Atria Investments Inc Sells 2,598 Shares of McDonald’s Corporation $MCD

Atria Investments Inc lessened its position in shares of McDonald’s Corporation (NYSE:MCD) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,576 shares of the fast-food giant’s stock after selling 2,598 shares during the period. Atria Investments Inc’s holdings in McDonald’s were worth $18,408,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Federated Hermes Inc. lifted its position in shares of McDonald’s by 84.1% during the 2nd quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after acquiring an additional 64,757 shares during the period. Global X Japan Co. Ltd. raised its holdings in shares of McDonald’s by 236.7% during the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after purchasing an additional 4,571 shares during the period. D.A. Davidson & CO. boosted its position in shares of McDonald’s by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after purchasing an additional 3,774 shares in the last quarter. Choreo LLC grew its stake in shares of McDonald’s by 1.7% in the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock valued at $17,096,000 after buying an additional 954 shares during the period. Finally, Regent Peak Wealth Advisors LLC bought a new stake in McDonald’s in the 3rd quarter valued at about $1,120,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In other news, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction 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 completion of the sale, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This represents a 58.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction on Friday, November 21st. The stock was 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 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. Insiders sold 34,634 shares of company stock worth $10,749,559 in the last three months. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Down 0.8%

MCD stock opened at $323.33 on Thursday. The firm has a market capitalization of $230.26 billion, a PE ratio of 27.59, a PEG ratio of 3.29 and a beta of 0.52. The stock has a 50-day simple moving average of $312.21 and a two-hundred day simple moving average of $307.90. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $328.06.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate 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 period in the previous year, the business earned $2.83 EPS. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, equities research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

McDonald’s News Summary

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

Analyst Upgrades and Downgrades

Several brokerages have issued reports on MCD. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. BTIG Research upgraded McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 target price on the stock in a report on Monday, February 2nd. Morgan Stanley set a $335.00 price target on shares of McDonald’s in a research note on Friday, October 17th. Citigroup dropped their price objective on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research note on Tuesday, October 21st. Finally, Piper Sandler reiterated a “neutral” rating and set a $325.00 price target on shares of McDonald’s in a report on Wednesday, October 22nd. Fourteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $332.38.

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.