Hudson Value Partners LLC Has $4.27 Million Position in McDonald’s Corporation $MCD

Hudson Value Partners LLC raised its stake in McDonald’s Corporation (NYSE:MCD) by 22.1% during the second quarter, HoldingsChannel reports. The institutional investor owned 15,790 shares of the fast-food giant’s stock after acquiring an additional 2,862 shares during the period. Hudson Value Partners LLC’s holdings in McDonald’s were worth $4,268,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Whitener Capital Management Inc. raised its position in shares of McDonald’s by 1.9% during the second quarter. Whitener Capital Management Inc. now owns 33,453 shares of the fast-food giant’s stock worth $9,043,000 after acquiring an additional 635 shares during the last quarter. Tema ETFs LLC boosted its holdings in McDonald’s by 10.7% in the second quarter. Tema ETFs LLC now owns 14,939 shares of the fast-food giant’s stock valued at $4,038,000 after acquiring an additional 1,450 shares during the last quarter. GenWealth Group Inc. acquired a new stake in McDonald’s during the 2nd quarter valued at approximately $203,000. Dagco Inc. increased its position in McDonald’s by 597.8% during the 2nd quarter. Dagco Inc. now owns 1,256 shares of the fast-food giant’s stock valued at $340,000 after purchasing an additional 1,076 shares during the period. Finally, Arkfeld Wealth Strategies L.L.C. raised its holdings in McDonald’s by 7.1% during the 2nd quarter. Arkfeld Wealth Strategies L.L.C. now owns 1,609 shares of the fast-food giant’s stock worth $450,000 after purchasing an additional 106 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Trading Up 0.0%

MCD opened at $273.83 on Wednesday. McDonald’s Corporation has a 1-year low of $260.96 and a 1-year high of $341.75. The company has a market cap of $194.56 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 3.06 and a beta of 0.41. The company’s fifty day moving average price is $273.92 and its two-hundred day moving average price is $295.91.

McDonald’s (NYSE:MCD) last posted its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping the consensus estimate of $3.32 by $0.06. McDonald’s had a net margin of 31.72% and a negative return on equity of 512.80%. The company had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same period in the previous year, the firm posted $3.19 earnings per share. The firm’s revenue for the quarter was up 3.7% on a year-over-year basis. As a group, equities analysts forecast that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald’s’s payout ratio is currently 60.44%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on MCD shares. Citigroup boosted their price target on shares of McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Erste Group Bank lowered shares of McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a research report on Tuesday, August 4th. JPMorgan Chase & Co. decreased their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. Finally, Weiss Ratings lowered McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, McDonald’s currently has an average rating of “Moderate Buy” and a consensus price target of $325.44.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s will begin selling a Red Bull Dragonberry Energizer on Aug. 17, along with a new “dirty soda,” marking its first entry into energy drinks. The move could attract younger customers, increase beverage sales and diversify the menu. McDonald’s is getting into the energy game with Red Bull
• Positive Sentiment: A Hello Kitty and Godzilla/Kaiju Happy Meal promotion is scheduled to launch Aug. 18. The collectible toys may support near-term traffic and family visits, although the financial impact is likely limited. McDonald’s Hello Kitty and Godzilla crossover arrives August 18
• Positive Sentiment: McDonald’s USA promoted longtime employee Patrick Gerber to chief restaurant officer. His mandate to improve restaurant operations and standards could help address execution issues in the U.S. McDonald’s USA appoints chief restaurant officer
• Neutral Sentiment: The company still expects substantial unit growth, including about 2,600 openings in 2026, but has pushed its 50,000-store target to 2028. Management describes the delay as disciplined expansion amid softer U.S. demand. McDonald’s pushes 50,000-store goal to 2028
• Negative Sentiment: Recent analysis highlights slowing U.S. comparable sales, competitive pressure from a strengthening Burger King, and management’s acknowledgment of execution missteps. Concerns that value promotions are no longer sufficient could weigh on traffic and margins. McDonald’s faces fresh U.S. growth questions
• Negative Sentiment: Erste Group Bank lowered its 2027 EPS forecast to $14.00 from $14.15 and maintained a Hold rating, reinforcing concerns about the company’s growth outlook and valuation. McDonald’s analyst estimate update
• Negative Sentiment: Krispy Kreme’s turnaround coverage notes that its nationwide McDonald’s partnership has ended, removing a distribution relationship that had offered McDonald’s an additional dessert and snack channel. Krispy Kreme’s turnaround sees many wins

Insider Buying and Selling

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the 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 $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares in the company, valued at $2,198,930.88. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 over the last three months. Corporate insiders own 0.26% of the company’s stock.

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.