Diversify Wealth Management LLC Acquires 13,375 Shares of McDonald’s Corporation $MCD

Diversify Wealth Management LLC raised its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 80.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,068 shares of the fast-food giant’s stock after buying an additional 13,375 shares during the quarter. Diversify Wealth Management LLC’s holdings in McDonald’s were worth $8,722,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Your Advocates Ltd. LLP bought a new stake in shares of McDonald’s during the 4th quarter valued at about $27,000. Park Place Capital Corp grew its holdings in shares of McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares in the last quarter. IFC & Insurance Marketing Inc. bought a new position in shares of McDonald’s in the fourth quarter worth approximately $29,000. Abound Financial LLC bought a new position in shares of McDonald’s in the fourth quarter worth approximately $30,000. Finally, Purpose Unlimited Inc. purchased a new stake in McDonald’s in the fourth quarter valued at approximately $31,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’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 transaction, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This trade represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 8,681 shares of company stock valued at $2,456,440 in the last ninety days. 0.26% of the stock is owned by corporate insiders.

McDonald’s Price Performance

NYSE:MCD opened at $274.93 on Monday. The company has a market capitalization of $195.34 billion, a price-to-earnings ratio of 22.67, a PEG ratio of 2.74 and a beta of 0.41. The business has a 50 day moving average of $278.57 and a 200 day moving average of $301.75. McDonald’s Corporation has a 1-year low of $264.53 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The business 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 business’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period last year, the business earned $2.67 earnings per share. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.91 EPS for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is 61.34%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is leaning into beverages with a new custom drink push, including a Dirty Dr. Pepper-style offering, which could help drive traffic and lift average ticket sizes as chains compete for drink sales. McDonald’s Dirty Dr. Pepper Leads Its New Custom Drink Push
• Positive Sentiment: McDonald’s is also using promotions and limited-time offers, including free fries for National French Fry Day and a BT21 Happy Meal rollout, to support customer engagement and near-term sales momentum. Free fries article BT21 Happy Meals article
• Positive Sentiment: Some recent commentary suggests McDonald’s remains a defensible consumer name, with analysts and market writers highlighting its cash generation, brand strength, and potential to benefit from event-driven marketing around the FIFA World Cup. FIFA World Cup growth strategy article
• Neutral Sentiment: Several lifestyle pieces about ordering hacks, retro campaigns, and menu combinations are generating buzz, but these appear more like brand-interest stories than material stock drivers. Filet-O-Fish and Snack Wrap article Ordering hack article Vinyl record campaign article
• Neutral Sentiment: McDonald’s has also been the subject of mixed third-party coverage comparing it with other consumer names and discussing macro risks, but these articles do not signal a clear company-specific catalyst on their own. McDonald’s or Pfizer article Index exit and oil shock article
• Negative Sentiment: A Deutsche Bank note says McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing worries that traffic and same-store sales may be weakening. US sales likely hit new low article
• Negative Sentiment: Recent market pieces also note that McDonald’s has been registering bigger daily declines than the broader market, suggesting investors remain cautious heading into upcoming sales and earnings-related updates. Registers a bigger fall than the market article

Wall Street Analysts Forecast Growth

MCD has been the subject of several research analyst reports. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research report on Friday, June 12th. Morgan Stanley set a $331.00 price target on shares of McDonald’s in a report on Friday, May 8th. Evercore set a $350.00 price objective on shares of McDonald’s in a research report on Friday, May 8th. Barclays dropped their price objective on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Finally, Erste Group Bank lowered shares of McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Fifteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $334.96.

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.