Fideuram Intesa Sanpaolo Private Banking S.P.A. Purchases New Position in McDonald’s Corporation $MCD

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in shares of McDonald’s Corporation (NYSE:MCD) during the fourth quarter, Holdings Channel reports. The fund bought 3,655 shares of the fast-food giant’s stock, valued at approximately $1,117,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. increased its holdings in McDonald’s by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock worth $22,112,675,000 after acquiring an additional 703,458 shares during the period. State Street Corp increased its holdings in McDonald’s by 0.6% during the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after acquiring an additional 196,505 shares during the period. Legal & General Group Plc increased its holdings in McDonald’s by 6.4% during the 3rd quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock worth $1,445,899,000 after acquiring an additional 286,284 shares during the period. Ameriprise Financial Inc. increased its holdings in McDonald’s by 0.5% during the 3rd quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock worth $1,343,501,000 after acquiring an additional 21,168 shares during the period. Finally, Franklin Resources Inc. increased its holdings in McDonald’s by 36.6% during the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after acquiring an additional 1,179,244 shares during the period. Institutional investors own 70.29% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents a 73.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $307.00, for a total transaction of $806,182.00. Following the completion of the sale, the insider directly owned 8,400 shares of the company’s stock, valued at $2,578,800. This trade represents a 23.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,119 shares of company stock worth $3,945,973 in the last three months. Insiders own 0.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MCD. Royal Bank Of Canada decreased their target price on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating on the stock in a report on Friday, May 8th. BTIG Research reaffirmed a “buy” rating and set a $370.00 target price on shares of McDonald’s in a report on Thursday, May 7th. Wells Fargo & Company decreased their target price 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. Mizuho upped their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Finally, Barclays decreased their target price on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $334.45.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s declared a quarterly cash dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling ongoing confidence in cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: Coverage highlighted McDonald’s efforts to refresh its menu and customer experience, including new beverage additions, AI-driven drive-thru concepts, and other innovation-focused changes that could support traffic and sales. McDonald’s CEO shares major beverage menu additions
• Neutral Sentiment: McDonald’s confirmed plans for a restaurant in historic Castlemaine, a small expansion item that is unlikely to materially move the stock on its own. McDonald’s confirms plan for restaurant in historic Castlemaine
• Neutral Sentiment: Analyst commentary suggested McDonald’s investment story is shifting as growth and valuation expectations are reset, which reflects changing sentiment rather than a clear operational surprise. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
• Negative Sentiment: Articles about “shrinkflation” and smaller McNuggets could pressure sentiment if consumers view McDonald’s as offering less value, potentially weighing on brand perception. Shrinkflation hits McDonald’s as customers say McNuggets are half the size they used to be
• Negative Sentiment: Coverage noting that customers are divided on McDonald’s specialty drinks suggests product experimentation may not be universally resonating yet. Why McDonald’s Customers Are Divided On Its Specialty Drinks

McDonald’s Price Performance

Shares of NYSE:MCD opened at $282.48 on Friday. The company’s fifty day moving average price is $299.71 and its 200-day moving average price is $309.25. The firm has a market capitalization of $200.70 billion, a price-to-earnings ratio of 23.29, a PEG ratio of 2.81 and a beta of 0.43. McDonald’s Corporation has a one year low of $271.98 and a one 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, topping analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.67 EPS. As a group, equities research analysts expect that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.6%. McDonald’s’s dividend payout ratio is presently 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.