WealthPlan Investment Management LLC Purchases 7,096 Shares of McDonald’s Corporation $MCD

WealthPlan Investment Management LLC boosted its position in McDonald’s Corporation (NYSE:MCD) by 163.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 11,450 shares of the fast-food giant’s stock after acquiring an additional 7,096 shares during the period. WealthPlan Investment Management LLC’s holdings in McDonald’s were worth $3,500,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Your Advocates Ltd. LLP purchased a new stake in shares of McDonald’s in the 4th quarter worth about $27,000. Park Place Capital Corp lifted its position in shares of McDonald’s by 95.7% in 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 during the period. DecisionPoint Financial LLC lifted its position in shares of McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after purchasing an additional 97 shares during the period. Painted Porch Advisors LLC lifted its position in shares of McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after purchasing an additional 103 shares during the period. Finally, Saranac Partners Ltd purchased a new stake in shares of McDonald’s in the 3rd quarter worth about $37,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MCD has been the subject of several research analyst reports. Morgan Stanley set a $331.00 target price on shares of McDonald’s in a research report on Friday, May 8th. JPMorgan Chase & Co. dropped their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Citigroup raised their target price on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. UBS Group raised their target price on shares of McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Rothschild & Co Redburn raised shares of McDonald’s from a “sell” rating to a “neutral” rating and raised their target price for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $334.45.

McDonald’s Price Performance

Shares of NYSE MCD opened at $276.42 on Friday. McDonald’s Corporation has a 1 year low of $271.98 and a 1 year high of $341.75. The stock has a market cap of $196.40 billion, a P/E ratio of 22.79, a price-to-earnings-growth ratio of 2.75 and a beta of 0.43. The firm has a 50-day moving average of $304.30 and a 200 day moving average of $310.02.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company had revenue of $6.52 billion during the quarter, compared to analysts’ expectations of $6.47 billion. During the same period last year, the company posted $2.67 EPS. McDonald’s’s revenue was up 9.4% on a year-over-year basis. Research analysts expect that McDonald’s Corporation will post 12.94 earnings per share for the current fiscal year.

Insider Transactions at McDonald’s

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. This trade represents a 73.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider directly owned 8,400 shares of the company’s stock, valued at approximately $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 12,119 shares of company stock valued at $3,945,973. 0.26% of the stock is currently owned by corporate insiders.

Trending Headlines about McDonald’s

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: Several analysts and market commentators argue that McDonald’s looks oversold and inexpensive relative to its historical valuation, with strong fundamentals and long-term growth prospects potentially supporting a rebound. McDonald’s Is the Cheapest It’s Been in Years—Does That Make It a Buy?
• Positive Sentiment: McDonald’s landed a major naming-rights deal for the Chicago Fire stadium, which adds brand visibility and reinforces the company’s deep marketing reach. McDonald’s Lands Naming Rights Deal for $750 Million Chicago Fire Stadium
• Neutral Sentiment: McDonald’s remains a widely watched dividend stalwart, with its long record of shareholder payouts keeping it on income investors’ radar. Don’t Look Now, But 4 Blue-Chip Giants Could Be the Newest Dividend Kings
• Neutral Sentiment: News coverage also highlights that McDonald’s is a trending stock and a subject of debate among investors, but this mostly reflects attention rather than a clear new catalyst. McDonald’s Corporation (MCD) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Attention is centered on weaker U.S. company-run restaurant margins, with investors worried about pricing pressure, cost inflation, and the ownership mix affecting profitability. McDonald’s Company-Run Margins Draw Focus: Can Ownership Mix Help?
• Negative Sentiment: Commentary from Jim Cramer and others points to the stock’s recent weakness, with concerns that McDonald’s has been “breaking down” despite being a defensive name. Jim Cramer on McDonald’s: “QSR I Think Is the Better”
• Negative Sentiment: Broader consumer cost pressures, including rising restaurant prices and higher gas prices, may weigh on traffic and spending at quick-service restaurants like McDonald’s. Grocery and Restaurant Prices Post Biggest Jump Since 2022

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.