JCP Investment Management LLC Makes New Investment in McDonald’s Corporation $MCD

JCP Investment Management LLC acquired a new position in McDonald’s Corporation (NYSE:MCD) in the 1st quarter, Holdings Channel reports. The institutional investor acquired 11,800 shares of the fast-food giant’s stock, valued at approximately $3,667,000. McDonald’s accounts for about 2.4% of JCP Investment Management LLC’s portfolio, making the stock its 10th largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Peterson Wealth Services increased its position in shares of McDonald’s by 3,294.5% in the 4th quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock valued at $3,600,000 after buying an additional 11,432 shares in the last quarter. Harbour Investments Inc. lifted its position in McDonald’s by 84.4% in the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock valued at $10,853,000 after acquiring an additional 16,252 shares in the last quarter. Capital International Sarl lifted its position in McDonald’s by 10.4% in the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock valued at $19,639,000 after acquiring an additional 6,079 shares in the last quarter. North Dakota State Investment Board acquired a new position in McDonald’s in the 4th quarter worth $7,493,000. Finally, Pittenger & Anderson Inc. boosted its position in shares of McDonald’s by 21.9% during the fourth quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after buying an additional 3,866 shares during the period. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Down 0.1%

Shares of MCD stock opened at $264.46 on Monday. The company has a market cap of $187.90 billion, a P/E ratio of 21.80, a P/E/G ratio of 2.84 and a beta of 0.41. McDonald’s Corporation has a twelve month low of $260.96 and a twelve month high of $341.75. The business has a fifty day simple moving average of $275.99 and a 200 day simple moving average of $298.86.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm’s revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.67 EPS. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.86 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be given a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. McDonald’s’s dividend payout ratio (DPR) is currently 61.34%.

Wall Street Analyst Weigh In

Several brokerages recently commented on MCD. Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and increased their target price for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research note on Friday, June 12th. Weiss Ratings lowered shares of McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. Evercore set a $320.00 price target on shares of McDonald’s in a report on Thursday. Finally, Tigress Financial increased their price objective on McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $334.32.

Insider Buying and Selling

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 8,348 shares of company stock worth $2,355,634 in the last 90 days. Company insiders own 0.26% of the company’s stock.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s announced a quarterly dividend of $1.86 per share, reinforcing its reputation as a steady income stock and highlighting continued cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: BTIG Research kept a buy rating on McDonald’s and said the stock still offers meaningful upside, even after cutting its price target to $350 from $370. Benzinga
• Positive Sentiment: Recent consumer-focused coverage around McValue packs, online availability, and a new dipping sauce suggests McDonald’s is still leaning on value-driven promotions and menu innovation to drive traffic. Here’s what’s new at McDonald’s this week
• Neutral Sentiment: Media coverage highlighting McDonald’s new McValue packs and online ordering is more promotional than financial, so it may help awareness but does not yet prove a material sales lift. McDonald’s McValue packs now available online. Here’s how to score one
• Neutral Sentiment: Analysts and media continue to frame McDonald’s as a defensive dividend name, but that alone is not enough to offset broader concerns about consumer spending. These 4 Dividend Stocks Are Money-Printing Machines
• Negative Sentiment: New research indicates restaurant customers remain highly price sensitive despite lower gas prices, which is a warning sign for traffic and margins at McDonald’s. McDonald’s (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices
• Negative Sentiment: McDonald’s recently hit a new 52-week low, and commentary around the stock suggests investors are waiting for the August 4 earnings report before buying the dip. McDonald’s Just Hit a New 52-Week Low. Don’t Buy the Dip Until After August 4.
• Negative Sentiment: StockTwits-style coverage also points to McDonald’s trading near 52-week lows amid broader concerns about weakening consumer demand. Why Did PEGA, ISRG, MCD Stocks Plunge To 52-Week Lows Today?

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.