McDonald’s Corporation $MCD Shares Acquired by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC boosted its holdings in McDonald’s Corporation (NYSE:MCD) by 336.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,100 shares of the fast-food giant’s stock after purchasing an additional 17,802 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in McDonald’s were worth $7,020,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Evergreen Private Wealth LLC lifted its holdings in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the last quarter. Financial Gravity Companies Inc. purchased a new position in McDonald’s during the 2nd quarter worth approximately $29,000. Traub Capital Management LLC acquired a new position in McDonald’s during the second quarter worth approximately $29,000. Davis Capital Management acquired a new position in McDonald’s during the third quarter worth approximately $37,000. Finally, Miller Wealth Advisors LLC purchased a new stake in McDonald’s in the third quarter valued at approximately $38,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

MCD has been the topic of a number of research reports. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Jefferies Financial Group increased their price target on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Sanford C. Bernstein restated a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. BTIG Research increased their target price on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Erste Group Bank raised McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, McDonald’s presently has a consensus rating of “Hold” and an average target price of $339.69.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $326.41 on Friday. The firm has a fifty day moving average of $320.28 and a two-hundred day moving average of $311.51. The company has a market cap of $231.88 billion, a P/E ratio of 27.31, a PEG ratio of 2.90 and a beta of 0.51. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the prior year, the business posted $2.83 earnings per share. McDonald’s’s revenue was up 9.7% compared to the same quarter last year. As a group, equities analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. McDonald’s’s payout ratio is currently 62.26%.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the sale, the insider directly owned 8,733 shares in the company, valued at $2,867,393.22. This represents a 23.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 74,143 shares of company stock valued at $24,517,724. 0.25% of the stock is owned by company 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.