Assetmark Inc. Has $16.91 Million Stake in McDonald's Corporation $MCD

Key Points

• Assetmark Inc. raised its McDonald's stake by 13.3% in Q4, owning 55,322 shares valued at about $16.91 million after buying an additional 6,510 shares.
• McDonald's beat quarterly estimates with $3.12 EPS (vs. $3.05 expected) and $7.01 billion in revenue, up 9.7% year‑over‑year, while analysts project about 12.25 EPS for the fiscal year.
• Company insiders have been net sellers recently, offloading a total of 71,657 shares worth roughly $23.7 million in the past 90 days, including sales by the CEO and CMO.

Assetmark Inc. increased its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 13.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,322 shares of the fast-food giant's stock after purchasing an additional 6,510 shares during the period. Assetmark Inc.'s holdings in McDonald's were worth $16,908,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Global X Japan Co. Ltd. raised its stake in shares of McDonald's by 236.7% during the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant's stock worth $1,976,000 after acquiring an additional 4,571 shares in the last quarter. D.A. Davidson & CO. grew its holdings in shares of McDonald's by 2.7% during the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant's stock valued at $43,606,000 after buying an additional 3,774 shares during the last quarter. Regent Peak Wealth Advisors LLC bought a new stake in McDonald's in the 3rd quarter worth approximately $1,120,000. Synergy Asset Management LLC grew its position in shares of McDonald's by 317.2% during the 3rd quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant's stock valued at $5,691,000 after acquiring an additional 14,506 shares during the period. Finally, National Pension Service increased its position in McDonald's by 2.5% in the third quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant's stock worth $465,868,000 after buying an additional 37,744 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

MCD has been the subject of a number of research analyst reports. TD Cowen restated a "hold" rating and set a $320.00 price objective on shares of McDonald's in a research report on Thursday, February 12th. Tigress Financial upped their target price on shares of McDonald's from $360.00 to $385.00 and gave the stock a "buy" rating in a research note on Friday, March 6th. Truist Financial upped their target price on McDonald's from $356.00 to $370.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Guggenheim cut their price target on McDonald's from $325.00 to $320.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. Finally, Citigroup boosted their price objective on McDonald's from $371.00 to $375.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $339.69.

McDonald's Price Performance

McDonald's stock opened at $307.11 on Friday. The stock's fifty day moving average is $319.93 and its two-hundred day moving average is $311.70. The stock has a market cap of $218.30 billion, a PE ratio of 25.70, a P/E/G ratio of 2.73 and a beta of 0.53. McDonald's Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same period last year, the firm posted $2.83 EPS. McDonald's's revenue for the quarter was up 9.7% on a year-over-year basis. On average, research analysts expect that McDonald's Corporation will post 12.25 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. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald's's dividend payout ratio (DPR) is 62.26%.

Insider Activity at McDonald's

In other news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald's stock in a transaction 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 completion of the transaction, the chief marketing officer owned 6,200 shares of the company's stock, valued at $2,052,200. The trade was a 43.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 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 transaction of $8,764,097.04. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at $7,638,066. The trade was a 53.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,657 shares of company stock valued at $23,723,307 in the last 90 days. Insiders own 0.25% of the company's stock.

McDonald's News Roundup

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

• Positive Sentiment: McDonald’s is launching a broad specialty beverage push (handcrafted/“dirty” sodas, refreshers, energy drinks and new flavors) that could lift average check, frequency and margins if customers trade up to higher-priced drinks. Is McDonald's Big Beverage Push Good or Bad for Dutch Bros?
• Positive Sentiment: Market coverage noted McDonald’s outperformed the broader market in the latest session, reflecting investor appetite for the company’s growth initiatives and defensive franchise model. McDonald's (MCD) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: An independent McDonald’s owner-operator (Kaufman Enterprises) is launching a customer-insight initiative to refine guest experience — a localized operational improvement that supports service/retention but has limited system-wide immediate impact. Independent McDonald's Owner-Operator Kaufman Enterprises Advances Guest Experience...
• Neutral Sentiment: Analysis flags McDonald’s long-term growth plan (targeting more stores and continued dividend strength) but also warns mounting risks — a balanced view that supports long-term appeal while calling out execution/margin pressures. McDonald's: On Track To 50,000 Stores And Dividend King Status, But Risks Are Mounting
• Negative Sentiment: Cattle and beef futures have surged (~25% Y/Y), which raises the risk of higher input costs for beef items and could compress restaurant margins if price increases can’t be fully passed to consumers. Cattle prices soar to record highs as grilling season heats up
• Negative Sentiment: Competitive moves (value/menu upgrades from casual-dining and other chains) increase pressure on traffic and pricing; McDonald’s must balance value promotions with margin management. Chili's declares war on McDonald's with new menu items

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.

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