Turtle Creek Wealth Advisors LLC lifted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 7.4% during the first quarter, Holdings Channel reports. The fund owned 53,684 shares of the fast-food giant’s stock after buying an additional 3,677 shares during the quarter. McDonald’s comprises 1.3% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 18th largest position. Turtle Creek Wealth Advisors LLC’s holdings in McDonald’s were worth $16,685,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Your Advocates Ltd. LLP bought a new stake in McDonald’s in the fourth quarter valued at $27,000. Park Place Capital Corp boosted its position in shares of McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares in the last quarter. IFC & Insurance Marketing Inc. acquired a new stake in shares of McDonald’s in the 4th quarter valued at about $29,000. Abound Financial LLC acquired a new stake in shares of McDonald’s in the 4th quarter valued at about $30,000. Finally, Purpose Unlimited Inc. bought a new stake in McDonald’s in the 4th quarter valued at about $31,000. 70.29% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of research analysts recently weighed in on MCD shares. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of McDonald’s in a research note on Tuesday, June 23rd. Sanford C. Bernstein restated a “market perform” rating on shares of McDonald’s in a report on Monday, June 22nd. Robert W. Baird set a $305.00 target price on McDonald’s in a research report on Thursday, May 7th. BTIG Research reiterated a “buy” rating and issued a $370.00 target price on shares of McDonald’s in a report on Thursday, May 7th. Finally, Weiss Ratings cut McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 23rd. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, McDonald’s presently has a consensus rating of “Moderate Buy” and an average target price of $335.70.
Insider Activity
In other news, 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 completion of the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction 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 sale, the insider owned 7,734 shares in the company, valued at $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 11,307 shares of company stock worth $3,262,622. 0.26% of the stock is owned by corporate insiders.
McDonald’s Stock Up 4.1%
MCD stock opened at $280.48 on Friday. The firm has a market capitalization of $199.28 billion, a PE ratio of 23.12, a P/E/G ratio of 2.68 and a beta of 0.41. McDonald’s Corporation has a twelve month low of $264.53 and a twelve month high of $341.75. The stock’s 50 day moving average is $280.65 and its 200-day moving average is $303.38.
McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly 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. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the prior year, the company posted $2.67 earnings per share. McDonald’s’s revenue was up 9.4% compared to the same quarter last year. On average, equities research analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.
McDonald’s Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is generating fresh consumer buzz with promotions and menu activity, including free fries for National Fry Day, a rumored new drink lineup, a July 14 BT21 Happy Meal tie-in, and the rollout of 10 new chicken menu items, which could support traffic and near-term sales. Article Title
- Positive Sentiment: McDonald’s also announced Bryan Brown, a former Raising Cane’s executive, as U.S. chief development officer, a move tied to the company’s NEXT strategy and restaurant redesign efforts that could support long-term unit growth and operational improvements. Article Title
- Positive Sentiment: Analyst and dividend-focused coverage remains supportive, with brokers still leaning “Buy” and commentary highlighting McDonald’s rising dividend as a signal of financial resilience for income investors. Article Title
- Neutral Sentiment: McDonald’s continued to attract attention as a defensive name in a strong but mixed market session, helping keep the stock in focus alongside broader Dow strength. Article Title
- Negative Sentiment: Some coverage continues to emphasize pressure on franchisees, weaker consumer foot traffic, and margin strain, suggesting investors are still weighing whether the turnaround strategy can offset operating headwinds. Article Title
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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