Pensionfund Sabic bought a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 8,000 shares of the fast-food giant’s stock, valued at approximately $2,445,000.
Several other hedge funds have also bought and sold shares of MCD. Stolper Co increased its position in McDonald’s by 3.2% in the fourth quarter. Stolper Co now owns 7,432 shares of the fast-food giant’s stock worth $2,271,000 after buying an additional 229 shares in the last quarter. Certified Advisory Corp lifted its position in shares of McDonald’s by 8.2% during the 4th quarter. Certified Advisory Corp now owns 1,359 shares of the fast-food giant’s stock valued at $415,000 after buying an additional 103 shares in the last quarter. Founders Grove Wealth Partners LLC lifted its position in shares of McDonald’s by 24.3% during the 4th quarter. Founders Grove Wealth Partners LLC now owns 844 shares of the fast-food giant’s stock valued at $258,000 after buying an additional 165 shares in the last quarter. Perennial Advisors LLC grew its stake in shares of McDonald’s by 4.5% during the 4th quarter. Perennial Advisors LLC now owns 27,780 shares of the fast-food giant’s stock valued at $8,491,000 after acquiring an additional 1,199 shares during the period. Finally, Daymark Wealth Partners LLC grew its stake in shares of McDonald’s by 8.4% during the 4th quarter. Daymark Wealth Partners LLC now owns 34,155 shares of the fast-food giant’s stock valued at $10,439,000 after acquiring an additional 2,660 shares during the period. Institutional investors own 70.29% of the company’s stock.
Wall Street Analyst Weigh In
A number of equities research analysts have commented on the stock. Wells Fargo & Company raised their target price on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Mizuho increased their price objective on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Tigress Financial raised their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Jefferies Financial Group lifted their target price on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. 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. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $339.69.
Insider Activity at McDonald’s
In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total transaction of $862,220.84. Following the completion of the transaction, the insider owned 8,733 shares of the company’s stock, valued at $2,867,393.22. This represents a 23.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,657 shares of company stock worth $23,722,204 in the last quarter. 0.25% of the stock is owned by company insiders.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Value push and branded tie-ins aimed at boosting traffic: McDonald’s is launching $3-and-under menu items and $4 breakfast meal deals and is rolling out a Super Mario Happy Meal tie‑in ahead of the Super Mario Galaxy movie — moves intended to protect volumes as consumers stay price‑sensitive. Article Title
- Positive Sentiment: Fast sellout comeback: McDonald’s is bringing back a menu item that previously sold out in days — a re‑launch that can generate short‑term traffic and PR momentum. Article Title
- Positive Sentiment: Brand collaborations expanding: McDonald’s will offer K‑pop “Demon Hunters” meals (global promotional tie) that can attract younger customers and boost limited‑time demand. Article Title
- Neutral Sentiment: Automation tests continue: Trials of humanoid/service robots in Shanghai and other automation experiments draw attention for potential labor‑cost savings, but ROI and rollout timing remain uncertain. Article Title Article Title
- Neutral Sentiment: Promotional cadence and Happy Meal logistics: Coverage on the timing/availability of the Super Mario Happy Meal and other limited offers helps explain near‑term traffic drivers but not guaranteed margin upside. Article Title
- Negative Sentiment: Pricing disparity and premium pricing scrutiny: Reports show McDonald’s “Big Arch” premium burger priced nearly $13 in one state and that the premium item produced only a modest traffic bump — raising questions about pricing power, franchise consistency, and the ability of premium SKUs to protect margins. Article Title Article Title Article Title
- Negative Sentiment: Consumer/PR minutiae and nostalgia pieces: Multiple stories on discontinued items, regional menu oddities, and local rules (e.g., cash‑only reports) keep the brand in headlines but can also highlight inconsistencies that worry investors about uniform customer experience and pricing. Article Title
McDonald’s Trading Down 0.2%
NYSE MCD opened at $307.81 on Wednesday. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The stock’s 50 day moving average is $321.59 and its 200 day moving average is $311.52. The stock has a market cap of $218.67 billion, a PE ratio of 25.76, a P/E/G ratio of 2.74 and a beta of 0.51.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter last year, the business posted $2.83 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders 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 annualized dividend and a yield of 2.4%. McDonald’s’s payout ratio is presently 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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