Sandro Wealth Management LLC Makes New Investment in McDonald's Corporation $MCD

Key Points

• Sandro Wealth Management LLC initiated a new position in McDonald's, purchasing 6,819 shares worth about $2.084 million, which represents roughly 1.7% of its portfolio and is its 18th‑largest holding.
• McDonald's beat quarterly estimates with $3.12 EPS versus $3.05 expected and $7.01 billion in revenue (up 9.7% year‑over‑year), and it pays a $1.86 quarterly dividend (annualized $7.44, ~2.6% yield).
• Insiders have been net sellers (about 71,990 shares, ~$23.8M, in the last three months) even as institutional investors own ~70.3% of the stock and analysts' consensus is a "Hold" with an average price target of $340.93.

Sandro Wealth Management LLC purchased a new position in McDonald's Corporation (NYSE:MCD - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,819 shares of the fast-food giant's stock, valued at approximately $2,084,000. McDonald's makes up approximately 1.7% of Sandro Wealth Management LLC's portfolio, making the stock its 18th biggest position.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of McDonald's by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock worth $2,692,000 after purchasing an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of 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 worth $563,000 after purchasing an additional 52 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of McDonald's by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock worth $589,000 after purchasing an additional 206 shares during the last quarter. United Bank raised its stake in shares of McDonald's by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant's stock worth $2,367,000 after purchasing an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of 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 during the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

McDonald's Trading Down 2.3%

Shares of MCD stock opened at $286.83 on Friday. The stock has a 50 day moving average of $314.29 and a 200 day moving average of $311.73. The stock has a market cap of $203.89 billion, a P/E ratio of 24.00, a P/E/G ratio of 2.72 and a beta of 0.43. McDonald's Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same period last year, the company earned $2.83 earnings per share. McDonald's's quarterly revenue was up 9.7% compared to the same quarter last year. On average, research analysts predict that McDonald's Corporation will post 13.2 earnings per share for the current fiscal year.

McDonald's Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald's's dividend payout ratio (DPR) is presently 62.26%.

Insiders Place Their Bets

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares of the company's stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 333 shares of the firm's stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the sale, the insider directly owned 8,067 shares in the company, valued at approximately $2,442,042.24. The trade was a 3.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,990 shares of company stock valued at $23,824,113 in the last three months. 0.26% of the stock is currently owned by company insiders.

Trending Headlines about McDonald's

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

• Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald's NYSE: MCD Cut to "Hold" at Erste Group Bank

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Oppenheimer upgraded 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. Piper Sandler lifted their price target on McDonald's from $323.00 to $325.00 and gave the company a "neutral" rating in a research report on Thursday, February 12th. Barclays lifted their price target on McDonald's from $372.00 to $380.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. lifted their price target on McDonald's from $305.00 to $325.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. Finally, Robert W. Baird set a $335.00 price target on McDonald's in a research report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $340.93.

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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