Savoir Faire Capital Management L.P. Sells 6,001 Shares of McDonald’s Corporation $MCD

Savoir Faire Capital Management L.P. lowered its stake in shares of McDonald’s Corporation (NYSE:MCD) by 25.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,799 shares of the fast-food giant’s stock after selling 6,001 shares during the period. McDonald’s accounts for approximately 2.6% of Savoir Faire Capital Management L.P.’s portfolio, making the stock its 15th largest holding. Savoir Faire Capital Management L.P.’s holdings in McDonald’s were worth $5,440,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Uptick Partners LLC grew its position in shares of McDonald’s by 12.5% in the fourth quarter. Uptick Partners LLC now owns 2,412 shares of the fast-food giant’s stock valued at $737,000 after purchasing an additional 268 shares in the last quarter. Citizens Business Bank lifted its holdings in McDonald’s by 3.1% during the 4th quarter. Citizens Business Bank now owns 13,118 shares of the fast-food giant’s stock worth $4,009,000 after purchasing an additional 393 shares in the last quarter. SNS Financial Group LLC lifted its holdings in McDonald’s by 4.5% during the 4th quarter. SNS Financial Group LLC now owns 2,510 shares of the fast-food giant’s stock worth $767,000 after purchasing an additional 108 shares in the last quarter. Oppenheimer Asset Management Inc. boosted its stake in McDonald’s by 11.6% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 16,116 shares of the fast-food giant’s stock worth $4,926,000 after purchasing an additional 1,674 shares during the period. Finally, Citizens Financial Group Inc. RI grew its holdings in McDonald’s by 1.1% during the 4th quarter. Citizens Financial Group Inc. RI now owns 33,706 shares of the fast-food giant’s stock valued at $10,302,000 after buying an additional 372 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Company-wide rollout of new crafted drinks (including “dirty” sodas, boba and specialty refreshers) that management and media frame as a multi‑billion-dollar opportunity to drive occasions and check size; this is a near-term traffic catalyst. McDonald’s new drinks include dirty Dr Pepper, boba. How much are they?
• Positive Sentiment: National launch of six hand-crafted drinks and limited-edition promotional items (Grimace shake, purple BBQ burger tie-ins) that can boost seasonal demand and social buzz. These 6 new hand-crafted drinks are coming to McDonald’s nationwide
• Positive Sentiment: Limited-time Grimace/purple menu and novelty merchandising are generating free publicity and social engagement — helps drive short-term visits and incremental sales. Would You Eat the McDonald’s Purple BBQ Burger for Grimace?
• Neutral Sentiment: Franchise growth continues at a local level (new restaurant planned in Rockford) — steady unit expansion is supportive over time but is not a game changer for near-term results. New McDonald’s to be built on W. Riverside in Rockford
• Neutral Sentiment: Arcos Dorados (largest Latin America franchisee) filed its 20‑F — standard disclosure; relevant for regional performance but not an immediate market mover for MCD shares. Arcos Dorados Holdings Inc. Announces the Filing of Its Annual Report on Form 20-F for Fiscal Year 2025
• Negative Sentiment: Erste Group lowered FY2027 EPS slightly and cut their rating to “Hold,” signaling some analyst caution on near‑term earnings momentum; downgrades can weigh on sentiment. McDonald’s (NYSE:MCD) Cut to “Hold” at Erste Group Bank
• Negative Sentiment: Coverage noting McDonald’s may lack the setup for an earnings beat in the upcoming release could keep volatility high around the print. McDonald’s (MCD) Earnings Expected to Grow: Should You Buy?

Insider Activity at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. This represents a 43.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the sale, the insider owned 5,398 shares in the company, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,990 shares of company stock worth $23,824,113 over the last quarter. 0.26% of the stock is currently owned by corporate insiders.

McDonald’s Stock Up 1.3%

NYSE:MCD opened at $293.95 on Friday. The stock has a market cap of $208.94 billion, a P/E ratio of 24.60, a PEG ratio of 2.68 and a beta of 0.53. The business’s 50-day moving average price is $314.29 and its two-hundred day moving average price is $311.73. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

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, topping the consensus estimate of $3.05 by $0.07. The company 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%.McDonald’s’s revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.83 earnings per share. On average, equities research analysts expect that McDonald’s Corporation will post 13.21 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

Analyst Upgrades and Downgrades

MCD has been the topic of several analyst reports. UBS Group upped their price target on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research note on Tuesday, January 6th. Mizuho upped their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. JPMorgan Chase & Co. increased their target price on shares of McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Finally, Tigress Financial raised their price target on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, McDonald’s has an average rating of “Hold” and a consensus price target of $340.93.

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.