Wealthcare Advisory Partners LLC decreased its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 22.9% in the 2nd quarter, Holdings Channel.com reports. The firm owned 9,143 shares of the fast-food giant’s stock after selling 2,714 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in McDonald’s were worth $2,472,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC boosted its stake in McDonald’s by 208.8% in the second quarter. Revolve Wealth Partners LLC now owns 3,876 shares of the fast-food giant’s stock valued at $1,048,000 after acquiring an additional 2,621 shares in the last quarter. Focus Financial Network Inc. grew its holdings in shares of McDonald’s by 0.8% during the second quarter. Focus Financial Network Inc. now owns 11,864 shares of the fast-food giant’s stock worth $3,207,000 after purchasing an additional 97 shares during the last quarter. Fluent Financial LLC acquired a new stake in shares of McDonald’s during the second quarter worth about $1,186,000. Vertrix Wealth Management LLC lifted its holdings in shares of McDonald’s by 12.5% in the 2nd quarter. Vertrix Wealth Management LLC now owns 11,943 shares of the fast-food giant’s stock valued at $3,228,000 after purchasing an additional 1,326 shares during the last quarter. Finally, Allied Private Wealth LLC purchased a new stake in shares of McDonald’s in the 2nd quarter valued at about $162,000. 70.29% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
MCD has been the subject of several research analyst reports. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and increased their price objective for the company from $260.00 to $306.00 in a report on Thursday, April 23rd. Cfra upgraded shares of McDonald’s to a “buy” rating in a research report on Friday, May 8th. Tigress Financial increased their price target on shares of McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of McDonald’s from $335.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Evercore set a $320.00 target price on shares of McDonald’s in a report on Thursday, July 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus price target of $325.44.
McDonald’s Stock Performance
McDonald’s stock opened at $275.26 on Thursday. McDonald’s Corporation has a fifty-two week low of $260.96 and a fifty-two week high of $341.75. The company has a market capitalization of $194.78 billion, a price-to-earnings ratio of 22.36, a PEG ratio of 3.07 and a beta of 0.41. The stock has a fifty day moving average of $273.96 and a two-hundred day moving average of $295.70.
McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a negative return on equity of 512.80% and a net margin of 31.72%.The business’s revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the business earned $3.19 earnings per share. On average, analysts forecast that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Tuesday, September 1st. McDonald’s’s dividend payout ratio is 60.44%.
Key Stories Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is launching its first Red Bull-based beverage, the Dragonberry Energizer, on Aug. 17, alongside a new “dirty soda.” The products could attract younger customers and expand beverage sales. McDonald’s is getting into the energy game with Red Bull
- Positive Sentiment: A limited-time Hello Kitty and Godzilla Happy Meal collaboration is intended to boost family traffic, collectibles demand and near-term customer engagement in the U.S. McDonald’s unveils unexpected first-ever partnership
- Positive Sentiment: McDonald’s continues to target roughly 2,600 restaurant openings in 2026 and 50,000 locations by 2028, supporting long-term unit growth despite a delayed timetable. Analysts also highlight the company’s real-estate assets, cash generation, dividends and buybacks as sources of resilience. McDonald’s Pushes 50,000-Store Goal to 2028
Insider Activity
In other McDonald’s news, 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 transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,348 shares of company stock worth $2,355,634 over the last ninety days. 0.26% of the stock is owned by corporate insiders.
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.
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