Foguth Wealth Management LLC. Invests $2.68 Million in McDonald’s Corporation $MCD

Foguth Wealth Management LLC. purchased a new position in McDonald’s Corporation (NYSE:MCD) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 8,827 shares of the fast-food giant’s stock, valued at approximately $2,677,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. Evergreen Private Wealth LLC raised its position in McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after acquiring an additional 52 shares during the period. Traub Capital Management LLC bought a new position in shares of McDonald’s during the 2nd quarter valued at approximately $29,000. Painted Porch Advisors LLC grew its position in shares of McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares during the period. Davis Capital Management purchased a new stake in shares of McDonald’s during the 3rd quarter worth approximately $37,000. Finally, Saranac Partners Ltd purchased a new stake in shares of McDonald’s during the 3rd quarter worth approximately $37,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Down 1.9%

McDonald’s stock opened at $309.89 on Friday. The stock has a market cap of $220.14 billion, a price-to-earnings ratio of 25.93, a PEG ratio of 2.81 and a beta of 0.51. The business has a 50-day simple moving average of $321.55 and a 200 day simple moving average of $311.72. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75.

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

McDonald’s Announces Dividend

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

More McDonald’s News

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

• Positive Sentiment: Movie and toy promotions tied to Super Mario Galaxy should boost short‑term foot traffic and Happy Meal sales next week. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals for Super Mario Galaxy Movie Tie-In
• Positive Sentiment: Collectible trading‑card drops are creating buzz and secondary‑market interest, which can drive incremental restaurant visits and social media engagement. McDonald’s launches trading cards – and some of the rarest are already listed on eBay for huge sums
• Neutral Sentiment: McDonald’s rollout of $3 menu items aims to retain lower‑income customers—good for traffic but likely margin‑dilutive if sales mix shifts toward deep value offerings. McDonald’s reportedly launching $3 menu items to retain lower-income customers
• Neutral Sentiment: New premium burger (Big Arch) pricing varies widely by market, highlighting inconsistent franchise pricing that complicates national comps and consumer perception. Price of McDonald’s new Big Arch burger varies across the US—here’s where it’s most expensive
• Negative Sentiment: A federal judge allowed two former Black McDonald’s vice presidents to proceed with harassment and retaliation claims, creating legal and reputational risk that could lead to costs and distraction. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Analysts and coverage highlight a franchise‑level pricing challenge: operators can set prices and opt out of promotions, which can raise prices at certain locations, hurt comps and complicate company messaging. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market writeups calling out MCD’s larger‑than‑market drop reinforce negative sentiment and can amplify selling pressure in the short term. McDonald’s (MCD) Dips More Than Broader Market: What You Should Know

Insider Activity at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the completion of the transaction, the insider owned 8,733 shares of the company’s stock, valued at $2,867,393.22. The trade was a 23.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Royal Bank Of Canada upped their price objective on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Wells Fargo & Company raised their target price on McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. UBS Group boosted their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Guggenheim dropped their price target on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Finally, BTIG Research increased their price target on McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, McDonald’s has a consensus rating of “Hold” and a consensus target price 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.