Cim Investment Management Inc. Lowers Stock Position in McDonald’s Corporation $MCD

Cim Investment Management Inc. cut its stake in shares of McDonald’s Corporation (NYSE:MCD) by 50.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,525 shares of the fast-food giant’s stock after selling 6,690 shares during the period. McDonald’s makes up 0.5% of Cim Investment Management Inc.’s holdings, making the stock its 26th biggest holding. Cim Investment Management Inc.’s holdings in McDonald’s were worth $1,983,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 1,649 shares during the period. Revolve Wealth Partners LLC increased its stake in McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after purchasing an additional 52 shares during the period. Sivia Capital Partners LLC increased its stake in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares during the period. United Bank increased its stake in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on MCD shares. Guggenheim dropped their price objective on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Piper Sandler increased their target price on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. UBS Group raised their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Tigress Financial upped their price objective on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Finally, Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, McDonald’s presently has a consensus rating of “Hold” and a consensus target price of $339.69.

Insider Activity at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,657 shares of company stock worth $23,722,204. Insiders own 0.25% of the company’s stock.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Company rolling out a new low-priced “McValue 2.0” menu — $3-and-under items plus $4 breakfast deals starting in April could drive traffic and same-store sales if adoption is strong. McDonald’s Expands Value Offerings with New Low-Priced Menu Push
• Positive Sentiment: Viral CEO “Big Arch” moment and strong early Big Arch sales have lifted brand chatter and foot traffic, providing a short-term sales boost and prompting competitive responses across the sector. Viral CEO Big Arch Moment Tests McDonald’s Pricing And Traffic Story
• Positive Sentiment: Management is advancing post‑pandemic strategic steps (digital, menu and operations changes) that could sustain long-term profitability and unit economics. McDonald’s Just Announced the Next Big Step In Its Post-Pandemic Strategy…
• Neutral Sentiment: Long-term performance context: a comparative piece on 10‑year returns vs. peers highlights resilience but is background rather than a near-term catalyst. If You Had Invested $1,000 in McDonald’s or Starbucks 10 Years Ago…
• Neutral Sentiment: Local charity promotion (25 cents per shake) supports PR and community engagement but has minimal impact on revenues. 25 cents from every shake sold at McDonald’s goes to the local chapter…
• Neutral Sentiment: Analyst activity: several price-target upgrades since the Feb. 11 earnings beat, but the stock’s muted movement has created options/short-put trade interest — signaling mixed conviction. McDonald’s Stock Price Targets Are Higher – Shorting MCD Puts Works Here
• Negative Sentiment: Valuation concerns: analysts and commentators note McDonald’s current valuation (mid-to-high 20s P/E) leaves limited upside, constraining rally potential absent clear margin expansion. McDonald’s McValue 2.0 Menu Is Appetizing But Valuation Leaves Little Room For Upside
• Negative Sentiment: Relative performance risk: industry peers (e.g., DRI, QSR) have outpaced MCD recently, highlighting competitive pressures and the risk of market share or multiple compression. Why DRI And QSR Are Outpacing McDonald’s Stock

McDonald’s Stock Down 0.1%

Shares of McDonald’s stock opened at $326.38 on Wednesday. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75. The firm’s 50 day moving average is $321.29 and its two-hundred day moving average is $311.70. The firm has a market capitalization of $231.86 billion, a P/E ratio of 27.31, a P/E/G ratio of 2.90 and a beta of 0.51.

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

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

McDonald’s 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.