McDonald’s Corporation $MCD Shares Sold by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB reduced its position in McDonald’s Corporation (NYSE:MCD) by 29.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,213 shares of the fast-food giant’s stock after selling 8,667 shares during the quarter. E. Ohman J or Asset Management AB’s holdings in McDonald’s were worth $6,483,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in MCD. Legacy Wealth Asset Management LLC lifted its holdings in shares of McDonald’s by 1.8% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 4,552 shares of the fast-food giant’s stock valued at $1,391,000 after purchasing an additional 82 shares during the last quarter. Physician Wealth Advisors Inc. grew 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 last quarter. Avanza Fonder AB acquired a new position in McDonald’s during the 4th quarter valued at about $53,000. Salem Investment Counselors Inc. raised its stake in McDonald’s by 0.4% in the fourth quarter. Salem Investment Counselors Inc. now owns 52,827 shares of the fast-food giant’s stock valued at $16,146,000 after buying an additional 204 shares during the last quarter. Finally, Silverlake Wealth Management LLC raised its stake in McDonald’s by 53.8% in the fourth quarter. Silverlake Wealth Management LLC now owns 3,486 shares of the fast-food giant’s stock valued at $1,065,000 after buying an additional 1,220 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MCD has been the topic of a number of research analyst reports. JPMorgan Chase & Co. boosted their price target on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Wells Fargo & Company upped their price target on shares of McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, Mizuho raised their price target on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $339.69.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the sale, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is currently owned by company insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Rolling out value items ($3 or less) and $4 breakfast deals in the U.S., plus a Mario Happy Meal tie?in, is designed to boost traffic and repeat visits amid consumer cost sensitivity — a near?term demand catalyst. McDonald’s Value Push And Mario Tie In Versus Recent Share Weakness
• Positive Sentiment: Reviving a 36?year?old Happy Meal toy collaboration signals brand engagement and promotional lift for kids’ traffic, complementing the Mario campaign. McDonald’s revives 36-year-old fan-favorite Happy Meal toy collab
• Positive Sentiment: The premium “Big Arch” burger is producing a modest traffic bump and is positioned to protect margins while value items drive visits — a two?pronged pricing/mix strategy that can support revenue and profit per transaction. McDonald’s Big Arch provides a modest traffic bump
• Positive Sentiment: Testing humanoid robots in a Shanghai location signals a push on automation that could lower labor costs and improve throughput in the medium term if scaled successfully. McDonald’s (MCD) Tests Humanoid Robots at Shanghai Restaurant Location
• Neutral Sentiment: Large state?by?state price differences highlight local pricing flexibility and franchised variability — this shows pricing power in some markets but inconsistent consumer pricing experience elsewhere. McDonald’s Big Arch—Drastic Price Differences Across States
• Neutral Sentiment: Practical consumer stories (cash?only rules, niche menu items, food features) drive brand conversation but have limited direct impact on fundamentals. The McDonald’s cash-only rule you need to know about
• Neutral Sentiment: Analyst/asset?allocation pieces comparing beaten?down blue chips (Home Depot vs. McDonald’s) may influence flows but reflect relative valuation/portfolio choice rather than company?specific news. Home Depot vs McDonald’s: Which Beaten-Down Blue Chip Is the Better Buy Right Now?
• Negative Sentiment: Coverage noting “menu missteps” argues that inconsistent or poorly received menu changes could force a strategy reset — a risk to sales mix and margins if McDonald’s needs to overhaul offerings or promotions. McDonald’s latest menu missteps could force a new menu strategy

McDonald’s Stock Down 0.2%

McDonald’s stock opened at $308.26 on Tuesday. The stock has a 50-day moving average price of $321.62 and a 200 day moving average price of $311.57. The company has a market capitalization of $218.98 billion, a price-to-earnings ratio of 25.80, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the prior year, the company earned $2.83 EPS. McDonald’s’s quarterly revenue was up 9.7% on a year-over-year basis. Research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

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.