Naviter Wealth LLC Sells 1,721 Shares of McDonald’s Corporation $MCD

Naviter Wealth LLC decreased its stake in McDonald’s Corporation (NYSE:MCD) by 18.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,829 shares of the fast-food giant’s stock after selling 1,721 shares during the period. Naviter Wealth LLC’s holdings in McDonald’s were worth $2,393,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of MCD. Federated Hermes Inc. increased its position in shares of McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after buying an additional 64,757 shares during the period. Global X Japan Co. Ltd. increased its position in shares of McDonald’s by 236.7% during the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock worth $1,976,000 after buying an additional 4,571 shares during the period. D.A. Davidson & CO. increased its position in shares of McDonald’s by 2.7% during the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after buying an additional 3,774 shares during the period. Regent Peak Wealth Advisors LLC acquired a new stake in shares of McDonald’s during the third quarter worth $1,120,000. Finally, Synergy Asset Management LLC increased its position in shares of McDonald’s by 317.2% during the third quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant’s stock worth $5,691,000 after buying an additional 14,506 shares during the period. Institutional investors own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on MCD. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research report on Friday, February 13th. Guggenheim decreased their price objective 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. Wells Fargo & Company increased their price objective on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research report 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. Finally, Barclays increased their price objective on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Seventeen equities research 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, the stock presently has a consensus rating of “Hold” and an average price target of $339.69.

McDonald’s News Summary

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

• Positive Sentiment: Company is expanding its value push (McValue 2.0: under $3 items, $4 breakfast deals, and $5–$6 bundles), which should support traffic and same‑store sales resilience in a tighter consumer environment. Did McDonald’s New Value Menu and Pop Culture Deals Just Shift McDonald’s (MCD) Investment Narrative?
• Positive Sentiment: Pop‑culture promotions (KPop “Demon Hunters” meals) are driving hype and incremental spending — collectible cards are re‑selling for high prices, indicating strong demand and PR value. McDonald’s ‘KPop Demon Hunters’ cards are selling online for hundreds. What to know
• Positive Sentiment: Management and board adjustments signal operational focus and succession/leadership strengthening, which can support execution of the value and marketing strategy. McDonald’s strengthens leadership team
• Neutral Sentiment: Some menu experimentation is limited to select locations — could be incremental and hard to scale quickly, so impact on corporate performance is uncertain. McDonald’s shakes up menu with major changes – but only at certain locations
• Neutral Sentiment: Consumer safety/operations note: McDonald’s won’t cook medium‑rare burgers (food‑safety/procedure explanation) — unlikely to affect demand materially but relevant to quality perceptions. You Can’t Order A Medium-Rare Burger At McDonald’s And There’s A Reason
• Negative Sentiment: Viral “Big Arch” CEO taste‑test clip has generated backlash and media scrutiny about tone and affordability messaging — reputational noise can pressure near‑term sentiment and foot traffic if not contained. The Economic Divide Behind That McDonald’s CEO Viral Video
• Negative Sentiment: CEO has been in damage‑control mode (first on‑camera remarks), but continued coverage keeps the story front‑and‑center and may weigh on sentiment until the issue fades. McDonald’s CEO speaks to media for first time since his viral taste test video
• Negative Sentiment: Operational risk in the franchise system: a rival franchisee filing Chapter 11 (65 restaurants at risk) highlights sector‑level pressures that could spill over into franchised operations and competitive dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk

Insider Activity 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 completion of the sale, the chief marketing officer directly owned 6,200 shares in the company, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company’s stock.

McDonald’s Trading Down 1.7%

NYSE:MCD opened at $304.64 on Wednesday. The stock has a market capitalization of $216.41 billion, a price-to-earnings ratio of 25.49, a PEG ratio of 2.73 and a beta of 0.53. The firm has a fifty day simple moving average of $321.60 and a two-hundred day simple moving average of $311.69. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last posted 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. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period last year, the company posted $2.83 earnings per share. Equities analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is presently 62.26%.

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.