Banco Santander S.A. Has $23.95 Million Stock Holdings in McDonald's Corporation $MCD

Key Points

• Banco Santander increased its McDonald’s stake by 14.6% in the second quarter, holding 88,602 shares valued at approximately $23.95 million. Institutional investors collectively own 70.29% of MCD.
• McDonald’s reported quarterly EPS of $3.38, beating estimates, while revenue of $7.10 billion fell slightly short of expectations. The company declared a quarterly dividend of $1.86 per share, equivalent to a 2.7% annualized yield.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $325.44, although several firms recently lowered targets amid concerns about weak traffic, value-menu execution and increased competition.

Banco Santander S.A. increased its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 14.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 88,602 shares of the fast-food giant's stock after acquiring an additional 11,258 shares during the quarter. Banco Santander S.A.'s holdings in McDonald's were worth $23,950,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in MCD. Your Advocates Ltd. LLP bought a new position in McDonald's during the 4th quarter worth approximately $27,000. IFC & Insurance Marketing Inc. bought a new stake in shares of McDonald's in the 4th quarter valued at $29,000. Abound Financial LLC bought a new stake in shares of McDonald's in the 4th quarter valued at $30,000. DecisionPoint Financial LLC increased its position in shares of McDonald's by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after buying an additional 97 shares during the period. Finally, Entrust Financial LLC acquired a new stake in shares of McDonald's during the fourth quarter worth $31,000. 70.29% of the stock is currently owned by institutional investors.

McDonald's Trading Up 0.1%

NYSE:MCD opened at $272.61 on Friday. McDonald's Corporation has a 12 month low of $260.96 and a 12 month high of $341.75. The stock has a market capitalization of $192.91 billion, a price-to-earnings ratio of 22.15, a PEG ratio of 3.05 and a beta of 0.41. The firm has a fifty day simple moving average of $273.81 and a two-hundred day simple moving average of $295.28.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. The business's quarterly revenue was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.19 earnings per share. Equities analysts predict that McDonald's Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald's Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be issued a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a yield of 2.7%. McDonald's's dividend payout ratio is presently 60.44%.

Key McDonald's News

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

• Positive Sentiment: McDonald’s is emphasizing lower-priced meals to win back cost-conscious customers, a potentially supportive strategy as consumers increasingly prioritize value. McDonald’s is betting on cheaper meals to win back customers
• Positive Sentiment: New growth initiatives include Red Bull energy drinks, additional beverages and limited-time menu items. These products could increase traffic and average spending while supporting a simpler restaurant operating model. McDonald’s bringing Red Bull drinks and new sodas to US customers
• Positive Sentiment: The Hello Kitty x Godzilla Happy Meal promotion may generate customer interest and family traffic when it launches, although its financial impact is likely limited. McDonald’s Announces Eight Hello Kitty x Godzilla Toys
• Neutral Sentiment: Recent earnings showed adjusted EPS of $3.38, above expectations, while revenue of $7.10 billion was slightly below consensus. Management acknowledged inconsistent value-menu execution and excessive operational complexity, making successful implementation of the turnaround strategy critical. Five Insightful Analyst Questions From McDonald’s Q2 Earnings Call
• Negative Sentiment: McDonald’s is reportedly losing ground to Burger King and other low-cost alternatives, including gas-station food, as customers seek cheaper meals. Slowing second-quarter sales growth raises concerns about U.S. traffic and market share. The burger wars are heating up as McDonald’s loses ground
• Negative Sentiment: Erste Group lowered its fiscal 2027 EPS forecast, adding to investor concerns about earnings growth. McDonald’s FY2027 EPS Forecast Lowered
• Negative Sentiment: Reports that McDonald’s maintained a 515-page customer dossier could create privacy and reputational risks, though the immediate financial effect is unclear. McDonald’s customer dossier report

Insider Activity at McDonald's

In other news, insider Joseph M. Erlinger sold 5,252 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the transaction, the insider directly owned 7,734 shares of the company's stock, valued at $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 8,348 shares of company stock worth $2,355,634. Corporate insiders own 0.26% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on MCD shares. KeyCorp dropped their target price on shares of McDonald's from $315.00 to $305.00 and set an "overweight" rating on the stock in a report on Wednesday, August 5th. Wells Fargo & Company decreased their price target on McDonald's from $320.00 to $300.00 and set an "overweight" rating for the company in a report on Thursday, July 16th. Citigroup lifted their price objective on McDonald's from $335.00 to $345.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Tigress Financial boosted their price objective on McDonald's from $385.00 to $390.00 and gave the company a "buy" rating in a research note on Friday, July 17th. Finally, UBS Group set a $305.00 target price on McDonald's in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, McDonald's presently has an average rating of "Moderate Buy" and an average price target of $325.44.

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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