Lederer & Associates Investment Counsel CA Takes Position in McDonald's Corporation $MCD

Key Points

• Lederer & Associates Investment Counsel CA acquired 6,128 McDonald’s shares in the second quarter, worth approximately $1.66 million. Institutional investors collectively own 70.29% of MCD, while insiders sold 8,348 shares valued at $2.36 million over the past three months.
• McDonald’s reported quarterly EPS of $3.38, beating estimates by $0.06, while revenue rose 3.7% year over year to $7.10 billion but fell slightly short of expectations. The company declared a quarterly dividend of $1.86, representing a 2.7% yield.
• Analysts maintain a “Moderate Buy” consensus with an average target price of $325.44, though the company faces slowing U.S. comparable sales, competitive pressure and execution concerns. McDonald’s is expanding its menu and promotions but has delayed its 50,000-store goal to 2028.

Lederer & Associates Investment Counsel CA acquired a new position in shares of McDonald's Corporation (NYSE:MCD - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 6,128 shares of the fast-food giant's stock, valued at approximately $1,656,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MCD. Your Advocates Ltd. LLP bought a new position in shares of McDonald's in the fourth quarter worth $27,000. IFC & Insurance Marketing Inc. bought a new stake in shares of McDonald's during the fourth quarter valued at about $29,000. Abound Financial LLC bought a new stake in shares of McDonald's during the fourth quarter valued at about $30,000. Purpose Unlimited Inc. acquired a new stake in McDonald's in the fourth quarter worth about $31,000. Finally, DecisionPoint Financial LLC lifted 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 during the period. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling

In other McDonald's news, insider Joseph M. Erlinger sold 5,252 shares of the company's stock in a transaction that occurred 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction that occurred on 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 sale, the executive vice president 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 position. The SEC filing for this sale provides additional information. Insiders sold 8,348 shares of company stock valued at $2,355,634 over the last three months. 0.26% of the stock is owned by insiders.

McDonald's Stock Up 0.0%

Shares of NYSE MCD opened at $273.83 on Wednesday. McDonald's Corporation has a 12 month low of $260.96 and a 12 month high of $341.75. The company has a market cap of $193.77 billion, a price-to-earnings ratio of 22.24, a P/E/G ratio of 3.06 and a beta of 0.41. The business has a fifty day simple moving average of $273.92 and a 200-day simple moving average of $295.91.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate of $3.32 by $0.06. McDonald's had a net margin of 31.72% and a negative return on equity of 512.80%. The business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter in the prior year, the firm earned $3.19 EPS. The firm's quarterly revenue was up 3.7% on a year-over-year basis. As a group, sell-side analysts expect that McDonald's Corporation will post 12.88 EPS for the current fiscal year.

McDonald's Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders 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 dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald's's dividend payout ratio is 60.44%.

Analyst Ratings Changes

MCD has been the subject of a number of recent analyst reports. UBS Group set a $305.00 target price on shares of McDonald's in a research report on Wednesday, August 5th. Citigroup boosted their price target on shares of McDonald's from $335.00 to $345.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Rothschild & Co Redburn raised shares of McDonald's from a "sell" rating to a "neutral" rating and upped their price target for the stock from $260.00 to $306.00 in a research note on Thursday, April 23rd. Cfra upgraded shares of McDonald's to a "buy" rating in a report on Friday, May 8th. Finally, Barclays lowered their price objective on shares of McDonald's from $380.00 to $350.00 and set an "overweight" rating on the stock in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $325.44.

Trending Headlines about McDonald's

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

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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