Axxcess Wealth Management LLC Buys 179,199 Shares of McDonald’s Corporation $MCD

Axxcess Wealth Management LLC grew its stake in McDonald’s Corporation (NYSE:MCD) by 770.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 202,451 shares of the fast-food giant’s stock after purchasing an additional 179,199 shares during the quarter. Axxcess Wealth Management LLC’s holdings in McDonald’s were worth $61,874,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in MCD. Your Advocates Ltd. LLP bought a new position in shares of McDonald’s in the 4th quarter worth about $27,000. Park Place Capital Corp increased its stake in McDonald’s by 95.7% during the 4th 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 in the last quarter. DecisionPoint Financial LLC increased its stake in McDonald’s by 1,616.7% during 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. Entrust Financial LLC bought a new stake in McDonald’s during the 4th quarter valued at about $31,000. Finally, Painted Porch Advisors LLC increased its stake in McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on MCD. Jefferies Financial Group raised their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. 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 note on Friday, February 13th. Wells Fargo & Company reduced their price objective on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. KeyCorp reduced their price objective on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Finally, Morgan Stanley set a $331.00 price target on shares of McDonald’s in a research note on Friday, May 8th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $334.45.

McDonald’s Stock Up 1.3%

Shares of MCD stock opened at $284.03 on Friday. The company has a 50 day moving average price of $300.56 and a 200-day moving average price of $309.44. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75. The firm has a market capitalization of $201.81 billion, a PE ratio of 23.42, a P/E/G ratio of 2.79 and a beta of 0.43.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm’s revenue was up 9.4% compared to the same quarter last year. During the same quarter last year, the firm posted $2.67 earnings per share. Analysts anticipate that McDonald’s Corporation will post 12.94 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.6%. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

Insider Buying and Selling

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction that occurred on 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 directly owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 12,119 shares of company stock worth $3,945,973. 0.26% of the stock is currently owned by insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s confirmed a quarterly dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling continued cash generation for shareholders. McDonald’s Rewards Shareholders Again
• Positive Sentiment: Several reports highlighted new menu and beverage initiatives, plus AI-driven and futuristic drive-thru upgrades, suggesting McDonald’s is trying to improve the customer experience and drive more sales through product innovation. McDonalds Is Transforming the Fast-Food Experience in 2026 With AI, Futuristic Drive-Thrus, and Trendy New Drinks
• Positive Sentiment: Analysts are said to be resetting growth and valuation assumptions, which can keep the stock in focus if investors see McDonald’s as a defensive brand with improving execution. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
• Neutral Sentiment: McDonald’s plans to open a restaurant in historic Castlemaine and other brand-related media coverage appear more like awareness/marketing stories than major financial catalysts. McDonald’s confirms plan for restaurant in historic Castlemaine
• Neutral Sentiment: McDonald’s board change at Constellation Brands is not a direct operational update for MCD, though it does keep the company’s leadership team visible in the market. Constellation Brands Announces Election of Morgan Flatley as New Independent Board Director
• Negative Sentiment: Recent valuation commentary noted weaker share-price performance over the past month and quarter, suggesting investors remain cautious despite McDonald’s defensive profile and dividend support. Assessing McDonald’s (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns

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.