Cwm LLC Buys 8,980 Shares of McDonald’s Corporation $MCD

Cwm LLC boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,111 shares of the fast-food giant’s stock after buying an additional 8,980 shares during the quarter. Cwm LLC’s holdings in McDonald’s were worth $32,246,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in MCD. Nova Wealth Management Inc. bought a new stake in McDonald’s in the first quarter valued at approximately $26,000. HFM Investment Advisors LLC bought a new position in McDonald’s during the 1st quarter worth approximately $26,000. Decker Retirement Planning Inc. lifted its position in shares of McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares during the period. Legacy Investment Solutions LLC bought a new stake in shares of McDonald’s in the 2nd quarter valued at $25,000. Finally, GFG Capital LLC acquired a new stake in shares of McDonald’s during the second quarter worth $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $310.61 on Friday. The stock has a market capitalization of $221.20 billion, a PE ratio of 26.50, a price-to-earnings-growth ratio of 3.49 and a beta of 0.52. McDonald’s Corporation has a 52 week low of $276.53 and a 52 week high of $326.32. The stock has a 50 day moving average price of $308.02 and a two-hundred day moving average price of $304.06.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm had revenue of $7.08 billion for the quarter, compared to analyst estimates of $7.10 billion. During the same period in the previous year, the company earned $3.23 earnings per share. McDonald’s’s revenue for the quarter was up 3.0% compared to the same quarter last year. Research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were issued a dividend of $1.86 per share. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, December 1st. McDonald’s’s dividend payout ratio is 63.48%.

More McDonald’s News

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

Insider Buying and Selling at McDonald’s

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president owned 4,606 shares in the company, valued at $1,407,133. This represents a 58.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 42,516 shares of company stock valued at $13,036,090. Insiders own 0.25% of the company’s stock.

Wall Street Analyst Weigh In

MCD has been the topic of several recent analyst reports. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Wells Fargo & Company lifted their price objective on McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Piper Sandler restated a “neutral” rating and set a $325.00 target price on shares of McDonald’s in a research report on Wednesday, October 22nd. Guggenheim raised their target price on McDonald’s from $295.00 to $310.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 19th. Finally, Barclays dropped their price target on McDonald’s from $362.00 to $358.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Eleven equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $324.57.

About McDonald’s

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.