Patrick Mauro Investment Advisor INC. lifted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 12.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,872 shares of the fast-food giant’s stock after purchasing an additional 2,989 shares during the period. McDonald’s makes up about 4.3% of Patrick Mauro Investment Advisor INC.’s investment portfolio, making the stock its 7th biggest position. Patrick Mauro Investment Advisor INC.’s holdings in McDonald’s were worth $8,213,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently modified their holdings of MCD. Norges Bank acquired a new position in shares of McDonald’s during the fourth quarter worth approximately $2,890,438,000. Viking Global Investors LP lifted its position in shares of McDonald’s by 171.7% during the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after purchasing an additional 1,974,998 shares in the last quarter. Franklin Resources Inc. lifted its position in shares of McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after purchasing an additional 1,179,244 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of McDonald’s by 111.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock worth $629,446,000 after purchasing an additional 1,090,849 shares in the last quarter. Finally, Marshall Wace LLP raised its stake in shares of McDonald’s by 927.5% during the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock worth $251,483,000 after buying an additional 927,547 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
MCD has been the subject of a number of recent research reports. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Argus raised shares of 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. Royal Bank Of Canada dropped their price target on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research note on Friday, May 8th. Tigress Financial boosted their price target on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Finally, BTIG Research reissued a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research note on Thursday, May 7th. Seventeen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $334.45.
Insider Buying and Selling at McDonald’s
In other news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $307.00, for a total value of $806,182.00. Following the completion of the transaction, the insider owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,918 shares of company stock valued at $1,862,485 in the last ninety days. 0.26% of the stock is owned by corporate insiders.
McDonald’s Stock Performance
Shares of NYSE:MCD opened at $279.42 on Friday. The company has a market capitalization of $198.53 billion, a PE ratio of 23.04, a PEG ratio of 2.77 and a beta of 0.43. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75. The company has a 50 day moving average price of $295.34 and a two-hundred day moving average price of $308.57.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion during the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.67 earnings per share. On average, sell-side analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current year.
McDonald’s Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s dividend payout ratio is 61.34%.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
- Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
- Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
- Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
- Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
- Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
- Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title
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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