MassMutual Private Wealth & Trust FSB Reduces Position in McDonald’s Corporation $MCD

MassMutual Private Wealth & Trust FSB decreased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 2.0% during the fourth quarter, HoldingsChannel reports. The firm owned 127,293 shares of the fast-food giant’s stock after selling 2,545 shares during the quarter. McDonald’s makes up about 1.0% of MassMutual Private Wealth & Trust FSB’s investment portfolio, making the stock its 24th largest position. MassMutual Private Wealth & Trust FSB’s holdings in McDonald’s were worth $38,905,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. WD Rutherford LLC grew its holdings in shares of McDonald’s by 1.0% during the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after buying an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. raised its stake in McDonald’s by 1.4% in the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares during the last quarter. Symmetry Partners LLC raised its stake in McDonald’s by 2.0% in the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after acquiring an additional 34 shares during the last quarter. Jackson Hole Capital Partners LLC lifted its position in McDonald’s by 0.3% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after acquiring an additional 34 shares during the period. Finally, CFO4Life Group LLC lifted its position in McDonald’s by 2.1% during the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after acquiring an additional 34 shares during the period. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Performance

MCD stock opened at $309.42 on Friday. The firm has a market cap of $219.81 billion, a PE ratio of 25.89, a P/E/G ratio of 2.75 and a beta of 0.51. The firm’s fifty day moving average is $321.59 and its 200 day moving average is $311.69. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data 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 net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the prior year, the firm posted $2.83 earnings per share. The company’s revenue was up 9.7% compared to the same quarter last year. Research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The firm 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 is currently 62.26%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on MCD shares. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research note on Friday, February 13th. Jefferies Financial Group boosted their price objective on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. upped their target price on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Finally, Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $339.69.

Insiders Place Their Bets

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the completion of the sale, the insider owned 8,733 shares of the company’s stock, valued at $2,867,393.22. This trade represents a 23.12% 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 in the last three months. 0.25% of the stock is currently owned by company insiders.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s rolled out deeper value pricing and is reportedly launching $3 menu items aimed at retaining lower-income customers — actions that can boost traffic and same-store sales if widely adopted. McDonald’s Value Menu Just Got Even Cheaper McDonald’s reportedly launching $3 menu items
• Positive Sentiment: Marketing tie-ins returning (Super Mario Galaxy Happy Meal toys) provide a low-cost way to drive family traffic and frequency, supporting March/holiday comps. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals
• Neutral Sentiment: Consumer-facing notes on McDonald’s soft-serve/ice-cream mechanics and safety: useful for operations/brand perception but unlikely to move fundamentals unless problems escalate. What You Should Know Before Eating McDonald’s Ice Cream Again
• Neutral Sentiment: Price of the new Big Arch burger varies significantly by location — shows pricing power is uneven and customers see mixed value; informational for revenue mix but not an immediate catalyst. Price of McDonald’s new Big Arch burger varies across the US
• Negative Sentiment: A federal judge allowed two former Black vice presidents’ harassment and retaliation claims to proceed — a potential reputational and legal overhang that could bring costs or reforms. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Analysts and press highlight a pricing challenge: franchisees set local prices, producing uneven inflation pass-through and promotional participation — a structural constraint on company-wide pricing and margin execution. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market coverage notes MCD shares have dipped more than the broader market recently, reflecting investor concern about near-term comps, pricing variability and legal headlines. McDonald’s (MCD) Dips More Than Broader Market

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.