McDonald’s Corporation $MCD Shares Bought by Summitry LLC

Summitry LLC grew its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 7.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,585 shares of the fast-food giant’s stock after buying an additional 1,622 shares during the quarter. Summitry LLC’s holdings in McDonald’s were worth $7,167,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Evergreen Private Wealth LLC grew its holdings 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 acquiring an additional 52 shares in the last quarter. Decker Retirement Planning Inc. lifted its position in shares of McDonald’s by 142.9% during the second 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 last quarter. Legacy Investment Solutions LLC bought a new position in shares of McDonald’s during the second quarter worth about $25,000. Financial Gravity Companies Inc. acquired a new position in McDonald’s in the second quarter worth about $29,000. Finally, Traub Capital Management LLC bought a new stake in McDonald’s in the second quarter valued at about $29,000. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on MCD shares. TD Cowen restated a “hold” rating and set a $320.00 price objective on shares of McDonald’s in a research note on Thursday. Piper Sandler upped their price target on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday. Robert W. Baird set a $335.00 price objective on McDonald’s in a research note on Thursday. Royal Bank Of Canada lifted their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Fifteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, McDonald’s has an average rating of “Hold” and an average target price of $337.04.

McDonald’s Price Performance

NYSE:MCD opened at $327.58 on Monday. The firm has a market capitalization of $233.29 billion, a P/E ratio of 27.41, a P/E/G ratio of 3.32 and a beta of 0.52. The business has a 50 day simple moving average of $313.02 and a 200 day simple moving average of $308.34. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $335.67.

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 last year, the business posted $2.83 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. Research analysts anticipate 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 will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Insider Activity

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This represents a 58.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 31,439 shares of company stock valued at $9,772,464. Company insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Q4 beat and momentum — McDonald’s reported stronger-than-expected Q4 results (revenue ~ $7.0B, EPS beat, systemwide comps up ~5.7% with U.S. comps ~6.8%) and cited loyalty growth that helped drive sales and margins; this is the primary bullish catalyst supporting the stock. Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades and higher targets — Several firms raised ratings/targets (Argus upgraded to Buy with a $380 target; Truist/BTIG raised targets toward ~$370), which can support further upside as sentiment shifts. Analyst Upgrades
• Positive Sentiment: Buyback/dividend tailwind — Coverage notes that strong cash flow from Q4 and a healthy dividend yield support continued buybacks and payouts, a structural catalyst for EPS per-share gains over time. Buybacks & Dividends
• Neutral Sentiment: Promotions/brand buzz — Seasonal items and PR stunts (Shamrock Shake, McNugget kits) are driving traffic and media attention; helpful for short-term comps but likely temporary. Promotions
• Negative Sentiment: Insider selling — A disclosed sale by a senior U.S. executive (Form 4) may have added to near-term selling pressure as some investors lock in gains after the earnings pop. Insider Sale
• Negative Sentiment: Franchisee execution risk — Reports of tension between corporate pricing/value pushes and some franchisees could complicate uniform execution and margins across markets, a potential headwind if disputes persist. Franchisee Tensions

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.