Daymark Wealth Partners LLC lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,155 shares of the fast-food giant’s stock after purchasing an additional 2,660 shares during the period. Daymark Wealth Partners LLC’s holdings in McDonald’s were worth $10,439,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Evergreen Private Wealth LLC raised its position in McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares in the last quarter. Park Place Capital Corp grew its position in shares of McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after buying an additional 45 shares in the last quarter. Painted Porch Advisors LLC grew its position in shares of McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after buying an additional 103 shares in the last quarter. Davis Capital Management purchased a new position in shares of McDonald’s during the third quarter valued at $37,000. Finally, Saranac Partners Ltd purchased a new position in shares of McDonald’s during the third quarter valued at $37,000. Institutional investors own 70.29% of the company’s stock.
Analyst Upgrades and Downgrades
MCD has been the subject of a number of research reports. Truist Financial upped their price objective on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Guggenheim cut their target price on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Tigress Financial boosted their price target on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Mizuho upped their price target on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Finally, 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. Seventeen 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, the stock currently has a consensus rating of “Hold” and a consensus price target of $339.69.
McDonald’s Price Performance
McDonald’s stock opened at $307.81 on Wednesday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The business has a fifty day moving average price of $321.59 and a 200-day moving average price of $311.52. The stock has a market capitalization of $218.67 billion, a price-to-earnings ratio of 25.76, a PEG ratio of 2.74 and a beta of 0.51.
McDonald’s (NYSE:MCD – Get Free Report) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (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 company 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 posted $2.83 EPS. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, equities research analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.
McDonald’s Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald’s’s dividend payout ratio is 62.26%.
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Value push and branded tie-ins aimed at boosting traffic: McDonald’s is launching $3-and-under menu items and $4 breakfast meal deals and is rolling out a Super Mario Happy Meal tie‑in ahead of the Super Mario Galaxy movie — moves intended to protect volumes as consumers stay price‑sensitive. Article Title
- Positive Sentiment: Fast sellout comeback: McDonald’s is bringing back a menu item that previously sold out in days — a re‑launch that can generate short‑term traffic and PR momentum. Article Title
- Positive Sentiment: Brand collaborations expanding: McDonald’s will offer K‑pop “Demon Hunters” meals (global promotional tie) that can attract younger customers and boost limited‑time demand. Article Title
- Neutral Sentiment: Automation tests continue: Trials of humanoid/service robots in Shanghai and other automation experiments draw attention for potential labor‑cost savings, but ROI and rollout timing remain uncertain. Article Title Article Title
- Neutral Sentiment: Promotional cadence and Happy Meal logistics: Coverage on the timing/availability of the Super Mario Happy Meal and other limited offers helps explain near‑term traffic drivers but not guaranteed margin upside. Article Title
- Negative Sentiment: Pricing disparity and premium pricing scrutiny: Reports show McDonald’s “Big Arch” premium burger priced nearly $13 in one state and that the premium item produced only a modest traffic bump — raising questions about pricing power, franchise consistency, and the ability of premium SKUs to protect margins. Article Title Article Title Article Title
- Negative Sentiment: Consumer/PR minutiae and nostalgia pieces: Multiple stories on discontinued items, regional menu oddities, and local rules (e.g., cash‑only reports) keep the brand in headlines but can also highlight inconsistencies that worry investors about uniform customer experience and pricing. Article Title
Insider Activity at McDonald’s
In related news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This trade represents a 73.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the sale, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. This represents a 32.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company’s stock.
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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