SevenBridge Financial Group LLC Cuts Stock Holdings in McDonald’s Corporation $MCD

SevenBridge Financial Group LLC trimmed its stake in McDonald’s Corporation (NYSE:MCD) by 23.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,155 shares of the fast-food giant’s stock after selling 1,602 shares during the period. SevenBridge Financial Group LLC’s holdings in McDonald’s were worth $1,582,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of MCD. Brighton Jones LLC increased its stake in McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC raised its position in McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares during the last quarter. United Bank lifted its stake in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of McDonald’s by 2.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s Trading Down 0.9%

NYSE MCD opened at $325.03 on Thursday. The firm has a market cap of $230.90 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The stock has a 50-day moving average of $319.45 and a 200-day moving average of $311.34.

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

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Wall Street Analyst Weigh In

MCD has been the topic of a number of research reports. BTIG Research raised their price objective on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. TD Cowen reaffirmed a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a research note on Tuesday, January 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Seventeen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, McDonald’s has an average rating of “Hold” and a consensus price target of $339.69.

More McDonald’s News

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and kept a Buy rating, citing McDonald’s multi-year growth strategy and brand strength — a catalyst that supports upside expectations. Tigress Financial Upgrade
• Positive Sentiment: McDonald’s digital/loyalty ecosystem is nearing ~210M active users, which management and analysts say can boost visit frequency and enable higher-margin personalization and promotions over time. This underpins longer-term revenue leverage from technology. Loyalty Program Growth
• Neutral Sentiment: Multiple reports (WSJ/Reuters) say McDonald’s will introduce $3 value meals and new $4 breakfast deals in the U.S. starting in April to reclaim its “value” image and drive traffic — likely positive for same-store sales but potentially margin-dilutive depending on mix and promotional intensity. $3 Value Meals Report
• Negative Sentiment: Insider selling disclosed: Joseph M. Erlinger sold 2,626 shares on March 10 at about $328.34, trimming his position by ~23% — not uncommon but sometimes viewed negatively by investors watching insider confidence. SEC Form 4

Insider Buying and Selling at McDonald’s

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the sale, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. This trade represents a 43.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the company’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 transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 74,143 shares of company stock worth $24,517,724 over the last ninety days. 0.25% of the stock is owned by company insiders.

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.