MV Capital Management Inc. acquired a new position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 3,792 shares of the fast-food giant’s stock, valued at approximately $1,159,000.
Several other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in shares of McDonald’s by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after acquiring an additional 52 shares during the period. Sivia Capital Partners LLC raised its holdings in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank raised its holdings in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.
Insider Activity at McDonald’s
In related news, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 11,307 shares of company stock worth $3,262,622. 0.26% of the stock is currently owned by insiders.
McDonald’s Stock Down 1.7%
McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the business posted $2.67 EPS. As a group, sell-side analysts expect that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.
Analyst Ratings Changes
A number of equities analysts have issued reports on MCD shares. Weiss Ratings lowered McDonald’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Barclays decreased their target price on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. KeyCorp dropped their price target on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and raised their price objective for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Finally, Tigress Financial lifted their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and a consensus target price of $336.26.
View Our Latest Stock Analysis on MCD
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is bringing back its fried apple pie for a limited time, a nostalgia-driven promotion that could boost traffic and social media buzz around the brand. McDonald’s (MCD) Brings Back Fried Apple Pie After More Than 30 Years
- Positive Sentiment: New coverage highlights McDonald’s mix of value deals, menu innovation, and pop-culture activations as drivers of first-quarter comparable sales, suggesting the company’s marketing strategy is working. McDonald’s Blends Value With Brand Activations: Is It Paying Off?
- Positive Sentiment: Analyst commentary on McDonald’s “McValue” platform and a recent rating upgrade points to improved sentiment around the stock’s valuation and earnings durability. McDonald’s (Mc)Value Finally Reaches Buy Territory (Rating Upgrade)
- Neutral Sentiment: McDonald’s AI drive-thru rollout is another example of the company leaning into automation, but the near-term stock impact is unclear until investors see whether it improves speed, labor efficiency, or customer satisfaction. McDonald’s AI drive-thru may take your next order
- Neutral Sentiment: Several articles simply revisit menu nostalgia, including the return of the fried apple pie and other fan-favorite items, which supports brand engagement but is not a major fundamental catalyst by itself. McDonald’s bringing back iconic sweet treat last offered in 1992
- Negative Sentiment: At least one recent note argues McDonald’s is still delivering results, but not enough to justify a buy, reflecting some hesitation after the stock’s recent weakness. McDonald’s: Still Delivering, But Not Enough For A Buy
McDonald’s Company Profile
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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