SageView Advisory Group LLC Purchases 7,400 Shares of McDonald's Corporation $MCD

Key Points

• SageView boosted its McDonald’s stake by 44.1% in Q3, buying 7,400 shares to hold 24,168 shares valued at $7.344 million, while institutional investors collectively own 70.29% of the company with several large new or expanded stakes by Norges Bank, Laurel Wealth, Soundwatch, Viking and Amundi.
• Insiders are net sellers: CEO Christopher J. Kempczinski sold 26,276 shares for about $8.76 million (a 53% cut to his holding), and insiders disposed of 71,517 shares worth $23.66 million over the past 90 days, leaving insiders with just 0.25% ownership.
• Analyst views are mixed but increasingly bullish—several upgrades and price-target raises (up to $385) contrast with a MarketBeat consensus of "Hold" at $339.69—while McDonald’s recently beat quarterly EPS ($3.12 vs. $3.05) and revenue ($7.01B vs. $6.81B) and declared a $1.86 quarterly dividend (2.3% yield).

SageView Advisory Group LLC boosted its position in McDonald's Corporation (NYSE:MCD - Free Report) by 44.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,168 shares of the fast-food giant's stock after buying an additional 7,400 shares during the quarter. SageView Advisory Group LLC's holdings in McDonald's were worth $7,344,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in McDonald's in the 2nd quarter worth approximately $2,780,712,000. Laurel Wealth Advisors LLC raised its holdings in McDonald's by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant's stock valued at $1,676,339,000 after acquiring an additional 5,718,087 shares during the period. Soundwatch Capital LLC purchased a new stake in shares of McDonald's during the second quarter worth $1,412,069,000. Viking Global Investors LP boosted its holdings in shares of McDonald's by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant's stock worth $913,157,000 after acquiring an additional 1,974,998 shares during the period. Finally, Amundi boosted its holdings in shares of McDonald's by 96.0% in the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant's stock worth $1,188,147,000 after acquiring an additional 1,974,751 shares during the period. Hedge funds and other institutional investors own 70.29% of the company's stock.

Insider Activity

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the business's 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 completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at $7,638,066. The trade was a 53.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $330.43, for a total transaction of $110,033.19. Following the transaction, the insider owned 8,733 shares in the company, valued at $2,885,645.19. The trade was a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 71,517 shares of company stock valued at $23,655,503. 0.25% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on MCD. Argus upgraded McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price objective on the stock in a research note on Friday, February 13th. Jefferies Financial Group lifted their target price on McDonald's from $360.00 to $375.00 and gave the company a "buy" rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 price target on McDonald's in a research report on Thursday, February 12th. Tigress Financial raised their price objective on shares of McDonald's from $360.00 to $385.00 and gave the company a "buy" rating in a research report on Friday, March 6th. Finally, BTIG Research boosted their price objective on shares of McDonald's from $360.00 to $370.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $339.69.

Key Stories Impacting McDonald's

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

• Positive Sentiment: Loyalty momentum: McDonald’s loyalty program is near 210 million active users across 70+ markets, improving engagement and providing a direct lever to drive repeat sales and targeted promotions as it targets 250M members by 2027. Will McDonald's 210M Loyalty Users Fuel Long-Term Growth?
• Positive Sentiment: Analyst support: A published price-target raise to $385 signals at least one analyst’s bullish view on upside vs. current levels, which can support sentiment and buy-side interest. McDonald's NYSE: MCD Price Target Raised to $385.00
• Positive Sentiment: New product and partner activations: Recent consumer-facing moves — a spring menu featuring Cadbury items and a Crocs Happy Meal promotion — are small-but-visible initiatives that can boost traffic, social buzz and limited-time sales. McDonald’s just unveiled its new spring menu — Cadbury products will send fans wild McDonald's rolls out Crocs Happy Meal. What comes inside?
• Positive Sentiment: Brand & marketing traction: The Big Arch burger rollout and CEO-led taste-test moments have generated viral attention and sparked playful competitor responses — a sign of strong brand engagement that can translate into short-term traffic lifts. McDonald's Big Arch Burger Tests Brand Power And Rich Valuation McDonald's CEO's Big Arch taste test sparked a war of fast-food copycats
• Neutral Sentiment: Valuation debate: Recent analysis questions whether the current share price fully reflects McDonald’s fundamentals — pointing to strong brand and growth drivers but mixed valuation signals, which may temper buying conviction. Is McDonald's (MCD) Share Price Justified After Recent Gains And Mixed Valuation Signals
• Neutral Sentiment: Product-level chatter: Lifestyle and menu stories (sauce comparisons, Filet‑O‑Fish nostalgia, rare-store features) keep the brand top-of-mind but are unlikely to move fundamentals materially. McDonald's Big Mac Sauce Vs Big Arch Sauce: Here's The Difference
• Negative Sentiment: Macro/operational risk: Analysis highlights exposure to high oil prices (logistics, delivery partner costs, packaging inputs and consumer pump sensitivity). A sustained spike in fuel could pressure margins, delivery economics and low-income consumer traffic. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

McDonald's Price Performance

Shares of MCD opened at $327.74 on Wednesday. McDonald's Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The company has a market capitalization of $232.83 billion, a P/E ratio of 27.43, a P/E/G ratio of 2.94 and a beta of 0.51. The firm's 50 day simple moving average is $319.06 and its 200 day simple moving average is $311.25.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating 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 firm had revenue of $7.01 billion for the quarter, compared to analysts' expectations of $6.81 billion. During the same quarter last year, the company posted $2.83 EPS. The business's quarterly revenue was up 9.7% on a year-over-year basis. On average, equities analysts anticipate that McDonald's Corporation will post 12.25 earnings per share for the current year.

McDonald's Dividend Announcement

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

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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