Commonwealth of Pennsylvania Public School Empls Retrmt SYS cut its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 165,651 shares of the fast-food giant’s stock after selling 5,711 shares during the quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in McDonald’s were worth $50,628,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in the business. WASHINGTON TRUST Co lifted its stake in McDonald’s by 1.0% in the fourth quarter. WASHINGTON TRUST Co now owns 38,091 shares of the fast-food giant’s stock worth $11,642,000 after acquiring an additional 363 shares during the period. Impact Partnership Wealth LLC purchased a new stake in shares of McDonald’s during the fourth quarter valued at about $310,000. Patrick Mauro Investment Advisor INC. lifted its position in shares of McDonald’s by 12.5% during the fourth quarter. Patrick Mauro Investment Advisor INC. now owns 26,872 shares of the fast-food giant’s stock valued at $8,213,000 after buying an additional 2,989 shares during the last quarter. Norges Bank purchased a new stake in shares of McDonald’s during the fourth quarter valued at about $2,890,438,000. Finally, Madison Wealth Partners Inc lifted its position in shares of McDonald’s by 47.5% during the fourth quarter. Madison Wealth Partners Inc now owns 1,510 shares of the fast-food giant’s stock valued at $461,000 after buying an additional 486 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.
Insider Activity
In other news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,918 shares of company stock worth $1,862,485 in the last 90 days. Corporate insiders own 0.26% of the company’s stock.
McDonald’s Stock Up 0.5%
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the prior year, the company posted $2.67 earnings per share. The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. On average, research analysts anticipate that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.
McDonald’s Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is 61.34%.
Analyst Ratings Changes
Several research firms have commented on MCD. JPMorgan Chase & Co. decreased their price target on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Citigroup increased 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. Barclays decreased their price target on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. BTIG Research reissued a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research report on Thursday, May 7th. Finally, Royal Bank Of Canada decreased their price target on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and a consensus target price of $334.45.
Check Out Our Latest Stock Analysis on MCD
McDonald’s News Roundup
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
- Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
- Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
- Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
- Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
- Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
- Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title
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.
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