Community Bank N.A. Grows Stake in McDonald’s Corporation $MCD

Community Bank N.A. increased its stake in McDonald’s Corporation (NYSE:MCD) by 18.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,533 shares of the fast-food giant’s stock after purchasing an additional 2,300 shares during the quarter. Community Bank N.A.’s holdings in McDonald’s were worth $3,928,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of MCD. Brighton Jones LLC lifted its holdings in shares of McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC raised its position in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares in the last quarter. United Bank lifted its stake in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: A slower pace of restaurant expansion could help McDonald’s protect returns on new locations as construction costs rise and consumers remain price-sensitive. More disciplined development may support margins and capital efficiency. Can MCD’s Slower Expansion Pace Help Protect New-Restaurant Returns?
• Positive Sentiment: One Milwaukee franchisee reported double-digit sales growth, attributing the improvement to local execution and operating initiatives. While anecdotal, the report suggests individual operators can still outperform despite broader U.S. sales concerns. McDonald’s franchisee sales are up
• Positive Sentiment: McDonald’s was highlighted as a defensive restaurant stock ahead of inflation data and a Federal Reserve decision, reflecting the company’s resilient brand, franchised business model and dividend profile. Defensive stocks to watch
• Neutral Sentiment: CEO commentary indicates that families and other unexpected customer groups are increasingly turning to Happy Meals, prompting McDonald’s to reassess its strategy. The potential traffic opportunity is constructive, but the article does not provide quantified sales guidance. McDonald’s CEO on Happy Meals
• Neutral Sentiment: A planned U.K. interactive restaurant where customers can make their own burgers could generate publicity and test new customer experiences, but its financial impact is likely limited in the near term. New U.K. McDonald’s store
• Negative Sentiment: Coverage continues to emphasize slowing U.S. sales and execution missteps, reinforcing concerns that McDonald’s may be losing momentum versus other franchised restaurant operators. Why franchise models are winning
• Negative Sentiment: McDonald’s deleted a viral social-media post involving a controversial intern claim. Although unlikely to affect fundamentals, the incident creates avoidable reputational and communications risk. McDonald’s deletes viral post

Analyst Ratings Changes

MCD has been the topic of several recent research reports. Robert W. Baird raised shares of McDonald’s to a “hold” rating in a report on Monday, August 24th. Argus reduced their price objective on McDonald’s from $320.00 to $310.00 and set a “buy” rating on the stock in a research note on Wednesday, August 26th. Guggenheim decreased their price objective on McDonald’s from $320.00 to $290.00 and set a “neutral” rating on the stock in a report on Wednesday, August 5th. KeyCorp lowered their target price on McDonald’s from $315.00 to $305.00 and set an “overweight” rating for the company in a research note on Wednesday, August 5th. Finally, Weiss Ratings cut McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, McDonald’s presently has an average rating of “Moderate Buy” and a consensus price target of $321.35.

McDonald’s Price Performance

NYSE:MCD opened at $255.53 on Wednesday. The firm’s 50-day moving average price is $269.13 and its 200-day moving average price is $288.10. The company has a market capitalization of $180.82 billion, a PE ratio of 20.76, a P/E/G ratio of 2.76 and a beta of 0.41. McDonald’s Corporation has a 1-year low of $254.28 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.06. The company had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The firm’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same quarter last year, the company earned $3.19 EPS. Equities analysts anticipate that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.9%. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.

About McDonald’s

McDonald’s Corporation is a global quick-service restaurant company that operates and franchises restaurants under the McDonald’s brand. Its restaurants serve a menu that includes hamburgers, cheeseburgers, chicken sandwiches, French fries, breakfast items, desserts, salads, beverages and coffee. Offerings vary by market, and many locations provide drive-thru service, delivery and digital ordering through the McDonald’s mobile app.

The company operates through a heavily franchised business model, with restaurants owned and operated by independent franchisees, affiliates and the company itself.