Sequoia Financial Advisors LLC Has $43.35 Million Stake in McDonald’s Corporation $MCD

Sequoia Financial Advisors LLC increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 8.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 141,831 shares of the fast-food giant’s stock after acquiring an additional 10,621 shares during the period. Sequoia Financial Advisors LLC’s holdings in McDonald’s were worth $43,348,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in MCD. Evergreen Private Wealth LLC boosted its holdings in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the last quarter. Your Advocates Ltd. LLP acquired a new position in McDonald’s during the fourth quarter worth $27,000. Park Place Capital Corp lifted its stake in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after acquiring an additional 45 shares during the last quarter. DecisionPoint Financial LLC lifted its stake in McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after acquiring an additional 97 shares during the last quarter. Finally, Painted Porch Advisors LLC lifted its stake in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Stock Performance

NYSE MCD opened at $283.71 on Thursday. The firm has a 50-day moving average of $312.39 and a 200-day moving average of $311.57. The stock has a market cap of $201.67 billion, a PE ratio of 23.74, a P/E/G ratio of 2.64 and a beta of 0.43. McDonald’s Corporation has a 52-week low of $282.40 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. As a group, analysts predict that McDonald’s Corporation will post 13.17 EPS for the current fiscal year.

Insider Buying and Selling at McDonald’s

In related news, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,587,915. This represents a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,990 shares of company stock valued at $23,824,113 in the last three months. 0.26% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

MCD has been the subject of a number of recent analyst reports. Mizuho increased their price target on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Barclays increased their price target on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. UBS Group increased their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Guggenheim cut their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Finally, Morgan Stanley cut their price target on shares of McDonald’s from $335.00 to $334.00 and set an “equal weight” rating for the company in a research note on Tuesday, April 21st. Sixteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, McDonald’s presently has an average rating of “Hold” and a consensus price target of $340.93.

McDonald’s News Roundup

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

• Positive Sentiment: Analysts and previews expect the company’s value promotions, a viral burger launch and digital momentum could boost Q1 revenue and same‑store sales, supporting a beat if traffic/average check hold up. McDonald’s to report Q1 earnings as value push, viral burger launch may offset consumer softness
• Positive Sentiment: McDonald’s has rolled out a revamped beverage lineup (refreshers, crafted sodas and permanent McCafé additions) that could drive incremental visits and marketing momentum. McDonald’s new refreshers, crafted sodas are available. See flavors
• Positive Sentiment: Prediction markets and some previews are pricing in a beat—consensus expectations call for mid‑single‑digit same‑store sales growth and high‑single‑digit revenue gains, which would be supportive if delivered. McDonald’s earnings preview: prediction markets betting big on a beat
• Neutral Sentiment: Early consumer write‑ups of the new drinks are mixed—some items generate buzz while others draw lukewarm reviews; this is brand‑building but uncertain for near‑term comps. McDonald’s CEO predicted peak drink innovation. I regret to inform you: He was right.
• Neutral Sentiment: CNBC and other previews flag that same‑store sales (~3.7% StreetAccount estimate) and margin commentary will be decisive — a beat could lift the stock, but guidance or margin weakness could trigger a selloff. McDonald’s is about to report earnings – Here’s what to expect
• Negative Sentiment: Competitive pressure: Burger King has reported strong comparable‑sales gains recently, suggesting McDonald’s could lose share in some markets if promotions misfire. How Burger King’s turnaround is taking a bite out of McDonald’s
• Negative Sentiment: Erste Group recently downgraded MCD to Hold, citing slower profit growth and a risk of sideways performance — a fresh analyst caution that can weigh on sentiment. Erste Group Turns Cautious on McDonald’s (MCD), Downgrades to Hold
• Negative Sentiment: The stock has shown increased volatility and hit 52‑week lows ahead of earnings; several outlets warn shares could move sharply after the print, increasing short‑term downside risk if results disappoint. McDonald’s Stock Hits 52-Week Low Ahead of Earnings

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.