Meiji Yasuda Life Insurance Co Reduces Stock Position in McDonald’s Corporation $MCD

Meiji Yasuda Life Insurance Co lessened its holdings in McDonald’s Corporation (NYSE:MCD) by 43.2% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,670 shares of the fast-food giant’s stock after selling 2,795 shares during the quarter. Meiji Yasuda Life Insurance Co’s holdings in McDonald’s were worth $992,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in MCD. Hamilton Point Investment Advisors LLC boosted its position in McDonald’s by 1.8% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock valued at $535,000 after buying an additional 31 shares during the period. Encompass More Asset Management increased its position in shares of McDonald’s by 1.5% during the fourth quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock worth $648,000 after acquiring an additional 32 shares during the period. Richmond Investment Services LLC raised its stake in shares of McDonald’s by 1.4% during the fourth quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock valued at $696,000 after acquiring an additional 32 shares in the last quarter. Papamarkou Wellner Asset Management inc. raised its stake in shares of McDonald’s by 0.4% during the fourth quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 32 shares in the last quarter. Finally, Allied Investment Advisors LLC boosted its holdings in shares of McDonald’s by 2.6% in the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock valued at $417,000 after purchasing an additional 34 shares during the period. 70.29% of the stock is currently owned by institutional investors.

Insider Activity at McDonald’s

In related news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares in the company, valued at $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.26% of the stock is owned by insiders.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Investors purchased 34,703 MCD call options, approximately 34% above typical volume. The activity may indicate increased bullish speculation, though options flow alone does not confirm a sustained rally.
• Positive Sentiment: McDonald’s benefited from a modest rebound in burger stocks as traders considered whether elevated short interest could contribute to a short squeeze. Wendy’s Climbs 4%, McDonald’s Ticks Up: Is Short Interest Setting Up a Squeeze in the Burger Trade?
• Positive Sentiment: The company is bringing back Spicy McNuggets on September 1 after a two-year absence, alongside other limited-time menu items and seasonal coffee promotions. These launches could support traffic and customer engagement, although their financial impact is likely modest. McDonald’s to Bring Back Spicy McNuggets
• Positive Sentiment: A consumer survey again ranked McDonald’s fries ahead of major competitors, reinforcing the brand’s strong customer recognition. A Hello Kitty and Godzilla Happy Meal promotion may provide additional promotional appeal.
• Neutral Sentiment: Analyst comparisons with Domino’s highlight McDonald’s global expansion, digital initiatives and customer-engagement efforts, but do not represent a new company-specific catalyst. McDonald’s vs. Domino’s: Which Stock Has Better Growth Prospects?
• Neutral Sentiment: Reports about a fake McDonald’s support bot promising free premium AI tools appear to be a scam warning rather than an operating or earnings development.
• Negative Sentiment: Argus lowered its McDonald’s price target to $310, signaling more limited near-term upside despite the target remaining above the current market level. Argus Lowers McDonald’s Price Target
• Negative Sentiment: McDonald’s slipped with other burger stocks after takeover speculation surrounding Wendy’s faded, removing a sector-wide catalyst. Separately, commentary pointing to weakening consumer conditions raises concerns about pressure on traffic and value-focused spending, though the claim is not a formal company forecast.

McDonald’s Price Performance

Shares of MCD stock opened at $265.05 on Friday. McDonald’s Corporation has a 1-year low of $259.85 and a 1-year high of $341.75. The stock’s fifty day moving average price is $270.67 and its 200 day moving average price is $291.72. The company has a market cap of $187.56 billion, a price-to-earnings ratio of 21.53, a price-to-earnings-growth ratio of 2.97 and a beta of 0.41.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating analysts’ consensus estimates of $3.32 by $0.06. The company had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The firm’s revenue was up 3.7% compared to the same quarter last year. During the same period last year, the business posted $3.19 earnings per share. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.87 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be given a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on MCD. TD Cowen reissued a “hold” rating on shares of McDonald’s in a research report on Tuesday, August 4th. Barclays decreased their price objective on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Weiss Ratings lowered shares of McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. Argus lowered their price target on shares of McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Robert W. Baird upgraded shares of McDonald’s to a “hold” rating in a research note on Monday, August 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $322.96.

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.