NorthRock Partners LLC Has $8.25 Million Position in McDonald's Corporation $MCD

Key Points

• NorthRock Partners boosted its stake in McDonald's by 39.3% to 27,131 shares, worth $8.245 million at the end of the quarter.
• Insider selling: CEO Christopher Kempczinski sold 26,276 shares (~$8.76M) and insiders disposed of 74,143 shares worth about $24.5M over the last 90 days, markedly reducing executive holdings.
• Business and market highlights: McDonald's topped Q results (EPS $3.12 vs. $3.05) with revenue up 9.7%, announced a U.S. $3 value menu rollout in April, saw analyst upgrades (Tigress raised its target to $385), and declared a $1.86 quarterly dividend (2.3% yield).

NorthRock Partners LLC boosted its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 39.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,131 shares of the fast-food giant's stock after buying an additional 7,650 shares during the quarter. NorthRock Partners LLC's holdings in McDonald's were worth $8,245,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Texas Capital Bank Wealth Management Services Inc grew its holdings in McDonald's by 23.1% during the 3rd quarter. Texas Capital Bank Wealth Management Services Inc now owns 4,783 shares of the fast-food giant's stock worth $1,454,000 after acquiring an additional 899 shares during the last quarter. United Financial Planning Group LLC bought a new position in shares of McDonald's during the third quarter valued at $238,000. Wealth Advisors of Tampa Bay LLC lifted its holdings in shares of McDonald's by 0.5% during the third quarter. Wealth Advisors of Tampa Bay LLC now owns 17,784 shares of the fast-food giant's stock worth $5,404,000 after purchasing an additional 87 shares during the period. Nicolet Advisory Services LLC grew its stake in shares of McDonald's by 2.9% in the third quarter. Nicolet Advisory Services LLC now owns 7,326 shares of the fast-food giant's stock worth $2,171,000 after purchasing an additional 204 shares during the last quarter. Finally, Nicolet Bankshares Inc. grew its stake in shares of McDonald's by 1.8% in the third quarter. Nicolet Bankshares Inc. now owns 7,660 shares of the fast-food giant's stock worth $2,328,000 after purchasing an additional 134 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling

In other McDonald's news, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $333.54, for a total value of $8,764,097.04. Following the transaction, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the firm's stock in a transaction that occurred on 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 sale, the executive vice president directly owned 2,291 shares of the company's stock, valued at $763,567.39. This trade represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 74,143 shares of company stock worth $24,517,724 over the last 90 days. 0.25% of the stock is owned by company insiders.

McDonald's News Roundup

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald's to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD's Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald's CEO's viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald's Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald's (MCD) Down 2.5% Since Last Earnings Report?

McDonald's Stock Up 0.8%

NYSE:MCD opened at $326.41 on Friday. McDonald's Corporation has a twelve month low of $283.47 and a twelve month high of $341.75. The company has a fifty day moving average of $320.28 and a 200-day moving average of $311.52. The firm has a market capitalization of $231.88 billion, a P/E ratio of 27.31, a P/E/G ratio of 2.88 and a beta of 0.51.

McDonald's (NYSE:MCD - Get Free Report) last issued its earnings results 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. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. McDonald's's revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.83 earnings per share. On average, analysts anticipate that McDonald's Corporation will post 12.25 EPS for the current fiscal year.

McDonald's Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald's's dividend payout ratio is 62.26%.

Analysts Set New Price Targets

Several brokerages recently issued reports on MCD. Argus raised McDonald's from a "hold" rating to a "buy" rating and set a $380.00 target price for the company in a research report on Friday, February 13th. Royal Bank Of Canada upped their price target on McDonald's from $320.00 to $330.00 and gave the company a "sector perform" rating in a research report on Thursday, February 12th. Jefferies Financial Group increased their price target on McDonald's from $360.00 to $375.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Piper Sandler raised their price objective on McDonald's from $323.00 to $325.00 and gave the stock a "neutral" rating in a research report on Thursday, February 12th. Finally, Tigress Financial lifted their price objective on McDonald's from $360.00 to $385.00 and gave the stock a "buy" rating in a research note on Friday, March 6th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, McDonald's presently has a consensus rating of "Hold" and a consensus price target of $339.69.

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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