Hohimer Wealth Management LLC Has $5.72 Million Position in McDonald’s Corporation $MCD

Hohimer Wealth Management LLC lifted its stake in McDonald’s Corporation (NYSE:MCD) by 103.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,832 shares of the fast-food giant’s stock after buying an additional 9,556 shares during the period. McDonald’s comprises 0.8% of Hohimer Wealth Management LLC’s portfolio, making the stock its 27th biggest holding. Hohimer Wealth Management LLC’s holdings in McDonald’s were worth $5,723,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of McDonald’s by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock worth $21,773,010,000 after purchasing an additional 316,638 shares in the last quarter. State Street Corp lifted its position in McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after purchasing an additional 272,139 shares during the period. Geode Capital Management LLC boosted its stake in McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock worth $4,901,595,000 after buying an additional 276,065 shares in the last quarter. Norges Bank bought a new stake in McDonald’s in the 2nd quarter valued at $2,780,712,000. Finally, Laurel Wealth Advisors LLC raised its stake in shares of McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after buying an additional 5,718,087 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on MCD shares. Piper Sandler lifted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Mizuho upped their price objective on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Citigroup increased their target price on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their price target on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a research note on Tuesday. Finally, Truist Financial increased their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $337.57.

Insider Transactions at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 333 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $330.43, for a total value of $110,033.19. Following the completion of the transaction, the insider directly owned 8,733 shares of the company’s stock, valued at approximately $2,885,645.19. The trade was a 3.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the company’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 transaction, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 78,084 shares of company stock worth $25,661,722. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

NYSE MCD opened at $334.58 on Friday. The stock’s 50 day simple moving average is $315.92 and its 200 day simple moving average is $309.94. McDonald’s Corporation has a one year low of $283.47 and a one year high of $336.94. The firm has a market cap of $237.69 billion, a PE ratio of 28.00, a price-to-earnings-growth ratio of 2.96 and a beta of 0.52.

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 company 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 business’s revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.83 earnings per share. As a group, equities analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. McDonald’s’s dividend payout ratio is currently 62.26%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Value + expansion: McDonald’s reported 5.7% global comparable growth in Q4 driven by value deals, digital momentum and plans for ~2,600 openings in 2026 — a near‑term traffic and longer‑term unit growth story that supports revenue and same‑store sales expectations. Can McDonald’s Value Strategy Sustain Traffic Gains in 2026?
• Positive Sentiment: Promotions & LTOs lifting visits: national $1 McMuffin promotions and the U.S. rollout of the supersized “Big Arch” burger are generating buzz and likely short‑term foot traffic and app engagement, helping maintain momentum into the quarter. McDonald’s launches supersized Big Arch Burger in US
• Positive Sentiment: Analyst support: JPMorgan raised its price target to $325 and kept an overweight view, reinforcing buy‑side conviction and providing a near‑term catalyst for investor demand. JPMorgan Chase & Co. Boosts McDonald’s Price Target to $325.00
• Neutral Sentiment: Loyalty & beverage trends: coverage highlights loyalty programs and menu experimentation (including limited international items) that boost repeat visits — positive structurally but with uncertain immediate margin impact. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Neutral Sentiment: Competitive & category context: broader coffee/cold‑beverage trends at rivals and Burger King’s strategy updates are industry factors to monitor; they affect relative share but aren’t an immediate McDonald’s earnings shock. Why Starbucks and Other Chains Are Rolling Out the Red Carpet for Their Biggest Spenders
• Negative Sentiment: Insider selling: recent filings show EVP Jonathan Banner and President Joe/ Joseph Erlinger sold shares (multi‑hundred to multi‑thousand share transactions). Executive sales can unsettle some investors even if for non‑company‑specific reasons. SEC Form 4 (Jonathan Banner sale)
• Negative Sentiment: Reputational noise: a controversial regional Ramadan ad in Germany and social backlash around high‑profile, politicized moments (e.g., coverage of Trump serving McDonald’s to Olympians) create short‑term PR risk that could pressure sentiment in specific markets. Why New McDonald’s Ad Campaign Will Show Empty Boxes With No Food Trump Serves McDonald’s To Olympic Hockey Champs And Many Fans Aren’t Lovin’ It

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.