M Holdings Securities Inc. bought a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 18,761 shares of the fast-food giant’s stock, valued at approximately $5,734,000.
A number of other institutional investors have also added to or reduced their stakes in the company. Encompass More Asset Management increased its stake in McDonald’s by 1.5% in the fourth quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after acquiring an additional 32 shares during the last quarter. Physician Wealth Advisors Inc. grew its stake in shares of McDonald’s by 1.6% during the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after buying an additional 33 shares during the last quarter. CFO4Life Group LLC increased its holdings in shares of McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after buying an additional 34 shares during the period. American National Bank of Texas increased its holdings in shares of McDonald’s by 2.9% in the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after buying an additional 34 shares during the period. Finally, Allied Investment Advisors LLC increased its holdings in shares of McDonald’s by 2.6% in the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock worth $417,000 after buying an additional 34 shares during the period. Institutional investors own 70.29% of the company’s stock.
Insider Buying and Selling
In other McDonald’s 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 transaction of $1,493,248.64. Following the transaction, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’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 value of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This trade represents 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 11,307 shares of company stock worth $3,262,622 in the last quarter. Company insiders own 0.26% of the company’s stock.
Key Stories Impacting McDonald’s
- Positive Sentiment: McDonald’s launched FIFA World Cup meal promotions with collectible cups, toys, and Squishmallows, which could boost customer traffic and merchandise-led demand. McDonald’s FIFA World Cup meals with Squishmallows and 9 collectible cups are here
- Positive Sentiment: McDonald’s is testing AI at select drive-thrus, potentially improving speed, labor efficiency, and long-term margins if the rollout works well. McDonald’s testing AI drive-thru system at select US locations
- Positive Sentiment: Analysts continue to view McDonald’s favorably, with one report saying the stock carries a “Moderate Buy” consensus. McDonald’s Corporation (NYSE:MCD) Given Consensus Rating of “Moderate Buy” by Analysts
- Positive Sentiment: Commentary from Jim Cramer framed McDonald’s as a stock investors can build into over time, reinforcing the view that it is a defensive long-term holding. Jim Cramer Discusses a Strategic Buying Plan to Build a Great Cost Basis in McDonald’s
- Neutral Sentiment: McDonald’s is also getting attention from articles about its collectible World Cup cups and menu shake-up, which are mainly promotional and likely more relevant to customer engagement than to fundamentals. McDonald’s World Cup 2026 meal deal – how to collect all the cups and which players are on them
- Negative Sentiment: An insider sale by McDonald’s executive Joseph M. Erlinger may create some caution, even though insider transactions do not necessarily signal a change in business outlook. Joseph M. Erlinger insider sale
- Negative Sentiment: Recent reporting has also highlighted customer frustration over a drive-thru change and workplace culture/safety concerns, which could pressure sentiment if they persist. McDonald’s quietly makes a major change to its drive thru and customers are furious
McDonald’s Price Performance
NYSE MCD opened at $282.98 on Thursday. The stock has a market capitalization of $201.06 billion, a PE ratio of 23.33, a PEG ratio of 2.81 and a beta of 0.41. McDonald’s Corporation has a 1 year low of $271.85 and a 1 year high of $341.75. The business’s 50-day moving average is $290.34 and its 200 day moving average is $307.07.
McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period last year, the firm earned $2.67 earnings per share. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current year.
McDonald’s Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.6%. McDonald’s’s dividend payout ratio (DPR) is 61.34%.
Analyst Upgrades and Downgrades
Several research firms have recently commented on MCD. TD Cowen decreased their price objective on McDonald’s from $330.00 to $300.00 and set a “hold” rating on the stock in a report on Thursday, May 7th. Tigress Financial lifted their price objective on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. KeyCorp decreased their price objective on McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Citigroup lifted their price objective on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, JPMorgan Chase & Co. decreased their price objective on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $336.26.
Read Our Latest Analysis on MCD
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.
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