Bokf Na increased its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,266 shares of the fast-food giant’s stock after buying an additional 2,759 shares during the period. Bokf Na’s holdings in McDonald’s were worth $32,901,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MCD. Evergreen Private Wealth LLC increased 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 valued at $26,000 after acquiring an additional 52 shares in the last quarter. Financial Gravity Companies Inc. bought a new position in shares of McDonald’s in the 2nd quarter worth $29,000. Traub Capital Management LLC acquired a new stake in McDonald’s in the 2nd quarter valued at $29,000. Davis Capital Management acquired a new stake in McDonald’s in the 3rd quarter valued at $37,000. Finally, Miller Wealth Advisors LLC bought a new stake in McDonald’s during the 3rd quarter valued at $38,000. 70.29% of the stock is owned by institutional investors.
Analysts Set New Price Targets
Several research analysts have weighed in on the stock. Royal Bank Of Canada upped their price objective 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. Robert W. Baird set a $335.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Guggenheim decreased their target price on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. TD Cowen restated a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Finally, Citigroup raised their price target on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and an average target price of $339.69.
McDonald’s Price Performance
MCD opened at $325.03 on Thursday. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75. The company has a market capitalization of $230.90 billion, a price-to-earnings ratio of 27.20, a P/E/G ratio of 2.92 and a beta of 0.51. The firm’s fifty day moving average price is $319.45 and its two-hundred day moving average price is $311.34.
McDonald’s (NYSE:MCD – Get Free Report) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate 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 company 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 company posted $2.83 earnings per share. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current 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 paid a $1.86 dividend. The ex-dividend date 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 62.26%.
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Company to roll out $3 value items (and new $4 breakfast deals) in the U.S. starting in April — a clear push to reclaim McDonald’s value image and drive traffic and same‑store sales among cost‑sensitive consumers. This defensive pricing move can help protect market share in an industry focused on affordability. Article Title WSJ
- Positive Sentiment: Digital loyalty program nearing ~210M active users — higher engagement from loyalty can convert promotional traffic into repeat visits and higher lifetime value, supporting revenue resilience even if average check is pressured. Zacks
- Neutral Sentiment: Product and marketing coverage (Big Arch taste tests, spring/Cadbury menu items, Crocs Happy Meal) continue to keep brand relevance high but are unlikely by themselves to change near‑term fundamentals. These items support consumer interest and PR but have mixed near‑term earnings impact. Detroit News
- Neutral Sentiment: Wider press coverage (Quartz, Yahoo, Forbes, MSN) frames the $3 push as part of broader industry price competition; monitoring competitor responses will clarify whether this is a short‑term traffic tactic or a sustained price strategy. Quartz
- Negative Sentiment: Insider sale disclosed — Joseph M. Erlinger sold 2,626 shares (~$862k) on Mar. 10; insider selling can be perceived negatively by the market even if not tied to company outlook. Investors often watch such filings for signals about insider confidence. SEC filing
Insider Transactions at McDonald’s
In other news, EVP Jonathan Banner sold 6,201 shares of the company’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 completion of the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents 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 hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the 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 sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 74,143 shares of company stock worth $24,517,724. Company insiders own 0.25% of the company’s stock.
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.
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