Bokf Na Lowers Stock Holdings in McDonald's Corporation $MCD

Key Points

• Bokf Na trimmed its stake in McDonald's by 5.1% in Q4, leaving it with 102,727 shares valued at $31.396 million, while institutional investors collectively own 70.29% of the company.
• Company insiders sold heavily last quarter — including EVP Jonathan Banner ($2.07M) and CMO Edith Flatley ($1.55M) — with insiders offloading a total of 71,990 shares worth $23.82M, leaving insiders with just 0.26% ownership.
• Analyst sentiment is mixed: the consensus rating is an average "Hold" with a $340.93 target, and although some firms raised targets citing menu/marketing momentum, UBS warns of potential Q1 comparable‑sales downside and the stock is trading near a 52‑week low.

Bokf Na lessened its position in McDonald's Corporation (NYSE:MCD - Free Report) by 5.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,727 shares of the fast-food giant's stock after selling 5,539 shares during the quarter. Bokf Na's holdings in McDonald's were worth $31,396,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Providence First Trust Co acquired a new stake in shares of McDonald's in the fourth quarter valued at approximately $400,000. AssuredPartners Investment Advisors LLC increased its holdings in shares of McDonald's by 44.7% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 6,119 shares of the fast-food giant's stock valued at $1,870,000 after purchasing an additional 1,890 shares during the last quarter. Garner Asset Management Corp acquired a new stake in shares of McDonald's in the fourth quarter valued at approximately $83,000. McIlrath & Eck LLC increased its holdings in shares of McDonald's by 38.6% in the fourth quarter. McIlrath & Eck LLC now owns 2,016 shares of the fast-food giant's stock valued at $616,000 after purchasing an additional 561 shares during the last quarter. Finally, Christine Messmer PC acquired a new stake in shares of McDonald's in the fourth quarter valued at approximately $347,000. Hedge funds and other institutional investors own 70.29% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Jefferies Financial Group increased their price target on McDonald's from $360.00 to $375.00 and gave the company a "buy" rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 target price on McDonald's in a research report on Thursday, February 12th. Royal Bank Of Canada lifted their target price on McDonald's from $320.00 to $330.00 and gave the company a "sector perform" rating in a research report on Thursday, February 12th. Guggenheim reduced their target price on McDonald's from $325.00 to $320.00 and set a "neutral" rating on the stock in a research report on Friday, February 13th. Finally, Mizuho lifted their target price on McDonald's from $300.00 to $325.00 and gave the company a "neutral" rating in a research report on Friday, February 6th. Sixteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Hold" and an average target price of $340.93.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: Menu and beverage innovation could boost traffic and average checks — McDonald’s is rolling out six new specialty drinks (craft sodas and “Refreshers”) while phasing out self‑serve soda fountains, part of a broader menu and restaurant refresh that UBS and other outlets say could help the chain rebound. McDonald's debuts crafted sodas & Refreshers
• Positive Sentiment: Analyst commentary highlighting a potential bounce — UBS/coverage noted that menu, marketing and loyalty momentum could drive a recovery if execution and comps stabilize, giving investors a reason to buy into a post-earnings rebound. McDonald's likely to bounce as chain overhauls menus, UBS says
• Neutral Sentiment: Franchise-law developments could support long-term stability — commentary on the American Franchise Act stresses bipartisan support for franchise protections that would favor system stability and the franchise model McDonald’s relies on (more of a long-term structural tailwind than an immediate catalyst). This one federal standard is the ‘lynchpin’ of franchising
• Neutral Sentiment: Long-term dividend/total-return narrative remains intact — pieces revisiting a decade-long investment case underscore buybacks, steady dividend policy and digital rollout as structural positives, but these are background factors vs. near-term earnings. If you had invested $1,000 in McDonald’s a decade ago
• Negative Sentiment: Q1 downside risk: UBS warns U.S. comparable‑sales could miss consensus due to weather and cost pressure — that raises the odds of an earnings reaction if McDonald’s reports softer U.S. comps or margin compression. McDonald's could miss first-quarter US comparable sales consensus, UBS says
• Negative Sentiment: Shares already under pressure into earnings — coverage highlights that MCD hit a 52‑week low ahead of the print, reflecting investor caution and making the stock more sensitive to any negative surprise. McDonald's stock hits 52-week low ahead of earnings
• Negative Sentiment: Analyst downgrade increases sell-side cautiousness — Erste Group’s downgrade to Hold cites expected below‑sector profit growth, which can weigh on sentiment if others follow. Erste Group turns cautious on McDonald's, downgrades to Hold

Insider Transactions at McDonald's

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald's stock in a transaction on Monday, February 23rd. The stock was 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 approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of McDonald's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value 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 approximately $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,990 shares of company stock worth $23,824,113 over the last quarter. 0.26% of the stock is owned by corporate insiders.

McDonald's Trading Up 0.4%

MCD stock opened at $285.13 on Wednesday. The company has a market capitalization of $202.68 billion, a PE ratio of 23.86, a P/E/G ratio of 2.63 and a beta of 0.43. McDonald's Corporation has a 12-month low of $283.02 and a 12-month high of $341.75. The business's fifty day moving average price is $313.40 and its 200 day moving average price is $311.72.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The company's quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.83 EPS. Research analysts predict that McDonald's Corporation will post 13.2 EPS for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.