CX Institutional Purchases 21,838 Shares of McDonald’s Corporation $MCD

CX Institutional increased its position in shares of McDonald’s Corporation (NYSE:MCD) by 172.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,506 shares of the fast-food giant’s stock after acquiring an additional 21,838 shares during the quarter. CX Institutional’s holdings in McDonald’s were worth $10,486,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of McDonald’s during the second quarter worth $2,780,712,000. Laurel Wealth Advisors LLC grew its stake in McDonald’s by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after buying an additional 5,718,087 shares during the last quarter. Soundwatch Capital LLC acquired a new position in McDonald’s during the 2nd quarter valued at about $1,412,069,000. Viking Global Investors LP raised its stake in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Finally, Amundi boosted its holdings in McDonald’s by 96.0% in the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after acquiring an additional 1,974,751 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 3,195 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $305.82, for a total value of $977,094.90. Following the completion of the transaction, the insider directly owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Manuel Jm Steijaert sold 13,134 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $300.42, for a total transaction of $3,945,716.28. Following the sale, the executive vice president directly owned 4,606 shares in the company, valued at $1,383,734.52. The trade was a 74.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,516 shares of company stock valued at $13,036,090 in the last ninety days. Insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

NYSE:MCD opened at $302.63 on Wednesday. The company’s fifty day moving average price is $307.58 and its 200-day moving average price is $304.63. McDonald’s Corporation has a 1-year low of $276.53 and a 1-year high of $326.32. The firm has a market capitalization of $215.52 billion, a P/E ratio of 25.82, a PEG ratio of 3.04 and a beta of 0.53.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing the consensus estimate of $3.33 by ($0.11). The business had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. McDonald’s’s revenue for the quarter was up 3.0% compared to the same quarter last year. During the same period in the previous year, the company posted $3.23 earnings per share. Equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.5%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.77. The ex-dividend date of this dividend was Monday, December 1st. McDonald’s’s dividend payout ratio is 63.48%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on MCD shares. Mizuho upgraded shares of McDonald’s to a “hold” rating in a report on Tuesday, October 28th. BTIG Research restated a “neutral” rating on shares of McDonald’s in a research note on Friday, October 24th. Piper Sandler reaffirmed a “neutral” rating and issued a $325.00 price target on shares of McDonald’s in a report on Wednesday, October 22nd. Wells Fargo & Company lifted their price objective on shares of McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Friday, October 31st. Twelve analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $325.83.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Management growth initiatives: analysts note McDonald’s is leaning on a disciplined unit expansion to support systemwide sales, which helps offset pressure on traffic and underpins long‑term revenue growth. Read More.
• Positive Sentiment: Menu changes could boost short‑term traffic: January menu shake‑ups and a promoted “secret” menu may help drive curiosity visits and promotional lift. Read More.
• Neutral Sentiment: Company pushes back on allegations: McDonald’s has issued statements saying the lawsuit “distorts the facts,” which may limit immediate reputational damage while the case progresses. Read More.
• Neutral Sentiment: Local/operational items with limited system impact: reports include a city council urged to block 24/7 openings in one area and a franchise location demolished for a downtown development — notable locally but unlikely to move companywide fundamentals. Read More. | Read More.
• Negative Sentiment: Class‑action lawsuit over McRib ingredients: multiple outlets report a federal class action alleging the McRib sandwich is misleadingly marketed and lacks “real rib” meat. That creates near‑term legal and PR risk; potential damages and settlement costs are uncertain, but the headline risk can pressure consumer sentiment around the product while the case receives coverage. Read More.
• Negative Sentiment: Recent headline sensitivity: the stock has shown short‑term weakness in recent sessions (analyst note: recent day decline amid market uptick), and an earnings miss last quarter makes sentiment more vulnerable to negative newsflow. 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.