McDonald’s Corporation $MCD Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC increased its position in McDonald’s Corporation (NYSE:MCD) by 46.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,198 shares of the fast-food giant’s stock after purchasing an additional 4,500 shares during the period. Kingswood Wealth Advisors LLC’s holdings in McDonald’s were worth $4,339,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Evergreen Private Wealth LLC boosted its stake in McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the period. Park Place Capital Corp boosted its stake in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after acquiring an additional 45 shares during the period. Painted Porch Advisors LLC raised its holdings in shares of McDonald’s by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after buying an additional 103 shares during the last quarter. Davis Capital Management bought a new stake in shares of McDonald’s during the third quarter valued at approximately $37,000. Finally, Saranac Partners Ltd bought a new stake in shares of McDonald’s during the third quarter valued at approximately $37,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Truist Financial lifted their price target on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler boosted their target price on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Royal Bank Of Canada boosted their target price on McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Finally, JPMorgan Chase & Co. upped their price target on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, McDonald’s has a consensus rating of “Hold” and a consensus price target of $339.34.

Insider Activity

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,638,066. The trade was a 53.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 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 sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 71,657 shares of company stock valued at $23,723,307 in the last 90 days. Company insiders own 0.26% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is launching a refreshed value menu with $3 and sub-$3 items intended to drive traffic and frequency; Wall Street commentary (UBS/MarketWatch) says the move reinforces McDonald’s value advantage and could boost transactions. Read More.
• Positive Sentiment: Multiple outlets detail what’s on the expanded value lineup, which should support low-end traffic and share gains if it converts light spenders. Read More.
• Neutral Sentiment: KeyBanc trimmed its price target to $345 but kept an Overweight rating, signaling confidence in the long-term thesis while acknowledging 2026 volatility. Read More.
• Neutral Sentiment: Analyst consensus remains around a “Hold/Average” stance heading into earnings; investors will watch same-store-sales, margin commentary and promotion cadence. Read More.
• Neutral Sentiment: Pre-earnings guides and previews are circulating—expect single-digit EPS growth forecasts and heavy analyst focus on promotions vs. margin trade-offs. Read More.
• Negative Sentiment: KeyCorp and other outlets have lowered short-term expectations for MCD, flagging a more volatile 2026 outlook that pressures the stock. Read More.
• Negative Sentiment: Jefferies trimmed sales and same-store sales forecasts amid signs of softer March demand, warning Q1 profit may come in slightly below estimates—creates downside risk to guidance and consensus. Read More.
• Negative Sentiment: Coverage (Barron’s, Yahoo) highlights the risk of diminishing returns from heavy promotions: value can drive traffic but may compress margins if sustained. Read More.
• Negative Sentiment: Macro warnings (Goldman Sachs) about near-term consumer weakness add to caution that promotions may be necessary but costly. Read More.

McDonald’s Stock Down 1.8%

NYSE:MCD opened at $301.55 on Wednesday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The firm has a market capitalization of $214.35 billion, a price-to-earnings ratio of 25.23, a price-to-earnings-growth ratio of 2.77 and a beta of 0.53. The stock has a fifty day simple moving average of $318.75 and a 200 day simple moving average of $311.95.

McDonald’s (NYSE:MCD) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $6.81 billion. During the same period in the previous year, the business earned $2.83 EPS. The company’s revenue was up 9.7% on a year-over-year basis. Equities analysts predict that McDonald’s Corporation will post 13.22 earnings per share for the current year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

McDonald’s 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.