von Borstel & Associates Inc. Buys Shares of 2,536 McDonald’s Corporation $MCD

von Borstel & Associates Inc. purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,536 shares of the fast-food giant’s stock, valued at approximately $758,000.

Several other institutional investors have also recently made changes to their positions in MCD. Evergreen Private Wealth LLC lifted 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 worth $26,000 after acquiring an additional 52 shares during the period. Financial Gravity Companies Inc. bought a new position in McDonald’s during the 2nd quarter worth about $29,000. Traub Capital Management LLC purchased a new position in McDonald’s during the 2nd quarter valued at about $29,000. Davis Capital Management bought a new stake in shares of McDonald’s in the 3rd quarter valued at about $37,000. Finally, Miller Wealth Advisors LLC bought a new stake in shares of McDonald’s in the 3rd quarter valued at about $38,000. Hedge funds and other institutional investors 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: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on MCD shares. TD Cowen reiterated a “hold” rating and set a $320.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. BTIG Research upped their target price on McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Barclays increased their target price on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Finally, Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research note on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $339.69.

Insider Buying and Selling

In other news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated 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. This represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction that occurred 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 completion of the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 74,143 shares of company stock valued at $24,517,724 in the last 90 days. 0.25% of the stock is owned by insiders.

McDonald’s Trading Up 0.8%

NYSE MCD opened at $326.41 on Friday. The firm’s fifty day simple moving average is $320.28 and its two-hundred day simple moving average is $311.52. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The firm has a market capitalization of $231.88 billion, a P/E ratio of 27.31, a P/E/G ratio of 2.88 and a beta of 0.51.

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

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

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.