Intech Investment Management LLC Raises Stock Holdings in McDonald’s Corporation $MCD

Intech Investment Management LLC boosted its holdings in McDonald’s Corporation (NYSE:MCD) by 41.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,821 shares of the fast-food giant’s stock after purchasing an additional 9,543 shares during the period. Intech Investment Management LLC’s holdings in McDonald’s were worth $10,031,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Encompass More Asset Management boosted its holdings in McDonald’s by 1.5% in the fourth 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 last quarter. Physician Wealth Advisors Inc. boosted its holdings in McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after purchasing an additional 33 shares during the last quarter. CFO4Life Group LLC boosted its holdings 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 valued at $507,000 after purchasing an additional 34 shares during the last quarter. American National Bank of Texas boosted its holdings in McDonald’s by 2.9% in the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock valued at $364,000 after purchasing an additional 34 shares during the last quarter. Finally, Allied Investment Advisors LLC boosted its holdings in McDonald’s by 2.6% in the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock valued at $417,000 after purchasing an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on MCD. TD Cowen reduced their price target on McDonald’s from $330.00 to $300.00 and set a “hold” rating for the company in a report on Thursday, May 7th. BTIG Research reissued a “buy” rating and issued a $370.00 price target on shares of McDonald’s in a report on Thursday, May 7th. Cfra raised McDonald’s to a “buy” rating in a report on Friday, May 8th. Sanford C. Bernstein reissued a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Finally, Morgan Stanley set a $331.00 price objective on McDonald’s in a report on Friday, May 8th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $334.45.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
• Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
• Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
• Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
• Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
• Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
• Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the completion of the transaction, the insider directly owned 8,400 shares of the company’s stock, valued at approximately $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,918 shares of company stock worth $1,862,485 over the last three months. 0.26% of the stock is currently owned by corporate insiders.

McDonald’s Stock Up 0.5%

Shares of McDonald’s stock opened at $279.42 on Friday. The firm has a market cap of $198.53 billion, a P/E ratio of 23.04, a P/E/G ratio of 2.77 and a beta of 0.43. McDonald’s Corporation has a fifty-two week low of $271.98 and a fifty-two week high of $341.75. The business has a 50-day moving average price of $295.34 and a 200 day moving average price of $308.57.

McDonald’s (NYSE:MCD) last issued its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same quarter last year, the company posted $2.67 earnings per share. McDonald’s’s revenue was up 9.4% on a year-over-year basis. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is 61.34%.

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.