First Nebraska Trust Co Acquires New Position in McDonald's Corporation $MCD

Key Points

• First Nebraska Trust Co. acquired 5,093 McDonald’s shares worth approximately $1.58 million in the first quarter. Institutional investors collectively own 70.29% of the company.
• Analysts maintain a “Moderate Buy” consensus on MCD, with an average price target of $331.92, though recent target changes and rating revisions have been mixed.
• McDonald’s reported quarterly revenue of $6.52 billion and adjusted earnings of $2.83 per share, exceeding estimates, while declaring a quarterly dividend of $1.86 per share for a 2.7% indicated yield.

First Nebraska Trust Co bought a new position in McDonald's Corporation (NYSE:MCD - Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 5,093 shares of the fast-food giant's stock, valued at approximately $1,583,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its position in McDonald's by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock valued at $2,692,000 after buying an additional 1,649 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of McDonald's by 2.8% in the 4th 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 boosted 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 valued at $589,000 after acquiring an additional 206 shares during the period. United Bank grew its position in McDonald's by 6.0% during the 2nd 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 last quarter. Finally, Schnieders Capital Management LLC. grew its position in McDonald's by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock worth $3,780,000 after acquiring an additional 312 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MCD. KeyCorp reiterated an "overweight" rating on shares of McDonald's in a research report on Wednesday, July 15th. Tigress Financial lifted their target price on shares of McDonald's from $385.00 to $390.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Barclays lowered their price target on shares of McDonald's from $380.00 to $350.00 and set an "overweight" rating for the company in a report on Friday, May 8th. Erste Group Bank cut shares of McDonald's from a "buy" rating to a "hold" rating in a research report on Monday, April 27th. Finally, Rothschild & Co Redburn raised shares of McDonald's from a "sell" rating to a "neutral" rating and raised their price target for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. Fifteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $331.92.

McDonald's Stock Performance

Shares of MCD stock opened at $270.83 on Friday. McDonald's Corporation has a fifty-two week low of $260.96 and a fifty-two week high of $341.75. The firm has a market cap of $192.43 billion, a P/E ratio of 22.33, a P/E/G ratio of 2.91 and a beta of 0.41. The business's 50 day moving average price is $274.88 and its 200-day moving average price is $297.69.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. McDonald's had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same period in the previous year, the company posted $2.67 earnings per share. The company's revenue for the quarter was up 9.4% compared to the same quarter last year. As a group, equities analysts predict that McDonald's Corporation will post 12.86 EPS for the current year.

McDonald's Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald's's dividend payout ratio is 61.34%.

Insider Transactions at McDonald's

In other McDonald's news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald's stock in a transaction dated Thursday, May 28th. The shares were 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 directly owned 6,268 shares of the company's stock, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 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. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 8,348 shares of company stock valued at $2,355,634. 0.26% of the stock is owned by company insiders.

McDonald's News Roundup

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

• Positive Sentiment: Unusually heavy call-option activity suggests some traders are positioning for upside. Investors purchased 32,245 calls, approximately 45% above the average volume of 22,241 calls.
• Positive Sentiment: Technical analyst Jay Woods said McDonald’s chart is beginning to form a potential buy signal, which could attract bargain hunters after the stock’s recent correction. CNBC article
• Positive Sentiment: McDonald’s continues to appeal to income-focused investors after declaring a quarterly dividend of $1.86 per share. Analysts also maintain a consensus “moderate buy” recommendation. Dividend strength and softer sales expectations Consensus recommendation
• Neutral Sentiment: Investors are focused on value meals, menu innovation, digital promotions, same-store sales, margins and management’s outlook when McDonald’s reports second-quarter results. Q2 earnings factors
• Negative Sentiment: Mizuho lowered its price target from $300 to $290 and assigned a “neutral” rating, signaling limited conviction despite implied upside from current levels.
• Negative Sentiment: The stock has remained below its 200-week moving average for the longest stretch since 2003, highlighting persistent technical weakness. Barchart technical analysis
• Negative Sentiment: Analysts expect softer sales and weaker earnings, particularly as lower-income consumers remain pressured. That caution could limit gains before the earnings release. McDonald’s stock ahead of August 4 earnings

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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