Ibex Wealth Advisors bought a new position in McDonald’s Corporation (NYSE:MCD – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,686 shares of the fast-food giant’s stock, valued at approximately $835,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Your Advocates Ltd. LLP purchased a new stake in shares of McDonald’s in the fourth quarter worth $27,000. Park Place Capital Corp lifted its stake in shares of McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares in the last quarter. IFC & Insurance Marketing Inc. bought a new position in McDonald’s in the 4th quarter worth $29,000. Abound Financial LLC bought a new position in McDonald’s in the 4th quarter worth $30,000. Finally, DecisionPoint Financial LLC increased its stake in McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after buying an additional 97 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.
Insiders Place Their Bets
In related news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction 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 sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The sale 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 the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 8,681 shares of company stock valued at $2,456,440. 0.26% of the stock is currently owned by insiders.
McDonald’s Trading Down 0.7%
McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The company had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The firm’s revenue was up 9.4% on a year-over-year basis. During the same period in the prior year, the company earned $2.67 earnings per share. As a group, research analysts predict that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.
McDonald’s Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s dividend payout ratio is currently 61.34%.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is leaning on event-driven marketing, including a 2026 FIFA World Cup campaign and a new BT21 Happy Meal launch, to boost engagement, traffic, and family visits. These kinds of promotions can support near-term same-store sales. Article Title
- Positive Sentiment: The company is also offering limited-time freebies and value deals, such as free fries for National French Fry Day, which may help bring customers in and reinforce McDonald’s value positioning. Article Title
- Neutral Sentiment: Several lifestyle and entertainment stories, including the retro vinyl ad campaign and Happy Meal toy coverage, add brand buzz but are unlikely to materially change earnings expectations on their own. Article Title
- Neutral Sentiment: Analyst and market commentary remains mixed, with some articles highlighting McDonald’s as a beaten-down consumer name and others noting its stock weakness versus the broader market, suggesting sentiment is cautious rather than decisively negative. Article Title
- Negative Sentiment: Deutsche Bank said McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing concerns that core domestic demand may be weakening and pressuring the stock. Article Title
- Negative Sentiment: Broader commentary also points to a challenging fast-food environment and rising macro risks, including higher oil prices, which could squeeze margins and weigh on investor confidence. Article Title
Wall Street Analysts Forecast Growth
MCD has been the topic of a number of recent analyst reports. Sanford C. Bernstein reissued a “market perform” rating on shares of McDonald’s in a report on Monday, June 22nd. Barclays cut their target price on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Cfra raised McDonald’s to a “buy” rating in a research note on Friday, May 8th. Erste Group Bank cut McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Finally, TD Cowen restated a “hold” rating on shares of McDonald’s in a research note on Friday, June 12th. Fifteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, McDonald’s currently has an average rating of “Hold” and an average price target of $334.96.
View Our Latest Analysis on MCD
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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