Circle Wealth Management LLC Invests $1.09 Million in Royal Caribbean Cruises Ltd. $RCL

Circle Wealth Management LLC acquired a new stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 3,370 shares of the company’s stock, valued at approximately $1,090,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Evolution Wealth Management Inc. purchased a new position in Royal Caribbean Cruises during the second quarter valued at $31,000. GGM Financials LLC bought a new stake in Royal Caribbean Cruises during the third quarter valued at about $33,000. Financial Gravity Companies Inc. purchased a new stake in Royal Caribbean Cruises in the second quarter worth about $38,000. Wealth Watch Advisors INC purchased a new stake in Royal Caribbean Cruises in the third quarter worth about $42,000. Finally, Dogwood Wealth Management LLC raised its stake in shares of Royal Caribbean Cruises by 318.8% in the third quarter. Dogwood Wealth Management LLC now owns 134 shares of the company’s stock worth $43,000 after buying an additional 102 shares during the period. 87.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on RCL. Barclays lifted their price objective on Royal Caribbean Cruises from $324.00 to $361.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. JPMorgan Chase & Co. increased their target price on shares of Royal Caribbean Cruises from $368.00 to $371.00 and gave the stock an “overweight” rating in a report on Monday, February 2nd. Jefferies Financial Group raised their target price on shares of Royal Caribbean Cruises from $275.00 to $334.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. Tigress Financial lifted their price target on shares of Royal Caribbean Cruises from $415.00 to $425.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Royal Caribbean Cruises in a research report on Friday, December 26th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $348.29.

Insider Activity

In related news, CEO Jason T. Liberty sold 90,910 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $326.81, for a total value 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Arne Alexander Wilhelmsen sold 356,026 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $318.39, for a total value of $113,355,118.14. Following the transaction, the director directly owned 16,681,386 shares of the company’s stock, valued at approximately $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. Insiders have sold a total of 1,967,319 shares of company stock valued at $626,681,935 in the last three months. Insiders own 6.95% of the company’s stock.

More Royal Caribbean Cruises News

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

• Positive Sentiment: RCL received high growth-factor grades among S&P consumer discretionary names, highlighting stronger fundamental/growth metrics versus peers — a favorable signal for growth-oriented investors and quant funds. Royal Caribbean Cruises tops growth factor grades among S&P Consumer Discretionary holdings
• Positive Sentiment: Analyst commentary (Zacks) profiles RCL as a strong growth stock, reinforcing the buy-side narrative around earnings recovery and multi-year demand trends — this can attract momentum and fundamental buyers. Here’s Why Royal Caribbean (RCL) is a Strong Growth Stock
• Positive Sentiment: Celebrity Cruises (part of RCL) announced an expanded river-cruise destination program aimed at premium experiences — a product upgrade that can support higher yields, ancillary revenue and brand differentiation over time. CELEBRITY CRUISES IS REDEFINING RIVER TRAVEL WITH THE INDUSTRY’S MOST EXTENSIVE AND EXPERIENTIAL DESTINATION EXPERIENCES
• Neutral Sentiment: The stock finished higher today despite a weak market session, suggesting selective investor buying in RCL versus broader indices; this reflects short-term positioning more than a clear catalyst. Royal Caribbean (RCL) Gains As Market Dips: What You Should Know
• Neutral Sentiment: Royal Caribbean is experimenting with novel onboard entertainment (a talent show at sea) intended to support valuation via engagement/ancillary spend — interesting for marketing/branding but the financial impact is uncertain. Royal Caribbean Bets On Talent Show At Sea To Support Valuation
• Negative Sentiment: Oil-price volatility and geopolitical risk drove a sector selloff earlier this week, triggering a sharp intraday drop in RCL shares — higher fuel costs are a direct margin risk for cruise operators and amplified the pullback. Royal Caribbean Plunges 6% as Oil Shock Torpedoes Cruise Stocks
• Negative Sentiment: Macro headlines (oil spike after Iran-related escalation) pressured broader markets and consumer-exposed sectors, keeping downside risk for RCL until energy/geopolitical volatility cools. Nasdaq leads Wall St lower as oil prices spike on Iran revenge strikes

Royal Caribbean Cruises Trading Up 2.2%

RCL stock opened at $272.44 on Friday. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.18 and a quick ratio of 0.16. Royal Caribbean Cruises Ltd. has a 1-year low of $164.01 and a 1-year high of $366.50. The business has a 50 day simple moving average of $304.16 and a two-hundred day simple moving average of $300.20. The company has a market capitalization of $73.70 billion, a price-to-earnings ratio of 17.45, a PEG ratio of 0.89 and a beta of 1.87.

Royal Caribbean Cruises (NYSE:RCL) last released its quarterly earnings data on Thursday, January 29th. The company reported $2.80 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.80. Royal Caribbean Cruises had a net margin of 23.80% and a return on equity of 45.06%. The firm had revenue of $4.26 billion for the quarter, compared to analysts’ expectations of $4.28 billion. During the same quarter last year, the business posted $1.63 earnings per share. The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. Research analysts anticipate that Royal Caribbean Cruises Ltd. will post 14.9 EPS for the current fiscal year.

Royal Caribbean Cruises Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 3rd. Shareholders of record on Friday, March 6th will be issued a dividend of $1.50 per share. This is a boost from Royal Caribbean Cruises’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Friday, March 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.2%. Royal Caribbean Cruises’s payout ratio is currently 38.44%.

Royal Caribbean Cruises announced that its Board of Directors has initiated a stock buyback program on Wednesday, December 10th that permits the company to buyback $2.00 billion in outstanding shares. This buyback authorization permits the company to purchase up to 2.6% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.

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.