18,316 Shares in McDonald’s Corporation $MCD Acquired by Caprock Group LLC

Caprock Group LLC bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 18,316 shares of the fast-food giant’s stock, valued at approximately $5,743,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. ING Groep NV boosted its position in McDonald’s by 16.1% during the third quarter. ING Groep NV now owns 286,805 shares of the fast-food giant’s stock valued at $87,157,000 after purchasing an additional 39,767 shares in the last quarter. Krilogy Financial LLC acquired a new position in shares of McDonald’s during the third quarter valued at about $1,232,000. Signet Investment Advisory Group Inc. raised its position in shares of McDonald’s by 5.2% in the 3rd quarter. Signet Investment Advisory Group Inc. now owns 10,767 shares of the fast-food giant’s stock valued at $3,272,000 after purchasing an additional 532 shares during the last quarter. Center for Financial Planning Inc. boosted its stake in McDonald’s by 6.1% in the 3rd quarter. Center for Financial Planning Inc. now owns 5,270 shares of the fast-food giant’s stock worth $1,601,000 after purchasing an additional 302 shares in the last quarter. Finally, Stratos Wealth Partners LTD. grew its position in McDonald’s by 1.4% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 102,422 shares of the fast-food giant’s stock worth $31,125,000 after purchasing an additional 1,365 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

More McDonald’s News

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

• Positive Sentiment: Q4 beat — McDonald’s reported stronger-than-expected fourth-quarter results: revenue rose ~9.7% YoY and EPS topped consensus, driven by broad comparable-sales gains. That print is the primary bullish catalyst for the stock. Article Title
• Positive Sentiment: Value strategy is working — Management said Extra Value Meals and promotions are bringing back budget-conscious customers, producing the fastest comparable-sales growth in over two years and lifting loyalty metrics (systemwide loyalty sales +20%, ~210M 90‑day active users). This supports revenue momentum and margin leverage. Article Title
• Positive Sentiment: Analyst sentiment and targets skew positive — Multiple firms hold buy/overweight ratings and recent price targets cluster above the current share level (median ~$342.50), which can underpin investor confidence after the beat. Article Title
• Neutral Sentiment: Marketing/pop-culture buzz — Limited promotions (McNugget “caviar” kits, Shamrock Shake seasonality) generated strong consumer and media attention; positive for brand and traffic but likely short-duration as a direct earnings lever. Article Title
• Negative Sentiment: Franchisee tensions — Reports say some franchisees resist centralized pricing and value initiatives; ongoing friction could complicate consistent execution or margins across markets. That risk may temper enthusiasm despite strong comps. Article Title
• Negative Sentiment: Insider selling — Recent sales by a senior U.S. executive (disclosed Form 4) could be read as a headwind for sentiment; combined with elevated volume, some investors may be booking gains after the earnings pop. Article Title

Insiders Place Their Bets

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 4,606 shares in the company, valued at $1,407,133. This trade represents a 58.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 34,634 shares of company stock worth $10,749,559 in the last 90 days. 0.25% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Morgan Stanley set a $335.00 price target on shares of McDonald’s in a report on Friday, October 17th. Wells Fargo & Company upped their target price on McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. BTIG Research upgraded McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 target price for the company in a research note on Monday, February 2nd. Guggenheim lifted their price target on McDonald’s from $310.00 to $325.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Finally, Truist Financial increased their price objective on McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Fourteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $332.38.

McDonald’s Trading Down 0.8%

McDonald’s stock opened at $323.33 on Thursday. The firm has a market cap of $230.26 billion, a PE ratio of 27.59, a P/E/G ratio of 3.29 and a beta of 0.52. The stock’s 50 day simple moving average is $312.21 and its two-hundred day simple moving average is $307.90. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $328.06.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. During the same quarter in the prior year, the firm earned $2.83 EPS. McDonald’s’s revenue was up 9.7% on a year-over-year basis. On average, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is currently 63.48%.

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.