CX Institutional Increases Holdings in McDonald’s Corporation $MCD

CX Institutional lifted its position in McDonald’s Corporation (NYSE:MCD) by 5.7% during the 4th quarter, HoldingsChannel reports. The firm owned 36,475 shares of the fast-food giant’s stock after acquiring an additional 1,969 shares during the quarter. CX Institutional’s holdings in McDonald’s were worth $11,148,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. WD Rutherford LLC increased its holdings in shares of McDonald’s by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after purchasing an additional 33 shares during the last quarter. Physician Wealth Advisors Inc. increased its holdings in shares of McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after purchasing an additional 33 shares during the last quarter. Jackson Hole Capital Partners LLC increased its holdings in shares of McDonald’s by 0.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after purchasing an additional 34 shares during the last quarter. CFO4Life Group LLC increased its holdings in shares of McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares during the last quarter. Finally, American National Bank of Texas increased its holdings in shares of McDonald’s by 2.9% in the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after purchasing an additional 34 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 target price on shares of McDonald’s in a 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 report on Thursday, February 12th. Royal Bank Of Canada lifted their target price on McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Morgan Stanley reduced their target price on McDonald’s from $335.00 to $334.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Finally, Robert W. Baird set a $335.00 target price on McDonald’s in a report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $340.93.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald’s (NYSE:MCD) Cut to “Hold” at Erste Group Bank

Insider Buying and Selling

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction that occurred 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 transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following 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 position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,990 shares of company stock valued at $23,824,113. Insiders own 0.26% of the company’s stock.

McDonald’s Price Performance

Shares of NYSE MCD opened at $286.83 on Friday. The business’s 50 day moving average is $314.29 and its two-hundred day moving average is $311.81. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The stock has a market capitalization of $203.89 billion, a P/E ratio of 24.00, a PEG ratio of 2.65 and a beta of 0.43.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same period in the previous year, the firm posted $2.83 earnings per share. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, equities research analysts anticipate that McDonald’s Corporation will post 13.2 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

McDonald’s 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.