M Holdings Securities Inc. Makes New Investment in McDonald's Corporation $MCD

Key Points

• M Holdings Securities opened a new position in McDonald’s during the fourth quarter, buying 18,761 shares valued at about $5.73 million.
• McDonald’s reported stronger-than-expected quarterly results, with EPS of $2.83 and revenue of $6.52 billion, both slightly above Wall Street estimates. Revenue also rose 9.4% year over year.
• Analysts remain generally positive on the stock: the consensus rating is Moderate Buy with an average price target of $336.26, while McDonald’s also recently declared a quarterly dividend of $1.86 per share.

M Holdings Securities Inc. acquired a new position in shares of McDonald's Corporation (NYSE:MCD - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 18,761 shares of the fast-food giant's stock, valued at approximately $5,734,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MCD. Brighton Jones LLC increased its holdings in McDonald's by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock worth $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in McDonald's by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in McDonald's by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank increased its holdings in McDonald's by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant's stock worth $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in McDonald's by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock worth $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Sanford C. Bernstein reissued a "market perform" rating and set a $340.00 price objective on shares of McDonald's in a report on Thursday, February 12th. Argus raised McDonald's from a "hold" rating to a "buy" rating and set a $380.00 target price for the company in a report on Friday, February 13th. Erste Group Bank lowered McDonald's from a "buy" rating to a "hold" rating in a report on Monday, April 27th. Truist Financial upped their target price on McDonald's from $356.00 to $370.00 and gave the company a "buy" rating in a report on Thursday, February 12th. Finally, BTIG Research reaffirmed a "buy" rating and issued a $370.00 target price on shares of McDonald's in a report on Thursday, May 7th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $336.26.

McDonald's Trading Up 0.3%

McDonald's stock opened at $282.98 on Thursday. McDonald's Corporation has a 12 month low of $271.85 and a 12 month high of $341.75. The business's 50 day simple moving average is $290.34 and its 200 day simple moving average is $307.07. The company has a market cap of $201.06 billion, a price-to-earnings ratio of 23.33, a PEG ratio of 2.81 and a beta of 0.41.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data 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. McDonald's had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the prior year, the business earned $2.67 earnings per share. McDonald's's revenue for the quarter was up 9.4% on a year-over-year basis. As a group, equities research analysts forecast that McDonald's Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald's Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.6%. McDonald's's dividend payout ratio is presently 61.34%.

Insider Buying and Selling at McDonald's

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction on 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 $2,198,930.88. This trade represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 11,307 shares of company stock worth $3,262,622. Company insiders own 0.26% of the company's stock.

Key McDonald's News

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

• Positive Sentiment: McDonald’s launched FIFA World Cup meal promotions with collectible cups, toys, and Squishmallows, which could boost customer traffic and merchandise-led demand. McDonald's FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Positive Sentiment: McDonald’s is testing AI at select drive-thrus, potentially improving speed, labor efficiency, and long-term margins if the rollout works well. McDonald’s testing AI drive-thru system at select US locations
• Positive Sentiment: Analysts continue to view McDonald’s favorably, with one report saying the stock carries a “Moderate Buy” consensus. McDonald's Corporation NYSE: MCD Given Consensus Rating of "Moderate Buy" by Analysts
• Positive Sentiment: Commentary from Jim Cramer framed McDonald’s as a stock investors can build into over time, reinforcing the view that it is a defensive long-term holding. Jim Cramer Discusses a Strategic Buying Plan to Build a Great Cost Basis in McDonald’s
• Neutral Sentiment: McDonald’s is also getting attention from articles about its collectible World Cup cups and menu shake-up, which are mainly promotional and likely more relevant to customer engagement than to fundamentals. McDonald’s World Cup 2026 meal deal – how to collect all the cups and which players are on them
• Negative Sentiment: An insider sale by McDonald’s executive Joseph M. Erlinger may create some caution, even though insider transactions do not necessarily signal a change in business outlook. Joseph M. Erlinger insider sale
• Negative Sentiment: Recent reporting has also highlighted customer frustration over a drive-thru change and workplace culture/safety concerns, which could pressure sentiment if they persist. McDonald's quietly makes a major change to its drive thru and customers are furious

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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