Demand Uptick Lifted Royal Caribbean Cruises Ltd. (RCL)

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Mid-cap stocks rebounded in the second quarter, delivering a strong recovery. The Russell Midcap Growth Index (up 18.20%) outperformed the Russell Midcap® Value Index (up 5.34%) in the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted stocks such as Royal Caribbean Cruises Ltd. (NYSE:RCL). Royal Caribbean Cruises Ltd. (NYSE:RCL) is a cruise company. The one-month return Royal Caribbean Cruises Ltd. (NYSE:RCL) was 12.16%, and its shares gained 115.09% of their value over the last 52 weeks. On September 02, 2025, Royal Caribbean Cruises Ltd. (NYSE:RCL) stock closed at $354.08 per share, with a market capitalization of $96.178 billion.

Carillon Eagle Mid Cap Growth Fund stated the following regarding Royal Caribbean Cruises Ltd. (NYSE:RCL) in its second quarter 2025 investor letter:

"Royal Caribbean Cruises Ltd. (NYSE:RCL) operates a fleet of vacation cruise ships. The stock performed well as demand for cruising remained robust. Quarterly results outpaced expectations and guidance was lifted. Royal Caribbean is benefitting from enhancements to its cruise offerings since the period before the COVID-19 pandemic, with more moderate price increases than other travel options."

Royal Caribbean Cruises Ltd. (NYSE:RCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held Royal Caribbean Cruises Ltd. (NYSE:RCL) at the end of the second quarter, which was 57 in the previous quarter. While we acknowledge the potential of Royal Caribbean Cruises Ltd. (NYSE:RCL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Royal Caribbean Cruises Ltd. (NYSE:RCL) and shared the list of stocks Jim Cramer recently talked about. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.