Calamos Advisors LLC boosted its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 4.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 184,177 shares of the fast-food giant's stock after buying an additional 7,639 shares during the period. Calamos Advisors LLC's holdings in McDonald's were worth $57,240,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its position in McDonald's by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock valued at $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of McDonald's by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock valued at $563,000 after acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in McDonald's by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock worth $589,000 after buying an additional 206 shares during the period. United Bank lifted its stake in shares of McDonald's by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant's stock worth $2,367,000 after acquiring an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in shares of McDonald's by 2.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock valued at $3,780,000 after purchasing an additional 312 shares during the last quarter. Institutional investors own 70.29% of the company's stock.
More McDonald's News
Here are the key news stories impacting McDonald's this week:
- Positive Sentiment: McDonald's is rolling out BTS-inspired BT21 Happy Meal toys, a promotion that could boost customer traffic and strengthen brand engagement, especially with younger consumers. McDonald's teams up with BTS again for BT21 Happy Meal: See the toys
- Positive Sentiment: One article argues McDonald's stock trades at a discount to the restaurant industry, suggesting potential upside if value offerings, beverage initiatives, and global expansion help offset traffic and margin concerns. McDonald's Stock Lags Industry, Trades at a Discount: Time to Buy?
- Neutral Sentiment: Several lifestyle pieces revisit classic McDonald's products like the McRib and discontinued burgers, which adds brand nostalgia but is unlikely to materially affect the stock on its own. Why McDonald's Invented The McRib In The First Place
- Neutral Sentiment: Reports about menu or ordering changes, including the removal of Mini McFlurries from delivery and a new ordering adjustment, are operational updates but appear too small to move the stock meaningfully by themselves. McDonald’s confirms major delivery menu shake-up — with all Mini McFlurries axed
- Neutral Sentiment: Other articles discuss brand trivia and marketing topics, such as the company’s cookies, premade burger system, and a failed donuts test, which are informative but not likely to affect shares directly.
- Negative Sentiment: The key bearish takeaway remains that McDonald's stock has lagged the broader restaurant group, reflecting investor concern about slower traffic growth and margin pressure. McDonald's Stock Lags Industry, Trades at a Discount: Time to Buy?
Insider Buying and Selling at McDonald's
In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald's stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This trade represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 8,681 shares of company stock worth $2,456,440. 0.26% of the stock is owned by insiders.
Analysts Set New Price Targets
Several research firms recently commented on MCD. Erste Group Bank cut McDonald's from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. Morgan Stanley set a $331.00 price target on McDonald's in a research note on Friday, May 8th. KeyCorp lowered their target price on shares of McDonald's from $330.00 to $315.00 and set an "overweight" rating for the company in a report on Monday, June 29th. JPMorgan Chase & Co. cut their price objective on McDonald's from $325.00 to $305.00 and set an "overweight" rating on the stock in a research report on Monday, May 11th. Finally, Rothschild & Co Redburn raised shares of McDonald's from a "sell" rating to a "neutral" rating and increased their target price for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Fifteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, McDonald's currently has a consensus rating of "Moderate Buy" and an average price target of $338.23.
Get Our Latest Stock Analysis on MCD
McDonald's Price Performance
MCD opened at $272.51 on Tuesday. The firm has a market capitalization of $193.62 billion, a P/E ratio of 22.47, a price-to-earnings-growth ratio of 2.74 and a beta of 0.41. The company has a fifty day moving average price of $278.14 and a 200-day moving average price of $301.48. McDonald's Corporation has a one year low of $264.53 and a one year high of $341.75.
McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald's had a net margin of 31.62% and a negative return on equity of 442.10%. The business had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same period in the previous year, the business posted $2.67 earnings per share. McDonald's's revenue for the quarter was up 9.4% on a year-over-year basis. On average, analysts expect that McDonald's Corporation will post 12.91 earnings per share for the current year.
McDonald's Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.7%. McDonald's's dividend payout ratio is currently 61.34%.
McDonald's Profile
(
Free Report)
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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