Atlas Brown Inc. reduced its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 29.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 4,587 shares of the fast-food giant’s stock after selling 1,920 shares during the period. Atlas Brown Inc.’s holdings in McDonald’s were worth $1,402,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also recently modified their holdings of the company. WD Rutherford LLC grew its holdings in McDonald’s by 1.0% during the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after buying an additional 33 shares in the last quarter. Redhawk Wealth Advisors Inc. raised its position in McDonald’s by 1.4% in the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock valued at $736,000 after buying an additional 34 shares during the last quarter. Symmetry Partners LLC lifted its stake in McDonald’s by 2.0% during the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after acquiring an additional 34 shares in the last quarter. Jackson Hole Capital Partners LLC boosted its holdings in McDonald’s by 0.3% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after acquiring an additional 34 shares during the last quarter. Finally, CFO4Life Group LLC grew its stake in shares of McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after acquiring an additional 34 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at McDonald’s
In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the sale, the insider directly owned 5,398 shares of the company’s stock, valued at $1,755,699.50. This represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,657 shares of company stock worth $23,722,204 over the last quarter. 0.25% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes
McDonald’s Stock Down 0.2%
McDonald’s stock opened at $308.26 on Tuesday. The firm has a 50 day moving average price of $321.62 and a 200-day moving average price of $311.57. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75. The company has a market capitalization of $218.98 billion, a P/E ratio of 25.80, a P/E/G ratio of 2.75 and a beta of 0.51.
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS 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 company had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the firm posted $2.83 EPS. McDonald’s’s revenue was up 9.7% on a year-over-year basis. Equities analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald’s’s payout ratio is presently 62.26%.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Rolling out value items ($3 or less) and $4 breakfast deals in the U.S., plus a Mario Happy Meal tie‑in, is designed to boost traffic and repeat visits amid consumer cost sensitivity — a near‑term demand catalyst. McDonald’s Value Push And Mario Tie In Versus Recent Share Weakness
- Positive Sentiment: Reviving a 36‑year‑old Happy Meal toy collaboration signals brand engagement and promotional lift for kids’ traffic, complementing the Mario campaign. McDonald’s revives 36-year-old fan-favorite Happy Meal toy collab
- Positive Sentiment: The premium “Big Arch” burger is producing a modest traffic bump and is positioned to protect margins while value items drive visits — a two‑pronged pricing/mix strategy that can support revenue and profit per transaction. McDonald’s Big Arch provides a modest traffic bump
- Positive Sentiment: Testing humanoid robots in a Shanghai location signals a push on automation that could lower labor costs and improve throughput in the medium term if scaled successfully. McDonald’s (MCD) Tests Humanoid Robots at Shanghai Restaurant Location
- Neutral Sentiment: Large state‑by‑state price differences highlight local pricing flexibility and franchised variability — this shows pricing power in some markets but inconsistent consumer pricing experience elsewhere. McDonald’s Big Arch—Drastic Price Differences Across States
- Neutral Sentiment: Practical consumer stories (cash‑only rules, niche menu items, food features) drive brand conversation but have limited direct impact on fundamentals. The McDonald’s cash-only rule you need to know about
- Neutral Sentiment: Analyst/asset‑allocation pieces comparing beaten‑down blue chips (Home Depot vs. McDonald’s) may influence flows but reflect relative valuation/portfolio choice rather than company‑specific news. Home Depot vs McDonald’s: Which Beaten-Down Blue Chip Is the Better Buy Right Now?
- Negative Sentiment: Coverage noting “menu missteps” argues that inconsistent or poorly received menu changes could force a strategy reset — a risk to sales mix and margins if McDonald’s needs to overhaul offerings or promotions. McDonald’s latest menu missteps could force a new menu strategy
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.
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