Flputnam Investment Management Co. reduced its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 10.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 33,176 shares of the fast-food giant’s stock after selling 3,925 shares during the period. Flputnam Investment Management Co.’s holdings in McDonald’s were worth $10,140,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in the company. Encompass More Asset Management raised its stake in McDonald’s by 1.5% during the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock worth $648,000 after buying an additional 32 shares during the period. Physician Wealth Advisors Inc. raised its stake in McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after buying an additional 33 shares during the period. CFO4Life Group LLC raised its stake in shares of McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares during the last quarter. American National Bank of Texas raised its stake in shares of McDonald’s by 2.9% in the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after purchasing an additional 34 shares during the last quarter. Finally, Allied Investment Advisors LLC raised its stake in shares of McDonald’s by 2.6% in the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock worth $417,000 after purchasing an additional 34 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several analysts have recently commented on MCD shares. Wells Fargo & Company lowered their price objective on McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. UBS Group increased their price objective on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Weiss Ratings downgraded McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. Piper Sandler increased their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. Seventeen research 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’s stock. According to MarketBeat.com, McDonald’s currently has an average rating of “Moderate Buy” and a consensus price target of $334.45.
McDonald’s Stock Up 0.7%
MCD stock opened at $281.09 on Thursday. The firm has a market cap of $199.72 billion, a PE ratio of 23.17, a P/E/G ratio of 2.78 and a beta of 0.43. The business has a 50 day moving average of $297.03 and a 200-day moving average of $308.93. McDonald’s Corporation has a 12-month low of $271.98 and a 12-month high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.67 earnings per share. On average, research analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current year.
McDonald’s Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.86 dividend. 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 currently 61.34%.
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is rolling out fresh promotional items, including a 2026 FIFA World Cup Happy Meal and Squishmallows tie-in, plus regional beverage offerings like refreshers and dirty sodas, which could help drive traffic and keep the brand top of mind for families and younger consumers. Article Title
- Positive Sentiment: Investor commentary remains constructive, with one article arguing McDonald’s still has a strong “moat,” reinforcing the view that its scale, franchise model, and brand strength can support earnings resilience. Article Title
- Positive Sentiment: The company’s expansion in Ukraine suggests continued international growth, which can be a long-term support for revenue even in a challenging macro environment. Article Title
- Neutral Sentiment: Viral social media attention around a McDonald’s nugget “hack” may boost brand visibility, but it is unlikely to materially affect fundamentals on its own. Article Title
- Neutral Sentiment: An insider sale by Joseph M. Erlinger of 333 shares is small relative to his remaining stake and does not appear to signal a major shift in outlook, though investors may note it. Article Title
- Negative Sentiment: McDonald’s said it cannot meet its 2030 emissions targets and also fell short on a packaging goal, which could create ESG-related pressure and weigh on sentiment for some investors. Article Title
Insider Activity
In other news, insider Joseph M. Erlinger sold 2,626 shares of the company’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 value of $806,182.00. Following the completion of the transaction, the insider directly owned 8,400 shares of the company’s stock, valued at $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,918 shares of company stock valued at $1,862,485 over the last three months. 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.
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