Hudson Value Partners LLC increased its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 22.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,790 shares of the fast-food giant’s stock after purchasing an additional 2,862 shares during the period. Hudson Value Partners LLC’s holdings in McDonald’s were worth $4,268,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Your Advocates Ltd. LLP bought a new position in McDonald’s during the 4th quarter worth $27,000. IFC & Insurance Marketing Inc. bought a new stake in shares of McDonald’s in the fourth quarter valued at about $29,000. Abound Financial LLC bought a new stake in shares of McDonald’s in the fourth quarter valued at about $30,000. DecisionPoint Financial LLC boosted its position in shares of McDonald’s by 1,616.7% in the fourth 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 period. Finally, Entrust Financial LLC acquired a new position in shares of McDonald’s in the fourth quarter valued at about $31,000. 70.29% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of equities analysts recently commented on MCD shares. Royal Bank Of Canada lowered their price target on shares of McDonald’s from $305.00 to $295.00 and set a “sector perform” rating on the stock in a research report on Wednesday, August 5th. Mizuho cut their price objective on shares of McDonald’s from $300.00 to $290.00 and set a “neutral” rating for the company in a report on Friday, July 31st. KeyCorp decreased their target price on shares of McDonald’s from $315.00 to $305.00 and set an “overweight” rating on the stock in a research report on Wednesday, August 5th. Citigroup raised their target price on shares of McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Finally, Tigress Financial lifted their price target on shares of McDonald’s from $385.00 to $390.00 and gave the company a “buy” rating in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $325.44.
McDonald’s News Summary
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s will begin selling a Red Bull Dragonberry Energizer on Aug. 17, along with a new “dirty soda,” marking its first entry into energy drinks. The move could attract younger customers, increase beverage sales and diversify the menu. McDonald’s is getting into the energy game with Red Bull
- Positive Sentiment: A Hello Kitty and Godzilla/Kaiju Happy Meal promotion is scheduled to launch Aug. 18. The collectible toys may support near-term traffic and family visits, although the financial impact is likely limited. McDonald’s Hello Kitty and Godzilla crossover arrives August 18
- Positive Sentiment: McDonald’s USA promoted longtime employee Patrick Gerber to chief restaurant officer. His mandate to improve restaurant operations and standards could help address execution issues in the U.S. McDonald’s USA appoints chief restaurant officer
- Neutral Sentiment: The company still expects substantial unit growth, including about 2,600 openings in 2026, but has pushed its 50,000-store target to 2028. Management describes the delay as disciplined expansion amid softer U.S. demand. McDonald’s pushes 50,000-store goal to 2028
- Negative Sentiment: Recent analysis highlights slowing U.S. comparable sales, competitive pressure from a strengthening Burger King, and management’s acknowledgment of execution missteps. Concerns that value promotions are no longer sufficient could weigh on traffic and margins. McDonald’s faces fresh U.S. growth questions
- Negative Sentiment: Erste Group Bank lowered its 2027 EPS forecast to $14.00 from $14.15 and maintained a Hold rating, reinforcing concerns about the company’s growth outlook and valuation. McDonald’s analyst estimate update
- Negative Sentiment: Krispy Kreme’s turnaround coverage notes that its nationwide McDonald’s partnership has ended, removing a distribution relationship that had offered McDonald’s an additional dessert and snack channel. Krispy Kreme’s turnaround sees many wins
McDonald’s Stock Up 0.0%
Shares of MCD stock opened at $273.83 on Wednesday. McDonald’s Corporation has a twelve month low of $260.96 and a twelve month high of $341.75. The company has a market cap of $194.56 billion, a P/E ratio of 22.24, a P/E/G ratio of 3.06 and a beta of 0.41. The business has a fifty day simple moving average of $273.92 and a 200 day simple moving average of $295.91.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.06. The business had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 512.80%. The firm’s quarterly 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 EPS. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.
McDonald’s Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, September 1st. McDonald’s’s payout ratio is 60.44%.
Insider Activity at McDonald’s
In other news, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was 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 $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 8,348 shares of company stock valued at $2,355,634 in the last ninety days. 0.26% of the stock is currently owned by 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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