Livforsakringsbolaget Skandia Omsesidigt Invests $919,000 in McDonald’s Corporation $MCD

Livforsakringsbolaget Skandia Omsesidigt purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 3,400 shares of the fast-food giant’s stock, valued at approximately $919,000.

Several other hedge funds also recently bought and sold shares of MCD. Old North State Trust LLC bought a new stake in shares of McDonald’s during the second quarter worth $663,000. Public Employees Retirement System of Ohio purchased a new stake in McDonald’s in the 2nd quarter valued at about $72,686,000. Councilmark Asset Management LLC bought a new position in McDonald’s in the 2nd quarter worth about $535,000. Partners Capital Investment Group LLP bought a new stake in shares of McDonald’s during the second quarter valued at approximately $271,000. Finally, Cullen Capital Management LLC purchased a new stake in shares of McDonald’s in the second quarter valued at approximately $1,118,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Investors purchased 34,703 MCD call options, approximately 34% above typical volume. The activity may indicate increased bullish speculation, though options flow alone does not confirm a sustained rally.
• Positive Sentiment: McDonald’s benefited from a modest rebound in burger stocks as traders considered whether elevated short interest could contribute to a short squeeze. Wendy’s Climbs 4%, McDonald’s Ticks Up: Is Short Interest Setting Up a Squeeze in the Burger Trade?
• Positive Sentiment: The company is bringing back Spicy McNuggets on September 1 after a two-year absence, alongside other limited-time menu items and seasonal coffee promotions. These launches could support traffic and customer engagement, although their financial impact is likely modest. McDonald’s to Bring Back Spicy McNuggets
• Positive Sentiment: A consumer survey again ranked McDonald’s fries ahead of major competitors, reinforcing the brand’s strong customer recognition. A Hello Kitty and Godzilla Happy Meal promotion may provide additional promotional appeal.
• Neutral Sentiment: Analyst comparisons with Domino’s highlight McDonald’s global expansion, digital initiatives and customer-engagement efforts, but do not represent a new company-specific catalyst. McDonald’s vs. Domino’s: Which Stock Has Better Growth Prospects?
• Neutral Sentiment: Reports about a fake McDonald’s support bot promising free premium AI tools appear to be a scam warning rather than an operating or earnings development.
• Negative Sentiment: Argus lowered its McDonald’s price target to $310, signaling more limited near-term upside despite the target remaining above the current market level. Argus Lowers McDonald’s Price Target
• Negative Sentiment: McDonald’s slipped with other burger stocks after takeover speculation surrounding Wendy’s faded, removing a sector-wide catalyst. Separately, commentary pointing to weakening consumer conditions raises concerns about pressure on traffic and value-focused spending, though the claim is not a formal company forecast.

Analyst Ratings Changes

MCD has been the topic of a number of recent research reports. Guggenheim dropped their price objective on shares of McDonald’s from $320.00 to $290.00 and set a “neutral” rating on the stock in a research note on Wednesday, August 5th. BTIG Research restated a “buy” rating and set a $350.00 price objective on shares of McDonald’s in a research note on Wednesday, August 5th. Piper Sandler set a $286.00 target price on shares of McDonald’s in a report on Tuesday, August 4th. JPMorgan Chase & Co. lowered their price target on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Finally, TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, McDonald’s presently has a consensus rating of “Moderate Buy” and an average target price of $322.96.

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This trade represents a 40.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.26% of the company’s stock.

McDonald’s Trading Up 1.9%

Shares of NYSE MCD opened at $265.05 on Friday. The company has a 50 day simple moving average of $270.67 and a two-hundred day simple moving average of $291.72. The stock has a market cap of $187.56 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 2.97 and a beta of 0.41. McDonald’s Corporation has a 12 month low of $259.85 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping the consensus estimate of $3.32 by $0.06. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The company had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. During the same period last year, the firm earned $3.19 EPS. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. Analysts forecast that McDonald’s Corporation will post 12.87 EPS for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed 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. This represents a $7.44 annualized dividend and a yield of 2.8%. The ex-dividend date is Tuesday, September 1st. McDonald’s’s dividend payout ratio is currently 60.44%.

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.