Pinkerton Wealth LLC Raises Stake in McDonald’s Corporation $MCD

Pinkerton Wealth LLC lifted its stake in McDonald’s Corporation (NYSE:MCD) by 9.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,112 shares of the fast-food giant’s stock after purchasing an additional 1,512 shares during the period. Pinkerton Wealth LLC’s holdings in McDonald’s were worth $5,200,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in McDonald’s by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after acquiring an additional 52 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares during the period. United Bank boosted its holdings in shares of McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Piper Sandler raised their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Jefferies Financial Group upped 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. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a research note on Tuesday, January 6th. Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Finally, Citigroup upped their price objective on shares of McDonald’s from $371.00 to $375.00 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 issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $339.69.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,517 shares of company stock valued at $23,655,503 over the last three months. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Up 0.9%

McDonald’s stock opened at $331.03 on Tuesday. The firm has a market cap of $235.17 billion, a P/E ratio of 27.70, a P/E/G ratio of 2.92 and a beta of 0.51. The business has a fifty day moving average of $318.66 and a two-hundred day moving average of $311.15. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the business posted $2.83 EPS. Equities analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given 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 (DPR) is presently 62.26%.

McDonald’s News Roundup

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

• Positive Sentiment: New product momentum — McDonald’s Big Arch burger is being heavily promoted (CEO appearances, social campaigns such as “First Job Confessional”) and is generating strong online buzz that can lift traffic and brand engagement. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation
• Positive Sentiment: Analyst upgrade — At least one outlet reports a raised price target to $385, signaling increased analyst confidence in MCD’s outlook and valuation support. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: Viral CEO marketing — A widely viewed video of McDonald’s CEO sampling the new product has driven free publicity and conversations that amplify the Big Arch campaign. Increased organic attention can translate into short-term traffic gains. Viral video of McDonald’s CEO eating new ‘product’ draws response from Columbus Metropolitan Library
• Neutral Sentiment: Pricing variability — A study shows Big Arch prices vary widely across U.S. markets; this affects local comps and customer perception but is not a company-wide earnings surprise. McDonald’s Big Arch Burger Prices Swing Wildly Across U.S., New Study Shows
• Neutral Sentiment: Ongoing product initiatives — New Happy Meal offerings and Filet‑O‑Fish tips/PR continue to support menu innovation and value perception, which can aid transaction growth over time. McDonald’s announces new happy meal
• Negative Sentiment: Competitive and reputational noise — Rival chains (notably Burger King) and their agencies have produced social jabs that highlight brand rivalry; while largely promotional theatre, sustained negative narratives can dent sentiment. Burger King names 2 new agencies following viral Whopper bite moment
• Negative Sentiment: Macro/logistics risk — Analysis flags meaningful exposure to very high oil prices (fuel for delivery/drive‑thru, packaging, logistics) that could suppress demand or raise operating risk if energy spikes materially. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

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.