Vestor Capital LLC boosted its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 6,106.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 47,419 shares of the fast-food giant’s stock after purchasing an additional 46,655 shares during the quarter. McDonald’s makes up about 1.1% of Vestor Capital LLC’s portfolio, making the stock its 28th largest position. Vestor Capital LLC’s holdings in McDonald’s were worth $14,737,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Hobbs Group Advisors LLC bought a new position in McDonald’s in the 1st quarter worth approximately $201,000. Leigh Baldwin & CO. LLC boosted its position in shares of McDonald’s by 4.7% in the first quarter. Leigh Baldwin & CO. LLC now owns 1,497 shares of the fast-food giant’s stock valued at $465,000 after acquiring an additional 67 shares during the period. Western Wealth Management LLC grew its stake in shares of McDonald’s by 16.0% in the first quarter. Western Wealth Management LLC now owns 21,707 shares of the fast-food giant’s stock worth $6,746,000 after acquiring an additional 2,991 shares during the last quarter. McIlrath & Eck LLC grew its stake in shares of McDonald’s by 9.1% in the first quarter. McIlrath & Eck LLC now owns 2,199 shares of the fast-food giant’s stock worth $683,000 after acquiring an additional 183 shares during the last quarter. Finally, Orographic Financial Advisors LLC bought a new position in McDonald’s during the first quarter worth $1,631,000. Institutional investors and hedge funds own 70.29% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts recently commented on MCD shares. BTIG Research cut their target price on shares of McDonald’s from $370.00 to $350.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Erste Group Bank lowered shares of McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of McDonald’s in a report on Monday, June 22nd. Tigress Financial lifted their price objective on McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Finally, 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 note on Friday, May 8th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $333.32.
Insider Transactions at McDonald’s
In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’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 sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 in the last quarter. 0.26% of the stock is currently owned by corporate insiders.
Key Stories Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s declared a quarterly dividend of $1.86 per share, payable Sept. 16 to shareholders of record Sept. 1. The payout reinforces the stock’s appeal to income-focused investors. Dividend Strength and Softer Sales Expectations
- Positive Sentiment: Technical analyst Jay Woods said MCD’s chart is beginning to move toward a potential buy signal, which could attract traders if momentum improves. McDonald’s Charts Are Starting to Coil Toward a Buy Signal
- Positive Sentiment: Analysts maintain a consensus “Moderate Buy” recommendation, while previews describe McDonald’s as a resilient global leader despite potentially unimpressive quarterly results. McDonald’s Receives Moderate Buy Recommendation
- Neutral Sentiment: Wall Street is focused on more than revenue and EPS for the quarter ended June 2026, including same-store sales, customer traffic, margins and management’s outlook. The earnings release is scheduled for Aug. 4. Countdown to McDonald’s Q2 Earnings
- Negative Sentiment: Analysts expect slower same-store-sales growth, particularly because of pressure on lower-income customers. This has contributed to bearish earnings revisions ahead of the report. Dividend Strength and Softer Sales Expectations
- Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts and retained a “Hold” rating, while UBS issued a pessimistic price forecast. Additional commentary suggests MCD may be roughly 9% expensive after a traffic slowdown. UBS Issues Pessimistic Forecast for McDonald’s
McDonald’s Trading Down 1.0%
Shares of MCD opened at $268.69 on Friday. McDonald’s Corporation has a 1 year low of $260.96 and a 1 year high of $341.75. The stock has a 50 day simple moving average of $275.11 and a 200-day simple moving average of $297.88. The stock has a market cap of $190.90 billion, a PE ratio of 22.15, a PEG ratio of 2.92 and a beta of 0.41.
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 the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the previous year, the firm earned $2.67 EPS. McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. On average, sell-side analysts forecast that McDonald’s Corporation will post 12.86 EPS for the current fiscal year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is presently 61.34%.
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.
See Also
- Five stocks we like better than McDonald’s
- Microsoft Just Flipped the AI Spending Narrative Overnight
- Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling?
- Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending
- Can Starbucks Keep This Turnaround Going? The Latest Results Say Yes
Want to see what other hedge funds are holding MCD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for McDonald’s Corporation (NYSE:MCD – Free Report).
Receive News & Ratings for McDonald's Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for McDonald's and related companies with MarketBeat.com's FREE daily email newsletter.
