Edgar Lomax Co. VA Sells 22,995 Shares of McDonald's Corporation $MCD

Key Points

• Edgar Lomax Co. VA reduced its McDonald’s holding by 22.5%, selling 22,995 shares and leaving it with 79,030 shares valued at about $24.02 million (≈1.9% of its portfolio).
• Significant insider selling: CEO Christopher J. Kempczinski sold 26,277 shares (~$8.71M) — a 53.4% cut to his stake — and insiders have sold 71,517 shares (~$23.66M) in the past three months (insiders now own 0.25%).
• McDonald’s beat quarterly expectations (EPS $3.12 vs. $3.05; revenue $7.01B, +9.7% y/y), pays a $1.86 quarterly dividend (2.3% yield), and has an average analyst target of $338.07 with mixed Buy/Hold ratings.

Edgar Lomax Co. VA reduced its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 22.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 79,030 shares of the fast-food giant's stock after selling 22,995 shares during the period. McDonald's makes up about 1.9% of Edgar Lomax Co. VA's investment portfolio, making the stock its 21st biggest position. Edgar Lomax Co. VA's holdings in McDonald's were worth $24,016,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC grew its position in shares of McDonald's by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock worth $2,692,000 after buying an additional 1,649 shares during the period. Revolve Wealth Partners LLC boosted its stake in McDonald's by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock worth $563,000 after acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in McDonald's by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock valued at $589,000 after purchasing an additional 206 shares during the period. United Bank grew its holdings in McDonald's by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant's stock valued at $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in McDonald's by 2.5% in the second 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 in the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Wells Fargo & Company lifted their price target on shares of McDonald's from $345.00 to $355.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Mizuho lifted their target price on McDonald's from $300.00 to $325.00 and gave the stock a "neutral" rating in a report on Friday, February 6th. Citigroup increased their price target on McDonald's from $371.00 to $375.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Barclays lifted their price objective on McDonald's from $372.00 to $380.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of McDonald's in a research report on Thursday, November 6th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, McDonald's has an average rating of "Hold" and an average target price of $338.07.

Insider Buying and Selling at McDonald's

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the firm's stock in a transaction on Thursday, February 12th. The shares were 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 owned 22,900 shares of the company's stock, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the business's 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 sale, the insider directly owned 5,398 shares in the company, valued at $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,517 shares of company stock valued at $23,655,503 in the last three months. 0.25% of the stock is currently owned by insiders.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: McDonald's renewed a multi‑year global technology partnership with Capgemini to modernize guest and crew platforms, supporting digital scale and the company’s "Accelerating the Arches" strategy — a potential margin and efficiency tailwind. Read More.
• Positive Sentiment: Management is pursuing aggressive unit growth — targeting 50,000 restaurants by 2027 with ~2,600 openings planned in 2026 — which is a clear growth catalyst if franchise economics hold and new units drive system sales. Read More.
• Positive Sentiment: Fresh and revived brand partnerships (new Happy Meal collaborations, a Crocs Happy Meal tie‑in, and NHL promotional items in Canada) boost marketing momentum and can drive incremental traffic and AUVs on a low incremental cost basis. Read More. Read More. Read More.
• Neutral Sentiment: Macro/investor positioning trends such as the recent "HALO" trade (investors rotating into defensive, consumer‑staples names) could support demand for MCD as a relatively defensive, high‑quality consumer stock even as growth cycles shift. Read More.
• Negative Sentiment: The nationwide rollout of the Big Arch Burger has drawn mixed consumer reviews and is testing premium pricing — raising short‑term execution and value perception questions that investors watch closely. Read More.
• Negative Sentiment: A short, awkward viral video of McDonald’s CEO sampling the Big Arch triggered a social‑media backlash and competitor response (Burger King, Wendy’s taste‑test posts), creating reputational noise and distracting from product messaging — a near‑term sentiment headwind. Read More. Read More.

McDonald's Price Performance

MCD stock opened at $327.34 on Friday. The stock has a market capitalization of $232.54 billion, a P/E ratio of 27.39, a P/E/G ratio of 2.95 and a beta of 0.51. McDonald's Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The business has a 50-day moving average of $317.86 and a 200-day moving average of $310.90.

McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter last year, the firm earned $2.83 EPS. McDonald's's revenue for the quarter was up 9.7% compared to the same quarter last year. Equities analysts expect that McDonald's Corporation will post 12.25 EPS for the current year.

McDonald's Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald's's payout ratio is currently 62.26%.

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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