Amica Mutual Insurance Co. Grows Holdings in McDonald’s Corporation $MCD

Amica Mutual Insurance Co. grew its position in shares of McDonald’s Corporation (NYSE:MCD) by 24.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,183 shares of the fast-food giant’s stock after buying an additional 5,123 shares during the period. Amica Mutual Insurance Co.’s holdings in McDonald’s were worth $7,957,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Federated Hermes Inc. grew its stake in shares of McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after purchasing 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 worth $1,976,000 after acquiring 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 third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after buying an additional 3,774 shares during the period. Choreo LLC boosted its position in McDonald’s by 1.7% during the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock worth $17,096,000 after acquiring an additional 954 shares during the last quarter. Finally, Regent Peak Wealth Advisors LLC bought a new position in McDonald’s in the third quarter valued at $1,120,000. Institutional investors own 70.29% of the company’s stock.

Insider Activity at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction 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 owned 6,268 shares in the company, valued at $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Ian Frederick Borden sold 17,134 shares of the 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 sale, the chief financial officer owned 26,353 shares of the company’s stock, valued at approximately $8,169,430. This trade represents a 39.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 31,439 shares of company stock valued at $9,772,464. Company insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Q4 beat and momentum — McDonald’s reported stronger-than-expected Q4 results (revenue ~ $7.0B, EPS beat, systemwide comps up ~5.7% with U.S. comps ~6.8%) and cited loyalty growth that helped drive sales and margins; this is the primary bullish catalyst supporting the stock. Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades and higher targets — Several firms raised ratings/targets (Argus upgraded to Buy with a $380 target; Truist/BTIG raised targets toward ~$370), which can support further upside as sentiment shifts. Analyst Upgrades
• Positive Sentiment: Buyback/dividend tailwind — Coverage notes that strong cash flow from Q4 and a healthy dividend yield support continued buybacks and payouts, a structural catalyst for EPS per-share gains over time. Buybacks & Dividends
• Neutral Sentiment: Promotions/brand buzz — Seasonal items and PR stunts (Shamrock Shake, McNugget kits) are driving traffic and media attention; helpful for short-term comps but likely temporary. Promotions
• Negative Sentiment: Insider selling — A disclosed sale by a senior U.S. executive (Form 4) may have added to near-term selling pressure as some investors lock in gains after the earnings pop. Insider Sale
• Negative Sentiment: Franchisee execution risk — Reports of tension between corporate pricing/value pushes and some franchisees could complicate uniform execution and margins across markets, a potential headwind if disputes persist. Franchisee Tensions

McDonald’s Stock Down 1.4%

McDonald’s stock opened at $327.58 on Monday. The stock has a market cap of $233.29 billion, a PE ratio of 27.41, a P/E/G ratio of 3.32 and a beta of 0.52. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $335.67. The business’s 50-day moving average price is $313.02 and its two-hundred day moving average price is $308.34.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $2.83 EPS. As a group, analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business 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 dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on MCD shares. Royal Bank Of Canada lifted their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday. Mizuho lifted their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Guggenheim lowered their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday. Piper Sandler raised their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research note on Tuesday, January 6th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $337.04.

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.