HBW Advisory Services LLC Has $2.73 Million Stock Holdings in McDonald’s Corporation $MCD

HBW Advisory Services LLC trimmed its stake in shares of McDonald’s Corporation (NYSE:MCD) by 25.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,929 shares of the fast-food giant’s stock after selling 3,013 shares during the quarter. HBW Advisory Services LLC’s holdings in McDonald’s were worth $2,729,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Evergreen Private Wealth LLC increased its position in McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares in the last quarter. Park Place Capital Corp grew its holdings 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 worth $28,000 after acquiring an additional 45 shares during the last quarter. Painted Porch Advisors LLC grew its holdings 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 worth $36,000 after acquiring an additional 103 shares during the last quarter. Davis Capital Management bought a new stake in McDonald’s during the 3rd quarter worth approximately $37,000. Finally, Saranac Partners Ltd bought a new stake in McDonald’s during the 3rd quarter worth approximately $37,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Performance

NYSE:MCD opened at $305.64 on Monday. The firm’s fifty day moving average is $321.19 and its 200-day moving average is $311.77. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75. The firm has a market cap of $217.25 billion, a P/E ratio of 25.58, a P/E/G ratio of 2.72 and a beta of 0.53.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same period in the prior year, the firm posted $2.83 EPS. The company’s quarterly revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Insider Activity at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the transaction, the chief executive officer owned 22,900 shares in the company, valued at $7,587,915. The trade was a 53.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction 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 in the company, valued at $763,567.39. The trade was a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 69,031 shares of company stock worth $22,917,125 over the last quarter. 0.25% 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 will add energy drinks and crafted sodas (including a Red Bull Dragonberry Energizer and flavored refreshers) to U.S. menus later this year — a low-capex menu expansion that could boost beverage sales, margins and traffic if execution succeeds. McDonald’s to add energy drinks, crafted sodas to US menus, WSJ reports
• Positive Sentiment: Long-term business model strength highlighted — recent commentary explains how McDonald’s franchised model delivers high free cash flow and resilient returns, reinforcing appeal to income and value investors. Here’s How McDonald’s Actually Makes Money
• Neutral Sentiment: Viral marketing and product buzz (CEO tasting of the Big Arch burger, K‑pop tie‑ins) are driving attention — this can lift short-term sales but is unpredictable and can bring mixed publicity. McDonald’s Viral Moments Test How Cultural Buzz Supports NYSE MCD Story
• Neutral Sentiment: Operational and supply anecdotes (e.g., pancakes from a family-run facility) are being covered in media — useful for brand storytelling but unlikely to move earnings materially. McDonald’s Pancakes Come From A Southern Family-Run Facility
• Negative Sentiment: Shares have fallen more than 6% over the past month, reflecting investor concern over momentum and giving back some of the prior gains; new product news hasn’t fully reversed that trend. McDonald’s Fell Over 6% Past Month—Can New Energy Drinks Spark Stock Rebound?
• Negative Sentiment: Industry pressures and isolated franchisee distress (a burger-chain franchisee bankruptcy) plus rising competition in some international markets add execution risk for growth and margins. 44-year-old burger chain’s franchisee files Chapter 11 bankruptcy

Analysts Set New Price Targets

MCD has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a report on Thursday, February 12th. BTIG Research boosted their target price on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. KeyCorp boosted their target price on shares of McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Finally, Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a report on Tuesday, January 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $339.69.

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.