Triglav Investments D.O.O. grew its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 159.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 28,634 shares of the fast-food giant’s stock after purchasing an additional 17,600 shares during the period. Triglav Investments D.O.O.’s holdings in McDonald’s were worth $8,751,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in McDonald’s by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock worth $22,112,675,000 after buying an additional 703,458 shares in the last quarter. State Street Corp boosted its holdings in McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after buying an additional 196,505 shares in the last quarter. Geode Capital Management LLC boosted its holdings in McDonald’s by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock worth $5,195,965,000 after buying an additional 76,090 shares in the last quarter. Legal & General Group Plc boosted its holdings in McDonald’s by 6.4% during the third quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock worth $1,445,899,000 after buying an additional 286,284 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in McDonald’s by 0.5% during the third quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock worth $1,343,501,000 after buying an additional 21,168 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.
McDonald’s Stock Performance
Shares of NYSE:MCD opened at $279.42 on Friday. The company has a market cap of $198.53 billion, a PE ratio of 23.04, a price-to-earnings-growth ratio of 2.77 and a beta of 0.43. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75. The firm has a 50 day simple moving average of $295.34 and a 200 day simple moving average of $308.57.
McDonald’s Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s dividend payout ratio is 61.34%.
Analyst Ratings Changes
A number of analysts recently weighed in on MCD shares. Morgan Stanley set a $331.00 target price on shares of McDonald’s in a report on Friday, May 8th. Cfra upgraded shares of McDonald’s to a “buy” rating in a report on Friday, May 8th. Evercore set a $350.00 target price on shares of McDonald’s in a report on Friday, May 8th. Royal Bank Of Canada reduced their target price on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a report on Friday, May 8th. Finally, Mizuho raised their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $334.45.
View Our Latest Stock Analysis on MCD
Insider Activity at McDonald’s
In related news, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total value of $93,276.63. Following the completion of the sale, the insider owned 7,734 shares in the company, valued at approximately $2,166,370.74. This represents a 4.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last three months, insiders have sold 5,918 shares of company stock valued at $1,862,485. 0.26% of the stock is currently owned by corporate insiders.
McDonald’s News Roundup
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
- Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
- Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
- Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
- Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
- Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
- Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title
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.
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