BXM Wealth LLC Buys 20,325 Shares of McDonald’s Corporation $MCD

BXM Wealth LLC lifted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 1,075.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,215 shares of the fast-food giant’s stock after purchasing an additional 20,325 shares during the period. BXM Wealth LLC’s holdings in McDonald’s were worth $6,790,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. WD Rutherford LLC raised its stake in shares of McDonald’s by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after buying an additional 33 shares during the period. Physician Wealth Advisors Inc. grew its stake in shares of McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after acquiring an additional 33 shares during the period. Redhawk Wealth Advisors Inc. grew its stake in shares of McDonald’s by 1.4% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares during the period. Symmetry Partners LLC increased its holdings in McDonald’s by 2.0% in the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after acquiring an additional 34 shares during the last quarter. Finally, Jackson Hole Capital Partners LLC raised its stake in McDonald’s by 0.3% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after acquiring an additional 34 shares during the period. Institutional investors own 70.29% of the company’s stock.

Insider Activity

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. This represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the transaction, the insider directly owned 8,733 shares of the company’s stock, valued at $2,867,393.22. The trade was a 23.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,657 shares of company stock valued at $23,722,204. 0.25% of the stock is owned by corporate insiders.

McDonald’s Price Performance

MCD stock opened at $307.17 on Monday. The firm has a 50 day simple moving average of $321.84 and a two-hundred day simple moving average of $311.61. The stock has a market cap of $218.21 billion, a PE ratio of 25.70, a P/E/G ratio of 2.73 and a beta of 0.53. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS 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 firm had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same period in the prior year, the company earned $2.83 EPS. The company’s revenue was up 9.7% on a year-over-year basis. On average, research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

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

McDonald’s News Summary

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

Wall Street Analysts Forecast Growth

MCD has been the topic of a number of recent research reports. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a research note on Friday, February 13th. Citigroup lifted their price objective on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a report on Thursday, February 12th. KeyCorp increased their target price on McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 3rd. Finally, Mizuho lifted their price target 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 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 MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price 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.