May 1st. Finally, Citigroup boosted their price objective on shares of Royal Caribbean Cruises from $327.00 to $362.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Royal Caribbean Cruises presently has a consensus rating of "Moderate Buy" and a consensus target price of $353.40.

Royal Caribbean Cruises Company Profile

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.

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