Patrick Mauro Investment Advisor INC. lifted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 15.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,883 shares of the fast-food giant’s stock after purchasing an additional 3,246 shares during the period. McDonald’s comprises 3.8% of Patrick Mauro Investment Advisor INC.’s investment portfolio, making the stock its 9th biggest position. Patrick Mauro Investment Advisor INC.’s holdings in McDonald’s were worth $7,258,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds have also recently modified their holdings of MCD. WD Rutherford LLC raised its holdings in McDonald’s by 1.0% in the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after buying an additional 33 shares during the period. Redhawk Wealth Advisors Inc. boosted its stake in McDonald’s by 1.4% during the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after buying an additional 34 shares during the period. Symmetry Partners LLC increased its position in shares of McDonald’s by 2.0% during the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after acquiring an additional 34 shares during the last quarter. Jackson Hole Capital Partners LLC increased its position in shares of McDonald’s by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after acquiring an additional 34 shares during the last quarter. Finally, CFO4Life Group LLC raised its stake in shares of McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after acquiring an additional 34 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.
Key McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
- Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
- Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
- Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
- Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
- Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
- Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?
Analyst Upgrades and Downgrades
View Our Latest Analysis on McDonald’s
Insider Activity
In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. This represents a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 74,143 shares of company stock worth $24,517,724 over the last three months. Company insiders own 0.25% of the company’s stock.
McDonald’s Stock Up 0.8%
Shares of MCD opened at $326.41 on Friday. The company has a market cap of $231.88 billion, a P/E ratio of 27.31, a PEG ratio of 2.88 and a beta of 0.51. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm’s 50 day moving average price is $320.28 and its 200 day moving average price is $311.52.
McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm’s revenue was up 9.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.83 EPS. Research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.
McDonald’s Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. 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.
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