Aurora Private Wealth Inc. Purchases Shares of 3,789 McDonald's Corporation $MCD

Key Points

• Aurora Private Wealth Inc. purchased a new Q4 stake of 3,789 McDonald’s shares valued at about $1.158M, and several other advisors also adjusted positions as institutional investors now own 70.29% of MCD.
• McDonald’s recent quarter topped estimates with $3.12 EPS vs. $3.05 expected and $7.01B in revenue (up 9.7% YoY), and the company paid a quarterly dividend of $1.86 (annualized $7.44) for a ~2.6% yield.
• Insiders sold roughly 71,990 shares (~$23.8M) last quarter, while analysts remain mixed—MarketBeat shows an average rating of "Hold" and a consensus price target of about $340.93.

Aurora Private Wealth Inc. purchased a new stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 3,789 shares of the fast-food giant's stock, valued at approximately $1,158,000.

Several other institutional investors have also added to or reduced their stakes in the company. Pines Wealth Management LLC boosted its position in McDonald's by 3.8% during the 4th quarter. Pines Wealth Management LLC now owns 4,264 shares of the fast-food giant's stock valued at $1,303,000 after buying an additional 158 shares during the period. Sandro Wealth Management LLC purchased a new stake in McDonald's during the 4th quarter valued at $2,084,000. Forza Wealth Management LLC boosted its position in McDonald's by 1.1% during the 4th quarter. Forza Wealth Management LLC now owns 3,672 shares of the fast-food giant's stock valued at $1,122,000 after buying an additional 39 shares during the period. Ping Capital Management Inc. boosted its position in McDonald's by 20.0% during the 4th quarter. Ping Capital Management Inc. now owns 1,200 shares of the fast-food giant's stock valued at $367,000 after buying an additional 200 shares during the period. Finally, VanWeelden Wealth Management LLC purchased a new stake in shares of McDonald's in the 4th quarter worth about $200,000. Hedge funds and other institutional investors own 70.29% of the company's stock.

McDonald's Price Performance

Shares of McDonald's stock opened at $286.83 on Friday. The company has a 50-day moving average of $314.29 and a 200 day moving average of $311.81. The firm has a market cap of $203.89 billion, a price-to-earnings ratio of 24.00, a PEG ratio of 2.65 and a beta of 0.43. 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 results 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. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. McDonald's's quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the business earned $2.83 EPS. On average, equities analysts anticipate that McDonald's Corporation will post 13.2 EPS for the current year.

McDonald's Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Tuesday, March 3rd. 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: 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

Analysts Set New Price Targets

Several research firms have recently commented on MCD. Erste Group Bank cut shares of McDonald's from a "buy" rating to a "hold" rating in a research report on Monday, April 27th. UBS Group raised their target price on shares of McDonald's from $350.00 to $365.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Jefferies Financial Group raised their target price on shares of McDonald's from $360.00 to $375.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $340.00 target price on shares of McDonald's in a research report on Thursday, February 12th. Finally, Tigress Financial raised their target price on shares of McDonald's from $360.00 to $385.00 and gave the stock a "buy" rating in a research report on Friday, March 6th. Sixteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $340.93.

Insider Buying and Selling at McDonald's

In related news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This trade represents a 73.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the completion of the transaction, the insider owned 5,398 shares of the company's stock, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 71,990 shares of company stock valued at $23,824,113 in the last quarter. 0.26% of the stock is owned by insiders.

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.

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