Daytona Street Capital LLC Purchases New Position in McDonald’s Corporation $MCD

Daytona Street Capital LLC acquired a new stake in McDonald’s Corporation (NYSE:MCD) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 8,422 shares of the fast-food giant’s stock, valued at approximately $2,574,000. McDonald’s accounts for approximately 1.7% of Daytona Street Capital LLC’s portfolio, making the stock its 18th biggest holding.

Several other large investors have also modified their holdings of the company. WD Rutherford LLC boosted its holdings 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 acquiring an additional 33 shares during the period. Physician Wealth Advisors Inc. boosted its holdings in shares of McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after acquiring an additional 33 shares during the period. Redhawk Wealth Advisors Inc. boosted its holdings in shares of McDonald’s by 1.4% in the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock valued at $736,000 after acquiring an additional 34 shares during the period. Symmetry Partners LLC boosted its holdings in shares of McDonald’s by 2.0% in the third 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 during the period. Finally, Jackson Hole Capital Partners LLC boosted its holdings in shares of McDonald’s by 0.3% in the third 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. 70.29% of the stock is owned by institutional investors and hedge funds.

Key McDonald’s News

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

• Positive Sentiment: Company pushes value-pricing again — reports say McDonald’s is rolling out a simplified McValue/true-value menu with items under $3 and meals starting at $5, a move that should help drive customer traffic and mix during promotional periods. McDonald’s is bringing back true value: New menu has items under $3 and meals starting at $5
• Positive Sentiment: Sector momentum is supportive — consumer stocks were higher in afternoon trading, giving McDonald’s the benefit of a broader industry lift that can boost multiple and sentiment for defensive consumer names. Sector Update: Consumer Stocks Advance in Afternoon Trading
• Positive Sentiment: Analyst/valuation commentary favors MCD — at least one investing write-up compares McDonald’s favorably versus peers (Domino’s), highlighting resilient same-store sales and arguing MCD looks attractive to buy for long-term investors. McDonald’s or Domino’s: One of These Is a Screaming Buy Right Now
• Neutral Sentiment: Brand PR: CEO response to viral “Big Arch” backlash — the CEO has made on-camera remarks and appearances to address a viral social media flap; this is short-term noise but worth watching for reputational impact. McDonald’s CEO Responds to the Viral Big Arch Backlash (WSJ) McDonald’s CEO responds to the viral Big Arch backlash (MSN)
• Neutral Sentiment: Delivery economics / consumer behavior: coverage offers tips to avoid small‑order delivery fees — indicates continued consumer sensitivity to delivery costs, which can influence AUV and digital mix but is not an immediate earnings shock. Getting McDonald’s Delivered? Here’s How To Avoid That Small Order Fee
• Neutral Sentiment: Local marketing: McDonald’s Türkiye launched a safety-focused McCafé campaign that reinterprets brand assets — a reminder of ongoing international marketing experiments that can boost local traffic. McDonald’s Türkiye Launches Campaign Spotlighting Driving Safety
• Neutral Sentiment: Franchise operator noise: recent Arcos Dorados (Latin America franchisee) earnings miss highlights regional operator risks but also underscores McDonald’s global scale advantage — watch Latin America disclosures for any systemwide guidance effects. How Investors May Respond To Arcos Dorados (ARCO) Earnings Miss
• Negative Sentiment: Input-cost pressure: reporting suggests beef prices remain elevated, pushing chains to lean more on chicken — sustained protein cost inflation could compress margins if menu price moves lag input costs. McDonald’s makes a big menu shift as beef prices rise

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MCD. Royal Bank Of Canada increased their price objective on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a report on Thursday, February 12th. KeyCorp increased their price objective on McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a report on Tuesday, January 6th. BTIG Research increased their price objective on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Tigress Financial increased their price target on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, McDonald’s presently has an average rating of “Hold” and a consensus price target of $339.69.

McDonald’s Price Performance

Shares of NYSE MCD opened at $309.85 on Tuesday. The stock has a fifty day moving average price of $321.78 and a 200 day moving average price of $311.67. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The company has a market cap of $220.12 billion, a PE ratio of 25.93, a P/E/G ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $6.81 billion. During the same period last year, the company earned $2.83 earnings per share. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.4%. McDonald’s’s dividend payout ratio is presently 62.26%.

Insiders Place Their Bets

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the 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 transaction, the insider owned 5,398 shares in the company, valued at approximately $1,755,699.50. This represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their position. 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. 0.25% of the stock is owned by insiders.

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.