MOKAN Wealth Management Inc. Purchases 3,743 Shares of McDonald's Corporation $MCD

Key Points

• MOKAN Wealth Management increased its McDonald’s position by 30.5% in the second quarter, adding 3,743 shares to hold 16,005 shares valued at approximately $4.33 million.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $325.44, although some firms recently lowered their targets.
• McDonald’s exceeded quarterly EPS expectations with $3.38 versus $3.32 forecast, while revenue slightly missed estimates at $7.10 billion. The company declared a quarterly dividend of $1.86 per share, representing a 2.7% annualized yield.

MOKAN Wealth Management Inc. increased its position in McDonald's Corporation (NYSE:MCD - Free Report) by 30.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 16,005 shares of the fast-food giant's stock after acquiring an additional 3,743 shares during the period. McDonald's comprises approximately 1.7% of MOKAN Wealth Management Inc.'s holdings, making the stock its 23rd largest position. MOKAN Wealth Management Inc.'s holdings in McDonald's were worth $4,327,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Your Advocates Ltd. LLP bought a new position in shares of McDonald's during the fourth quarter valued at $27,000. IFC & Insurance Marketing Inc. bought a new stake in McDonald's in the 4th quarter worth about $29,000. Abound Financial LLC bought a new stake in McDonald's in the 4th quarter worth about $30,000. DecisionPoint Financial LLC raised its position in McDonald's by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after buying an additional 97 shares during the last quarter. Finally, Entrust Financial LLC purchased a new position in McDonald's in the 4th quarter worth about $31,000. 70.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft raised their price target on shares of McDonald's from $335.00 to $345.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Freedom Capital raised shares of McDonald's from a "hold" rating to a "strong-buy" rating in a report on Wednesday, August 5th. JPMorgan Chase & Co. lowered their price objective on shares of McDonald's from $325.00 to $305.00 and set an "overweight" rating on the stock in a research report on Monday, May 11th. Royal Bank Of Canada dropped their target price on shares of McDonald's from $305.00 to $295.00 and set a "sector perform" rating on the stock in a report on Wednesday, August 5th. Finally, Evercore set a $320.00 target price on shares of McDonald's in a research report on Thursday, July 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $325.44.

Insider Transactions at McDonald's

In other news, insider Joseph M. Erlinger sold 5,252 shares of McDonald's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the transaction, the insider directly owned 7,734 shares of the company's stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their position. The transaction 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 business's stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 8,348 shares of company stock valued at $2,355,634. Company insiders own 0.26% of the company's stock.

Key Stories Impacting McDonald's

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

McDonald's Trading Up 0.1%

Shares of MCD stock opened at $272.61 on Friday. McDonald's Corporation has a 12 month low of $260.96 and a 12 month high of $341.75. The stock has a market cap of $192.91 billion, a P/E ratio of 22.15, a P/E/G ratio of 3.05 and a beta of 0.41. The company has a 50 day simple moving average of $273.81 and a two-hundred day simple moving average of $295.28.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.32 by $0.06. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. The firm had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter in the previous year, the firm posted $3.19 EPS. The company's revenue for the quarter was up 3.7% compared to the same quarter last year. As a group, equities analysts forecast that McDonald's Corporation will post 12.88 earnings per share for the current year.

McDonald's Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. 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%.

McDonald's 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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