McDonald's Corporation $MCD Shares Sold by Burney Co.

Key Points

• Burney Co. cut its stake in McDonald's by 47.6% in Q4, selling 18,824 shares and leaving 20,751 shares valued at about $6.34 million; roughly 70.29% of MCD is held by institutional investors.
• McDonald's beat Q4 expectations with EPS of $3.12 versus $3.05 and revenue of $7.01 billion (up 9.7% year-over-year), and it pays a quarterly dividend of $1.86 ($7.44 annualized) for a ~2.4% yield.
• Corporate insiders have been net sellers — 71,657 shares worth about $23.7 million sold in the past 90 days (including Joseph Erlinger and EVP Jonathan Banner) — while analysts carry a consensus "Hold" rating with a $339.69 price target.

Burney Co. cut its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 47.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,751 shares of the fast-food giant's stock after selling 18,824 shares during the period. Burney Co.'s holdings in McDonald's were worth $6,342,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Global X Japan Co. Ltd. raised its holdings in shares of McDonald's by 236.7% during the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant's stock worth $1,976,000 after purchasing an additional 4,571 shares during the period. D.A. Davidson & CO. raised its holdings in shares of McDonald's by 2.7% during the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant's stock worth $43,606,000 after purchasing an additional 3,774 shares during the period. Regent Peak Wealth Advisors LLC acquired a new stake in shares of McDonald's during the third quarter worth $1,120,000. Synergy Asset Management LLC raised its holdings in shares of McDonald's by 317.2% during the third quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant's stock worth $5,691,000 after purchasing an additional 14,506 shares during the period. Finally, National Pension Service grew its position in shares of McDonald's by 2.5% during the third quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant's stock worth $465,868,000 after acquiring an additional 37,744 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald's Stock Down 1.3%

Shares of MCD opened at $305.64 on Friday. The firm has a 50-day moving average price of $321.19 and a 200 day moving average price of $311.72. The firm has a market capitalization of $217.25 billion, a PE ratio of 25.58, a P/E/G ratio of 2.72 and a beta of 0.53. McDonald's Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 firm 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 firm posted $2.83 EPS. McDonald's's revenue was up 9.7% compared to the same quarter last year. On average, equities analysts expect that McDonald's Corporation will post 12.25 EPS for the current 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 paid a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald's's dividend payout ratio is currently 62.26%.

Insider Activity

In other McDonald's news, insider Joseph M. Erlinger sold 2,626 shares of the company's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total transaction of $862,220.84. Following the completion of the sale, the insider directly owned 8,733 shares of the company's stock, valued at approximately $2,867,393.22. This represents a 23.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 transaction of $2,066,731.29. Following the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,657 shares of company stock valued at $23,722,204 over the last ninety days. Corporate insiders own 0.25% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently commented on MCD. Oppenheimer upgraded shares of McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target for the company in a research report on Tuesday, January 6th. Robert W. Baird set a $335.00 price target on shares of McDonald's in a research report on Thursday, February 12th. Piper Sandler upped their price target on shares of McDonald's from $323.00 to $325.00 and gave the stock a "neutral" rating in a research report on Thursday, February 12th. Royal Bank Of Canada upped their price target on shares of McDonald's from $320.00 to $330.00 and gave the stock a "sector perform" rating in a research report on Thursday, February 12th. Finally, Tigress Financial upped their price target on shares of McDonald's from $360.00 to $385.00 and gave the stock a "buy" rating in a research report on Friday, March 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $339.69.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: Erste Group raised earnings estimates for McDonald’s, which supports near-term analyst sentiment and valuation models. Erste Group Bank Increases Earnings Estimates for McDonald's
• Positive Sentiment: Q4 benchmarking coverage highlights McDonald’s solid Q4 results (revenue and EPS beats), reinforcing the company’s resilient margins and franchise model—important fundamentals for medium-term investors. Traditional Fast Food Stocks Q4 Results: Benchmarking McDonald's NYSE: MCD
• Positive Sentiment: McDonald’s is a featured participant in a major sustainability summit alongside PepsiCo and Walmart, which may help with ESG positioning and institutional investor interest. PepsiCo, Walmart and McDonald's to Lead US Sustainability Summit Programme
• Neutral Sentiment: Zacks and Yahoo finance pieces note MCD as a “trending” stock and highlight metrics investors watch (earnings momentum, Zacks ESP); useful context but not a direct catalyst. Here is What to Know Beyond Why McDonald's Corporation (MCD) is a Trending Stock
• Neutral Sentiment: Coverage on whether Warren Buffett owns McDonald’s provides background on investor interest but doesn’t imply immediate buying pressure. Is Warren Buffett Invested in McDonald’s?
• Neutral Sentiment: Marketing collaborations (e.g., K-pop partnership) are brand-building initiatives that could boost traffic among younger demographics over time. KPop Demon Hunters X McDonald’s X VANDYTHEPINK Collab Coming To Complex
• Negative Sentiment: Repeated viral coverage criticizing the CEO’s on-camera bite and etiquette has generated negative PR; while largely reputational, it can weigh on sentiment and retail investor reactions in the short term. McDonald’s CEO roasted yet again for eating on-camera
• Negative Sentiment: Competitive stories highlighting Burger King’s product revamp and market wins raise concerns about share dynamics in key segments—could pressure same-store sales expectations if sustained. How Burger King is beating McDonald’s with revamped Whopper

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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