Investment Insight Wealth Management LLC purchased a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 5,452 shares of the fast-food giant’s stock, valued at approximately $1,666,000. McDonald’s makes up 1.6% of Investment Insight Wealth Management LLC’s portfolio, making the stock its 13th largest position.
A number of other large investors have also made changes to their positions in MCD. Hamilton Point Investment Advisors LLC increased its holdings in shares of McDonald’s by 1.8% in the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock worth $535,000 after acquiring an additional 31 shares in the last quarter. Encompass More Asset Management grew its position in shares of McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after purchasing an additional 32 shares during the period. Richmond Investment Services LLC increased its stake in McDonald’s by 1.4% during the 4th quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock worth $696,000 after purchasing an additional 32 shares in the last quarter. Papamarkou Wellner Asset Management inc. increased its stake in McDonald’s by 0.4% during the 4th quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 32 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its holdings in McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after buying an additional 33 shares during the period. Institutional investors own 70.29% of the company’s stock.
Insider Buying and Selling at McDonald’s
In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction dated 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 sale, the insider directly 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. The SEC filing for this sale provides additional information. Insiders have sold 11,307 shares of company stock valued at $3,262,622 in the last 90 days. 0.26% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
View Our Latest Research Report on McDonald’s
McDonald’s Stock Performance
Shares of McDonald’s stock opened at $279.00 on Friday. The firm has a market cap of $198.23 billion, a PE ratio of 23.00, a P/E/G ratio of 2.83 and a beta of 0.41. The business’s 50 day simple moving average is $287.55 and its 200 day simple moving average is $305.99. McDonald’s Corporation has a 52-week low of $271.85 and a 52-week high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.67 EPS. As a group, equities research analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.
McDonald’s Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a $1.86 dividend. 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 payout ratio is currently 61.34%.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is bringing back its fried apple pie for a limited time, a nostalgia-driven promotion that could boost traffic and social media buzz around the brand. McDonald’s (MCD) Brings Back Fried Apple Pie After More Than 30 Years
- Positive Sentiment: New coverage highlights McDonald’s mix of value deals, menu innovation, and pop-culture activations as drivers of first-quarter comparable sales, suggesting the company’s marketing strategy is working. McDonald’s Blends Value With Brand Activations: Is It Paying Off?
- Positive Sentiment: Analyst commentary on McDonald’s “McValue” platform and a recent rating upgrade points to improved sentiment around the stock’s valuation and earnings durability. McDonald’s (Mc)Value Finally Reaches Buy Territory (Rating Upgrade)
- Neutral Sentiment: McDonald’s AI drive-thru rollout is another example of the company leaning into automation, but the near-term stock impact is unclear until investors see whether it improves speed, labor efficiency, or customer satisfaction. McDonald’s AI drive-thru may take your next order
- Neutral Sentiment: Several articles simply revisit menu nostalgia, including the return of the fried apple pie and other fan-favorite items, which supports brand engagement but is not a major fundamental catalyst by itself. McDonald’s bringing back iconic sweet treat last offered in 1992
- Negative Sentiment: At least one recent note argues McDonald’s is still delivering results, but not enough to justify a buy, reflecting some hesitation after the stock’s recent weakness. McDonald’s: Still Delivering, But Not Enough For A Buy
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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