Savvy Advisors Inc. Acquires 3,253 Shares of McDonald’s Corporation $MCD

Savvy Advisors Inc. raised its holdings in McDonald’s Corporation (NYSE:MCD) by 21.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,578 shares of the fast-food giant’s stock after acquiring an additional 3,253 shares during the quarter. Savvy Advisors Inc.’s holdings in McDonald’s were worth $5,678,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Evergreen Private Wealth LLC lifted its stake in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the period. Park Place Capital Corp boosted its position in shares of McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares during the last quarter. Painted Porch Advisors LLC grew its stake in shares of McDonald’s by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after purchasing an additional 103 shares during the period. Davis Capital Management bought a new stake in McDonald’s in the third quarter valued at about $37,000. Finally, Saranac Partners Ltd bought a new stake in McDonald’s in the third quarter valued at about $37,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on MCD shares. Citigroup raised their target price on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a research note on Friday, February 13th. BTIG Research increased their price target on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective on the stock in a research note on Tuesday, January 6th. Finally, Truist Financial upped their target price on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $339.69.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Company-wide value push — McDonald’s will debut a simplified McValue “Under $3” menu (10 items) and $4 breakfast deals later this month; expected to drive traffic, app engagement and defend market share in a price-sensitive consumer environment. McDonald’s Under $3 Menu will make its debut later this month
• Neutral Sentiment: Marketing and local product innovation — regional initiatives (e.g., McDonald’s Türkiye ‘Archie’) and youth-focused promotions (K‑Pop/Netflix tie-ins) can boost brand relevance and short‑term engagement, but sales/monetization impact is uncertain. McDonald’s Türkiye Introduces ‘Archie’ for Gamers
• Negative Sentiment: Margin risk from lower pricing — widespread coverage notes these are some of McDonald’s lowest prices in years; while that can lift visits, substituting higher‑margin items for sub‑$3 offers and $4 breakfasts could compress margin per transaction and pressure near‑term EPS. McDonald’s is rolling out some of its lowest prices in years

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the completion of the sale, the insider 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,657 shares of company stock worth $23,722,204 over the last ninety days. 0.25% of the stock is owned by corporate insiders.

McDonald’s Price Performance

Shares of McDonald’s stock opened at $307.17 on Friday. The company has a market capitalization of $218.21 billion, a P/E ratio of 25.70, a price-to-earnings-growth ratio of 2.73 and a beta of 0.53. The business has a 50-day moving average of $321.84 and a two-hundred day moving average of $311.56. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business 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 business posted $2.83 EPS. McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently declared 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 of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald’s’s payout ratio is presently 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.