McDonald's Corporation $MCD Shares Acquired by Peregrine Asset Advisers Inc.

Key Points

• Peregrine Asset Advisers boosted its stake in McDonald's by 633.8% in Q4 to 14,874 shares (worth $4.546M), making MCD its 26th-largest position and about 1.3% of the firm's holdings.
• McDonald's topped Q results with EPS of $3.12 versus $3.05 and revenue of $7.01B versus $6.81B (revenue +9.7% y/y), and it pays a $1.86 quarterly dividend (annualized $7.44, ~2.6% yield).
• Analysts show a consensus "Hold" with a $340.93 target (16 Buy / 15 Hold / 1 Sell), while insiders sold roughly 71,990 shares (~$23.8M) and institutional investors own about 70.29% of the stock.

Peregrine Asset Advisers Inc. raised its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 633.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,874 shares of the fast-food giant's stock after purchasing an additional 12,847 shares during the quarter. McDonald's accounts for about 1.3% of Peregrine Asset Advisers Inc.'s holdings, making the stock its 26th biggest position. Peregrine Asset Advisers Inc.'s holdings in McDonald's were worth $4,546,000 at the end of the most recent quarter.

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

Analyst Upgrades and Downgrades

MCD has been the topic of several research reports. Weiss Ratings lowered shares of McDonald's from a "buy (b)" rating to a "buy (b-)" rating in a research report on Monday, April 27th. Citigroup increased their price target on shares of McDonald's from $371.00 to $375.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Mizuho upped their price objective on shares of McDonald's from $300.00 to $325.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Barclays upped their price objective on shares of McDonald's from $372.00 to $380.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Finally, Piper Sandler upped their price objective on shares of McDonald's from $323.00 to $325.00 and gave the company a "neutral" rating in a research note on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $340.93.

McDonald's Stock Up 0.1%

NYSE:MCD opened at $286.83 on Monday. The company has a market cap of $203.89 billion, a P/E ratio of 24.00, a P/E/G ratio of 2.65 and a beta of 0.43. McDonald's Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm's 50 day moving average is $314.29 and its two-hundred day moving average is $311.86.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the business earned $2.83 earnings per share. The business's quarterly revenue was up 9.7% compared to the same quarter last year. Research analysts forecast that McDonald's Corporation will post 13.2 earnings per share for the current fiscal year.

McDonald's Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. McDonald's's payout ratio is currently 62.26%.

Insider Activity

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the company's stock in a transaction dated Monday, February 23rd. The shares were 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 of the company's stock, valued at $763,567.39. This represents a 73.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 71,990 shares of company stock valued at $23,824,113. Corporate insiders own 0.26% of the company's stock.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald's NYSE: MCD Cut to "Hold" at Erste Group Bank

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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