Brady Family Wealth LLC Sells 1,655 Shares of McDonald’s Corporation $MCD

Brady Family Wealth LLC lessened its stake in McDonald’s Corporation (NYSE:MCD) by 12.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,850 shares of the fast-food giant’s stock after selling 1,655 shares during the period. Brady Family Wealth LLC’s holdings in McDonald’s were worth $3,601,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in MCD. Nova Wealth Management Inc. purchased a new position in shares of McDonald’s during the first quarter worth approximately $26,000. HFM Investment Advisors LLC bought a new position in McDonald’s in the first quarter worth approximately $26,000. Decker Retirement Planning Inc. increased its holdings in McDonald’s by 142.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares during the period. Legacy Investment Solutions LLC bought a new stake in McDonald’s during the 2nd quarter valued at $25,000. Finally, GFG Capital LLC purchased a new stake in shares of McDonald’s in the 2nd quarter worth $29,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s Stock Down 1.2%

NYSE:MCD opened at $315.85 on Friday. The stock has a market capitalization of $224.93 billion, a price-to-earnings ratio of 26.95, a PEG ratio of 3.55 and a beta of 0.52. McDonald’s Corporation has a 52 week low of $276.53 and a 52 week high of $326.32. The firm has a 50 day moving average of $307.19 and a 200 day moving average of $303.93.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The business had revenue of $7.08 billion for the quarter, compared to analyst estimates of $7.10 billion. During the same period in the previous year, the company posted $3.23 earnings per share. The business’s revenue for the quarter was up 3.0% on a year-over-year basis. As a group, analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. The ex-dividend date was Monday, December 1st. McDonald’s’s dividend payout ratio (DPR) is 63.48%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s raised its quarterly dividend to $1.86 (annualized $7.44), signaling continued free‑cash‑flow strength and supporting the stock’s income appeal. (Dividend disclosure appeared in recent MarketBeat reporting.)
• Positive Sentiment: Holiday marketing is driving strong attention — the Grinch Meal promotion generated broad press and consumer buzz, which can boost seasonal traffic and brand engagement. Read More.
• Positive Sentiment: McDonald’s revived its digital MONOPOLY promotion to push app downloads, reinforce value messaging and support U.S. traffic for Q4 — a digital-first campaign that can improve repeat visits and AUVs. Read More.
• Neutral Sentiment: Analyst and institutional activity remains mixed: several analysts reaffirm or tweak targets around the low‑to‑mid $300s, and institutional holdings changed modestly — supports a “hold” consensus but not a clear re‑rating catalyst. (Coverage summarized in recent market reports.)
• Neutral Sentiment: Political/insider transaction news: a report noted Representative Julie Johnson sold shares of McDonald’s; such public selling can draw short‑term attention but doesn’t change fundamentals. Read More.
• Negative Sentiment: EVP Desiree Ralls‑Morrison sold 2,486 shares (~$795k at $320) and reduced her holdings ~28% — insider selling can be perceived negatively by investors, especially when clustered with other sales. SEC filing: Read More.
• Negative Sentiment: Reputational hit: McDonald’s pulled an AI Christmas ad after backlash in some markets, which generated negative headlines and potential short‑term brand distraction. Read More.
• Negative Sentiment: Broader industry pressure: analysts note U.S. restaurants face softer demand, higher value sensitivity and cost pressures — a tougher consumer backdrop could cap same‑store sales and margin upside. Read More.

Insiders Place Their Bets

In other McDonald’s news, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the sale, the chief financial officer owned 26,353 shares of the company’s stock, valued at approximately $8,169,430. The trade was a 39.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the transaction, the executive vice president owned 4,606 shares in the company, valued at $1,407,133. The trade was a 58.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,516 shares of company stock worth $13,036,090 in the last three months. Insiders own 0.25% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Sanford C. Bernstein restated a “market perform” rating on shares of McDonald’s in a research note on Wednesday, December 10th. BTIG Research reiterated a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Mizuho upgraded shares of McDonald’s to a “hold” rating in a report on Tuesday, October 28th. Wells Fargo & Company upped their price target on shares of McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Finally, KeyCorp reissued an “overweight” rating and set a $335.00 price objective on shares of McDonald’s in a report on Monday, October 20th. Eleven equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $324.57.

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.