Vanguard Personalized Indexing Management LLC Boosts Holdings in McDonald’s Corporation $MCD

Vanguard Personalized Indexing Management LLC grew its position in shares of McDonald’s Corporation (NYSE:MCD) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 109,084 shares of the fast-food giant’s stock after buying an additional 2,895 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in McDonald’s were worth $33,339,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in MCD. Your Advocates Ltd. LLP acquired a new position in shares of McDonald’s during the fourth quarter worth about $27,000. Park Place Capital Corp lifted its position in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares during the period. IFC & Insurance Marketing Inc. purchased a new stake in McDonald’s in the 4th quarter valued at approximately $29,000. DecisionPoint Financial LLC boosted its holdings in McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after purchasing an additional 97 shares in the last quarter. Finally, Entrust Financial LLC acquired a new position in McDonald’s during the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Activity

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares in the company, valued at $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,307 shares of company stock worth $3,262,622 in the last ninety days. Insiders own 0.26% of the company’s stock.

Wall Street Analyst Weigh In

MCD has been the subject of a number of analyst reports. Morgan Stanley set a $331.00 target price on McDonald’s in a research note on Friday, May 8th. Barclays decreased their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Royal Bank Of Canada cut their price objective on 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. Tigress Financial raised their target price on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Finally, Robert W. Baird set a $305.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, McDonald’s presently has an average rating of “Moderate Buy” and a consensus price target of $336.26.

More McDonald’s News

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

• Positive Sentiment: Commentary highlighted McDonald’s as a “rare mega-cap” with accelerating fundamentals, citing 3.8% global comparable sales growth, more than $9 billion in loyalty sales over 90 days, and 9.4% year-over-year revenue growth, which supports the bull case for the stock. McDonald’s Will Trade at This Price in 2028
• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early results from a million orders appear promising; if rolled out successfully, this could improve efficiency and margins over time. McDonald’s Is Letting AI Take Your Orders Again. A Million Orders Later, the Results Look Promising.
• Positive Sentiment: Promotional activity tied to FIFA World Cup meals, collectible cups, and Squishmallows could help drive customer traffic and add some sales momentum. McDonald’s FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Neutral Sentiment: Analyst and investor commentary remains generally supportive, with reports noting McDonald’s continues to attract attention as a defensive, widely followed stock. McDonald’s Corporation (MCD) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by executive Joseph Erlinger may weigh on sentiment slightly, even though such sales do not necessarily reflect a change in business outlook. Joseph Erlinger Sells 5,252 Shares of McDonald’s (NYSE:MCD) Stock
• Negative Sentiment: Some recent coverage has also raised concerns about customer pushback on operational changes and workplace safety issues, which could create headline risk if they persist. Should McDonald’s AI Drive Thru Push and Safety Scrutiny Require Action From McDonald’s (MCD) Investors?

McDonald’s Stock Performance

Shares of MCD stock opened at $284.88 on Monday. The stock has a fifty day moving average price of $289.38 and a 200 day moving average price of $306.76. The stock has a market cap of $202.41 billion, a PE ratio of 23.49, a P/E/G ratio of 2.84 and a beta of 0.41. McDonald’s Corporation has a 1 year low of $271.85 and a 1 year high of $341.75.

McDonald’s (NYSE:MCD) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the prior year, the company earned $2.67 earnings per share. McDonald’s’s revenue was up 9.4% compared to the same quarter last year. As a group, equities research analysts predict that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a dividend of $1.86 per share. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. McDonald’s’s payout ratio is presently 61.34%.

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.