McDonald’s Corporation $MCD Shares Purchased by Procyon Advisors LLC

Procyon Advisors LLC increased its position in shares of McDonald’s Corporation (NYSE:MCD) by 21.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,220 shares of the fast-food giant’s stock after purchasing an additional 1,652 shares during the quarter. Procyon Advisors LLC’s holdings in McDonald’s were worth $2,818,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the company. Federated Hermes Inc. grew its holdings in shares of McDonald’s by 84.1% in the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after purchasing an additional 64,757 shares during the period. Global X Japan Co. Ltd. increased its position in 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 purchasing an additional 4,571 shares during the last quarter. D.A. Davidson & CO. raised its stake in 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 purchasing an additional 3,774 shares during the period. Choreo LLC boosted its holdings in 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 purchasing an additional 954 shares during the last quarter. Finally, Regent Peak Wealth Advisors LLC acquired a new position in McDonald’s in the 3rd quarter valued at about $1,120,000. 70.29% of the stock is owned by institutional investors and hedge funds.

More McDonald’s News

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

• Positive Sentiment: McDonald’s rolled out deeper value pricing and is reportedly launching $3 menu items aimed at retaining lower-income customers — actions that can boost traffic and same-store sales if widely adopted. McDonald’s Value Menu Just Got Even Cheaper McDonald’s reportedly launching $3 menu items
• Positive Sentiment: Marketing tie-ins returning (Super Mario Galaxy Happy Meal toys) provide a low-cost way to drive family traffic and frequency, supporting March/holiday comps. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals
• Neutral Sentiment: Consumer-facing notes on McDonald’s soft-serve/ice-cream mechanics and safety: useful for operations/brand perception but unlikely to move fundamentals unless problems escalate. What You Should Know Before Eating McDonald’s Ice Cream Again
• Neutral Sentiment: Price of the new Big Arch burger varies significantly by location — shows pricing power is uneven and customers see mixed value; informational for revenue mix but not an immediate catalyst. Price of McDonald’s new Big Arch burger varies across the US
• Negative Sentiment: A federal judge allowed two former Black vice presidents’ harassment and retaliation claims to proceed — a potential reputational and legal overhang that could bring costs or reforms. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Analysts and press highlight a pricing challenge: franchisees set local prices, producing uneven inflation pass-through and promotional participation — a structural constraint on company-wide pricing and margin execution. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market coverage notes MCD shares have dipped more than the broader market recently, reflecting investor concern about near-term comps, pricing variability and legal headlines. McDonald’s (MCD) Dips More Than Broader Market

McDonald’s Stock Performance

McDonald’s stock opened at $309.42 on Monday. The company’s 50 day simple moving average is $321.59 and its 200-day simple moving average is $311.63. The company has a market capitalization of $219.81 billion, a price-to-earnings ratio of 25.89, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

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 analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter last year, the company posted $2.83 EPS. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Equities analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the sale, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were 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 owned 22,900 shares in the company, valued at $7,587,915. This represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 71,657 shares of company stock valued at $23,722,204. Corporate insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on MCD. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research report on Friday, February 13th. KeyCorp raised their target price on McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 3rd. Finally, Mizuho lifted their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $339.69.

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.