Indivisible Partners Acquires Shares of 4,806 McDonald's Corporation $MCD

Key Points

• Indivisible Partners purchased a new stake of 4,806 McDonald's shares in Q4 worth about $1.47 million, and institutional investors now own 70.29% of the company.
• Analyst coverage is mixed—16 Buys, 14 Holds and 1 Sell—with a MarketBeat consensus rating of Hold and a consensus target price of $340.93.
• McDonald's beat Q4 estimates with $3.12 EPS and 9.7% revenue growth, but the stock recently hit a 52‑week low amid analyst caution and significant insider selling (about 71,990 shares, ~$23.8M, in the last 90 days); the company is pushing new menu and marketing initiatives to lift traffic.

Indivisible Partners purchased a new stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 4,806 shares of the fast-food giant's stock, valued at approximately $1,469,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. WD Rutherford LLC grew its holdings in shares of McDonald's by 1.0% in the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant's stock worth $991,000 after acquiring an additional 33 shares during the period. Physician Wealth Advisors Inc. grew its holdings in shares of McDonald's by 1.6% in the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant's stock worth $642,000 after acquiring an additional 33 shares during the period. Jackson Hole Capital Partners LLC grew its holdings in shares of McDonald's by 0.3% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant's stock worth $3,352,000 after acquiring an additional 34 shares during the period. CFO4Life Group LLC boosted its position in shares of McDonald's by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant's stock worth $507,000 after buying an additional 34 shares in the last quarter. Finally, American National Bank of Texas grew its stake in McDonald's by 2.9% in the 4th quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant's stock valued at $364,000 after acquiring an additional 34 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Wells Fargo & Company increased their price objective on shares of McDonald's from $345.00 to $355.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. increased their price objective on shares of McDonald's from $305.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday, February 24th. Sanford C. Bernstein reissued a "market perform" rating and issued a $340.00 price objective on shares of McDonald's in a research note on Thursday, February 12th. BTIG Research reissued a "buy" rating and issued a $370.00 price objective on shares of McDonald's in a research note on Tuesday, April 28th. Finally, Royal Bank Of Canada lifted their price objective on McDonald's from $320.00 to $330.00 and gave the stock a "sector perform" rating in a research report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, McDonald's currently has an average rating of "Hold" and a consensus target price of $340.93.

McDonald's Stock Performance

MCD stock opened at $285.13 on Wednesday. McDonald's Corporation has a 1 year low of $283.02 and a 1 year high of $341.75. The stock's 50 day moving average price is $313.40 and its 200 day moving average price is $311.72. The firm has a market cap of $202.68 billion, a P/E ratio of 23.86, a PEG ratio of 2.63 and a beta of 0.43.

McDonald's (NYSE:MCD - Get Free Report) last posted 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 firm had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the company earned $2.83 EPS. McDonald's's revenue was up 9.7% on a year-over-year basis. On average, research analysts predict that McDonald's Corporation will post 13.2 earnings per share for the current year.

Key Stories Impacting McDonald's

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

• Positive Sentiment: Company rolled out six new specialty drinks (crafted sodas and "Refreshers") aimed at lifting average check and drive-thru/foot traffic — a strategic product push that could help accelerate sales and digital loyalty engagement. McDonald's is shaking up your soda run
• Positive Sentiment: UBS and other outlets highlight a broader menu and marketing overhaul that could reignite same-store sales — analysts see these initiatives as a catalyst for a post-earnings rebound if execution and comps hold. McDonald's likely to bounce as fast-food chain overhauls menus, marketing, UBS says
• Positive Sentiment: Brand/merch tie-ins (new McCafé lineup and branded beaded drink carriers) support marketing momentum and loyalty program activation — small revenue/engagement wins that help the customer experience story. McDonald’s Launches 6 Beaded Drink Carriers
• Neutral Sentiment: Company is phasing out self-serve soda fountains (timeline into the next several years) — this reduces free-refill complexity and enables crafted soda/service upsells but could slow service or annoy some customers during transition. Are Texas McDonald's getting rid of self-service soda machines? What to know
• Neutral Sentiment: Longer-term franchising policy developments (discussion around the American Franchise Act) could affect regulatory certainty for the franchise model — meaningful over time but unlikely to move this quarter. This One Federal Standard Is the ‘Lynchpin’ of Franchising
• Negative Sentiment: Analysts warn US same-store sales could miss consensus for Q1 (weather and cost pressure cited) — a miss would likely trigger downside in the stock and increase scrutiny on margin guidance. McDonald's Could Miss First-Quarter US Comparable Sales Consensus Views, UBS Says
• Negative Sentiment: Near-term sentiment has weakened: shares recently hit a 52‑week low and Erste Group downgraded MCD to Hold, citing slower profit growth — analyst caution and the technical weakness increase the risk of further downside if earnings disappoint. McDonald's Stock Hits 52-Week Low Ahead of Earnings

Insiders Place Their Bets

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the business's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the sale, the chief marketing officer owned 6,200 shares of the company's stock, valued at approximately $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 71,990 shares of company stock valued at $23,824,113. Insiders own 0.26% of the company's stock.

About McDonald's

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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