Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Decreases Stake in McDonald’s Corporation $MCD

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA cut its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 3.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 110,560 shares of the fast-food giant’s stock after selling 4,488 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in McDonald’s were worth $34,730,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Teacher Retirement System of Texas lifted its stake in shares of McDonald’s by 8.6% in the fourth quarter. Teacher Retirement System of Texas now owns 243,923 shares of the fast-food giant’s stock worth $74,550,000 after acquiring an additional 19,320 shares in the last quarter. Amarillo National Bank acquired a new stake in McDonald’s during the 4th quarter valued at approximately $220,000. Rather & Kittrell Inc. increased its holdings in McDonald’s by 2.9% during the 4th quarter. Rather & Kittrell Inc. now owns 1,550 shares of the fast-food giant’s stock worth $474,000 after purchasing an additional 44 shares during the last quarter. EPG Wealth Management LLC raised its position in shares of McDonald’s by 3.5% in the 4th quarter. EPG Wealth Management LLC now owns 7,369 shares of the fast-food giant’s stock valued at $2,252,000 after purchasing an additional 252 shares in the last quarter. Finally, Morton Brown Family Wealth LLC raised its position in shares of McDonald’s by 79.5% in the 4th quarter. Morton Brown Family Wealth LLC now owns 1,727 shares of the fast-food giant’s stock valued at $528,000 after purchasing an additional 765 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

More McDonald’s News

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: Launch of a revamped national value menu and expanded $3/under‑$3 deals, aimed at driving traffic and market share through lower‑price bundles — this supports near‑term comps and customer count. McDonald’s new value menu debuts across US
• Positive Sentiment: Menu refresh focused on higher‑protein items and beverage innovations (new “refreshers” and sodas) to respond to changing consumer tastes — could lift basket size and retain customers shifting toward protein-heavy options. McDonald’s revamps menu across 17 items
• Neutral Sentiment: Company rolling out new beverages and menu tweaks (nationwide menu makeover) that are incremental to sales but not a guaranteed margin driver. McDonald’s announces new refreshers, variety of sodas coming soon
• Neutral Sentiment: Human‑interest item about an iconic California McDonald’s that never served customers — notable for brand trivia but immaterial for earnings. Open since the ’70s, this Calif. McDonald’s has never served a single customer
• Negative Sentiment: Equality watchdog says work is “ongoing” with McDonald’s on sexual‑harassment prevention — potential reputational and compliance risk that can affect franchise relations and labor initiatives. Equality watchdog says work ‘ongoing’ with McDonald’s on sexual harassment prevention
• Negative Sentiment: Analyst downgrades and trims: Jefferies cut same‑store sales outlook, KeyCorp lowered expectations, and Morgan Stanley nudged down its price target — these notes add near‑term downward pressure on sentiment ahead of Q1 results. KeyCorp Has Lowered Expectations for McDonald’s
• Negative Sentiment: Market concern that aggressive value promotions ($3 deals, $4 bundles) could compress margins if traffic gains don’t offset promotional cost — a key watch for earnings and margin guidance. McDonald’s Reworks Its Value Menu With $3 Deals. Wall Street Is Watching.
• Negative Sentiment: Social‑media scrutiny over newly introduced “protein” menu badges raises questions about marketing accuracy and could dent credibility around the menu revamp. McDonald’s rolls out new ‘protein’ menu badges
• Negative Sentiment: Macro risk: Goldman Sachs warns of a potentially weak consumer stretch — a tougher spending environment would limit upside from promotions and value offers. Goldman Sachs warns US consumers could have a challenging few months

Insider Buying and Selling

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. The trade was a 53.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,657 shares of company stock valued at $23,723,307 over the last quarter. Company insiders own 0.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MCD. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target for the company in a research report on Tuesday, January 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Barclays boosted their price objective on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, Guggenheim reduced their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $340.93.

McDonald’s Stock Performance

McDonald’s stock opened at $300.18 on Thursday. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75. The firm’s 50-day moving average is $318.29 and its 200-day moving average is $311.87. The company has a market cap of $213.37 billion, a P/E ratio of 25.12, a PEG ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.83 EPS. As a group, sell-side analysts predict that McDonald’s Corporation will post 13.22 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.5%. McDonald’s’s dividend payout ratio is 62.26%.

About McDonald’s

McDonald’s Corporation (NYSE: MCD) is a global quick-service restaurant company best known for its hamburgers, French fries and breakfast offerings. The company develops, operates and franchises a system of restaurants that sell a range of food and beverage items, including signature products such as the Big Mac, Quarter Pounder, Chicken McNuggets, McCafé coffee beverages and a variety of salads, desserts and seasonal menu items. McDonald’s serves customers through company-operated restaurants and franchised locations, and it supports sales via dine-in, drive-thru, digital ordering platforms and third-party delivery partnerships.

Founded in 1940 by brothers Richard and Maurice McDonald as a single San Bernardino, California restaurant, the business was transformed into a franchising model after Ray Kroc joined in the mid-1950s and led the brand’s national and international expansion.