AR Asset Management Inc. Has $3.06 Million Stock Position in McDonald’s Corporation $MCD

AR Asset Management Inc. raised its holdings in McDonald’s Corporation (NYSE:MCD) by 40.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,832 shares of the fast-food giant’s stock after purchasing an additional 2,832 shares during the period. AR Asset Management Inc.’s holdings in McDonald’s were worth $3,056,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of McDonald’s by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after purchasing an additional 703,458 shares during the last quarter. State Street Corp lifted its stake in McDonald’s by 2.7% in the 4th quarter. State Street Corp now owns 35,983,997 shares of the fast-food giant’s stock valued at $10,997,789,000 after purchasing an additional 959,140 shares during the last quarter. Geode Capital Management LLC boosted its position in McDonald’s by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock valued at $5,195,965,000 after buying an additional 76,090 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its position in McDonald’s by 3.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,474,749 shares of the fast-food giant’s stock valued at $2,895,768,000 after buying an additional 277,617 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of McDonald’s during the fourth quarter worth $2,890,438,000. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s Stock Down 0.2%

Shares of NYSE MCD opened at $263.49 on Thursday. The firm has a market cap of $187.21 billion, a PE ratio of 21.72, a P/E/G ratio of 2.83 and a beta of 0.41. The company’s fifty day simple moving average is $276.47 and its 200 day simple moving average is $299.40. McDonald’s Corporation has a 12-month low of $261.85 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business’s revenue was up 9.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.67 earnings per share. On average, equities analysts predict that McDonald’s Corporation will post 12.86 earnings per share for the current year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is currently 61.34%.

Analysts Set New Price Targets

A number of brokerages have recently commented on MCD. JPMorgan Chase & Co. dropped their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research note on Monday, May 11th. Barclays reduced their price objective on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Weiss Ratings cut McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 23rd. Citigroup cut their price target on McDonald’s from $375.00 to $335.00 and set a “buy” rating on the stock in a research note on Wednesday, July 15th. Finally, BTIG Research reiterated a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $336.32.

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 8,348 shares of company stock valued at $2,355,634 over the last quarter. Corporate insiders own 0.26% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is rolling out multiple new limited-time menu items, including breakfast and Caesar offerings, which could help attract customers and support sales momentum. McDonald’s Introduces Sweet and Savory New Breakfast Item
• Positive Sentiment: The company’s new breakfast biscuit and sweet makeover of a classic sandwich reinforce its strategy of frequent menu updates to drive breakfast traffic and customer engagement. McDonald’s gives classic breakfast sandwich a sweet makeover
• Positive Sentiment: Analyst-style commentary highlighting McDonald’s as a “champion” and a solid dividend name may be helping support the stock, especially as investors look for defensive names with reliable cash flow. McDonald’s: Time Abroad Tells Me This Is Still A Champion
• Neutral Sentiment: Recent coverage also notes MCD has been trading lower alongside a broader pullback, reflecting weakness in momentum rather than a company-specific earnings disappointment. McDonald’s (MCD) Stock Declines While Market Improves: Some Information for Investors
• Neutral Sentiment: Customer-complaint coverage and mixed reactions to a new McFlurry flavor could temper enthusiasm, but these stories appear more consumer-interest oriented than material fundamentals. 12 Common Customer Complaints About McDonald’s
• Negative Sentiment: Some recent commentary suggests the stock has been declining even as the broader market improved, which may signal near-term pressure from investor rotation or technical weakness. McDonald’s (MCD) Stock Declines While Market Improves: Some Information for Investors

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.