Kepler Cheuvreux Suisse SA Acquires New Holdings in McDonald’s Corporation $MCD

Kepler Cheuvreux Suisse SA bought a new stake in McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 10,393 shares of the fast-food giant’s stock, valued at approximately $3,158,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MCD. Evergreen Private Wealth LLC lifted its stake in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the last quarter. Financial Gravity Companies Inc. bought a new stake in McDonald’s during the 2nd quarter worth $29,000. Traub Capital Management LLC bought a new stake in McDonald’s during the 2nd quarter worth $29,000. Davis Capital Management acquired a new position in McDonald’s in the 3rd quarter worth about $37,000. Finally, Miller Wealth Advisors LLC acquired a new position in McDonald’s in the 3rd quarter worth about $38,000. Institutional investors own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This trade represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the completion of the transaction, the insider owned 5,398 shares in the company, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,517 shares of company stock worth $23,655,503. Company insiders own 0.25% of the company’s stock.

McDonald’s Trading Down 0.9%

Shares of MCD stock opened at $327.74 on Wednesday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The stock has a market cap of $232.83 billion, a price-to-earnings ratio of 27.43, a PEG ratio of 2.94 and a beta of 0.51. The stock has a 50-day moving average of $319.06 and a 200-day moving average of $311.25.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $6.81 billion. During the same period in the previous year, the firm earned $2.83 earnings per share. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Sell-side analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. 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: Loyalty momentum: McDonald’s loyalty program is near 210 million active users across 70+ markets, improving engagement and providing a direct lever to drive repeat sales and targeted promotions as it targets 250M members by 2027. Will McDonald’s 210M Loyalty Users Fuel Long-Term Growth?
• Positive Sentiment: Analyst support: A published price-target raise to $385 signals at least one analyst’s bullish view on upside vs. current levels, which can support sentiment and buy-side interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: New product and partner activations: Recent consumer-facing moves — a spring menu featuring Cadbury items and a Crocs Happy Meal promotion — are small-but-visible initiatives that can boost traffic, social buzz and limited-time sales. McDonald’s just unveiled its new spring menu — Cadbury products will send fans wild McDonald’s rolls out Crocs Happy Meal. What comes inside?
• Positive Sentiment: Brand & marketing traction: The Big Arch burger rollout and CEO-led taste-test moments have generated viral attention and sparked playful competitor responses — a sign of strong brand engagement that can translate into short-term traffic lifts. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation McDonald’s CEO’s Big Arch taste test sparked a war of fast-food copycats
• Neutral Sentiment: Valuation debate: Recent analysis questions whether the current share price fully reflects McDonald’s fundamentals — pointing to strong brand and growth drivers but mixed valuation signals, which may temper buying conviction. Is McDonald’s (MCD) Share Price Justified After Recent Gains And Mixed Valuation Signals
• Neutral Sentiment: Product-level chatter: Lifestyle and menu stories (sauce comparisons, Filet‑O‑Fish nostalgia, rare-store features) keep the brand top-of-mind but are unlikely to move fundamentals materially. McDonald’s Big Mac Sauce Vs Big Arch Sauce: Here’s The Difference
• Negative Sentiment: Macro/operational risk: Analysis highlights exposure to high oil prices (logistics, delivery partner costs, packaging inputs and consumer pump sensitivity). A sustained spike in fuel could pressure margins, delivery economics and low-income consumer traffic. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

Analyst Upgrades and Downgrades

A number of analysts have recently commented on MCD shares. Robert W. Baird set a $335.00 price target on McDonald’s in a research note on Thursday, February 12th. UBS Group upped their price objective on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Piper Sandler raised their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Citigroup lifted 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. Finally, Royal Bank Of Canada upped their price target on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Seventeen equities 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 company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $339.69.

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.