McDonald’s Corporation $MCD Shares Sold by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. cut its stake in McDonald’s Corporation (NYSE:MCD) by 25.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,919 shares of the fast-food giant’s stock after selling 1,712 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in McDonald’s were worth $1,503,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC boosted its position in McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank boosted its position in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after purchasing an additional 312 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,657 shares of company stock worth $23,722,204. Corporate insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is targeting a large beverage opportunity — aiming at a ~$100 billion beverage market with new McCafé drinks planned for a 2026 U.S. and global rollout, a potential multi-year growth driver and same?store check boost. Can McDonald’s Tap a $100B Beverage Opportunity in 2026?
• Positive Sentiment: The company is launching a new $3 value menu and $4 meal, a tactical move to drive traffic and affordability that could support sales and offset margin pressure if adoption is strong. McDonald’s to launch new $3 value menu, $4 meal this week
• Positive Sentiment: Lower potato input costs reported for suppliers (Lamb Weston) could indirectly help McDonald’s margins if those savings flow through to the chain, reducing a key commodity pressure. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Operational leadership moves: Skye Anderson returns as U.S. COO and other executive adjustments aim to sharpen U.S. operations and franchising/delivery focus, which could improve execution if transitions go smoothly. McDonald’s creates US COO role
• Neutral Sentiment: Marketing/promotions: the global “KPop Demon Hunters” McFlurry and themed meal rollout is generating buzz and likely a short?term traffic lift, but the impact is promotional and temporary rather than structural. McDonald’s menu has new ‘KPop Demon Hunters’ McFlurry. What’s in it?
• Negative Sentiment: Shares moved lower amid a broader market uptick, signaling some investor caution about near?term upside despite recent initiatives. McDonald’s (MCD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Investor questions around the leadership shuffle and ESG focus highlight execution and strategic clarity risks; coupled with reports that some new premium product tests (e.g., a $12 burger) are receiving mixed consumer reaction, these factors could weigh on sentiment if trends persist. McDonald’s Leadership Shuffle And ESG Focus Raise Fresh Investor Questions

McDonald’s Stock Down 1.1%

Shares of NYSE:MCD opened at $307.27 on Thursday. The company has a market capitalization of $218.29 billion, a P/E ratio of 25.71, a P/E/G ratio of 2.77 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75. The stock’s fifty day simple moving average is $321.86 and its 200-day simple moving average is $311.50.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data 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 firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter last year, the business posted $2.83 EPS. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The company 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 was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald’s’s payout ratio is 62.26%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MCD shares. Tigress Financial lifted their price target on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Barclays increased their price objective on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Piper Sandler lifted 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. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. Finally, Truist Financial increased their price target on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $339.69.

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.