Western Wealth Management LLC Increases Position in McDonald’s Corporation $MCD

Western Wealth Management LLC boosted its position in McDonald’s Corporation (NYSE:MCD) by 16.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,707 shares of the fast-food giant’s stock after acquiring an additional 2,991 shares during the quarter. Western Wealth Management LLC’s holdings in McDonald’s were worth $6,746,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in MCD. Peterson Wealth Services boosted its position in McDonald’s by 3,294.5% during the fourth quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock valued at $3,600,000 after purchasing an additional 11,432 shares during the last quarter. Harbour Investments Inc. increased its position in shares of McDonald’s by 84.4% during the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after purchasing an additional 16,252 shares during the last quarter. Capital International Sarl increased its position in shares of McDonald’s by 10.4% during the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock worth $19,639,000 after purchasing an additional 6,079 shares during the last quarter. North Dakota State Investment Board bought a new stake in shares of McDonald’s during the 4th quarter worth approximately $7,493,000. Finally, Pittenger & Anderson Inc. boosted its holdings in shares of McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock valued at $6,567,000 after buying an additional 3,866 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 8,348 shares of company stock valued at $2,355,634. 0.26% of the stock is currently owned by corporate insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s declared a quarterly dividend of $1.86 per share, payable Sept. 16 to shareholders of record Sept. 1. The payout reinforces the stock’s appeal to income-focused investors. Dividend Strength and Softer Sales Expectations
• Positive Sentiment: Technical analyst Jay Woods said MCD’s chart is beginning to move toward a potential buy signal, which could attract traders if momentum improves. McDonald’s Charts Are Starting to Coil Toward a Buy Signal
• Positive Sentiment: Analysts maintain a consensus “Moderate Buy” recommendation, while previews describe McDonald’s as a resilient global leader despite potentially unimpressive quarterly results. McDonald’s Receives Moderate Buy Recommendation
• Neutral Sentiment: Wall Street is focused on more than revenue and EPS for the quarter ended June 2026, including same-store sales, customer traffic, margins and management’s outlook. The earnings release is scheduled for Aug. 4. Countdown to McDonald’s Q2 Earnings
• Negative Sentiment: Analysts expect slower same-store-sales growth, particularly because of pressure on lower-income customers. This has contributed to bearish earnings revisions ahead of the report. Dividend Strength and Softer Sales Expectations
• Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts and retained a “Hold” rating, while UBS issued a pessimistic price forecast. Additional commentary suggests MCD may be roughly 9% expensive after a traffic slowdown. UBS Issues Pessimistic Forecast for McDonald’s

McDonald’s Trading Down 1.0%

MCD opened at $268.69 on Friday. McDonald’s Corporation has a 1-year low of $260.96 and a 1-year high of $341.75. The stock’s fifty day simple moving average is $275.11 and its 200 day simple moving average is $297.88. The stock has a market cap of $190.90 billion, a PE ratio of 22.15, a price-to-earnings-growth ratio of 2.92 and a beta of 0.41.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter last year, the firm posted $2.67 EPS. The company’s quarterly revenue was up 9.4% on a year-over-year basis. Equities analysts forecast that McDonald’s Corporation will post 12.86 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be given a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is presently 61.34%.

Analyst Ratings Changes

MCD has been the topic of a number of recent analyst reports. Citigroup lowered their target price on shares of McDonald’s from $375.00 to $335.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. Barclays cut their price target on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Deutsche Bank Aktiengesellschaft set a $325.00 price objective on shares of McDonald’s in a research report on Thursday, July 9th. UBS Group lowered their price objective on shares of McDonald’s from $365.00 to $340.00 and set a “buy” rating on the stock in a research note on Monday. Finally, KeyCorp reaffirmed an “overweight” rating on shares of McDonald’s in a report on Wednesday, July 15th. Fifteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, McDonald’s presently has a consensus rating of “Moderate Buy” and a consensus target price of $333.32.

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.