Sandro Wealth Management LLC purchased a new position in McDonald’s Corporation (NYSE:MCD – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,819 shares of the fast-food giant’s stock, valued at approximately $2,084,000. McDonald’s comprises approximately 1.7% of Sandro Wealth Management LLC’s portfolio, making the stock its 18th largest position.
A number of other institutional investors have also recently made changes to their positions in MCD. Evergreen Private Wealth LLC boosted its stake in shares of 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 last quarter. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald’s in the fourth quarter worth approximately $27,000. Park Place Capital Corp boosted its stake in shares of McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after acquiring an additional 45 shares during the last quarter. DecisionPoint Financial LLC boosted its stake in shares of McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after acquiring an additional 97 shares during the last quarter. Finally, Painted Porch Advisors LLC boosted its stake in shares of McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after acquiring an additional 103 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction on 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 sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the sale, the insider owned 8,067 shares in the company, valued at $2,442,042.24. This represents a 3.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,990 shares of company stock worth $23,824,113 over the last ninety days. Company insiders own 0.26% of the company’s stock.
McDonald’s Stock Down 2.3%
McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the previous year, the business earned $2.83 earnings per share. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Sell-side analysts anticipate that McDonald’s Corporation will post 13.2 earnings per share for the current fiscal year.
McDonald’s Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. McDonald’s’s payout ratio is currently 62.26%.
Analysts Set New Price Targets
A number of brokerages have recently issued reports on MCD. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Citigroup lifted their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Truist Financial lifted their price target on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. UBS Group lifted their price target on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Piper Sandler boosted their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $340.93.
View Our Latest Report on McDonald’s
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
- Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
- Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
- Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
- Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
- Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald’s (NYSE:MCD) Cut to “Hold” at Erste Group Bank
McDonald’s Company 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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