Calamos Advisors LLC Raises Position in McDonald’s Corporation $MCD

Calamos Advisors LLC lifted its position in shares of McDonald’s Corporation (NYSE:MCD) by 4.3% during the 1st quarter, HoldingsChannel reports. The firm owned 184,177 shares of the fast-food giant’s stock after acquiring an additional 7,639 shares during the period. Calamos Advisors LLC’s holdings in McDonald’s were worth $57,240,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Peterson Wealth Services grew its position in McDonald’s by 3,294.5% during the fourth quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock valued at $3,600,000 after buying an additional 11,432 shares during the period. Harbour Investments Inc. increased its stake in McDonald’s by 84.4% in the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after buying an additional 16,252 shares in the last quarter. Capital International Sarl raised its stake in McDonald’s by 10.4% during the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock valued at $19,639,000 after purchasing an additional 6,079 shares during the period. North Dakota State Investment Board bought a new stake in shares of McDonald’s during the fourth quarter valued at approximately $7,493,000. Finally, Pittenger & Anderson Inc. increased its holdings in McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock valued at $6,567,000 after acquiring an additional 3,866 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

MCD has been the topic of several recent research reports. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. Royal Bank Of Canada restated a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Wells Fargo & Company cut their price target on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. JPMorgan Chase & Co. reduced their price objective on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Finally, TD Cowen restated a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. Fifteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $338.23.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s is rolling out BTS-inspired BT21 Happy Meal toys, a promotion that could boost customer traffic and strengthen brand engagement, especially with younger consumers. McDonald’s teams up with BTS again for BT21 Happy Meal: See the toys
• Positive Sentiment: One article argues McDonald’s stock trades at a discount to the restaurant industry, suggesting potential upside if value offerings, beverage initiatives, and global expansion help offset traffic and margin concerns. McDonald’s Stock Lags Industry, Trades at a Discount: Time to Buy?
• Neutral Sentiment: Several lifestyle pieces revisit classic McDonald’s products like the McRib and discontinued burgers, which adds brand nostalgia but is unlikely to materially affect the stock on its own. Why McDonald’s Invented The McRib In The First Place
• Neutral Sentiment: Reports about menu or ordering changes, including the removal of Mini McFlurries from delivery and a new ordering adjustment, are operational updates but appear too small to move the stock meaningfully by themselves. McDonald’s confirms major delivery menu shake-up — with all Mini McFlurries axed
• Neutral Sentiment: Other articles discuss brand trivia and marketing topics, such as the company’s cookies, premade burger system, and a failed donuts test, which are informative but not likely to affect shares directly.
• Negative Sentiment: The key bearish takeaway remains that McDonald’s stock has lagged the broader restaurant group, reflecting investor concern about slower traffic growth and margin pressure. McDonald’s Stock Lags Industry, Trades at a Discount: Time to Buy?

McDonald’s Stock Performance

Shares of MCD stock opened at $272.51 on Tuesday. McDonald’s Corporation has a fifty-two week low of $264.53 and a fifty-two week high of $341.75. The firm has a market capitalization of $193.62 billion, a price-to-earnings ratio of 22.47, a PEG ratio of 2.74 and a beta of 0.41. The stock’s 50-day simple moving average is $278.14 and its 200-day simple moving average is $301.48.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The business had revenue of $6.52 billion during 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 business’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company posted $2.67 earnings per share. As a group, equities analysts forecast that McDonald’s Corporation will post 12.91 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were 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 was Tuesday, June 2nd. McDonald’s’s payout ratio is presently 61.34%.

Insiders Place Their Bets

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 8,681 shares of company stock valued at $2,456,440 over the last 90 days. 0.26% of the stock is currently 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.