Stephen Pagliuca Acquires 685,000 Shares of Norwegian Cruise Line (NYSE:NCLH) Stock

Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) Director Stephen Pagliuca acquired 685,000 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were purchased at an average price of $18.06 per share, for a total transaction of $12,371,100.00. Following the transaction, the director directly owned 1,388,912 shares of the company’s stock, valued at approximately $25,083,750.72. The trade was a 97.31% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link.

Norwegian Cruise Line Trading Up 5.6%

NCLH stock opened at $19.17 on Friday. The company has a quick ratio of 0.18, a current ratio of 0.21 and a debt-to-equity ratio of 5.75. Norwegian Cruise Line Holdings Ltd. has a twelve month low of $14.53 and a twelve month high of $27.18. The stock has a market capitalization of $8.80 billion, a price-to-earnings ratio of 16.11, a price-to-earnings-growth ratio of 1.15 and a beta of 1.89. The firm’s fifty day simple moving average is $18.22 and its two-hundred day simple moving average is $20.28.

Norwegian Cruise Line (NYSE:NCLH) last posted its quarterly earnings data on Monday, May 4th. The company reported $0.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.15 by $0.08. Norwegian Cruise Line had a net margin of 5.66% and a return on equity of 47.84%. The business had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.36 billion. During the same quarter in the previous year, the business posted $0.07 earnings per share. The business’s revenue was up 9.6% compared to the same quarter last year. Norwegian Cruise Line has set its Q2 2026 guidance at 0.380-0.380 EPS and its FY 2026 guidance at 1.450-1.790 EPS. As a group, analysts anticipate that Norwegian Cruise Line Holdings Ltd. will post 1.48 earnings per share for the current year.

Key Stories Impacting Norwegian Cruise Line

Here are the key news stories impacting Norwegian Cruise Line this week:

• Positive Sentiment: Director Stephen Pagliuca bought a combined 1.38 million shares over two days, spending roughly $24.7 million. Big insider buying often signals management confidence in the company’s outlook and can lift sentiment. Director Stephen Pagliuca buys $25m in NCLH shares
• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $22 price target, implying room for upside from recent trading levels. Loop Capital coverage note on Norwegian Cruise Line
• Positive Sentiment: The stock has also been supported by the company’s recent earnings beat, with EPS of $0.23 topping estimates and revenue up 9.6% year over year, reinforcing the case that business trends remain solid. Why Is Norwegian Cruise Line (NCLH) Up 7% Since Last Earnings Report?
• Neutral Sentiment: Bernstein started NCLH at Market-Perform with an $18 target, which is roughly in line with the stock and suggests limited short-term conviction. Bernstein bullish on top cruise pick Viking, Norwegian gets market-perform rating
• Neutral Sentiment: Management also said 2027 will be a “transition year” amid current pressures, which keeps some caution in the outlook even as investors focus on the insider buying and analyst support. Norwegian Cruise sees 2027 as ‘transition year’ despite current pressures

Analysts Set New Price Targets

A number of research firms have weighed in on NCLH. Sanford C. Bernstein began coverage on shares of Norwegian Cruise Line in a research report on Wednesday. They set a “market perform” rating and a $18.00 price objective on the stock. Wolfe Research reiterated an “outperform” rating and set a $25.00 price objective on shares of Norwegian Cruise Line in a research report on Tuesday, March 3rd. Loop Capital assumed coverage on shares of Norwegian Cruise Line in a research report on Monday. They set a “buy” rating and a $22.00 price objective on the stock. Bank of America cut their price target on shares of Norwegian Cruise Line from $30.00 to $27.00 and set a “neutral” rating on the stock in a report on Tuesday, March 3rd. Finally, Susquehanna cut their price target on shares of Norwegian Cruise Line from $20.00 to $15.00 and set a “neutral” rating on the stock in a report on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $20.95.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in NCLH. SHP Wealth Management bought a new position in shares of Norwegian Cruise Line in the fourth quarter worth about $26,000. MUFG Securities EMEA plc bought a new position in shares of Norwegian Cruise Line in the second quarter worth about $26,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Norwegian Cruise Line in the fourth quarter worth about $31,000. Clearstead Advisors LLC grew its holdings in shares of Norwegian Cruise Line by 130.2% in the fourth quarter. Clearstead Advisors LLC now owns 1,607 shares of the company’s stock worth $36,000 after purchasing an additional 909 shares during the last quarter. Finally, Aventura Private Wealth LLC bought a new position in shares of Norwegian Cruise Line in the fourth quarter worth about $42,000. 69.58% of the stock is currently owned by institutional investors.

Norwegian Cruise Line Company Profile

Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) is a global cruise operator offering a portfolio of premium brands that includes Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. The company provides sea voyages and related onboard services such as dining, entertainment, shore excursions and destination experiences. Its fleet of modern vessels sails to more than 400 destinations across all seven continents, serving leisure travelers with itineraries ranging from short Caribbean getaways to extended world voyages.

Founded in 1966 by Knut Kloster and Ted Arison, the company pioneered the concept of “Freestyle Cruising,” which allows passengers greater flexibility in dining schedules, entertainment choices and onboard activities.