SG Trading Solutions LLC Takes Position in McDonald’s Corporation $MCD

SG Trading Solutions LLC acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 3,407 shares of the fast-food giant’s stock, valued at approximately $1,041,000.

Several other large investors have also added to or reduced their stakes in MCD. Brighton Jones LLC lifted its holdings in shares of McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after buying an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after acquiring an additional 52 shares in the last quarter. Sivia Capital Partners LLC grew its stake in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after acquiring an additional 206 shares in the last quarter. United Bank increased its holdings in McDonald’s by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after acquiring an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in McDonald’s by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after acquiring an additional 312 shares during the period. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. TD Cowen reissued a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. JPMorgan Chase & Co. decreased their price target on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Cfra upgraded McDonald’s to a “buy” rating in a research report on Friday, May 8th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and increased their price objective for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Finally, Royal Bank Of Canada dropped their price objective on McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research note on Friday, May 8th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $336.26.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is bringing back its fried apple pie for a limited time, a nostalgia-driven promotion that could boost traffic and social media buzz around the brand. McDonald’s (MCD) Brings Back Fried Apple Pie After More Than 30 Years
• Positive Sentiment: New coverage highlights McDonald’s mix of value deals, menu innovation, and pop-culture activations as drivers of first-quarter comparable sales, suggesting the company’s marketing strategy is working. McDonald’s Blends Value With Brand Activations: Is It Paying Off?
• Positive Sentiment: Analyst commentary on McDonald’s “McValue” platform and a recent rating upgrade points to improved sentiment around the stock’s valuation and earnings durability. McDonald’s (Mc)Value Finally Reaches Buy Territory (Rating Upgrade)
• Neutral Sentiment: McDonald’s AI drive-thru rollout is another example of the company leaning into automation, but the near-term stock impact is unclear until investors see whether it improves speed, labor efficiency, or customer satisfaction. McDonald’s AI drive-thru may take your next order
• Neutral Sentiment: Several articles simply revisit menu nostalgia, including the return of the fried apple pie and other fan-favorite items, which supports brand engagement but is not a major fundamental catalyst by itself. McDonald’s bringing back iconic sweet treat last offered in 1992
• Negative Sentiment: At least one recent note argues McDonald’s is still delivering results, but not enough to justify a buy, reflecting some hesitation after the stock’s recent weakness. McDonald’s: Still Delivering, But Not Enough For A Buy

Insider Buying and Selling

In related news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was 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. The trade was a 40.44% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’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 value of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 11,307 shares of company stock valued at $3,262,622 in the last 90 days. 0.26% of the stock is currently owned by corporate insiders.

McDonald’s Price Performance

Shares of NYSE:MCD opened at $279.00 on Friday. The company’s fifty day moving average price is $287.55 and its 200-day moving average price is $305.99. The firm has a market capitalization of $198.23 billion, a price-to-earnings ratio of 23.00, a PEG ratio of 2.83 and a beta of 0.41. McDonald’s Corporation has a one year low of $271.85 and a one year high of $341.75.

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

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is currently 61.34%.

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.