McDonald's Corporation $MCD Position Raised by Asset Management One Co. Ltd.

Key Points

• Asset Management One Co. Ltd. increased its McDonald’s stake by 1.1% in the second quarter, bringing its holdings to 425,184 shares valued at approximately $114.9 million. Institutional investors collectively own 70.29% of the company.
• Analysts maintain a generally favorable outlook, with McDonald’s carrying a “Moderate Buy” consensus rating and an average price target of $325.44, despite several recent hold or downgrade decisions.
• McDonald’s reported quarterly EPS of $3.38, beating estimates, while revenue of $7.10 billion slightly missed expectations. The company also declared a quarterly dividend of $1.86 per share, equivalent to a 2.7% yield.

Asset Management One Co. Ltd. grew its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 425,184 shares of the fast-food giant's stock after acquiring an additional 4,511 shares during the quarter. Asset Management One Co. Ltd. owned about 0.06% of McDonald's worth $114,931,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of MCD. Strategic Financial Concepts LLC acquired a new stake in McDonald's in the second quarter worth about $391,000. Equity Wealth Partners LLC raised its holdings in McDonald's by 81.5% during the 2nd quarter. Equity Wealth Partners LLC now owns 1,485 shares of the fast-food giant's stock worth $401,000 after buying an additional 667 shares during the period. Borer Denton & Associates Inc. lifted its stake in McDonald's by 16.9% during the second quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant's stock valued at $3,746,000 after buying an additional 2,000 shares in the last quarter. Whittier Trust Co. increased its position in shares of McDonald's by 2.7% in the second quarter. Whittier Trust Co. now owns 67,183 shares of the fast-food giant's stock worth $18,778,000 after acquiring an additional 1,742 shares in the last quarter. Finally, MOKAN Wealth Management Inc. raised its holdings in shares of McDonald's by 30.5% during the second quarter. MOKAN Wealth Management Inc. now owns 16,005 shares of the fast-food giant's stock valued at $4,327,000 after acquiring an additional 3,743 shares during the period. Institutional investors own 70.29% of the company's stock.

Analyst Ratings Changes

MCD has been the subject of a number of recent analyst reports. Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $295.00 price objective on shares of McDonald's in a research note on Wednesday, August 5th. Weiss Ratings cut McDonald's from a "hold (c+)" rating to a "hold (c)" rating in a research report on Tuesday, June 23rd. Erste Group Bank downgraded McDonald's from a "buy" rating to a "hold" rating in a report on Monday, April 27th. TD Cowen reissued a "hold" rating on shares of McDonald's in a research report on Tuesday, August 4th. Finally, UBS Group set a $305.00 price objective on McDonald's in a research note 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 assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $325.44.

McDonald's Price Performance

Shares of MCD stock opened at $272.61 on Friday. McDonald's Corporation has a fifty-two week low of $260.96 and a fifty-two week high of $341.75. The stock's 50-day moving average is $273.81 and its two-hundred day moving average is $295.28. The firm has a market cap of $192.91 billion, a P/E ratio of 22.15, a PEG ratio of 3.05 and a beta of 0.41.

McDonald's (NYSE:MCD - Get Free Report) last announced 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 negative return on equity of 572.06% and a net margin of 31.72%.The business had revenue of $7.10 billion during the quarter, compared to analysts' expectations of $7.13 billion. During the same quarter in the previous year, the business posted $3.19 EPS. The firm's quarterly revenue was up 3.7% compared to the same quarter last year. As a group, research analysts expect that McDonald's Corporation will post 12.88 EPS for the current year.

McDonald's Dividend Announcement

The firm also recently announced 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 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald's's payout ratio is currently 60.44%.

Insider Activity

In other McDonald's news, insider Joseph M. Erlinger sold 5,252 shares of the business'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 of the company's stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company'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 sale, the executive vice president owned 6,268 shares of the company's stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 8,348 shares of company stock worth $2,355,634. Corporate insiders own 0.26% of the company's stock.

McDonald's News Summary

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

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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