Yousif Capital Management LLC Decreases Holdings in McDonald’s Corporation $MCD

Yousif Capital Management LLC cut its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 4.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 87,455 shares of the fast-food giant’s stock after selling 4,080 shares during the quarter. Yousif Capital Management LLC’s holdings in McDonald’s were worth $26,485,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Capital Advisory Group Advisory Services LLC raised its stake in shares of McDonald’s by 14.8% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 1,851 shares of the fast-food giant’s stock worth $566,000 after acquiring an additional 238 shares in the last quarter. 4WEALTH Advisors Inc. raised its stake in shares of McDonald’s by 2.9% during the fourth quarter. 4WEALTH Advisors Inc. now owns 3,477 shares of the fast-food giant’s stock worth $1,063,000 after acquiring an additional 99 shares in the last quarter. Perfromance Wealth Partners LLC grew its holdings in shares of McDonald’s by 12.6% in the fourth quarter. Perfromance Wealth Partners LLC now owns 3,199 shares of the fast-food giant’s stock worth $978,000 after purchasing an additional 357 shares during the last quarter. Finer Wealth Management Inc. grew its holdings in shares of McDonald’s by 6.4% in the fourth quarter. Finer Wealth Management Inc. now owns 10,630 shares of the fast-food giant’s stock worth $3,249,000 after purchasing an additional 640 shares during the last quarter. Finally, Clayton Financial Group LLC grew its holdings in shares of McDonald’s by 27,500.0% in the fourth quarter. Clayton Financial Group LLC now owns 276 shares of the fast-food giant’s stock worth $84,000 after purchasing an additional 275 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Company is expanding its value push (McValue 2.0: under $3 items, $4 breakfast deals, and $5–$6 bundles), which should support traffic and same‑store sales resilience in a tighter consumer environment. Did McDonald’s New Value Menu and Pop Culture Deals Just Shift McDonald’s (MCD) Investment Narrative?
• Positive Sentiment: Pop‑culture promotions (KPop “Demon Hunters” meals) are driving hype and incremental spending — collectible cards are re‑selling for high prices, indicating strong demand and PR value. McDonald’s ‘KPop Demon Hunters’ cards are selling online for hundreds. What to know
• Positive Sentiment: Management and board adjustments signal operational focus and succession/leadership strengthening, which can support execution of the value and marketing strategy. McDonald’s strengthens leadership team
• Neutral Sentiment: Some menu experimentation is limited to select locations — could be incremental and hard to scale quickly, so impact on corporate performance is uncertain. McDonald’s shakes up menu with major changes – but only at certain locations
• Neutral Sentiment: Consumer safety/operations note: McDonald’s won’t cook medium‑rare burgers (food‑safety/procedure explanation) — unlikely to affect demand materially but relevant to quality perceptions. You Can’t Order A Medium-Rare Burger At McDonald’s And There’s A Reason
• Negative Sentiment: Viral “Big Arch” CEO taste‑test clip has generated backlash and media scrutiny about tone and affordability messaging — reputational noise can pressure near‑term sentiment and foot traffic if not contained. The Economic Divide Behind That McDonald’s CEO Viral Video
• Negative Sentiment: CEO has been in damage‑control mode (first on‑camera remarks), but continued coverage keeps the story front‑and‑center and may weigh on sentiment until the issue fades. McDonald’s CEO speaks to media for first time since his viral taste test video
• Negative Sentiment: Operational risk in the franchise system: a rival franchisee filing Chapter 11 (65 restaurants at risk) highlights sector‑level pressures that could spill over into franchised operations and competitive dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk

McDonald’s Trading Down 1.7%

Shares of MCD stock opened at $304.64 on Wednesday. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The stock has a market cap of $216.41 billion, a PE ratio of 25.49, a price-to-earnings-growth ratio of 2.73 and a beta of 0.53. The company’s fifty day moving average price is $321.60 and its 200-day moving average price is $311.69.

McDonald’s (NYSE:MCD) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating 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 firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the business posted $2.83 EPS. The company’s quarterly revenue was up 9.7% on a year-over-year basis. On average, sell-side analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

Wall Street Analyst Weigh In

A number of research firms recently commented on MCD. BTIG Research upped their price target on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Citigroup upped their price target on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Barclays upped their price target on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Mizuho increased their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Finally, Royal Bank Of Canada increased their target price on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, McDonald’s has an average rating of “Hold” and a consensus price target of $339.69.

Insider Buying and Selling at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the sale, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total transaction of $862,220.84. Following the sale, the insider owned 8,733 shares in the company, valued at approximately $2,867,393.22. This trade represents a 23.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 71,657 shares of company stock worth $23,722,204. Corporate insiders own 0.25% of the company’s stock.

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.