McDonald’s Corporation $MCD Shares Acquired by Stance Capital LLC

Stance Capital LLC increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 29.9% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,843 shares of the fast-food giant’s stock after purchasing an additional 2,497 shares during the quarter. McDonald’s accounts for about 1.2% of Stance Capital LLC’s investment portfolio, making the stock its 21st largest holding. Stance Capital LLC’s holdings in McDonald’s were worth $3,295,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MCD. Brighton Jones LLC raised its stake in shares of McDonald’s by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 1,649 shares during the period. Revolve Wealth Partners LLC increased its holdings in McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC raised its position in McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares during the period. United Bank lifted its stake in shares of McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MCD shares. Mizuho increased their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. TD Cowen reaffirmed a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a research report on Thursday, February 12th. BTIG Research lifted their price objective on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Jefferies Financial Group upped 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. Finally, Truist Financial lifted their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock 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 assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $339.69.

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $328.34, for a total value of $862,220.84. Following the completion of the sale, the insider directly owned 8,733 shares in the company, valued at approximately $2,867,393.22. The trade was a 23.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the sale, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is owned by corporate insiders.

Key McDonald’s News

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

• Positive Sentiment: Company rolling out a new low-priced “McValue 2.0” menu — $3-and-under items plus $4 breakfast deals starting in April could drive traffic and same-store sales if adoption is strong. McDonald’s Expands Value Offerings with New Low-Priced Menu Push
• Positive Sentiment: Viral CEO “Big Arch” moment and strong early Big Arch sales have lifted brand chatter and foot traffic, providing a short-term sales boost and prompting competitive responses across the sector. Viral CEO Big Arch Moment Tests McDonald’s Pricing And Traffic Story
• Positive Sentiment: Management is advancing post‑pandemic strategic steps (digital, menu and operations changes) that could sustain long-term profitability and unit economics. McDonald’s Just Announced the Next Big Step In Its Post-Pandemic Strategy…
• Neutral Sentiment: Long-term performance context: a comparative piece on 10‑year returns vs. peers highlights resilience but is background rather than a near-term catalyst. If You Had Invested $1,000 in McDonald’s or Starbucks 10 Years Ago…
• Neutral Sentiment: Local charity promotion (25 cents per shake) supports PR and community engagement but has minimal impact on revenues. 25 cents from every shake sold at McDonald’s goes to the local chapter…
• Neutral Sentiment: Analyst activity: several price-target upgrades since the Feb. 11 earnings beat, but the stock’s muted movement has created options/short-put trade interest — signaling mixed conviction. McDonald’s Stock Price Targets Are Higher – Shorting MCD Puts Works Here
• Negative Sentiment: Valuation concerns: analysts and commentators note McDonald’s current valuation (mid-to-high 20s P/E) leaves limited upside, constraining rally potential absent clear margin expansion. McDonald’s McValue 2.0 Menu Is Appetizing But Valuation Leaves Little Room For Upside
• Negative Sentiment: Relative performance risk: industry peers (e.g., DRI, QSR) have outpaced MCD recently, highlighting competitive pressures and the risk of market share or multiple compression. Why DRI And QSR Are Outpacing McDonald’s Stock

McDonald’s Trading Down 0.1%

Shares of NYSE:MCD opened at $326.38 on Wednesday. The firm has a market cap of $231.86 billion, a PE ratio of 27.31, a price-to-earnings-growth ratio of 2.90 and a beta of 0.51. The company has a fifty day simple moving average of $321.29 and a 200 day simple moving average of $311.70. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates 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 for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the business earned $2.83 EPS. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald’s’s dividend 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.