EFG Asset Management Americas Corp. Sells 1,961 Shares of McDonald’s Corporation $MCD

EFG Asset Management Americas Corp. lessened its holdings in McDonald’s Corporation (NYSE:MCD) by 8.2% in the 3rd quarter, Holdings Channel reports. The firm owned 21,925 shares of the fast-food giant’s stock after selling 1,961 shares during the quarter. McDonald’s accounts for 1.2% of EFG Asset Management Americas Corp.’s portfolio, making the stock its 23rd biggest holding. EFG Asset Management Americas Corp.’s holdings in McDonald’s were worth $6,663,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Evergreen Private Wealth LLC boosted its position in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Financial Gravity Companies Inc. bought a new position in shares of McDonald’s in the second quarter valued at approximately $29,000. Traub Capital Management LLC acquired a new stake in shares of McDonald’s in the second quarter worth $29,000. Davis Capital Management bought a new stake in shares of McDonald’s during the 3rd quarter worth $37,000. Finally, Miller Wealth Advisors LLC acquired a new position in McDonald’s in the 3rd quarter valued at $38,000. 70.29% of the stock is currently owned by institutional investors.

Insider Transactions at McDonald’s

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $328.34, for a total transaction of $862,220.84. Following the completion of the transaction, the insider owned 8,733 shares of the company’s stock, valued at $2,867,393.22. This trade represents a 23.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 74,143 shares of company stock worth $24,517,724. 0.25% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on MCD shares. Citigroup boosted their target price on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Wells Fargo & Company lifted their price objective on McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research report on Tuesday, January 6th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price for the company in a research note on Friday, February 13th. Finally, Guggenheim lowered their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s Trading Up 0.8%

MCD opened at $326.41 on Friday. The stock’s 50 day simple moving average is $320.28 and its 200-day simple moving average is $311.51. The stock has a market cap of $231.88 billion, a PE ratio of 27.31, a P/E/G ratio of 2.90 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) last posted its 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 business had revenue of $7.01 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.83 earnings per share. Equities analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. McDonald’s’s payout ratio is 62.26%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

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.