Naviter Wealth LLC Has $2.39 Million Stock Position in McDonald’s Corporation $MCD

Naviter Wealth LLC reduced its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 18.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 7,829 shares of the fast-food giant’s stock after selling 1,721 shares during the period. Naviter Wealth LLC’s holdings in McDonald’s were worth $2,393,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. WD Rutherford LLC grew its holdings in shares of McDonald’s by 1.0% during the third 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 last quarter. Physician Wealth Advisors Inc. grew its holdings in shares of McDonald’s by 1.6% during the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after buying an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. grew its holdings in shares of 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 valued at $736,000 after buying an additional 34 shares during the last quarter. Symmetry Partners LLC grew its holdings 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 buying an additional 34 shares during the last quarter. Finally, Jackson Hole Capital Partners LLC grew its holdings 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 buying an additional 34 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Tigress Financial lifted their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. KeyCorp raised their price target on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a research report on Tuesday, March 3rd. Royal Bank Of Canada raised their price target on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Finally, Citigroup raised their price target on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, McDonald’s currently has a consensus rating of “Hold” and an average target price of $339.69.

McDonald’s Price Performance

MCD opened at $304.64 on Wednesday. The company’s 50-day moving average is $321.60 and its 200 day moving average is $311.69. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm has a market capitalization of $216.41 billion, a P/E ratio of 25.49, a PEG ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion for 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 was up 9.7% on a year-over-year basis. During the same period last year, the firm earned $2.83 earnings per share. On average, equities research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.4%. McDonald’s’s payout ratio is currently 62.26%.

Insider Activity at McDonald’s

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the sale, the chief marketing officer owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 71,657 shares of company stock worth $23,722,204. Insiders own 0.25% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: Company is expanding its value push (McValue 2.0: under $3 items, $4 breakfast deals, and $5–$6 bundles), which should support traffic and same‑store sales resilience in a tighter consumer environment. Did McDonald’s New Value Menu and Pop Culture Deals Just Shift McDonald’s (MCD) Investment Narrative?
• Positive Sentiment: Pop‑culture promotions (KPop “Demon Hunters” meals) are driving hype and incremental spending — collectible cards are re‑selling for high prices, indicating strong demand and PR value. McDonald’s ‘KPop Demon Hunters’ cards are selling online for hundreds. What to know
• Positive Sentiment: Management and board adjustments signal operational focus and succession/leadership strengthening, which can support execution of the value and marketing strategy. McDonald’s strengthens leadership team
• Neutral Sentiment: Some menu experimentation is limited to select locations — could be incremental and hard to scale quickly, so impact on corporate performance is uncertain. McDonald’s shakes up menu with major changes – but only at certain locations
• Neutral Sentiment: Consumer safety/operations note: McDonald’s won’t cook medium‑rare burgers (food‑safety/procedure explanation) — unlikely to affect demand materially but relevant to quality perceptions. You Can’t Order A Medium-Rare Burger At McDonald’s And There’s A Reason
• Negative Sentiment: Viral “Big Arch” CEO taste‑test clip has generated backlash and media scrutiny about tone and affordability messaging — reputational noise can pressure near‑term sentiment and foot traffic if not contained. The Economic Divide Behind That McDonald’s CEO Viral Video
• Negative Sentiment: CEO has been in damage‑control mode (first on‑camera remarks), but continued coverage keeps the story front‑and‑center and may weigh on sentiment until the issue fades. McDonald’s CEO speaks to media for first time since his viral taste test video
• Negative Sentiment: Operational risk in the franchise system: a rival franchisee filing Chapter 11 (65 restaurants at risk) highlights sector‑level pressures that could spill over into franchised operations and competitive dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk

McDonald’s 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.