GAMMA Investing LLC Acquires 3,068 Shares of McDonald’s Corporation $MCD

GAMMA Investing LLC increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 19.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,002 shares of the fast-food giant’s stock after acquiring an additional 3,068 shares during the quarter. GAMMA Investing LLC’s holdings in McDonald’s were worth $5,808,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in MCD. Evergreen Private Wealth LLC boosted its position in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Traub Capital Management LLC bought a new position in shares of McDonald’s in the second quarter valued at about $29,000. Painted Porch Advisors LLC lifted its stake 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 worth $36,000 after buying an additional 103 shares during the last quarter. Davis Capital Management bought a new stake in shares of McDonald’s during the 3rd quarter worth about $37,000. Finally, Saranac Partners Ltd bought a new stake in shares of McDonald’s during the 3rd quarter worth about $37,000. Institutional investors own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

McDonald’s Trading Down 1.9%

NYSE MCD opened at $309.89 on Friday. The company 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 company has a 50 day moving average of $321.55 and a 200-day moving average of $311.72. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.

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. The firm had revenue of $7.01 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the company earned $2.83 EPS. On average, equities research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

Insider Activity

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total transaction of $862,220.84. Following the sale, the insider directly owned 8,733 shares in the company, valued at $2,867,393.22. This represents a 23.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on MCD. Royal Bank Of Canada raised their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 12th. TD Cowen reaffirmed a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Wells Fargo & Company increased their target price on McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a report on Friday, February 13th. Finally, BTIG Research boosted their price target on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, McDonald’s presently has an average rating of “Hold” and a consensus price target of $339.69.

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.