McDonald’s Corporation $MCD Shares Bought by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 106.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,366 shares of the fast-food giant’s stock after purchasing an additional 2,256 shares during the period. Newbridge Financial Services Group Inc.’s holdings in McDonald’s were worth $1,334,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evergreen Private Wealth LLC grew its position in McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Park Place Capital Corp grew its position in shares of McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after acquiring an additional 45 shares during the period. Painted Porch Advisors LLC grew its position in shares of McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares during the period. Davis Capital Management acquired a new stake in shares of McDonald’s during the 3rd quarter valued at about $37,000. Finally, Saranac Partners Ltd acquired a new stake in shares of McDonald’s during the 3rd quarter valued at about $37,000. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s Trading Up 0.9%

MCD stock opened at $309.85 on Tuesday. 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 $220.12 billion, a price-to-earnings ratio of 25.93, a PEG ratio of 2.73 and a beta of 0.53. The business’s 50-day moving average is $321.78 and its 200 day moving average is $311.67.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company 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 posted $2.83 EPS. McDonald’s’s revenue was up 9.7% compared to the same quarter last year. As a group, equities analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

Insider Transactions at McDonald’s

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated 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 sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $328.34, for a total value of $862,220.84. Following the completion of the sale, the insider owned 8,733 shares in the company, valued at approximately $2,867,393.22. The trade was a 23.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 71,657 shares of company stock valued at $23,722,204. 0.25% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have recently commented on MCD. Piper Sandler raised their target price on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. UBS Group raised their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Truist Financial raised their target price on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. TD Cowen restated a “hold” rating and set a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research report on Tuesday, January 6th. 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 company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $339.69.

Key McDonald’s News

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

• Positive Sentiment: Company pushes value-pricing again — reports say McDonald’s is rolling out a simplified McValue/true-value menu with items under $3 and meals starting at $5, a move that should help drive customer traffic and mix during promotional periods. McDonald’s is bringing back true value: New menu has items under $3 and meals starting at $5
• Positive Sentiment: Sector momentum is supportive — consumer stocks were higher in afternoon trading, giving McDonald’s the benefit of a broader industry lift that can boost multiple and sentiment for defensive consumer names. Sector Update: Consumer Stocks Advance in Afternoon Trading
• Positive Sentiment: Analyst/valuation commentary favors MCD — at least one investing write-up compares McDonald’s favorably versus peers (Domino’s), highlighting resilient same-store sales and arguing MCD looks attractive to buy for long-term investors. McDonald’s or Domino’s: One of These Is a Screaming Buy Right Now
• Neutral Sentiment: Brand PR: CEO response to viral “Big Arch” backlash — the CEO has made on-camera remarks and appearances to address a viral social media flap; this is short-term noise but worth watching for reputational impact. McDonald’s CEO Responds to the Viral Big Arch Backlash (WSJ) McDonald’s CEO responds to the viral Big Arch backlash (MSN)
• Neutral Sentiment: Delivery economics / consumer behavior: coverage offers tips to avoid small‑order delivery fees — indicates continued consumer sensitivity to delivery costs, which can influence AUV and digital mix but is not an immediate earnings shock. Getting McDonald’s Delivered? Here’s How To Avoid That Small Order Fee
• Neutral Sentiment: Local marketing: McDonald’s Türkiye launched a safety-focused McCafé campaign that reinterprets brand assets — a reminder of ongoing international marketing experiments that can boost local traffic. McDonald’s Türkiye Launches Campaign Spotlighting Driving Safety
• Neutral Sentiment: Franchise operator noise: recent Arcos Dorados (Latin America franchisee) earnings miss highlights regional operator risks but also underscores McDonald’s global scale advantage — watch Latin America disclosures for any systemwide guidance effects. How Investors May Respond To Arcos Dorados (ARCO) Earnings Miss
• Negative Sentiment: Input-cost pressure: reporting suggests beef prices remain elevated, pushing chains to lean more on chicken — sustained protein cost inflation could compress margins if menu price moves lag input costs. McDonald’s makes a big menu shift as beef prices rise

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.