4,500 Shares in McDonald’s Corporation $MCD Acquired by Core Wealth Advisors LLC

Core Wealth Advisors LLC acquired a new position in shares of McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,500 shares of the fast-food giant’s stock, valued at approximately $1,375,000. McDonald’s comprises about 0.8% of Core Wealth Advisors LLC’s portfolio, making the stock its 14th biggest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Bearing Point Capital LLC boosted its stake in McDonald’s by 15.7% during the 4th quarter. Bearing Point Capital LLC now owns 4,060 shares of the fast-food giant’s stock worth $1,241,000 after acquiring an additional 550 shares during the last quarter. Texas Yale Capital Corp. boosted its stake in McDonald’s by 2.2% during the 4th quarter. Texas Yale Capital Corp. now owns 17,750 shares of the fast-food giant’s stock worth $5,425,000 after acquiring an additional 375 shares during the last quarter. Sfmg LLC boosted its stake in McDonald’s by 2.7% during the 4th quarter. Sfmg LLC now owns 4,884 shares of the fast-food giant’s stock worth $1,493,000 after acquiring an additional 127 shares during the last quarter. WASHINGTON TRUST Co boosted its stake in McDonald’s by 1.0% during the 4th 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 last quarter. Finally, Impact Partnership Wealth LLC bought a new position in McDonald’s during the 4th quarter worth approximately $310,000. Institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on the stock. Tigress Financial raised their target price on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Sanford C. Bernstein restated a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Jefferies Financial Group raised their target price on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Finally, Truist Financial raised their target price on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $334.45.

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

Insider Activity

In related news, insider Joseph M. Erlinger sold 333 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $280.11, for a total value of $93,276.63. Following the completion of the transaction, the insider owned 7,734 shares of the company’s stock, valued at $2,166,370.74. The trade was a 4.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold a total of 5,918 shares of company stock valued at $1,862,485 over the last three months. Insiders own 0.26% of the company’s stock.

McDonald’s Trading Up 0.5%

Shares of MCD opened at $279.42 on Friday. The company has a market cap of $198.53 billion, a price-to-earnings ratio of 23.04, a PEG ratio of 2.78 and a beta of 0.43. McDonald’s Corporation has a 1-year low of $271.98 and a 1-year high of $341.75. The company’s fifty day simple moving average is $295.34 and its 200 day simple moving average is $308.57.

McDonald’s (NYSE:MCD) last issued its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The business 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 for the quarter was up 9.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.67 earnings per share. As a group, research analysts forecast 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. Stockholders of record on Tuesday, June 2nd will be given a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. 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.