Dynamic Advisor Solutions LLC trimmed its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,947 shares of the fast-food giant’s stock after selling 1,983 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in McDonald’s were worth $4,568,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently bought and sold shares of MCD. Vanguard Group Inc. grew its stake in shares of McDonald’s by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares during the period. State Street Corp increased its stake in McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after acquiring an additional 196,505 shares during the last quarter. Norges Bank purchased a new position in shares of McDonald’s in the 2nd quarter worth about $2,780,712,000. Laurel Wealth Advisors LLC raised its holdings in shares of McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after purchasing an additional 5,718,087 shares during the period. Finally, Legal & General Group Plc lifted its stake in shares of McDonald’s by 6.4% in the 3rd quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock valued at $1,445,899,000 after purchasing an additional 286,284 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.
McDonald’s Price Performance
NYSE MCD opened at $308.26 on Tuesday. The company has a market capitalization of $218.98 billion, a price-to-earnings ratio of 25.80, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The company’s fifty day moving average price is $321.62 and its two-hundred day moving average price is $311.57.
McDonald’s Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.
Insider Transactions at McDonald’s
In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was 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 in the company, valued at approximately $2,867,393.22. This represents a 23.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,657 shares of company stock valued at $23,722,204 in the last three months. Corporate insiders own 0.25% of the company’s stock.
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Rolling out value items ($3 or less) and $4 breakfast deals in the U.S., plus a Mario Happy Meal tie‑in, is designed to boost traffic and repeat visits amid consumer cost sensitivity — a near‑term demand catalyst. McDonald’s Value Push And Mario Tie In Versus Recent Share Weakness
- Positive Sentiment: Reviving a 36‑year‑old Happy Meal toy collaboration signals brand engagement and promotional lift for kids’ traffic, complementing the Mario campaign. McDonald’s revives 36-year-old fan-favorite Happy Meal toy collab
- Positive Sentiment: The premium “Big Arch” burger is producing a modest traffic bump and is positioned to protect margins while value items drive visits — a two‑pronged pricing/mix strategy that can support revenue and profit per transaction. McDonald’s Big Arch provides a modest traffic bump
- Positive Sentiment: Testing humanoid robots in a Shanghai location signals a push on automation that could lower labor costs and improve throughput in the medium term if scaled successfully. McDonald’s (MCD) Tests Humanoid Robots at Shanghai Restaurant Location
- Neutral Sentiment: Large state‑by‑state price differences highlight local pricing flexibility and franchised variability — this shows pricing power in some markets but inconsistent consumer pricing experience elsewhere. McDonald’s Big Arch—Drastic Price Differences Across States
- Neutral Sentiment: Practical consumer stories (cash‑only rules, niche menu items, food features) drive brand conversation but have limited direct impact on fundamentals. The McDonald’s cash-only rule you need to know about
- Neutral Sentiment: Analyst/asset‑allocation pieces comparing beaten‑down blue chips (Home Depot vs. McDonald’s) may influence flows but reflect relative valuation/portfolio choice rather than company‑specific news. Home Depot vs McDonald’s: Which Beaten-Down Blue Chip Is the Better Buy Right Now?
- Negative Sentiment: Coverage noting “menu missteps” argues that inconsistent or poorly received menu changes could force a strategy reset — a risk to sales mix and margins if McDonald’s needs to overhaul offerings or promotions. McDonald’s latest menu missteps could force a new menu strategy
Wall Street Analysts Forecast Growth
MCD has been the topic of several research reports. KeyCorp raised their price target on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Sanford C. Bernstein reiterated a “market perform” rating and set a $340.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Finally, JPMorgan Chase & Co. lifted their target price on shares of McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $339.69.
Get Our Latest Analysis on McDonald’s
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.
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