TABR Capital Management LLC Buys New Shares in McDonald’s Corporation $MCD

TABR Capital Management LLC purchased a new stake in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,067 shares of the fast-food giant’s stock, valued at approximately $3,383,000. McDonald’s accounts for about 1.3% of TABR Capital Management LLC’s investment portfolio, making the stock its 27th largest position.

Several other hedge funds and other institutional investors also recently bought and sold shares of MCD. Vanguard Group Inc. raised its position in shares of McDonald’s by 0.4% during the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares during the last quarter. State Street Corp grew its position in McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after buying an additional 196,505 shares in the last quarter. Norges Bank bought a new position in McDonald’s during the second quarter valued at about $2,780,712,000. Laurel Wealth Advisors LLC increased its stake in McDonald’s by 29,382.3% during the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after acquiring an additional 5,718,087 shares during the period. Finally, Soundwatch Capital LLC acquired a new position in McDonald’s in the 2nd quarter valued at approximately $1,412,069,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have commented on the company. Barclays raised their price objective on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a research note on Tuesday, January 6th. Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Citigroup lifted their price target on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Truist Financial increased their price objective on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $339.69.

Insider Activity

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at $7,638,066. This trade represents a 53.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’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 $763,567.39. This represents a 73.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,657 shares of company stock worth $23,722,204 in the last quarter. 0.25% of the stock is owned by company insiders.

Key Stories Impacting McDonald’s

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 Price Performance

McDonald’s stock opened at $309.42 on Monday. The business has a 50 day simple moving average of $321.59 and a 200 day simple moving average of $311.63. The company has a market capitalization of $219.81 billion, a PE ratio of 25.89, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

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

McDonald’s Announces Dividend

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

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.