Capital International Sarl boosted its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 6.7% during the third quarter, Holdings Channel.com reports. The firm owned 58,177 shares of the fast-food giant’s stock after acquiring an additional 3,671 shares during the quarter. Capital International Sarl’s holdings in McDonald’s were worth $17,679,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in the business. Brighton Jones LLC raised its position 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 worth $2,692,000 after purchasing an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its position in McDonald’s by 2.8% during 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 during the last quarter. Sivia Capital Partners LLC increased its stake in McDonald’s by 11.4% during the 2nd 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 in the last quarter. United Bank increased its stake in McDonald’s by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after buying an additional 312 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several brokerages have recently issued reports on MCD. Piper Sandler upped their target price on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. TD Cowen restated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Truist Financial lifted their target price on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target for the company in a research note on Tuesday, January 6th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $339.69.
McDonald’s Trading Up 0.9%
Shares of MCD opened at $331.03 on Tuesday. The firm has a fifty day simple moving average of $318.66 and a two-hundred day simple moving average of $311.15. The firm has a market cap of $235.17 billion, a PE ratio of 27.70, a P/E/G ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the previous year, the company posted $2.83 earnings per share. McDonald’s’s revenue was up 9.7% compared to the same quarter last year. As a group, research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Dividend Announcement
The firm 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. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. McDonald’s’s dividend payout ratio (DPR) is presently 62.26%.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: New product momentum — McDonald’s Big Arch burger is being heavily promoted (CEO appearances, social campaigns such as “First Job Confessional”) and is generating strong online buzz that can lift traffic and brand engagement. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation
- Positive Sentiment: Analyst upgrade — At least one outlet reports a raised price target to $385, signaling increased analyst confidence in MCD’s outlook and valuation support. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
- Positive Sentiment: Viral CEO marketing — A widely viewed video of McDonald’s CEO sampling the new product has driven free publicity and conversations that amplify the Big Arch campaign. Increased organic attention can translate into short-term traffic gains. Viral video of McDonald’s CEO eating new ‘product’ draws response from Columbus Metropolitan Library
- Neutral Sentiment: Pricing variability — A study shows Big Arch prices vary widely across U.S. markets; this affects local comps and customer perception but is not a company-wide earnings surprise. McDonald’s Big Arch Burger Prices Swing Wildly Across U.S., New Study Shows
- Neutral Sentiment: Ongoing product initiatives — New Happy Meal offerings and Filet‑O‑Fish tips/PR continue to support menu innovation and value perception, which can aid transaction growth over time. McDonald’s announces new happy meal
- Negative Sentiment: Competitive and reputational noise — Rival chains (notably Burger King) and their agencies have produced social jabs that highlight brand rivalry; while largely promotional theatre, sustained negative narratives can dent sentiment. Burger King names 2 new agencies following viral Whopper bite moment
- Negative Sentiment: Macro/logistics risk — Analysis flags meaningful exposure to very high oil prices (fuel for delivery/drive‑thru, packaging, logistics) that could suppress demand or raise operating risk if energy spikes materially. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs
Insider Buying and Selling
In related news, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the sale, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,517 shares of company stock valued at $23,655,503 in the last 90 days. 0.25% of the stock is owned by insiders.
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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