Rede Wealth LLC Reduces Holdings in McDonald’s Corporation $MCD

Rede Wealth LLC lowered its position in shares of McDonald’s Corporation (NYSE:MCD) by 65.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,267 shares of the fast-food giant’s stock after selling 2,367 shares during the period. Rede Wealth LLC’s holdings in McDonald’s were worth $385,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Decker Retirement Planning Inc. raised its position in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s in the second quarter valued at about $25,000. HFM Investment Advisors LLC acquired a new stake in shares of McDonald’s during the first quarter worth about $26,000. Nova Wealth Management Inc. purchased a new position in shares of McDonald’s during the first quarter worth about $26,000. Finally, GFG Capital LLC purchased a new position in shares of McDonald’s during the second quarter worth about $29,000. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s News Roundup

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

• Positive Sentiment: Management growth initiatives: analysts note McDonald’s is leaning on a disciplined unit expansion to support systemwide sales, which helps offset pressure on traffic and underpins long‑term revenue growth. Read More.
• Positive Sentiment: Menu changes could boost short‑term traffic: January menu shake‑ups and a promoted “secret” menu may help drive curiosity visits and promotional lift. Read More.
• Neutral Sentiment: Company pushes back on allegations: McDonald’s has issued statements saying the lawsuit “distorts the facts,” which may limit immediate reputational damage while the case progresses. Read More.
• Neutral Sentiment: Local/operational items with limited system impact: reports include a city council urged to block 24/7 openings in one area and a franchise location demolished for a downtown development — notable locally but unlikely to move companywide fundamentals. Read More. | Read More.
• Negative Sentiment: Class‑action lawsuit over McRib ingredients: multiple outlets report a federal class action alleging the McRib sandwich is misleadingly marketed and lacks “real rib” meat. That creates near‑term legal and PR risk; potential damages and settlement costs are uncertain, but the headline risk can pressure consumer sentiment around the product while the case receives coverage. Read More.
• Negative Sentiment: Recent headline sensitivity: the stock has shown short‑term weakness in recent sessions (analyst note: recent day decline amid market uptick), and an earnings miss last quarter makes sentiment more vulnerable to negative newsflow. Read More.

Insider Activity

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. The trade was a 28.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 3,195 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $305.82, for a total value of $977,094.90. Following the completion of the transaction, the insider owned 6,088 shares of the company’s stock, valued at $1,861,832.16. This trade represents a 34.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 42,516 shares of company stock valued at $13,036,090. 0.25% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

MCD has been the topic of a number of recent research reports. BMO Capital Markets reissued an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Mizuho upgraded shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. BTIG Research reaffirmed a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Oppenheimer upgraded shares of 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. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Friday, October 31st. Twelve research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, McDonald’s currently has an average rating of “Hold” and a consensus price target of $325.83.

McDonald’s Stock Performance

MCD stock opened at $302.63 on Wednesday. The stock’s 50 day moving average price is $307.58 and its 200 day moving average price is $304.63. The firm has a market cap of $215.52 billion, a P/E ratio of 25.82, a PEG ratio of 3.04 and a beta of 0.53. McDonald’s Corporation has a 1 year low of $276.53 and a 1 year high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly 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). The company had revenue of $7.08 billion during the quarter, compared to analyst estimates of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The business’s revenue was up 3.0% compared to the same quarter last year. During the same period last year, the firm earned $3.23 earnings per share. On average, research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were paid a dividend of $1.86 per share. The ex-dividend date of this dividend was Monday, December 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.5%. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

McDonald’s Company 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.