Laffer Tengler Investments Inc. Has $7.06 Million Stake in McDonald’s Corporation $MCD

Laffer Tengler Investments Inc. lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 14.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,245 shares of the fast-food giant’s stock after purchasing an additional 2,945 shares during the quarter. McDonald’s accounts for about 1.1% of Laffer Tengler Investments Inc.’s portfolio, making the stock its 29th biggest position. Laffer Tengler Investments Inc.’s holdings in McDonald’s were worth $7,064,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of MCD. Decker Retirement Planning Inc. raised its holdings in McDonald’s by 142.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after buying an additional 50 shares during the period. Legacy Investment Solutions LLC bought a new stake in shares of McDonald’s during the second quarter worth $25,000. Evergreen Private Wealth LLC raised its holdings in shares of McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after acquiring an additional 52 shares during the period. Financial Gravity Companies Inc. bought a new stake in McDonald’s in the 2nd quarter valued at $29,000. Finally, Traub Capital Management LLC bought a new stake in McDonald’s in the 2nd quarter valued at $29,000. Institutional investors own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: KeyCorp raised its price target to $354 and kept an “overweight” rating, implying roughly mid-single-digit upside from current levels and signaling analyst confidence in MCD’s growth and margin durability. Article Title
• Positive Sentiment: Unusually large options activity: traders bought ~80,687 call options on Monday (up ~433% vs. average), suggesting some market participants are positioning for upside or a catalyst in the near term.
• Positive Sentiment: Menu momentum from the new Big Arch burger and other promotions is being framed by analysts as a sales uplift and valuation tailwind—investors see product extensions as supporting comparable-store sales and pricing power. Article Title
• Positive Sentiment: Value promotions (e.g., $1 Egg McMuffin offers) and an explicit focus on core value messaging can help traffic and comps in a cost-sensitive consumer environment. Article Title
• Positive Sentiment: Market-watchers noted MCD traded in a “buy zone” during the recent sell-off, which may attract value-oriented buyers if broader market weakness continues. Article Title
• Neutral Sentiment: Competitive and industry context: Taco Bell and other chains are reshaping menus and order flows; this keeps price and product innovation central to share dynamics but doesn’t change McDonald’s structural advantages. Article Title
• Neutral Sentiment: Broader industry cost commentary (e.g., Dutch Bros flagging front‑loaded coffee COGS) highlights input‑cost volatility for restaurant operators; McDonald’s scale and pricing power reduce but don’t eliminate exposure. Article Title
• Negative Sentiment: PR headwinds after a viral video of CEO Christopher Kempczinski awkwardly tasting the Big Arch burger generated mocking headlines and social media attention; while publicity can boost awareness, short-term sentiment could be dented by negative coverage of leadership and product reception. Article Title

Analyst Upgrades and Downgrades

MCD has been the subject of a number of research reports. Barclays increased their price objective on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a research note on Thursday, November 6th. Wells Fargo & Company lifted their target price on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Finally, TD Cowen restated a “hold” rating and issued a $320.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $338.07.

Insider Transactions at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at $1,755,699.50. This represents a 32.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $2,005,760. The trade was a 28.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is currently owned by insiders.

McDonald’s Stock Down 0.9%

NYSE:MCD opened at $331.68 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 $235.63 billion, a price-to-earnings ratio of 27.76, a P/E/G ratio of 2.98 and a beta of 0.51. The stock’s 50 day moving average price is $317.21 and its two-hundred day moving average price is $310.64.

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping 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 analyst estimates of $6.81 billion. During the same period in the previous year, the firm earned $2.83 EPS. The firm’s revenue was up 9.7% compared to the same quarter last year. Equities research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. McDonald’s’s dividend payout ratio is 62.26%.

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.