Turtle Creek Wealth Advisors LLC Purchases 6,415 Shares of McDonald’s Corporation $MCD

Turtle Creek Wealth Advisors LLC boosted its position in McDonald’s Corporation (NYSE:MCD) by 14.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 50,007 shares of the fast-food giant’s stock after buying an additional 6,415 shares during the period. McDonald’s comprises about 1.2% of Turtle Creek Wealth Advisors LLC’s portfolio, making the stock its 19th biggest holding. Turtle Creek Wealth Advisors LLC’s holdings in McDonald’s were worth $15,284,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. D.A. Davidson & CO. boosted its stake 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 valued at $43,606,000 after purchasing an additional 3,774 shares during the period. Regent Peak Wealth Advisors LLC bought a new stake in McDonald’s in the 3rd quarter valued at $1,120,000. Synergy Asset Management LLC boosted its stake in McDonald’s by 317.2% in the 3rd quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant’s stock valued at $5,691,000 after purchasing an additional 14,506 shares during the period. National Pension Service boosted its stake in McDonald’s by 2.5% in the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant’s stock valued at $465,868,000 after purchasing an additional 37,744 shares during the period. Finally, Schroder Investment Management Group boosted its stake in McDonald’s by 5.2% in the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant’s stock valued at $312,877,000 after purchasing an additional 51,039 shares during the period. 70.29% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on MCD. JPMorgan Chase & Co. boosted their price target on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Barclays lifted their price objective on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Tigress Financial lifted their price objective on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Truist Financial lifted their price objective on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Citigroup lifted their price objective on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $340.93.

More McDonald’s News

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

• Positive Sentiment: New nationwide value menu and $3 menu rollout should support traffic and AUVs by making pricing more competitive and simplifying promotional offers. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp across ~17 items and added “protein” badges responds to shifting consumer demand (incl. GLP?1 trends) — this product alignment can protect menu relevance and sales per guest. McDonald’s revamps menu across 17 items as GLP-1 use surges
• Positive Sentiment: New promotional tie-ins (Stranger Things Happy Meal) and refreshed beverage/soda items are near-term demand drivers and brand-relevance plays. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Company added more U.S. restaurants in 2025 than any year since 2002 — a renewal of unit-growth tailwinds after a low-growth period. McDonald’s added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still target upside (24/7 Wall St. $341 PT) but note execution “cracks” — mixed signals for valuation drivers. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC expects Q1 roughly in line with Street — reduces the chance of a major earnings surprise in the near term. McDonald’s Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options commentary suggests retail traders see limited downside and are selling premium via spreads — market participants positioning for muted volatility. Selling A Spread On McDonald’s Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: President of McDonald’s USA, Joseph M. Erlinger, sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes viewed as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: KeyCorp lowered expectations for MCD’s stock price — an analyst downgrade or lower target can weigh on sentiment. KeyCorp Lowers Expectations
• Negative Sentiment: Brand/IP risk: USPTO has questioned McDonald’s attempt to reclaim “Extra Value Meal” as a trademark — potential loss of branding control on a core promotional term. McDonald’s fights to win back ‘Extra Value Meal’ moniker
• Negative Sentiment: Regulatory / reputational watch: equality watchdog says work with McDonald’s on sexual?harassment prevention is “ongoing,” signalling potential reputational or compliance risk. Equality watchdog update

McDonald’s Stock Performance

McDonald’s stock opened at $302.82 on Friday. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75. The stock has a market capitalization of $215.25 billion, a P/E ratio of 25.34, a price-to-earnings-growth ratio of 2.71 and a beta of 0.53. The stock has a fifty day moving average of $317.71 and a 200-day moving average of $311.81.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the firm earned $2.83 EPS. McDonald’s’s revenue was up 9.7% on a year-over-year basis. On average, research analysts forecast that McDonald’s Corporation will post 13.22 earnings per share for the current year.

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.5%. McDonald’s’s payout ratio is 62.26%.

Insiders Place Their Bets

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents a 73.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 71,990 shares of company stock worth $23,824,113 over the last 90 days. Corporate insiders own 0.26% of the company’s stock.

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.