Moody National Bank Trust Division Sells 1,947 Shares of McDonald’s Corporation $MCD

Moody National Bank Trust Division reduced its stake in McDonald’s Corporation (NYSE:MCD) by 15.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,663 shares of the fast-food giant’s stock after selling 1,947 shares during the quarter. Moody National Bank Trust Division’s holdings in McDonald’s were worth $3,259,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after buying an additional 1,649 shares during the period. Revolve Wealth Partners LLC lifted its holdings in McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after buying an additional 52 shares during the period. Sivia Capital Partners LLC lifted its holdings in McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after buying an additional 206 shares during the period. United Bank boosted its position in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in McDonald’s by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after acquiring an additional 312 shares during the period. 70.29% of the stock is currently owned by institutional investors.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, 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 sale, the insider directly owned 8,733 shares of the company’s stock, valued at approximately $2,867,393.22. The trade was a 23.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is currently owned by insiders.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $307.81 on Wednesday. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75. The business’s 50 day simple moving average is $321.59 and its two-hundred day simple moving average is $311.52. The firm has a market cap of $218.67 billion, a P/E ratio of 25.76, a PEG ratio of 2.74 and a beta of 0.51.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share 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 prior year, the firm earned $2.83 earnings per share. McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald’s’s payout ratio is presently 62.26%.

Analyst Ratings Changes

MCD has been the subject of several research analyst reports. JPMorgan Chase & Co. lifted their price objective on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $340.00 target price on shares of McDonald’s 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 target on the stock in a research note on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Finally, Guggenheim lowered their price objective on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $339.69.

Key McDonald’s News

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

• Positive Sentiment: K‑pop/Netflix collaboration — McDonald’s rolled out “KPop Demon Hunters” meals and branded merchandise in a high‑profile tie‑in with Netflix, targeting younger, global audiences and boosting limited‑time traffic and social buzz. This is a low‑capex marketing play that can drive short‑term transactions and brand relevance. McDonald’s and Netflix team up for all-new ‘KPop Demon Hunters’-inspired meals
• Positive Sentiment: Automation pilot — McDonald’s is testing humanoid robots (Shanghai) for serving, greeting and clearing trays. If pilots scale, automation could reduce labor costs and improve throughput in tight labor markets, supporting margins over time. McDonald’s (MCD) Tests Humanoid Robots at Shanghai Restaurant Location
• Neutral Sentiment: Product mix strategy showing mixed returns — the Big Arch premium burger is delivering a modest traffic bump while value menu pushes remain the chain’s traffic driver; this suggests management is balancing margin protection with traffic retention, but gains are incremental. McDonald’s Big Arch provides a modest traffic bump
• Neutral Sentiment: Ongoing nostalgia and kid‑menu promotions (e.g., Super Mario Happy Meal, returning menu items) are steady marketing tools that sustain engagement but typically produce short‑lived sales lifts. McDonald’s Is Bringing Back the Menu Item That Sold Out in Days
• Neutral Sentiment: Franchise health anecdote — coverage of long‑time employees becoming owners highlights the franchise model’s resilience and local operator pipeline, a slow‑moving positive for unit economics but not an immediate stock mover. Ana Sanchez becomes McDonald’s owner in Mid‑Michigan after 20‑year career
• Negative Sentiment: Limited‑time offers losing punch — industry analysis shows LTOs are generating smaller sales lifts than in prior years, which could blunt the impact of big promotional tie‑ins (including the K‑pop meals) and pressure marketing ROI. So Much Meat, So Little Time: Limited-Time Offers May Have Lost Sizzle
• Negative Sentiment: Pricing sensitivity — reports that the Big Arch burger approaches $13 in some states underscore regional price pushback risk; elevated localized prices can attract scrutiny and weigh on same‑store sales in price‑sensitive markets. McDonald’s Big Arch reaches nearly $13 in one state

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.