Frank Rimerman Advisors LLC Sells 2,097 Shares of McDonald’s Corporation $MCD

Frank Rimerman Advisors LLC lowered its stake in McDonald’s Corporation (NYSE:MCD) by 15.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 11,655 shares of the fast-food giant’s stock after selling 2,097 shares during the quarter. Frank Rimerman Advisors LLC’s holdings in McDonald’s were worth $3,562,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Evergreen Private Wealth LLC grew its stake in McDonald’s by 162.5% in the third 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 raised its stake 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 purchasing an additional 45 shares in the last quarter. Painted Porch Advisors LLC boosted its holdings in shares of McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after buying an additional 103 shares during the last quarter. Davis Capital Management bought a new position in shares of McDonald’s in the third quarter valued at $37,000. Finally, Saranac Partners Ltd bought a new position in shares of McDonald’s in the third quarter valued at $37,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s Trading Up 0.7%

MCD opened at $310.76 on Wednesday. The stock’s fifty day simple moving average is $321.83 and its 200 day simple moving average is $311.53. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The stock has a market cap of $220.76 billion, a PE ratio of 26.01, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. The firm 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 in the previous year, the company earned $2.83 earnings per share. Equities analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald’s’s dividend payout ratio is 62.26%.

Key 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.

Insider Activity at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the sale, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,657 shares of company stock worth $23,722,204 in the last quarter. Corporate insiders own 0.25% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on MCD. BTIG Research upped their price target on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Royal Bank Of Canada boosted their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research note on Thursday, February 12th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Finally, Piper Sandler raised 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. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $339.69.

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.