Guardian Partners Inc. Has $12.71 Million Stake in McDonald's Corporation $MCD

Key Points

• Guardian Partners reduced its McDonald’s stake by 13.4% in the second quarter, selling 7,283 shares and retaining 47,037 shares valued at approximately $12.71 million. Institutional investors collectively own 70.29% of the company.
• McDonald’s reported quarterly EPS of $3.38, beating estimates, while revenue of $7.10 billion was slightly below consensus but increased 3.7% year over year. The company declared a quarterly dividend of $1.86, equivalent to a 2.7% annual yield.
• Insiders sold 8,348 shares worth about $2.36 million during the quarter, while analysts maintained a “Moderate Buy” consensus with an average price target of $325.44 compared with the stock’s $272.61 opening price.

Guardian Partners Inc. lowered its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 13.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,037 shares of the fast-food giant's stock after selling 7,283 shares during the quarter. McDonald's comprises 1.1% of Guardian Partners Inc.'s portfolio, making the stock its 25th largest holding. Guardian Partners Inc.'s holdings in McDonald's were worth $12,715,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Your Advocates Ltd. LLP acquired a new position in McDonald's in the 4th quarter valued at $27,000. IFC & Insurance Marketing Inc. bought a new stake in McDonald's during the fourth quarter valued at about $29,000. Abound Financial LLC acquired a new stake in shares of McDonald's in the fourth quarter valued at about $30,000. Purpose Unlimited Inc. bought a new position in shares of McDonald's in the fourth quarter worth about $31,000. Finally, DecisionPoint Financial LLC lifted its position in shares of McDonald's by 1,616.7% during the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after purchasing an additional 97 shares during the last quarter. Institutional investors own 70.29% of the company's stock.

Insider Transactions at McDonald's

In related news, insider Joseph M. Erlinger sold 5,252 shares of the company'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 sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm's stock in a transaction dated Thursday, May 28th. The stock was 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 approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 8,348 shares of company stock valued at $2,355,634. Corporate insiders own 0.26% of the company's stock.

McDonald's Stock Down 0.1%

NYSE:MCD opened at $272.61 on Monday. The firm has a market capitalization of $192.91 billion, a PE ratio of 22.15, a price-to-earnings-growth ratio of 3.05 and a beta of 0.41. McDonald's Corporation has a 12-month low of $260.96 and a 12-month high of $341.75. The firm has a 50-day moving average price of $273.81 and a 200 day moving average price of $295.15.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating analysts' consensus estimates of $3.32 by $0.06. McDonald's had a negative return on equity of 572.06% and a net margin of 31.72%.The company had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. During the same period in the previous year, the business earned $3.19 earnings per share. The company's quarterly revenue was up 3.7% on a year-over-year basis. On average, research analysts expect that McDonald's Corporation will post 12.88 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. Shareholders of record on Tuesday, September 1st will be given a $1.86 dividend. 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 dividend payout ratio (DPR) is presently 60.44%.

Analyst Ratings Changes

A number of research firms have issued reports on MCD. Mizuho lowered their target price on McDonald's from $300.00 to $290.00 and set a "neutral" rating on the stock in a report on Friday, July 31st. KeyCorp lowered their price objective on shares of McDonald's from $315.00 to $305.00 and set an "overweight" rating on the stock in a research note on Wednesday, August 5th. Evercore set a $320.00 target price on shares of McDonald's in a research report on Thursday, July 23rd. Robert W. Baird reduced their price target on shares of McDonald's from $305.00 to $285.00 and set a "neutral" rating for the company in a report on Wednesday, August 5th. Finally, BTIG Research restated a "buy" rating and set a $350.00 price objective on shares of McDonald's in a report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have issued a Hold rating to the company's stock. According to MarketBeat, McDonald's presently has an average rating of "Moderate Buy" and a consensus price target of $325.44.

More McDonald's News

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

• Positive Sentiment: McDonald’s is emphasizing lower-priced meals to win back cost-conscious customers, a potentially supportive strategy as consumers increasingly prioritize value. McDonald’s is betting on cheaper meals to win back customers
• Positive Sentiment: New growth initiatives include Red Bull energy drinks, additional beverages and limited-time menu items. These products could increase traffic and average spending while supporting a simpler restaurant operating model. McDonald’s bringing Red Bull drinks and new sodas to US customers
• Positive Sentiment: The Hello Kitty x Godzilla Happy Meal promotion may generate customer interest and family traffic when it launches, although its financial impact is likely limited. McDonald’s Announces Eight Hello Kitty x Godzilla Toys
• Neutral Sentiment: Recent earnings showed adjusted EPS of $3.38, above expectations, while revenue of $7.10 billion was slightly below consensus. Management acknowledged inconsistent value-menu execution and excessive operational complexity, making successful implementation of the turnaround strategy critical. Five Insightful Analyst Questions From McDonald’s Q2 Earnings Call
• Negative Sentiment: McDonald’s is reportedly losing ground to Burger King and other low-cost alternatives, including gas-station food, as customers seek cheaper meals. Slowing second-quarter sales growth raises concerns about U.S. traffic and market share. The burger wars are heating up as McDonald’s loses ground
• Negative Sentiment: Erste Group lowered its fiscal 2027 EPS forecast, adding to investor concerns about earnings growth. McDonald’s FY2027 EPS Forecast Lowered
• Negative Sentiment: Reports that McDonald’s maintained a 515-page customer dossier could create privacy and reputational risks, though the immediate financial effect is unclear. McDonald’s customer dossier report

McDonald's 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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