McDonald’s Corporation $MCD Shares Bought by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 17.9% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 11,524 shares of the fast-food giant’s stock after acquiring an additional 1,751 shares during the period. Aaron Wealth Advisors LLC’s holdings in McDonald’s were worth $3,522,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the stock. Evergreen Private Wealth LLC raised its position in shares of McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the last quarter. Park Place Capital Corp raised 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 purchasing an additional 45 shares during the last quarter. Painted Porch Advisors LLC raised 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 purchasing an additional 103 shares during the last quarter. Davis Capital Management acquired a new position in shares of McDonald’s during the 3rd quarter worth about $37,000. Finally, Saranac Partners Ltd acquired a new position in shares of McDonald’s during the 3rd quarter worth about $37,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Trading Up 0.9%

Shares of MCD opened at $309.85 on Tuesday. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The firm has a 50-day moving average price of $321.78 and a 200 day moving average price of $311.67. The firm has a market capitalization of $220.12 billion, a P/E ratio of 25.93, a P/E/G ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the firm posted $2.83 earnings per share. McDonald’s’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

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. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald’s’s dividend payout ratio is currently 62.26%.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. UBS Group increased their target price on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. TD Cowen reiterated a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. KeyCorp increased their target price on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a research report on Tuesday, March 3rd. Finally, Mizuho increased their target price on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Seventeen equities 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. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $339.69.

McDonald’s News Roundup

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

• Positive Sentiment: Company pushes value-pricing again — reports say McDonald’s is rolling out a simplified McValue/true-value menu with items under $3 and meals starting at $5, a move that should help drive customer traffic and mix during promotional periods. McDonald’s is bringing back true value: New menu has items under $3 and meals starting at $5
• Positive Sentiment: Sector momentum is supportive — consumer stocks were higher in afternoon trading, giving McDonald’s the benefit of a broader industry lift that can boost multiple and sentiment for defensive consumer names. Sector Update: Consumer Stocks Advance in Afternoon Trading
• Positive Sentiment: Analyst/valuation commentary favors MCD — at least one investing write-up compares McDonald’s favorably versus peers (Domino’s), highlighting resilient same-store sales and arguing MCD looks attractive to buy for long-term investors. McDonald’s or Domino’s: One of These Is a Screaming Buy Right Now
• Neutral Sentiment: Brand PR: CEO response to viral “Big Arch” backlash — the CEO has made on-camera remarks and appearances to address a viral social media flap; this is short-term noise but worth watching for reputational impact. McDonald’s CEO Responds to the Viral Big Arch Backlash (WSJ) McDonald’s CEO responds to the viral Big Arch backlash (MSN)
• Neutral Sentiment: Delivery economics / consumer behavior: coverage offers tips to avoid small‑order delivery fees — indicates continued consumer sensitivity to delivery costs, which can influence AUV and digital mix but is not an immediate earnings shock. Getting McDonald’s Delivered? Here’s How To Avoid That Small Order Fee
• Neutral Sentiment: Local marketing: McDonald’s Türkiye launched a safety-focused McCafé campaign that reinterprets brand assets — a reminder of ongoing international marketing experiments that can boost local traffic. McDonald’s Türkiye Launches Campaign Spotlighting Driving Safety
• Neutral Sentiment: Franchise operator noise: recent Arcos Dorados (Latin America franchisee) earnings miss highlights regional operator risks but also underscores McDonald’s global scale advantage — watch Latin America disclosures for any systemwide guidance effects. How Investors May Respond To Arcos Dorados (ARCO) Earnings Miss
• Negative Sentiment: Input-cost pressure: reporting suggests beef prices remain elevated, pushing chains to lean more on chicken — sustained protein cost inflation could compress margins if menu price moves lag input costs. McDonald’s makes a big menu shift as beef prices rise

Insider Activity at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. This trade 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 the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated 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 of the company’s stock, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is owned by corporate insiders.

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.