Rayburn West Financial Services LLC Makes New $2.01 Million Investment in McDonald’s Corporation $MCD

Rayburn West Financial Services LLC acquired a new position in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,561 shares of the fast-food giant’s stock, valued at approximately $2,005,000. McDonald’s makes up about 1.2% of Rayburn West Financial Services LLC’s investment portfolio, making the stock its 29th largest holding.

A number of other institutional investors have also added to or reduced their stakes in the company. Cardinal Point Capital Management ULC grew its position in McDonald’s by 6.2% in the 4th quarter. Cardinal Point Capital Management ULC now owns 12,539 shares of the fast-food giant’s stock worth $3,832,000 after purchasing an additional 737 shares in the last quarter. Atria Investments Inc grew its position in McDonald’s by 1.3% in the 4th quarter. Atria Investments Inc now owns 61,381 shares of the fast-food giant’s stock worth $18,760,000 after purchasing an additional 805 shares in the last quarter. Navalign LLC bought a new stake in McDonald’s in the 4th quarter worth about $121,000. Catalyst Financial Partners LLC grew its position in McDonald’s by 3.7% in the 4th quarter. Catalyst Financial Partners LLC now owns 4,007 shares of the fast-food giant’s stock worth $1,225,000 after purchasing an additional 144 shares in the last quarter. Finally, Moneco Advisors LLC grew its position in McDonald’s by 1.2% in the 4th quarter. Moneco Advisors LLC now owns 5,355 shares of the fast-food giant’s stock worth $1,637,000 after purchasing an additional 62 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. This trade represents a 53.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the completion of the transaction, the insider directly owned 8,400 shares of the company’s stock, valued at approximately $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 38,395 shares of company stock valued at $12,710,070. Company insiders own 0.26% of the company’s stock.

McDonald’s Trading Up 0.3%

MCD opened at $275.56 on Thursday. The company has a 50 day moving average of $306.54 and a 200 day moving average of $310.47. The company has a market cap of $195.79 billion, a PE ratio of 22.72, a price-to-earnings-growth ratio of 2.73 and a beta of 0.43. McDonald’s Corporation has a 12 month low of $271.98 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. McDonald’s’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same period last year, the firm earned $2.67 EPS. Research analysts forecast that McDonald’s Corporation will post 12.96 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on MCD shares. Morgan Stanley set a $331.00 price objective on shares of McDonald’s in a research report on Friday, May 8th. JPMorgan Chase & Co. reduced their price objective on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday. Piper Sandler increased their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. BTIG Research reissued a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Finally, Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s has a consensus rating of “Moderate Buy” and a consensus target price of $334.45.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s announced a landmark stadium naming-rights deal with the Chicago Fire, branding the new venue “McDonald’s Park.” The partnership expands brand visibility, includes a new flagship restaurant, and supports youth soccer and community programs, which could help long-term brand strength. McDonald’s and Chicago Fire Football Club Announce Landmark Stadium Naming Rights Partnership
• Neutral Sentiment: Several reports highlighted McDonald’s recent first-quarter beat and noted that analysts still see the company as a strong blue-chip dividend name, even after RBC trimmed its price target. This supports the view that the business remains fundamentally solid, but the market is still cautious on near-term upside. RBC Capital Trims Price Target on McDonald’s (MCD) Despite Better-than-Expected Q1
• Neutral Sentiment: Other coverage focused on McDonald’s pricing, breakfast promotions, and broader restaurant-stock trends, which may influence consumer perception but do not appear to be immediate stock catalysts.
• Negative Sentiment: Investors are weighing worries that rising gas prices could squeeze consumers and reduce fast-food visits, adding pressure to McDonald’s shares after the recent earnings report. McDonald's Stock Hits 52-Week Lows: High Gas Prices Could Make Things Worse

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.