G&S Capital LLC Buys New Shares in McDonald's Corporation $MCD

Key Points

• G&S Capital purchased 6,227 McDonald’s shares during the second quarter, valued at approximately $1.68 million. Institutional investors and hedge funds collectively own 70.29% of MCD.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $325.44, although some firms recently lowered targets or kept a Hold rating.
• McDonald’s reported quarterly EPS of $3.38, beating estimates, while revenue rose 3.7% year over year to $7.10 billion. The company declared a quarterly dividend of $1.86 per share, equivalent to a 2.7% annual yield.

G&S Capital LLC purchased a new stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 6,227 shares of the fast-food giant's stock, valued at approximately $1,683,000.

A number of other large investors have also recently bought and sold shares of MCD. Your Advocates Ltd. LLP acquired a new position in shares of McDonald's in the 4th quarter valued at about $27,000. IFC & Insurance Marketing Inc. acquired a new stake in McDonald's during the fourth quarter worth approximately $29,000. Abound Financial LLC acquired a new stake in McDonald's during the fourth quarter worth approximately $30,000. DecisionPoint Financial LLC increased its holdings in McDonald's by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after purchasing an additional 97 shares in the last quarter. Finally, Entrust Financial LLC bought a new stake in McDonald's in the fourth quarter worth approximately $31,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have issued reports on MCD. KeyCorp cut their price target on McDonald's from $315.00 to $305.00 and set an "overweight" rating on the stock in a report on Wednesday, August 5th. Evercore set a $320.00 price objective on shares of McDonald's in a research note on Thursday, July 23rd. Weiss Ratings downgraded shares of McDonald's from a "hold (c+)" rating to a "hold (c)" rating in a research report on Tuesday, June 23rd. TD Cowen reissued a "hold" rating on shares of McDonald's in a research note on Tuesday, August 4th. Finally, Tigress Financial raised their price target on shares of McDonald's from $385.00 to $390.00 and gave the stock a "buy" rating in a report on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $325.44.

Insiders Place Their Bets

In other McDonald's news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company's stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm's stock in a transaction on Wednesday, June 10th. The shares were 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 directly owned 7,734 shares in the company, valued at $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 in the last 90 days. 0.26% of the stock is currently owned by company insiders.

McDonald's News Roundup

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

• Positive Sentiment: McDonald’s will begin selling a Red Bull Dragonberry Energizer on Aug. 17, along with a new “dirty soda,” marking its first entry into energy drinks. The move could attract younger customers, increase beverage sales and diversify the menu. McDonald’s is getting into the energy game with Red Bull
• Positive Sentiment: A Hello Kitty and Godzilla/Kaiju Happy Meal promotion is scheduled to launch Aug. 18. The collectible toys may support near-term traffic and family visits, although the financial impact is likely limited. McDonald’s Hello Kitty and Godzilla crossover arrives August 18
• Positive Sentiment: McDonald’s USA promoted longtime employee Patrick Gerber to chief restaurant officer. His mandate to improve restaurant operations and standards could help address execution issues in the U.S. McDonald’s USA appoints chief restaurant officer
• Neutral Sentiment: The company still expects substantial unit growth, including about 2,600 openings in 2026, but has pushed its 50,000-store target to 2028. Management describes the delay as disciplined expansion amid softer U.S. demand. McDonald’s pushes 50,000-store goal to 2028
• Negative Sentiment: Recent analysis highlights slowing U.S. comparable sales, competitive pressure from a strengthening Burger King, and management’s acknowledgment of execution missteps. Concerns that value promotions are no longer sufficient could weigh on traffic and margins. McDonald’s faces fresh U.S. growth questions
• Negative Sentiment: Erste Group Bank lowered its 2027 EPS forecast to $14.00 from $14.15 and maintained a Hold rating, reinforcing concerns about the company’s growth outlook and valuation. McDonald’s analyst estimate update
• Negative Sentiment: Krispy Kreme’s turnaround coverage notes that its nationwide McDonald’s partnership has ended, removing a distribution relationship that had offered McDonald’s an additional dessert and snack channel. Krispy Kreme’s turnaround sees many wins

McDonald's Stock Performance

Shares of McDonald's stock opened at $273.83 on Wednesday. The stock has a market capitalization of $193.77 billion, a PE ratio of 22.24, a price-to-earnings-growth ratio of 3.06 and a beta of 0.41. McDonald's Corporation has a 52 week low of $260.96 and a 52 week high of $341.75. The stock has a 50 day moving average price of $273.92 and a two-hundred day moving average price of $295.91.

McDonald's (NYSE:MCD - Get Free Report) last issued its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts' consensus estimates of $3.32 by $0.06. McDonald's had a negative return on equity of 512.80% and a net margin of 31.72%.The company had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. During the same period in the prior year, the firm earned $3.19 earnings per share. McDonald's's revenue for the quarter was up 3.7% on a year-over-year basis. Research analysts forecast that McDonald's Corporation will post 12.88 EPS for the current year.

McDonald's Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Tuesday, September 1st. McDonald's's payout ratio is 60.44%.

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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