Shepherd Street Advisors LLC Makes New Investment in McDonald’s Corporation $MCD

Shepherd Street Advisors LLC bought a new stake in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, HoldingsChannel.com reports. The firm bought 2,599 shares of the fast-food giant’s stock, valued at approximately $794,000.

Other institutional investors also recently modified their holdings of the company. Encompass More Asset Management raised its position in shares of McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after buying an additional 32 shares in the last quarter. Physician Wealth Advisors Inc. increased its stake in shares of McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after buying an additional 33 shares during the period. CFO4Life Group LLC increased 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 valued at $507,000 after buying an additional 34 shares during the period. American National Bank of Texas boosted its holdings in 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 valued at $364,000 after acquiring an additional 34 shares during the last quarter. Finally, Allied Investment Advisors LLC boosted its holdings in 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 valued at $417,000 after acquiring an additional 34 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

McDonald’s Price Performance

NYSE:MCD opened at $276.61 on Wednesday. McDonald’s Corporation has a 1-year low of $271.98 and a 1-year high of $341.75. The business has a 50 day moving average of $294.66 and a 200 day moving average of $308.42. The company has a market capitalization of $196.53 billion, a price-to-earnings ratio of 22.80, a PEG ratio of 2.75 and a beta of 0.41.

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

McDonald’s Dividend Announcement

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 issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s dividend payout ratio is presently 61.34%.

Insiders Place Their Bets

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the sale, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated 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 sale, the insider owned 8,400 shares of the company’s stock, valued at approximately $2,578,800. The trade was a 23.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 8,681 shares of company stock worth $2,631,594. Corporate insiders own 0.26% of the company’s stock.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s unveiled its new “McDonald’s NEXT” strategy, centered on automation, improved restaurant design, better-tasting food, stronger hospitality, and more effective social media marketing. Investors may view this as a clear roadmap to reignite traffic and long-term sales growth. Article Title
• Positive Sentiment: Multiple articles highlighted that McDonald’s is leaning on value meals, chicken innovation, and restaurant upgrades to gain market share in a cautious consumer environment, which could help sustain demand even if spending stays weak. Article Title
• Positive Sentiment: Jim Cramer also named McDonald’s as a defensive stock to own outside the AI trade, suggesting it could benefit if investors rotate into steadier, out-of-favor sectors. Article Title
• Neutral Sentiment: McDonald’s strategy update also emphasizes making stores easier to run and improving efficiency, which could support margins over time but likely won’t show immediate results. Article Title
• Neutral Sentiment: An EVP recently sold shares, which can add some caution, but the transaction appears routine and is not by itself a strong fundamental warning. Article Title

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Jefferies Financial Group increased their target price on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Tigress Financial raised their price objective on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Cfra upgraded McDonald’s to a “buy” rating in a research note on Friday, May 8th. Weiss Ratings cut McDonald’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday. Finally, JPMorgan Chase & Co. decreased their price objective on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. Sixteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $334.45.

About McDonald’s

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.