Rep. Julie Johnson Sells McDonald’s Corporation (NYSE:MCD) Shares

Representative Julie Johnson (D-Texas) recently sold shares of McDonald’s Corporation (NYSE:MCD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in McDonald’s stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $307.53 on Friday. The business has a 50-day simple moving average of $308.76 and a 200-day simple moving average of $305.48. McDonald’s Corporation has a one year low of $278.73 and a one year high of $326.32. The company has a market cap of $219.01 billion, a PE ratio of 26.24, a P/E/G ratio of 3.05 and a beta of 0.53.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion during the quarter, compared to analyst estimates of $7.10 billion. During the same period last year, the business earned $3.23 EPS. The firm’s revenue was up 3.0% compared to the same quarter last year. On average, sell-side analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were given a dividend of $1.86 per share. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, December 1st. McDonald’s’s dividend payout ratio is presently 63.48%.

Hedge Funds Weigh In On McDonald’s

A number of hedge funds have recently modified their holdings of MCD. Pacific Sage Partners LLC boosted its stake in McDonald’s by 2.6% during the 4th quarter. Pacific Sage Partners LLC now owns 1,551 shares of the fast-food giant’s stock worth $474,000 after purchasing an additional 39 shares during the period. Balboa Wealth Partners raised its holdings in shares of McDonald’s by 3.0% in the fourth quarter. Balboa Wealth Partners now owns 2,917 shares of the fast-food giant’s stock valued at $891,000 after buying an additional 84 shares during the last quarter. Louisbourg Investments Inc. raised its holdings in shares of McDonald’s by 3.6% in the fourth quarter. Louisbourg Investments Inc. now owns 10,349 shares of the fast-food giant’s stock valued at $3,163,000 after buying an additional 357 shares during the last quarter. Genesee Capital Advisors LLC boosted its stake in shares of McDonald’s by 5.8% during the fourth quarter. Genesee Capital Advisors LLC now owns 4,027 shares of the fast-food giant’s stock worth $1,231,000 after buying an additional 220 shares during the period. Finally, BridgePort Financial Solutions LLC grew its holdings in shares of McDonald’s by 57.7% during the fourth quarter. BridgePort Financial Solutions LLC now owns 3,231 shares of the fast-food giant’s stock worth $988,000 after buying an additional 1,182 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on MCD shares. Sanford C. Bernstein restated an “overweight” rating and issued a $372.00 price objective on shares of McDonald’s in a report on Wednesday, January 7th. Guggenheim increased their target price on McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a report on Wednesday, November 19th. Royal Bank Of Canada began coverage on McDonald’s in a research note on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 price target on the stock. TD Cowen reaffirmed a “hold” rating and set a $320.00 price target on shares of McDonald’s in a report on Thursday, January 8th. Finally, Piper Sandler reiterated a “neutral” rating and issued a $325.00 price objective on shares of McDonald’s in a report on Wednesday, October 22nd. Thirteen analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $328.88.

Insider Buying and Selling

In other news, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the completion of the sale, the executive vice president owned 4,606 shares in the company, valued at $1,407,133. This represents a 58.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer owned 26,353 shares in the company, valued at approximately $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 45,142 shares of company stock valued at $13,841,169 in the last quarter. 0.25% of the stock is currently owned by insiders.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.