McDonald's Corporation $MCD Shares Purchased by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors LP increased its stake in McDonald's by 4.3% in Q3 to 1,860,268 shares (an additional 76,265 shares), holding about 0.26% of the company worth roughly $565.3 million.
• McDonald's beat quarterly expectations with EPS of $3.12 (vs. $3.05) and revenue of $7.01 billion, up 9.7% year-over-year, while the consensus analyst rating is a Hold with a $338.07 average target.
• The company declared a quarterly dividend of $1.86 (annualized $7.44, ~2.2% yield; ex-dividend March 3), even as insiders sold 71,517 shares worth about $23.66 million last quarter and hedge funds own 70.29% of the stock.

Dimensional Fund Advisors LP boosted its position in McDonald's Corporation (NYSE:MCD - Free Report) by 4.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,860,268 shares of the fast-food giant's stock after acquiring an additional 76,265 shares during the period. Dimensional Fund Advisors LP owned about 0.26% of McDonald's worth $565,306,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in McDonald's by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock valued at $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in McDonald's by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock valued at $563,000 after purchasing an additional 52 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of 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 valued at $589,000 after buying an additional 206 shares during the last quarter. United Bank boosted its stake in McDonald's by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant's stock valued at $2,367,000 after acquiring an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in 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 worth $3,780,000 after purchasing an additional 312 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company's stock.

Trending Headlines about McDonald's

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

• Positive Sentiment: KeyCorp raised its price target and kept an overweight rating, signaling analyst confidence and giving institutional investors a near-term upside catalyst. Read More
• Positive Sentiment: McDonald’s announced a €150m investment to open 25 restaurants across Ireland (five per year over five years), supporting international growth and unit-expansion thesis. McDonald’s to invest €150m in Ireland to open 25 new outlets
• Positive Sentiment: Marketing/promotional activity continues to drive traffic: a one-day $1 Egg McMuffin offer and an NHL collectible tie-in in Canada are examples of low-cost promotions that can boost same-store sales and customer frequency. Egg McMuffin promo NHL Star Sticks Meal
• Neutral Sentiment: The new “Big Arch” burger is generating heavy earned media and consumer trials — numerous reviews and “I tried it” stories are keeping McDonald’s top-of-mind, which can lift short-term store traffic even if reviews are mixed. Big Arch review
• Negative Sentiment: A viral video of CEO Christopher Kempczinski awkwardly sampling the Big Arch drew widespread mockery and was amplified by Burger King’s leadership — the competitive jab and PR backlash create short-term reputation risk and distract management messaging. CEO roasted by Burger King WSJ coverage
• Negative Sentiment: Some consumer write-ups call the Big Arch overpriced or not worth it, which could limit repeat demand if negative reviews persist — important to monitor early sales data and comps. Value questions on Big Arch

Analyst Ratings Changes

A number of research firms have commented on MCD. BTIG Research lifted their price objective on shares of McDonald's from $360.00 to $370.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 price objective on McDonald's in a report on Thursday, February 12th. Piper Sandler raised their target price 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. Erste Group Bank raised McDonald's from a "hold" rating to a "buy" rating in a research note on Wednesday, February 18th. Finally, TD Cowen restated a "hold" rating and issued a $320.00 price target on shares of McDonald's in a research report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, McDonald's currently has a consensus rating of "Hold" and a consensus target price of $338.07.

McDonald's Trading Down 0.1%

MCD opened at $331.75 on Thursday. The stock has a market cap of $235.68 billion, a price-to-earnings ratio of 27.76, a PEG ratio of 2.95 and a beta of 0.51. The stock has a fifty day moving average price of $317.58 and a 200 day moving average price of $310.78. McDonald's Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 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 for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the business posted $2.83 EPS. McDonald's's quarterly revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts forecast that McDonald's Corporation will post 12.25 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, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald's's payout ratio is presently 62.26%.

Insider Buying and Selling at McDonald's

In related news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Joseph M. Erlinger sold 333 shares of the firm's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $330.43, for a total value of $110,033.19. Following the completion of the sale, the insider directly owned 8,733 shares in the company, valued at approximately $2,885,645.19. This represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 71,517 shares of company stock worth $23,655,503 in the last quarter. 0.25% of the stock is owned by corporate insiders.

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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