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    Royal Caribbean Cruises (RCL), Why Is It Back In The Spotlight?

    Simply Wall St·09/18/2026 12:25:17
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    Royal Caribbean Cruises (RCL) has set its next dividend at a total of US$1.50 per share, with an ex-dividend date of 17 September 2026, maintaining its quarterly payout pattern.

    Royal Caribbean Cruises shares have come under pressure recently, with the 1 month share price return down 16.8% and the 3 month share price return down 20.1% to US$249.74. However, the 3 year total shareholder return of 173.9% and 5 year total shareholder return of 193.0% still point to a strong longer term run. This suggests current moves may reflect cooling momentum and a reassessment of risk after a rapid recovery and fresh headlines around earnings expectations and luxury brand initiatives at Silversea.

    Capitalize on the reset in Royal Caribbean Cruises by scanning a curated group of travel and leisure stocks that pair strong balance sheets with room for rerating through our 29 high quality undervalued stocks.

    After a long stretch of gains, Royal Caribbean Cruises now trades well below its recent peak while earnings expectations and dividends remain in focus. Is most of the good news already reflected in the US$249.74 price? Or is there still clear upside on offer when you compare that figure with fundamentals and peer valuations?

    Most Popular Narrative: 28% Undervalued

    Royal Caribbean Cruises is framed as materially undervalued in the most followed narrative, with a fair value of $346.92 against the current $249.74 share price. That gap rests heavily on the pace and quality of future yield and earnings growth.

    The introduction of new ships like Star of the Seas and Celebrity Xcel, coupled with existing fleet performance, is expected to drive yield growth between 2.6% and 4.6% in 2025, positively impacting revenue and earnings.

    Enhanced guest experiences, investments in private destinations, and new ships are driving higher onboard spending and pre-cruise purchases, which should support revenue growth by increasing per-passenger spend.

    See why 55 investors see Royal Caribbean Cruises as 28% undervalued.

    Result: Fair Value of $346.92 (UNDERVALUED)

    Still, the narrative could be tested if consumer discretionary spending softens more sharply, or if geopolitical shocks disrupt itineraries and pressure Royal Caribbean Cruises yields.

    Find out about the key risks to this Royal Caribbean Cruises narrative.

    Next Steps

    Mixed messages around Royal Caribbean Cruises can be confusing, so move quickly and inspect both sides of the ledger yourself with the 5 key rewards and 3 important warning signs.

    Looking for more Royal Caribbean Cruises investment ideas?

    If you stop with Royal Caribbean Cruises, you risk missing other opportunities that fit your style, your risk comfort, and your income goals across the market.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.