SageView Advisory Group LLC Acquires 7,400 Shares of McDonald’s Corporation $MCD

SageView Advisory Group LLC grew its stake in shares of McDonald’s Corporation (NYSE:MCD) by 44.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,168 shares of the fast-food giant’s stock after buying an additional 7,400 shares during the quarter. SageView Advisory Group LLC’s holdings in McDonald’s were worth $7,344,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Evergreen Private Wealth LLC grew its position in 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 acquiring an additional 52 shares during the last quarter. Financial Gravity Companies Inc. bought a new position in shares of McDonald’s in the second quarter worth approximately $29,000. Traub Capital Management LLC purchased a new position in shares of McDonald’s in the second quarter worth $29,000. Davis Capital Management bought a new stake in McDonald’s during the 3rd quarter valued at $37,000. Finally, Miller Wealth Advisors LLC purchased a new stake in McDonald’s during the 3rd quarter valued at $38,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s Price Performance

Shares of MCD opened at $327.74 on Wednesday. The company has a 50-day simple moving average of $319.06 and a two-hundred day simple moving average of $311.25. The firm has a market capitalization of $232.83 billion, a PE ratio of 27.43, a price-to-earnings-growth ratio of 2.94 and a beta of 0.51. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

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

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on MCD shares. BTIG Research raised their price target on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Guggenheim dropped their target price on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a report on Friday, February 13th. Finally, Jefferies Financial Group lifted their price objective on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, McDonald’s presently has an average rating of “Hold” and an average target price of $339.69.

Key McDonald’s News

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

• Positive Sentiment: Loyalty momentum: McDonald’s loyalty program is near 210 million active users across 70+ markets, improving engagement and providing a direct lever to drive repeat sales and targeted promotions as it targets 250M members by 2027. Will McDonald’s 210M Loyalty Users Fuel Long-Term Growth?
• Positive Sentiment: Analyst support: A published price-target raise to $385 signals at least one analyst’s bullish view on upside vs. current levels, which can support sentiment and buy-side interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: New product and partner activations: Recent consumer-facing moves — a spring menu featuring Cadbury items and a Crocs Happy Meal promotion — are small-but-visible initiatives that can boost traffic, social buzz and limited-time sales. McDonald’s just unveiled its new spring menu — Cadbury products will send fans wild McDonald’s rolls out Crocs Happy Meal. What comes inside?
• Positive Sentiment: Brand & marketing traction: The Big Arch burger rollout and CEO-led taste-test moments have generated viral attention and sparked playful competitor responses — a sign of strong brand engagement that can translate into short-term traffic lifts. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation McDonald’s CEO’s Big Arch taste test sparked a war of fast-food copycats
• Neutral Sentiment: Valuation debate: Recent analysis questions whether the current share price fully reflects McDonald’s fundamentals — pointing to strong brand and growth drivers but mixed valuation signals, which may temper buying conviction. Is McDonald’s (MCD) Share Price Justified After Recent Gains And Mixed Valuation Signals
• Neutral Sentiment: Product-level chatter: Lifestyle and menu stories (sauce comparisons, Filet‑O‑Fish nostalgia, rare-store features) keep the brand top-of-mind but are unlikely to move fundamentals materially. McDonald’s Big Mac Sauce Vs Big Arch Sauce: Here’s The Difference
• Negative Sentiment: Macro/operational risk: Analysis highlights exposure to high oil prices (logistics, delivery partner costs, packaging inputs and consumer pump sensitivity). A sustained spike in fuel could pressure margins, delivery economics and low-income consumer traffic. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

Insider Activity

In related news, EVP Jonathan Banner sold 6,201 shares of the business’s 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 sale, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction dated 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 approximately $2,052,200. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is currently owned by corporate insiders.

About McDonald’s

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.