Legacy Wealth Management LLC MS cut its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 65.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,850 shares of the fast-food giant’s stock after selling 3,498 shares during the period. Legacy Wealth Management LLC MS’s holdings in McDonald’s were worth $500,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Your Advocates Ltd. LLP purchased a new stake in McDonald’s during the 4th quarter worth about $27,000. IFC & Insurance Marketing Inc. acquired a new position in shares of McDonald’s during the 4th quarter worth about $29,000. Abound Financial LLC purchased a new position in shares of McDonald’s in the 4th quarter valued at about $30,000. DecisionPoint Financial LLC increased its holdings in shares of McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after acquiring an additional 97 shares during the last quarter. Finally, Entrust Financial LLC purchased a new position in shares of McDonald’s in the 4th quarter valued at about $31,000. Institutional investors and hedge funds own 70.29% of the company’s stock.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Freedom Capital upgraded McDonald’s (MCD) from “hold” to “strong-buy,” while BTIG reiterated its “buy” rating. These calls suggest some analysts view the recent selloff as excessive and expect a recovery. McDonald’s analyst upgrade
- Positive Sentiment: McDonald’s remains attractive to income-focused investors because of its long record of dividend payments. Its latest quarterly earnings also exceeded consensus expectations, and global markets continue to provide support. McDonald’s dividend history
- Neutral Sentiment: Forecast coverage is mixed. Morgan Stanley lowered its price target to $319, while RBC and Robert W. Baird issued pessimistic outlooks; a separate forecast highlighted potential upside from McDonald’s loyalty scale and the faster-than-expected rollout of its beverage platform. Morgan Stanley lowers McDonald’s price target
- Negative Sentiment: The main issue is weak U.S. performance. Management acknowledged an execution problem involving the value menu, digital offers, restaurant workload, and marketing—not a flawed overall strategy. Customers continue to demand better value, raising concerns about traffic and near-term sales growth. McDonald’s Q2 earnings call
- Negative Sentiment: Competitive pressure is increasing, with Burger King reporting stronger U.S. sales momentum as McDonald’s growth falters. Wendy’s weak traffic and withdrawn outlook add to broader investor concern about value-oriented fast-food demand. Burger King gains against McDonald’s
- Negative Sentiment: McDonald’s has pushed back its goal of reaching 50,000 restaurants, suggesting that economic conditions are slowing expansion. The end of its Krispy Kreme doughnut partnership also removes a recent menu-growth initiative. McDonald’s expansion plans
McDonald’s Stock Down 0.7%
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a negative return on equity of 512.80% and a net margin of 31.72%.The company’s revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.19 earnings per share. Equities analysts expect that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.
McDonald’s Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be given a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a yield of 2.7%. McDonald’s’s dividend payout ratio is 60.44%.
Wall Street Analyst Weigh In
Several equities research analysts recently weighed in on the company. BTIG Research restated a “buy” rating and set a $350.00 target price on shares of McDonald’s in a research note on Wednesday. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research note on Tuesday. Wells Fargo & Company cut their price objective on shares of McDonald’s from $320.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, July 16th. JPMorgan Chase & Co. reduced their price objective on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Finally, Weiss Ratings cut shares of McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $325.44.
Get Our Latest Stock Report on McDonald’s
Insiders Place Their Bets
In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the 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 completion of the sale, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the transaction, the insider directly owned 7,734 shares in the company, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 8,348 shares of company stock valued at $2,355,634. 0.26% of the stock is owned by company insiders.
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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