Laffer Tengler Investments Inc. Buys 2,945 Shares of McDonald’s Corporation $MCD

Laffer Tengler Investments Inc. lifted its position in McDonald’s Corporation (NYSE:MCD) by 14.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 23,245 shares of the fast-food giant’s stock after purchasing an additional 2,945 shares during the quarter. McDonald’s accounts for approximately 1.1% of Laffer Tengler Investments Inc.’s holdings, making the stock its 29th biggest holding. Laffer Tengler Investments Inc.’s holdings in McDonald’s were worth $7,064,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. WD Rutherford LLC grew its stake in McDonald’s by 1.0% during the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after buying an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. grew its position in McDonald’s by 1.4% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares during the last quarter. Symmetry Partners LLC increased its holdings in McDonald’s by 2.0% during the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after purchasing an additional 34 shares in the last quarter. Jackson Hole Capital Partners LLC raised its position in McDonald’s by 0.3% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after purchasing an additional 34 shares during the last quarter. Finally, CFO4Life Group LLC boosted its stake in McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Price Performance

MCD opened at $331.68 on Wednesday. The firm has a 50 day simple moving average of $317.21 and a 200 day simple moving average of $310.64. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The company has a market cap of $235.63 billion, a price-to-earnings ratio of 27.76, a price-to-earnings-growth ratio of 2.98 and a beta of 0.51.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The firm 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 business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.83 EPS. As a group, analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

Insider Transactions at McDonald’s

In related news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the sale, the insider directly owned 5,398 shares in the company, valued at $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. This represents a 53.43% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,517 shares of company stock valued at $23,655,503. Corporate insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: KeyCorp raised its price target to $354 and kept an “overweight” rating, implying roughly mid-single-digit upside from current levels and signaling analyst confidence in MCD’s growth and margin durability. Article Title
• Positive Sentiment: Unusually large options activity: traders bought ~80,687 call options on Monday (up ~433% vs. average), suggesting some market participants are positioning for upside or a catalyst in the near term.
• Positive Sentiment: Menu momentum from the new Big Arch burger and other promotions is being framed by analysts as a sales uplift and valuation tailwind—investors see product extensions as supporting comparable-store sales and pricing power. Article Title
• Positive Sentiment: Value promotions (e.g., $1 Egg McMuffin offers) and an explicit focus on core value messaging can help traffic and comps in a cost-sensitive consumer environment. Article Title
• Positive Sentiment: Market-watchers noted MCD traded in a “buy zone” during the recent sell-off, which may attract value-oriented buyers if broader market weakness continues. Article Title
• Neutral Sentiment: Competitive and industry context: Taco Bell and other chains are reshaping menus and order flows; this keeps price and product innovation central to share dynamics but doesn’t change McDonald’s structural advantages. Article Title
• Neutral Sentiment: Broader industry cost commentary (e.g., Dutch Bros flagging front‑loaded coffee COGS) highlights input‑cost volatility for restaurant operators; McDonald’s scale and pricing power reduce but don’t eliminate exposure. Article Title
• Negative Sentiment: PR headwinds after a viral video of CEO Christopher Kempczinski awkwardly tasting the Big Arch burger generated mocking headlines and social media attention; while publicity can boost awareness, short-term sentiment could be dented by negative coverage of leadership and product reception. Article Title

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on MCD. Barclays raised their target price on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. BTIG Research raised their price objective on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. upped their target price on shares of McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a research note on Tuesday, January 6th. Finally, UBS Group boosted their price objective 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. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $338.07.

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.