Jefferies Financial Group Inc. Invests $36.05 Million in McDonald’s Corporation $MCD

Jefferies Financial Group Inc. purchased a new position in McDonald’s Corporation (NYSE:MCD) in the 4th quarter, HoldingsChannel reports. The fund purchased 117,947 shares of the fast-food giant’s stock, valued at approximately $36,048,000.

Several other large investors have also recently modified their holdings of the stock. Schwarz Dygos Wheeler Investment Advisors LLC raised its position in shares of McDonald’s by 0.5% in the 4th quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 8,986 shares of the fast-food giant’s stock worth $2,747,000 after purchasing an additional 48 shares during the last quarter. Planning Alternatives Ltd. ADV raised its position in shares of McDonald’s by 18.8% in the 4th quarter. Planning Alternatives Ltd. ADV now owns 785 shares of the fast-food giant’s stock worth $240,000 after purchasing an additional 124 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in shares of McDonald’s by 1.8% in the 4th quarter. EverSource Wealth Advisors LLC now owns 4,512 shares of the fast-food giant’s stock worth $1,379,000 after purchasing an additional 79 shares during the last quarter. Americana Partners LLC raised its position in shares of McDonald’s by 5.3% in the 4th quarter. Americana Partners LLC now owns 76,912 shares of the fast-food giant’s stock worth $23,507,000 after purchasing an additional 3,852 shares during the last quarter. Finally, Legato Capital Management LLC purchased a new position in shares of McDonald’s in the 4th quarter worth about $2,139,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Insider Activity

In other news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total transaction of $100,805.76. Following the sale, the insider directly owned 8,067 shares of the company’s stock, valued at $2,442,042.24. The trade was a 3.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 12,119 shares of company stock valued at $3,945,973 in the last ninety days. Insiders own 0.26% of the company’s stock.

Analysts Set New Price Targets

MCD has been the subject of several recent analyst reports. Mizuho lifted their price target on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Robert W. Baird set a $305.00 target price on McDonald’s in a research report on Thursday, May 7th. Erste Group Bank lowered McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Barclays decreased their target price on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, Evercore set a $350.00 price target on shares of McDonald’s in a research note on Friday, May 8th. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, McDonald’s presently has an average rating of “Moderate Buy” and a consensus target price of $334.45.

McDonald’s Stock Down 0.6%

Shares of MCD stock opened at $282.48 on Friday. The company has a 50 day moving average price of $299.71 and a 200-day moving average price of $309.25. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75. The firm has a market capitalization of $200.70 billion, a PE ratio of 23.29, a P/E/G ratio of 2.81 and a beta of 0.43.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same period in the previous year, the business posted $2.67 earnings per share. The business’s revenue for the quarter was up 9.4% on a year-over-year basis. Analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. McDonald’s’s dividend payout ratio is presently 61.34%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s declared a quarterly cash dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling ongoing confidence in cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: Coverage highlighted McDonald’s efforts to refresh its menu and customer experience, including new beverage additions, AI-driven drive-thru concepts, and other innovation-focused changes that could support traffic and sales. McDonald’s CEO shares major beverage menu additions
• Neutral Sentiment: McDonald’s confirmed plans for a restaurant in historic Castlemaine, a small expansion item that is unlikely to materially move the stock on its own. McDonald’s confirms plan for restaurant in historic Castlemaine
• Neutral Sentiment: Analyst commentary suggested McDonald’s investment story is shifting as growth and valuation expectations are reset, which reflects changing sentiment rather than a clear operational surprise. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
• Negative Sentiment: Articles about “shrinkflation” and smaller McNuggets could pressure sentiment if consumers view McDonald’s as offering less value, potentially weighing on brand perception. Shrinkflation hits McDonald’s as customers say McNuggets are half the size they used to be
• Negative Sentiment: Coverage noting that customers are divided on McDonald’s specialty drinks suggests product experimentation may not be universally resonating yet. Why McDonald’s Customers Are Divided On Its Specialty Drinks

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.