Americana Partners LLC raised its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 5.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,912 shares of the fast-food giant’s stock after acquiring an additional 3,852 shares during the quarter. Americana Partners LLC’s holdings in McDonald’s were worth $23,507,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of the company. Encompass More Asset Management grew its position in McDonald’s by 1.5% in the fourth quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after acquiring an additional 32 shares in the last quarter. Physician Wealth Advisors Inc. grew its position in McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after acquiring an additional 33 shares in the last quarter. CFO4Life Group LLC boosted its stake in shares of McDonald’s by 2.1% during the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after buying an additional 34 shares during the last quarter. Parvin Asset Management LLC grew its position in shares of McDonald’s by 3.8% during the third quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant’s stock worth $282,000 after buying an additional 34 shares in the last quarter. Finally, American National Bank of Texas grew its position in shares of McDonald’s by 2.9% during the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after buying an additional 34 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s declared a quarterly cash dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling ongoing confidence in cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
- Positive Sentiment: Coverage highlighted McDonald’s efforts to refresh its menu and customer experience, including new beverage additions, AI-driven drive-thru concepts, and other innovation-focused changes that could support traffic and sales. McDonald’s CEO shares major beverage menu additions
- Neutral Sentiment: McDonald’s confirmed plans for a restaurant in historic Castlemaine, a small expansion item that is unlikely to materially move the stock on its own. McDonald’s confirms plan for restaurant in historic Castlemaine
- Neutral Sentiment: Analyst commentary suggested McDonald’s investment story is shifting as growth and valuation expectations are reset, which reflects changing sentiment rather than a clear operational surprise. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
- Negative Sentiment: Articles about “shrinkflation” and smaller McNuggets could pressure sentiment if consumers view McDonald’s as offering less value, potentially weighing on brand perception. Shrinkflation hits McDonald’s as customers say McNuggets are half the size they used to be
- Negative Sentiment: Coverage noting that customers are divided on McDonald’s specialty drinks suggests product experimentation may not be universally resonating yet. Why McDonald’s Customers Are Divided On Its Specialty Drinks
Wall Street Analyst Weigh In
Get Our Latest Analysis on MCD
Insider Transactions at McDonald’s
In related news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider directly owned 8,400 shares of the company’s stock, valued at $2,578,800. The trade was a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 12,119 shares of company stock worth $3,945,973. 0.26% of the stock is owned by corporate insiders.
McDonald’s Stock Performance
Shares of MCD opened at $282.48 on Friday. The firm has a market capitalization of $200.70 billion, a price-to-earnings ratio of 23.29, a price-to-earnings-growth ratio of 2.83 and a beta of 0.43. McDonald’s Corporation has a one year low of $271.98 and a one year high of $341.75. The stock’s fifty day moving average is $299.71 and its 200-day moving average is $309.25.
McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period last year, the company earned $2.67 earnings per share. Analysts forecast that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s payout ratio is presently 61.34%.
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.
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