Albion Financial Group UT Has $8.57 Million Stock Holdings in McDonald’s Corporation $MCD

Albion Financial Group UT trimmed its holdings in McDonald’s Corporation (NYSE:MCD) by 7.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,039 shares of the fast-food giant’s stock after selling 2,199 shares during the quarter. Albion Financial Group UT’s holdings in McDonald’s were worth $8,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in MCD. Viking Global Investors LP lifted its stake in shares of McDonald’s by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the period. Franklin Resources Inc. raised its stake in McDonald’s by 36.6% during the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after buying an additional 1,179,244 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in McDonald’s by 111.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock worth $629,446,000 after buying an additional 1,090,849 shares during the period. Marshall Wace LLP raised its stake in McDonald’s by 927.5% during the 3rd quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock worth $251,483,000 after buying an additional 927,547 shares during the period. Finally, Alyeska Investment Group L.P. raised its stake in McDonald’s by 766.5% during the 3rd quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant’s stock worth $269,134,000 after buying an additional 783,416 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s Stock Performance

Shares of MCD stock opened at $309.85 on Tuesday. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75. The company has a market capitalization of $220.12 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 2.73 and a beta of 0.53. The business’s fifty day moving average is $321.78 and its 200 day moving average is $311.67.

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, beating analysts’ consensus estimates 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 business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the business posted $2.83 earnings per share. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, sell-side analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. 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 (DPR) is presently 62.26%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Piper Sandler upped their price target on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Robert W. Baird set a $335.00 price target on McDonald’s in a research note on Thursday, February 12th. Truist Financial boosted their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Erste Group Bank raised McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Finally, Wells Fargo & Company boosted their price objective on McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Seventeen 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’s stock. Based on data from MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and an average target price of $339.69.

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. 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 over the last three months. 0.25% of the stock is owned by corporate insiders.

Trending Headlines about McDonald’s

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

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.