Amica Mutual Insurance Co. Boosts Stock Holdings in McDonald’s Corporation $MCD

Amica Mutual Insurance Co. increased its position in McDonald’s Corporation (NYSE:MCD) by 26.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 33,142 shares of the fast-food giant’s stock after acquiring an additional 6,959 shares during the quarter. McDonald’s makes up about 0.9% of Amica Mutual Insurance Co.’s holdings, making the stock its 23rd biggest holding. Amica Mutual Insurance Co.’s holdings in McDonald’s were worth $10,129,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Viking Global Investors LP lifted its position in McDonald’s by 171.7% during the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the last quarter. Franklin Resources Inc. lifted its position in McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in McDonald’s by 111.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock valued at $629,446,000 after purchasing an additional 1,090,849 shares during the last quarter. Marshall Wace LLP lifted its position in McDonald’s by 927.5% during the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock valued at $251,483,000 after purchasing an additional 927,547 shares during the last quarter. Finally, Alyeska Investment Group L.P. lifted its position in McDonald’s by 766.5% during the third quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant’s stock valued at $269,134,000 after purchasing an additional 783,416 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

MCD has been the subject of a number of recent research reports. Robert W. Baird set a $305.00 price objective on shares of McDonald’s in a report on Thursday, May 7th. BTIG Research restated a “buy” rating and issued a $370.00 price objective on shares of McDonald’s in a report on Thursday, May 7th. Royal Bank Of Canada lowered their price objective on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a report on Friday, May 8th. Wells Fargo & Company reduced their price target on McDonald’s from $355.00 to $320.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Finally, Truist Financial raised their price target on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, McDonald’s presently has an average rating of “Moderate Buy” and an average price target of $334.45.

McDonald’s Stock Up 0.5%

Shares of NYSE:MCD opened at $279.42 on Friday. The firm’s 50 day moving average price is $295.34 and its 200-day moving average price is $308.57. McDonald’s Corporation has a twelve month low of $271.98 and a twelve month high of $341.75. The stock has a market capitalization of $198.53 billion, a PE ratio of 23.04, a price-to-earnings-growth ratio of 2.77 and a beta of 0.43.

McDonald’s (NYSE:MCD) last released its 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. The company had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm’s revenue was up 9.4% compared to the same quarter last year. During the same quarter last year, the business earned $2.67 EPS. Analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s payout ratio is presently 61.34%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
• Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
• Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
• Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
• Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
• Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
• Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the completion of the sale, the insider directly owned 8,400 shares in the company, valued at approximately $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,918 shares of company stock worth $1,862,485 over the last ninety days. 0.26% of the stock is owned by insiders.

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.