UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $1.58 Billion Stake in McDonald’s Corporation $MCD

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its position in McDonald’s Corporation (NYSE:MCD) by 11.4% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 5,839,330 shares of the fast-food giant’s stock after selling 754,400 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in McDonald’s were worth $1,578,429,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. IFC & Insurance Marketing Inc. acquired a new stake in McDonald’s in the fourth quarter valued at approximately $29,000. Abound Financial LLC acquired a new position in shares of McDonald’s during the 4th quarter worth $30,000. Entrust Financial LLC acquired a new position in shares of McDonald’s during the 4th quarter worth $31,000. Purpose Unlimited Inc. acquired a new position in shares of McDonald’s during the 4th quarter worth $31,000. Finally, GKV Capital Management Co. Inc. bought a new position in shares of McDonald’s during the 1st quarter valued at $33,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Trading Up 1.9%

NYSE MCD opened at $265.05 on Friday. McDonald’s Corporation has a 1 year low of $259.85 and a 1 year high of $341.75. The company has a fifty day simple moving average of $270.67 and a 200 day simple moving average of $291.72. The company has a market cap of $187.56 billion, a P/E ratio of 21.53, a P/E/G ratio of 2.97 and a beta of 0.41.

McDonald’s (NYSE:MCD) last announced 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 572.06%. The firm had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter last year, the firm posted $3.19 EPS. The business’s quarterly revenue was up 3.7% on a year-over-year basis. Equities research analysts forecast that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. McDonald’s’s payout ratio is 60.44%.

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.26% of the stock is currently owned by company insiders.

McDonald’s News Roundup

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

• Positive Sentiment: Investors purchased 34,703 MCD call options, approximately 34% above typical volume. The activity may indicate increased bullish speculation, though options flow alone does not confirm a sustained rally.
• Positive Sentiment: McDonald’s benefited from a modest rebound in burger stocks as traders considered whether elevated short interest could contribute to a short squeeze. Wendy’s Climbs 4%, McDonald’s Ticks Up: Is Short Interest Setting Up a Squeeze in the Burger Trade?
• Positive Sentiment: The company is bringing back Spicy McNuggets on September 1 after a two-year absence, alongside other limited-time menu items and seasonal coffee promotions. These launches could support traffic and customer engagement, although their financial impact is likely modest. McDonald’s to Bring Back Spicy McNuggets
• Positive Sentiment: A consumer survey again ranked McDonald’s fries ahead of major competitors, reinforcing the brand’s strong customer recognition. A Hello Kitty and Godzilla Happy Meal promotion may provide additional promotional appeal.
• Neutral Sentiment: Analyst comparisons with Domino’s highlight McDonald’s global expansion, digital initiatives and customer-engagement efforts, but do not represent a new company-specific catalyst. McDonald’s vs. Domino’s: Which Stock Has Better Growth Prospects?
• Neutral Sentiment: Reports about a fake McDonald’s support bot promising free premium AI tools appear to be a scam warning rather than an operating or earnings development.
• Negative Sentiment: Argus lowered its McDonald’s price target to $310, signaling more limited near-term upside despite the target remaining above the current market level. Argus Lowers McDonald’s Price Target
• Negative Sentiment: McDonald’s slipped with other burger stocks after takeover speculation surrounding Wendy’s faded, removing a sector-wide catalyst. Separately, commentary pointing to weakening consumer conditions raises concerns about pressure on traffic and value-focused spending, though the claim is not a formal company forecast.

Analyst Ratings Changes

Several research firms recently issued reports on MCD. Wells Fargo & Company reduced their price objective on shares of McDonald’s from $320.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, July 16th. BTIG Research restated a “buy” rating and set a $350.00 target price on shares of McDonald’s in a report on Wednesday, August 5th. Royal Bank Of Canada cut their target price on McDonald’s from $305.00 to $295.00 and set a “sector perform” rating on the stock in a report on Wednesday, August 5th. Morgan Stanley reduced their price target on McDonald’s from $322.00 to $319.00 and set an “equal weight” rating for the company in a research report on Wednesday, August 5th. Finally, Citigroup upped their price target on McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $322.96.

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.