First National Bank & Trust Co. of Newtown Sells 1,982 Shares of McDonald’s Corporation $MCD

First National Bank & Trust Co. of Newtown cut its position in McDonald’s Corporation (NYSE:MCD) by 18.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,592 shares of the fast-food giant’s stock after selling 1,982 shares during the quarter. First National Bank & Trust Co. of Newtown’s holdings in McDonald’s were worth $2,670,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of MCD. Brighton Jones LLC raised its holdings 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 in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of 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 acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank grew its holdings 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. increased its position in shares of 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 purchasing an additional 312 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s is leaning on event-driven marketing, including a 2026 FIFA World Cup campaign and a new BT21 Happy Meal launch, to boost engagement, traffic, and family visits. These kinds of promotions can support near-term same-store sales. Article Title
• Positive Sentiment: The company is also offering limited-time freebies and value deals, such as free fries for National French Fry Day, which may help bring customers in and reinforce McDonald’s value positioning. Article Title
• Neutral Sentiment: Several lifestyle and entertainment stories, including the retro vinyl ad campaign and Happy Meal toy coverage, add brand buzz but are unlikely to materially change earnings expectations on their own. Article Title
• Neutral Sentiment: Analyst and market commentary remains mixed, with some articles highlighting McDonald’s as a beaten-down consumer name and others noting its stock weakness versus the broader market, suggesting sentiment is cautious rather than decisively negative. Article Title
• Negative Sentiment: Deutsche Bank said McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing concerns that core domestic demand may be weakening and pressuring the stock. Article Title
• Negative Sentiment: Broader commentary also points to a challenging fast-food environment and rising macro risks, including higher oil prices, which could squeeze margins and weigh on investor confidence. Article Title

McDonald’s Price Performance

NYSE:MCD opened at $276.32 on Friday. The business has a 50 day moving average of $278.88 and a 200 day moving average of $302.04. The company has a market capitalization of $196.33 billion, a price-to-earnings ratio of 22.78, a PEG ratio of 2.77 and a beta of 0.41. McDonald’s Corporation has a 1-year low of $264.53 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating 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 business had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same period last year, the business earned $2.67 earnings per share. The business’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is 61.34%.

Insiders Place Their Bets

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the transaction, the insider directly owned 7,734 shares in the company, valued at $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 8,681 shares of company stock valued at $2,456,440 in the last ninety days. 0.26% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Morgan Stanley set a $331.00 target price on shares of McDonald’s in a research note on Friday, May 8th. Wells Fargo & Company decreased their price target on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Royal Bank Of Canada restated a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Cfra raised shares of McDonald’s to a “buy” rating in a report on Friday, May 8th. Finally, TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. Fifteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, McDonald’s currently has a consensus rating of “Hold” and a consensus price target of $334.96.

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.