Adelphi Trust Co Purchases New Shares in McDonald’s Corporation $MCD

Adelphi Trust Co purchased a new stake in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,096 shares of the fast-food giant’s stock, valued at approximately $946,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after buying an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after buying an additional 52 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after buying an additional 206 shares in the last quarter. United Bank grew its holdings in shares of McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after buying an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after buying an additional 312 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Large beverage push — McDonald’s is rolling out energy drinks (including Red Bull Dragonberry), crafted sodas and “refreshers” nationwide to target younger, price‑sensitive customers and lift repeat visits and beverage margins. This strategic push is the clearest near‑term growth lever investors are citing. Read More.
• Positive Sentiment: Value menu expansion — Management is expanding an “under $3” value lineup to drive transactions and traffic, a defensive move to support comps while higher‑margin initiatives scale. Read More.
• Positive Sentiment: Recent fundamentals and analyst coverage — McDonald’s beat last quarter’s EPS and revenue expectations (Feb. results) and several brokerages maintain constructive targets, supporting the stock’s upward bias. Read More.
• Neutral Sentiment: Marketing & cultural buzz — Promotional tie‑ins (K‑pop collab, viral CEO clips) and local guest‑experience pilots can drive short‑term traffic but are hard to quantify for long‑term earnings. Read More.
• Neutral Sentiment: Operator initiatives — Independent franchisees (e.g., Kaufman Enterprises) are testing customer‑insight programs to boost service — positive for operations but limited near‑term market impact. Read More.
• Negative Sentiment: Commodity cost pressure — Cattle prices and broader meat inflation are at multiyear highs, which could compress margins if franchisees/management cannot fully pass costs through. Read More.
• Negative Sentiment: Legal risk — A lawsuit filed by former Black executives is headed to trial, adding headline/legal risk that could weigh on sentiment if outcomes or damages emerge. Read More.
• Negative Sentiment: Insider sale & competitive noise — A disclosed sale by the U.S. president under a 10b5‑1 plan, combined with month‑to‑date share weakness and rival menu moves (e.g., Chili’s targeting late‑night/value segments), is adding short‑term selling pressure. Read More. Read More.

McDonald’s Stock Performance

MCD opened at $306.57 on Thursday. The company has a market cap of $217.92 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 2.70 and a beta of 0.53. The stock has a 50-day moving average of $320.25 and a 200-day moving average of $311.74. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm’s revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.83 EPS. On average, research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors 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 of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.

Insiders Place Their Bets

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s 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 completion of the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. The trade was a 53.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,657 shares of company stock worth $23,723,307 over the last quarter. 0.25% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts have recently weighed in on MCD shares. Jefferies Financial Group lifted their price target on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Sanford C. Bernstein reiterated a “market perform” rating and set a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. TD Cowen reiterated a “hold” rating and set a $320.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Mizuho lifted their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Citigroup lifted their price target on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s Company 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.