Vinva Investment Management Ltd Buys 1,585 Shares of McDonald’s Corporation $MCD

Vinva Investment Management Ltd raised its stake in McDonald’s Corporation (NYSE:MCD) by 26.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,637 shares of the fast-food giant’s stock after buying an additional 1,585 shares during the period. Vinva Investment Management Ltd’s holdings in McDonald’s were worth $2,314,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in MCD. Federated Hermes Inc. boosted its stake in shares of McDonald’s by 84.1% in the 2nd quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after purchasing an additional 64,757 shares in the last quarter. Global X Japan Co. Ltd. grew its holdings in shares of McDonald’s by 236.7% during the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after purchasing an additional 4,571 shares during the last quarter. D.A. Davidson & CO. raised its position in McDonald’s by 2.7% in the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after purchasing an additional 3,774 shares during the period. Choreo LLC lifted its stake in McDonald’s by 1.7% in the second quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock worth $17,096,000 after purchasing an additional 954 shares during the last quarter. Finally, Regent Peak Wealth Advisors LLC bought a new stake in McDonald’s in the third quarter worth $1,120,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Insider Activity

In related news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the sale, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,517 shares of company stock worth $23,655,503. Company insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on MCD shares. Citigroup raised their price objective on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Piper Sandler boosted their target price on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. TD Cowen restated a “hold” rating and set a $320.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Tigress Financial raised their price target on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Erste Group Bank raised McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Seventeen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s Trading Up 0.9%

NYSE:MCD opened at $331.03 on Tuesday. The company has a 50-day moving average price of $318.66 and a 200-day moving average price of $311.15. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The stock has a market cap of $235.17 billion, a price-to-earnings ratio of 27.70, a P/E/G ratio of 2.92 and a beta of 0.51.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the company earned $2.83 earnings per share. McDonald’s’s quarterly revenue was up 9.7% on a year-over-year basis. Equities analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. McDonald’s’s dividend payout ratio is 62.26%.

McDonald’s News Roundup

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

• Positive Sentiment: New product momentum — McDonald’s Big Arch burger is being heavily promoted (CEO appearances, social campaigns such as “First Job Confessional”) and is generating strong online buzz that can lift traffic and brand engagement. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation
• Positive Sentiment: Analyst upgrade — At least one outlet reports a raised price target to $385, signaling increased analyst confidence in MCD’s outlook and valuation support. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: Viral CEO marketing — A widely viewed video of McDonald’s CEO sampling the new product has driven free publicity and conversations that amplify the Big Arch campaign. Increased organic attention can translate into short-term traffic gains. Viral video of McDonald’s CEO eating new ‘product’ draws response from Columbus Metropolitan Library
• Neutral Sentiment: Pricing variability — A study shows Big Arch prices vary widely across U.S. markets; this affects local comps and customer perception but is not a company-wide earnings surprise. McDonald’s Big Arch Burger Prices Swing Wildly Across U.S., New Study Shows
• Neutral Sentiment: Ongoing product initiatives — New Happy Meal offerings and Filet‑O‑Fish tips/PR continue to support menu innovation and value perception, which can aid transaction growth over time. McDonald’s announces new happy meal
• Negative Sentiment: Competitive and reputational noise — Rival chains (notably Burger King) and their agencies have produced social jabs that highlight brand rivalry; while largely promotional theatre, sustained negative narratives can dent sentiment. Burger King names 2 new agencies following viral Whopper bite moment
• Negative Sentiment: Macro/logistics risk — Analysis flags meaningful exposure to very high oil prices (fuel for delivery/drive‑thru, packaging, logistics) that could suppress demand or raise operating risk if energy spikes materially. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

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.