Econ Financial Services Corp Takes Position in McDonald’s Corporation $MCD

Econ Financial Services Corp acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 13,270 shares of the fast-food giant’s stock, valued at approximately $4,056,000. McDonald’s comprises about 2.0% of Econ Financial Services Corp’s holdings, making the stock its 12th largest holding.

Several other large investors also recently bought and sold shares of MCD. Evergreen Private Wealth LLC lifted its stake 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 acquiring an additional 52 shares during the period. Park Place Capital Corp grew its stake in shares of McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after acquiring an additional 45 shares during the period. Painted Porch Advisors LLC grew its stake in shares of McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after acquiring an additional 103 shares during the period. Davis Capital Management purchased a new position in shares of McDonald’s during the third quarter valued at approximately $37,000. Finally, Saranac Partners Ltd bought a new position in McDonald’s during the third quarter valued at approximately $37,000. 70.29% of the stock is currently owned by institutional investors.

McDonald’s Trading Up 0.7%

Shares of NYSE MCD opened at $310.76 on Wednesday. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The firm has a market capitalization of $220.76 billion, a price-to-earnings ratio of 26.01, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. The firm has a 50 day moving average of $321.83 and a 200 day moving average of $311.53.

McDonald’s (NYSE:MCD) last released 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. The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period last year, the firm earned $2.83 earnings per share. Sell-side analysts predict that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The business also recently announced 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 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Insider Buying and Selling

In related news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction 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 transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, 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 SEC filing for this sale provides additional information. Insiders sold a total of 71,657 shares of company stock valued at $23,722,204 in the last 90 days. 0.25% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on MCD. Sanford C. Bernstein restated a “market perform” rating and issued a $340.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Finally, Truist Financial upped their price objective on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. 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 company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $339.69.

More McDonald’s News

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

• Positive Sentiment: Company to roll out a new $3 value menu and $4 meal this week — a direct traffic and frequency play that should help same‑store sales and appeal to price‑sensitive consumers. Read More.
• Positive Sentiment: Major marketing tie‑ins: two K‑pop “Demon Hunters” meals and other pop‑culture promotions (Super Mario Happy Meal) are live — likely to drive short‑term visit spikes and social buzz. Read More.
• Positive Sentiment: Leadership shuffle returns an operations veteran to U.S. COO and names a new SVP for global franchising and delivery—an execution‑focused move that investors may view as strengthening day‑to‑day operations and franchise relations. Read More.
• Positive Sentiment: Local expansion approved in at least one market (plans for a second town‑centre McDonald’s), signaling ongoing unit growth opportunities. Read More.
• Neutral Sentiment: Human‑interest and PR coverage (95‑year‑old customer celebration) and product nostalgia stories keep the brand visible but have limited direct financial impact. Read More.
• Negative Sentiment: Reports flag operational and margin pressure: rising energy costs and disruption concerns tied to Middle East tensions could weigh on margins and franchise economics. Read More.
• Negative Sentiment: Consumer pushback on a new $12 premium burger and localized complaints about near‑cashier‑free stores leaving staff to absorb extra work raise questions about product pricing/appeal and execution risks. Read More. Read More.

McDonald’s 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.