JCP Investment Management LLC Invests $3.67 Million in McDonald's Corporation $MCD

Key Points

• JCP Investment Management acquired 11,800 McDonald’s shares worth approximately $3.67 million, making the stock its 10th-largest holding and about 2.4% of its portfolio. Institutional investors and hedge funds collectively own 70.29% of McDonald’s.
• McDonald’s recently beat quarterly expectations with $2.83 in EPS and $6.52 billion in revenue, while maintaining a quarterly dividend of $1.86 per share, equivalent to a 2.8% yield.
• Shares were trading near a 52-week low amid concerns about price-sensitive consumers and weakening demand. Analysts remain moderately bullish, with a consensus price target of $334.32 versus a recent price of $264.46.

JCP Investment Management LLC acquired a new position in McDonald's Corporation (NYSE:MCD - Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 11,800 shares of the fast-food giant's stock, valued at approximately $3,667,000. McDonald's makes up approximately 2.4% of JCP Investment Management LLC's holdings, making the stock its 10th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Gateway Wealth Partners LLC raised its position in shares of McDonald's by 220.6% during the 1st quarter. Gateway Wealth Partners LLC now owns 8,078 shares of the fast-food giant's stock worth $2,511,000 after buying an additional 5,558 shares in the last quarter. Delta Global Management LP grew its stake in shares of McDonald's by 17.4% in the 1st quarter. Delta Global Management LP now owns 3,139 shares of the fast-food giant's stock worth $976,000 after purchasing an additional 466 shares during the last quarter. Everest Financial Group LLC acquired a new position in shares of McDonald's in the 1st quarter worth approximately $216,000. OMERS ADMINISTRATION Corp increased its holdings in shares of McDonald's by 31.6% in the first quarter. OMERS ADMINISTRATION Corp now owns 39,383 shares of the fast-food giant's stock valued at $12,240,000 after buying an additional 9,452 shares in the last quarter. Finally, FreeGulliver LLC acquired a new stake in shares of McDonald's during the first quarter worth $243,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald's News Summary

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

• Positive Sentiment: McDonald’s announced a quarterly dividend of $1.86 per share, reinforcing its reputation as a steady income stock and highlighting continued cash generation. McDONALD'S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: BTIG Research kept a buy rating on McDonald’s and said the stock still offers meaningful upside, even after cutting its price target to $350 from $370. Benzinga
• Positive Sentiment: Recent consumer-focused coverage around McValue packs, online availability, and a new dipping sauce suggests McDonald’s is still leaning on value-driven promotions and menu innovation to drive traffic. Here’s what’s new at McDonald’s this week
• Neutral Sentiment: Media coverage highlighting McDonald’s new McValue packs and online ordering is more promotional than financial, so it may help awareness but does not yet prove a material sales lift. McDonald's McValue packs now available online. Here's how to score one
• Neutral Sentiment: Analysts and media continue to frame McDonald’s as a defensive dividend name, but that alone is not enough to offset broader concerns about consumer spending. These 4 Dividend Stocks Are Money-Printing Machines
• Negative Sentiment: New research indicates restaurant customers remain highly price sensitive despite lower gas prices, which is a warning sign for traffic and margins at McDonald’s. McDonald's (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices
• Negative Sentiment: McDonald’s recently hit a new 52-week low, and commentary around the stock suggests investors are waiting for the August 4 earnings report before buying the dip. McDonald’s Just Hit a New 52-Week Low. Don’t Buy the Dip Until After August 4.
• Negative Sentiment: StockTwits-style coverage also points to McDonald’s trading near 52-week lows amid broader concerns about weakening consumer demand. Why Did PEGA, ISRG, MCD Stocks Plunge To 52-Week Lows Today?

McDonald's Stock Down 0.1%

Shares of NYSE MCD opened at $264.46 on Monday. McDonald's Corporation has a 12 month low of $260.96 and a 12 month high of $341.75. The business's 50 day moving average is $275.99 and its two-hundred day moving average is $298.86. The company has a market cap of $187.90 billion, a P/E ratio of 21.80, a P/E/G ratio of 2.84 and a beta of 0.41.

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, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to analysts' expectations of $6.47 billion. McDonald's had a net margin of 31.62% and a negative return on equity of 442.10%. The business's quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.67 EPS. Sell-side analysts expect that McDonald's Corporation will post 12.86 earnings per share for the current fiscal year.

McDonald's Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date is Tuesday, September 1st. McDonald's's dividend payout ratio is presently 61.34%.

Insiders Place Their Bets

In other news, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction 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 $1,744,760.48. This trade represents a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 8,348 shares of company stock valued at $2,355,634. Corporate insiders own 0.26% of the company's stock.

Analyst Upgrades and Downgrades

MCD has been the topic of a number of recent analyst reports. Erste Group Bank lowered shares of McDonald's from a "buy" rating to a "hold" rating in a report on Monday, April 27th. Rothschild & Co Redburn raised McDonald's from a "sell" rating to a "neutral" rating and lifted their price objective for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Royal Bank Of Canada restated a "sector perform" rating on shares of McDonald's in a research note on Tuesday, June 23rd. Evercore set a $320.00 price target on shares of McDonald's in a research note on Thursday. Finally, Wells Fargo & Company lowered their target price on shares of McDonald's from $320.00 to $300.00 and set an "overweight" rating on the stock in a research report on Thursday, July 16th. Fifteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $334.32.

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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