Cwm LLC Grows Stock Position in McDonald's Corporation $MCD

Key Points

• Cwm LLC increased its stake in McDonald's by 6.6% in Q4, owning 113,091 shares valued at about $34.56 million after purchasing an additional 6,980 shares.
• McDonald's reported Q4 EPS of $3.12 (vs. $3.05 expected) on revenue of $7.01 billion, up 9.7% year-over-year, and analysts expect roughly $12.25 EPS for the fiscal year.
• Company insiders have been net sellers this quarter — the CEO sold 26,277 shares and insiders sold a total of 71,657 shares valued at about $23.7 million — while institutional investors own about 70.3% of the stock.

Cwm LLC grew its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 6.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,091 shares of the fast-food giant's stock after purchasing an additional 6,980 shares during the quarter. Cwm LLC's holdings in McDonald's were worth $34,564,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MCD. Global X Japan Co. Ltd. grew its stake in shares of McDonald's by 236.7% during the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant's stock valued at $1,976,000 after acquiring an additional 4,571 shares during the period. D.A. Davidson & CO. grew its stake in shares of McDonald's by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant's stock valued at $43,606,000 after acquiring an additional 3,774 shares during the period. Regent Peak Wealth Advisors LLC bought a new position in shares of McDonald's during the 3rd quarter valued at approximately $1,120,000. Synergy Asset Management LLC grew its stake 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 grew its stake in shares of McDonald's by 2.5% during the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant's stock valued at $465,868,000 after acquiring an additional 37,744 shares during the period. Hedge funds and other institutional investors own 70.29% of the company's stock.

McDonald's Price Performance

MCD stock opened at $307.11 on Friday. McDonald's Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The company has a market capitalization of $218.30 billion, a price-to-earnings ratio of 25.70, a PEG ratio of 2.73 and a beta of 0.53. The business has a 50 day simple moving average of $319.93 and a two-hundred day simple moving average of $311.70.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the prior year, the company posted $2.83 EPS. The firm's revenue for the quarter was up 9.7% compared to the same quarter last year. Sell-side analysts anticipate that McDonald's Corporation will post 12.25 EPS for the current fiscal year.

McDonald's Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald's's dividend payout ratio is presently 62.26%.

Wall Street Analyst Weigh In

MCD has been the subject of a number of recent research reports. Erste Group Bank upgraded McDonald's from a "hold" rating to a "buy" rating in a research note on Wednesday, February 18th. Argus upgraded McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price objective for the company in a research note on Friday, February 13th. Truist Financial boosted their price objective on McDonald's from $356.00 to $370.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Guggenheim cut their price objective 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, UBS Group boosted their price objective on McDonald's from $350.00 to $365.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $339.69.

Insiders Place Their Bets

In other McDonald's news, CEO Christopher J. Kempczinski sold 26,277 shares of the company's stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at $7,587,915. This represents a 53.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 2,291 shares of the company's stock, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,657 shares of company stock valued at $23,723,307. 0.25% of the stock is owned by company insiders.

Key McDonald's News

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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