Rede Wealth LLC Increases Position in McDonald’s Corporation $MCD

Rede Wealth LLC grew its stake in McDonald’s Corporation (NYSE:MCD) by 180.8% during the fourth quarter, HoldingsChannel reports. The fund owned 3,558 shares of the fast-food giant’s stock after acquiring an additional 2,291 shares during the quarter. McDonald’s comprises about 0.4% of Rede Wealth LLC’s holdings, making the stock its 26th largest position. Rede Wealth LLC’s holdings in McDonald’s were worth $1,087,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Atwater Malick LLC lifted its holdings in shares of McDonald’s by 3.3% during the 4th quarter. Atwater Malick LLC now owns 43,162 shares of the fast-food giant’s stock valued at $13,192,000 after purchasing an additional 1,373 shares during the last quarter. Tower View Wealth Management LLC grew its stake in McDonald’s by 2.0% during the 4th quarter. Tower View Wealth Management LLC now owns 12,166 shares of the fast-food giant’s stock worth $3,718,000 after buying an additional 242 shares during the last quarter. JM2 Capital Inc. acquired a new position in McDonald’s during the 4th quarter valued at about $401,000. Webster Bank N. A. increased its position in McDonald’s by 0.9% during the 4th quarter. Webster Bank N. A. now owns 6,165 shares of the fast-food giant’s stock valued at $1,884,000 after buying an additional 55 shares in the last quarter. Finally, Whitener Capital Management Inc. raised its stake in McDonald’s by 3.1% in the fourth quarter. Whitener Capital Management Inc. now owns 32,607 shares of the fast-food giant’s stock valued at $9,966,000 after buying an additional 991 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

McDonald’s News Roundup

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: Broad beverage expansion — McDonald’s plans to roll out specialty refreshers, crafted sodas and energy drinks (including Red Bull mixes) nationwide to lift beverage sales, increase ticket sizes and pressure coffee/energy competitors. This is being framed as a strategic growth lever for slower core comps. Read More.
• Positive Sentiment: Value menu push — Management is expanding an “under $3” menu aimed at driving low‑price transactions and traffic, which could help stabilize same‑store sales while new beverage offerings scale. Read More.
• Neutral Sentiment: Cultural/marketing buzz — Viral CEO tasting clips, a K‑pop “Demon Hunters” collaboration and collectible photocards are generating social engagement and short‑term traffic but have uncertain long‑term earnings impact. These items support brand relevance but are hard to quantify for fundamentals. Read More.
• Negative Sentiment: Insider sale disclosed — Joseph Erlinger sold 2,626 shares under a pre‑arranged Rule 10b5‑1 plan. The sale is routine in structure, but insider selling can temper sentiment, especially alongside other headwinds. Read More.
• Negative Sentiment: Legal/reputational risk — A lawsuit filed by former Black executives is headed to trial, creating potential legal costs and reputational exposure as DEI issues remain politically charged. This could weigh on sentiment until resolved. Read More.
• Negative Sentiment: Near‑term share weakness — MCD has pulled back recently (reports note a >6% monthly decline) amid sector pressure; that weakness increases sensitivity to headlines even as analysts still see upside to consensus targets. Read More.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Mizuho increased their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Piper Sandler increased their price target on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Truist Financial increased their price target on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Citigroup increased their price target on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a research note on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $339.69.

Insider Buying and Selling

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the transaction, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 71,657 shares of company stock worth $23,723,307. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

Shares of MCD stock opened at $304.48 on Tuesday. The firm has a market capitalization of $216.43 billion, a price-to-earnings ratio of 25.48, a price-to-earnings-growth ratio of 2.72 and a beta of 0.53. The business has a fifty day moving average of $320.92 and a 200 day moving average of $311.79. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $2.83 EPS. As a group, equities research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

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.