Orographic Financial Advisors LLC Buys Shares of 5,248 McDonald’s Corporation $MCD

Orographic Financial Advisors LLC bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 5,248 shares of the fast-food giant’s stock, valued at approximately $1,631,000. McDonald’s comprises 1.2% of Orographic Financial Advisors LLC’s investment portfolio, making the stock its 27th largest position.

A number of other hedge funds have also recently made changes to their positions in MCD. Silicon Valley Capital Partners increased its position in McDonald’s by 36.8% during the 1st quarter. Silicon Valley Capital Partners now owns 379 shares of the fast-food giant’s stock valued at $118,000 after buying an additional 102 shares in the last quarter. Paragon Private Wealth Management LLC boosted its holdings in McDonald’s by 5.9% in the first quarter. Paragon Private Wealth Management LLC now owns 4,341 shares of the fast-food giant’s stock worth $1,349,000 after acquiring an additional 240 shares in the last quarter. Royal Fund Management LLC grew its stake in shares of McDonald’s by 4.3% in the first quarter. Royal Fund Management LLC now owns 18,836 shares of the fast-food giant’s stock worth $5,868,000 after acquiring an additional 775 shares during the last quarter. Ariadne Wealth Management LP purchased a new stake in shares of McDonald’s in the first quarter worth $266,000. Finally, Alexander Labrunerie & CO. Inc. grew its stake in shares of McDonald’s by 6.6% in the first quarter. Alexander Labrunerie & CO. Inc. now owns 1,141 shares of the fast-food giant’s stock worth $355,000 after acquiring an additional 71 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s declared a quarterly dividend of $1.86 per share, payable Sept. 16 to shareholders of record Sept. 1. The payout reinforces the stock’s appeal to income-focused investors. Dividend Strength and Softer Sales Expectations
• Positive Sentiment: Technical analyst Jay Woods said MCD’s chart is beginning to move toward a potential buy signal, which could attract traders if momentum improves. McDonald’s Charts Are Starting to Coil Toward a Buy Signal
• Positive Sentiment: Analysts maintain a consensus “Moderate Buy” recommendation, while previews describe McDonald’s as a resilient global leader despite potentially unimpressive quarterly results. McDonald’s Receives Moderate Buy Recommendation
• Neutral Sentiment: Wall Street is focused on more than revenue and EPS for the quarter ended June 2026, including same-store sales, customer traffic, margins and management’s outlook. The earnings release is scheduled for Aug. 4. Countdown to McDonald’s Q2 Earnings
• Negative Sentiment: Analysts expect slower same-store-sales growth, particularly because of pressure on lower-income customers. This has contributed to bearish earnings revisions ahead of the report. Dividend Strength and Softer Sales Expectations
• Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts and retained a “Hold” rating, while UBS issued a pessimistic price forecast. Additional commentary suggests MCD may be roughly 9% expensive after a traffic slowdown. UBS Issues Pessimistic Forecast for McDonald’s

Analyst Upgrades and Downgrades

MCD has been the subject of several recent analyst reports. Tigress Financial lifted their price target on McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of McDonald’s in a report on Monday, June 22nd. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Evercore set a $320.00 price objective on shares of McDonald’s in a report on Thursday, July 23rd. Finally, Robert W. Baird set a $305.00 target price on McDonald’s in a research note on Thursday, May 7th. Fifteen research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $333.32.

Insider Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were 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 of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,348 shares of company stock worth $2,355,634 over the last three months. Insiders own 0.26% of the company’s stock.

McDonald’s Stock Down 1.0%

Shares of MCD stock opened at $268.69 on Friday. The company has a 50 day moving average price of $275.11 and a 200-day moving average price of $297.88. McDonald’s Corporation has a 52 week low of $260.96 and a 52 week high of $341.75. The firm has a market capitalization of $190.90 billion, a PE ratio of 22.15, a P/E/G ratio of 2.92 and a beta of 0.41.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the prior year, the firm earned $2.67 earnings per share. The firm’s revenue for the quarter was up 9.4% compared to the same quarter last year. Analysts anticipate that McDonald’s Corporation will post 12.86 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $1.86 per share. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. McDonald’s’s payout ratio is currently 61.34%.

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.